Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Marco Giancotti

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Marco P. Giancotti has worked as a Financial Advisor since 1994. He has been with UBS Financial Services Inc. in Portland, Maine since 1999, and is a Senior Portfolio Manager in the Portfolio Management Program. Prior to working for UBS, he worked for Morgan Stanley. He holds a degree from the University of Southern Maine in Business Administration with a concentration in Finance and Accounting. Marco coordinates the planning and investment disciplines for clients as well as oversees the administration of the team. Outside of work he spends his time with his wife Kristen and three children.
- University of Southern Maine, Business Administration
- Senior Portfolio Manager
1 City Center
10th Floor
Portland, ME 04101
Tyler Judkins

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Tyler started his career as a Financial Advisor with Wells Fargo Advisors, LLC and joined UBS in 2015. He holds a BS in Business Administration with a concentration in Environmental Studies from Colby Sawyer College. Tyler serves on the Board of Trustees to the Maine Historical Society as the Secretary of the Executive Committee and also as the President of the Farmington and Mt. Blue Alumni Association. Tyler, his wife, Katie, and three children live in Yarmouth. They spend the majority of their free time together skiing, hiking and enjoying the many cultural and outdoor experiences that Maine has to offer.
- Colby Sawyer College, Business Administration
1 City Center
10th Floor
Portland, ME 04101
Carl Holmquist

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Carl began his career as a financial advisor at Smith Barney in 2001 and has been with UBS since 2008. Carl received a B.S. in business administration from the University of Southern Maine. He and his wife live in Gray, ME and have two grown children. He is a founding member of Gray Community Endowment and Friends of Libby Hill. In his free time, he and his family enjoy skiing, cycling and many other fun adventures in the Maine outdoors.
- University of Southern Maine, Business Administration
- Wealth Advisor
1 City Center
10th Floor
Portland, ME 04101
Conor McCann, CFA, CFP®

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Conor started his career in financial services at Bank of America and then moved to TD Bank before joining us here at UBS. He graduated with a B.S. in finance and business analytics from Boston College. After college, Conor went on to earn the highly coveted Chartered Financial Analyst® designation (CFA®). He enjoys reading, running, and spending time outdoors with his wife, Maria. He and Maria live with their dogs in their hometown of Scarborough.
- Boston College, Finance
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™
1 City Center
10th Floor
Portland, ME 04101
Katie Ouellette

Wealth Management Associate

Financial Paraplanner Qualified Professional™
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- UT
- VA
- WA
Katie Ouellette has worked in the financial services industry since 2001. She is a Wealth Management Associate and has been with UBS since 2004. Prior to this she ran her own business for several years. She graduated from the University of Southern Maine with a Bachelor's degree in Business Administration with a concentration in Finance. When not at UBS she enjoys spending time with her husband and three children.
- University of Southern Maine, Business Administration
- Financial Paraplanner Qualified Professional™
1 City Center
10th Floor
Portland, ME 04101
Ann-Marie Netto

Senior Client Associate

Financial Paraplanner Qualified Professional™
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- UT
- VA
- WA
Ann-Marie Netto has been with UBS since 2006. She is a Registered Client Service Associate. She is a graduate of Scarborough High School and the University of Maine, where she obtained a Bachelor's degree in English. In her spare time she enjoys hiking, reading and spending time with family and friends.
- University of Maine, English
- Financial Paraplanner Qualified Professional™
1 City Center
10th Floor
Portland, ME 04101

Melissa Tatham

Client Associate
View bio
Melissa has been in the industry since 1999. She started her career at American Express Financial Advisors after graduating from the University of Southern Maine with a B.S. in business administration. She later moved to Colorado, where she was a guest services associate at the Golden Door Spa. Upon returning to Maine, she began working at Key Private Bank as a relationship associate and then joined UBS in 2015. Melissa is very involved in her children’s activities and enjoys spending time with her family at their camp near The Forks. She lives with her husband and two children in Brunswick.
- University of Southern Maine, Business Administration
1 City Center
10th Floor
Portland, ME 04101
Troy John Jellison

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- ME
Troy began his career in the financial industry as a Fund Accountant with Atlantic Fund Services in 2016. Troy then worked for Ameriprise Financial as a Client Service Associate before moving to his current position with UBS. Troy is a native of Bangor, and received his bachelor's degree in Political Science from the University of Southern Maine in 2013, and has earned the CERTIFIED FINANCIAL PLANNER™ designation. While at USM, Troy was a four year member of the men's basketball team serving as team captain. He currently resides in South Portland, with his wife Valerie and rescue dog Zoey. In his free time Troy enjoys basketball, golf and collecting vintage sports memorabilia.
- University of Southern Maine, Political Science
- CERTIFIED FINANCIAL PLANNER™
1 City Center
10th Floor
Portland, ME 04101

Marco Giancotti

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Marco P. Giancotti has worked as a Financial Advisor since 1994. He has been with UBS Financial Services Inc. in Portland, Maine since 1999, and is a Senior Portfolio Manager in the Portfolio Management Program. Prior to working for UBS, he worked for Morgan Stanley. He holds a degree from the University of Southern Maine in Business Administration with a concentration in Finance and Accounting. Marco coordinates the planning and investment disciplines for clients as well as oversees the administration of the team. Outside of work he spends his time with his wife Kristen and three children.
- University of Southern Maine, Business Administration
- Senior Portfolio Manager
1 City Center
10th Floor
Portland, ME 04101
Tyler Judkins

