A plan for today, tomorrow and generations to come

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• University of Southern Maine, Business Administration

• Senior Portfolio Manager

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• IN
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• NJ
• NM
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• OR
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Tyler’s journey into investing began at just 12 years old, when his father helped him purchase stock in a computer company with money he had saved. That early experience sparked a lifelong interest in finance—one that evolved into a true passion during a college course on investing and financial planning. It was a pivotal moment that made clear to Tyler that his purpose was to help others achieve their own financial success.

Tyler began his career at Wells Fargo Advisors and joined UBS in 2015. Today, he provides personalized financial guidance to high-net-worth individuals, families, and businesses, with a focus on investing, holistic financial planning, and business succession strategies. He believes that true success lies in customization—designing wealth strategies that reflect each client’s unique goals, values, and life circumstances.

With years of experience, Tyler has developed a keen ability to spot blind spots in existing plans and address them proactively. His approach is grounded in deep client relationships, strategic thinking, and a commitment to helping clients build, preserve, and transition wealth effectively.

Tyler holds a Bachelor of Science in Business Administration from Colby-Sawyer College. He is actively involved in his community, serving as an at-large committee member and past board member of the Maine Historical Society, as well as President of the Mt. Blue Alumni Association.

He lives in Yarmouth with his wife, Katie, and their three children. Outside of work, the family enjoys skiing, boating, hiking, and making the most of Maine’s rich outdoor and cultural offerings.

• Colby Sawyer College, Business Administration

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• HI
• IN
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• OR
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Carl brings decades of experience helping high-net-worth families and business owners preserve, grow, and transfer their wealth with purpose. As a key member of  the team in Portland, Maine, Carl specializes in guiding clients with $1 million or more in investable assets through sophisticated planning strategies tailored to their unique goals.

Carl’s deep interest in finance was sparked early, growing up in a family where business and investing were everyday conversations. His entrepreneurial father introduced him to the fundamentals of ownership, instilling a lifelong understanding of how equity and smart planning can build lasting wealth. That foundation drives Carl’s approach today: empowering clients with clarity, confidence, and a long-term perspective.

Working closely with clients and their other trusted professionals — including attorneys, accountants, and family members — Carl helps craft integrated financial plans that evolve with life. Whether it’s developing a retirement income strategy, managing concentrated stock positions, or planning for the next generation, Carl strives to ensure every aspect of a client’s financial world works together.

For business owners preparing for succession or considering a transition, Carl provides strategic guidance to help preserve enterprise value, optimize outcomes, and ensure the legacy they’ve built continues into the next chapter.

Carl holds a bachelor’s degree in business administration from the University of Southern Maine. He lives in Gray, Maine, with his wife and enjoys time with their two grown children. An active member of the local community, Carl is a founding supporter of the Gray Community Endowment and Friends of Libby Hill. Outside the office, you’ll find him skiing, cycling, or exploring the Maine outdoors with his family.

• UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Southern Maine, Business Administration

• Wealth Advisor

• AL
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• GA
• HI
• IN
• MA
• MD
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• MI
• MN
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• NC
• NH
• NJ
• NM
• NY
• OH
• OR
• PA
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Conor brings a client-focused approach to his work at UBS, where he takes pride in helping them pursue their financial goals and plan effectively for the future. His deep commitment to his business is further evidenced by his attainment of both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER ® certifications.  

Before joining UBS in 2019, Conor gained valuable experience from his time at Bank of America and TD Bank. He built a strong foundation for his career at Boston College, where he earned a B.S. in Finance and Business Analytics. This educational background, combined with his prior professional roles, fostered Conor’s passion for serving others through the financial services industry.

Outside of work, Conor 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®

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Katie is dedicated to delivering the best possible client experience, serving as a resource for both clients and the team.  With more than two decades in the financial services industry, she manages a wide range of operational and administrative functions while guiding clients through the financial planning process.

Katie joined UBS in 2004 and has since become an integral part of the team.  She holds the designation of Financial Paraplanner Qualified Professional™ and brings a wealth of knowledge and attention to detail to every client interaction.

A lifelong resident of Biddeford, ME, Katie enjoys spending quality time with her husband, two sons and daughter.

• University of Southern Maine, Business Administration

• Financial Paraplanner Qualified Professional™

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With almost 20 years at UBS, Ann-Marie has built strong, lasting relationships with clients, providing attentive service and a commitment to meeting their needs.  She holds the Financial Paraplanner Qualified Professional™ designation and is dedicated to professional growth.  Ann-Marie works closely with each client to ensure that they receive the best possible support and personalized solutions. 

Outside of work, she enjoys spending time outdoors with her family and is actively involved in her children’s school PTA.  Ann-Marie lives in South Portland, Maine, with her husband and their three daughters.

• University of Maine, English

• Financial Paraplanner Qualified Professional™

Melissa is a Client Associate with over two decades of experience in financial services and customer service. She began her career with American Express Financial Advisors shortly after earning her B.S. in Business Administration from the University of Southern Maine. Following a move to Colorado, she worked as a guest services agent at a luxury wellness and fitness spa before returning to Maine to join Key Private Bank as a Relationship Associate.

In 2015, Melissa brought her experience to UBS, where she continues to provide attentive, personalized service. Her focus is account opening and client onboarding, guiding clients through documentation, account transfers, and the finer details that make transitions smooth. In addition to working directly with clients, she provides operational and administrative support to her team, helping to ensure every client interaction is as