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Tyler started his career as a Financial Advisor with Wells Fargo Advisors, LLC and joined UBS in 2015. He holds a BS in Business Administration with a concentration in Environmental Studies from Colby Sawyer College. Tyler serves on the Board of Trustees to the Maine Historical Society as the Secretary of the Executive Committee and also as the President of the Farmington and Mt. Blue Alumni Association. Tyler, his wife, Katie, and three children live in Yarmouth. They spend the majority of their free time together skiing, hiking and enjoying the many cultural and outdoor experiences that Maine has to offer.
- Colby Sawyer College, Business Administration
1 City Center
10th Floor
Portland, ME 04101
Carl Holmquist

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Carl began his career as a financial advisor at Smith Barney in 2001 and has been with UBS since 2008. Carl received a B.S. in business administration from the University of Southern Maine. He and his wife live in Gray, ME and have two grown children. He is a founding member of Gray Community Endowment and Friends of Libby Hill. In his free time, he and his family enjoy skiing, cycling and many other fun adventures in the Maine outdoors.
- University of Southern Maine, Business Administration
- Wealth Advisor
1 City Center
10th Floor
Portland, ME 04101
Conor McCann, CFA, CFP®

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Conor started his career in financial services at Bank of America and then moved to TD Bank before joining us here at UBS. He graduated with a B.S. in finance and business analytics from Boston College. After college, Conor went on to earn the highly coveted Chartered Financial Analyst® designation (CFA®). He enjoys reading, running, and spending time outdoors with his wife, Maria. He and Maria live with their dogs in their hometown of Scarborough.
- Boston College, Finance
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™
1 City Center
10th Floor
Portland, ME 04101
Katie Ouellette

Wealth Management Associate

Financial Paraplanner Qualified Professional™
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- UT
- VA
- WA
Katie Ouellette has worked in the financial services industry since 2001. She is a Wealth Management Associate and has been with UBS since 2004. Prior to this she ran her own business for several years. She graduated from the University of Southern Maine with a Bachelor's degree in Business Administration with a concentration in Finance. When not at UBS she enjoys spending time with her husband and three children.
- University of Southern Maine, Business Administration
- Financial Paraplanner Qualified Professional™
1 City Center
10th Floor
Portland, ME 04101
Ann-Marie Netto

Senior Client Associate

Financial Paraplanner Qualified Professional™
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- UT
- VA
- WA
Ann-Marie Netto has been with UBS since 2006. She is a Registered Client Service Associate. She is a graduate of Scarborough High School and the University of Maine, where she obtained a Bachelor's degree in English. In her spare time she enjoys hiking, reading and spending time with family and friends.
- University of Maine, English
- Financial Paraplanner Qualified Professional™
1 City Center
10th Floor
Portland, ME 04101
Melissa Tatham

Client Associate
View bio
Melissa has been in the industry since 1999. She started her career at American Express Financial Advisors after graduating from the University of Southern Maine with a B.S. in business administration. She later moved to Colorado, where she was a guest services associate at the Golden Door Spa. Upon returning to Maine, she began working at Key Private Bank as a relationship associate and then joined UBS in 2015. Melissa is very involved in her children’s activities and enjoys spending time with her family at their camp near The Forks. She lives with her husband and two children in Brunswick.
- University of Southern Maine, Business Administration
1 City Center
10th Floor
Portland, ME 04101
Troy John Jellison

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- ME
Troy began his career in the financial industry as a Fund Accountant with Atlantic Fund Services in 2016. Troy then worked for Ameriprise Financial as a Client Service Associate before moving to his current position with UBS. Troy is a native of Bangor, and received his bachelor's degree in Political Science from the University of Southern Maine in 2013, and has earned the CERTIFIED FINANCIAL PLANNER™ designation. While at USM, Troy was a four year member of the men's basketball team serving as team captain. He currently resides in South Portland, with his wife Valerie and rescue dog Zoey. In his free time Troy enjoys basketball, golf and collecting vintage sports memorabilia.
- University of Southern Maine, Political Science
- CERTIFIED FINANCIAL PLANNER™
1 City Center
10th Floor
Portland, ME 04101

Focus on liquidity management

CIO House View monthly livestream

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

Start the conversation

Are you a UBS Client?

Leave this empty:

Insight-based advice

Pursuing your goals together

Marco Giancotti

Tyler Judkins

Carl Holmquist

Conor McCann, CFA, CFP®

Katie Ouellette

Ann-Marie Netto

Melissa Tatham

Troy John Jellison

Marco Giancotti

Tyler Judkins

Carl Holmquist

Conor McCann, CFA, CFP®

Katie Ouellette

Ann-Marie Netto

Melissa Tatham

Troy John Jellison

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Focus on liquidity management

CIO House View monthly livestream

UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

Thank you for contacting us.

Error

*

Start the conversation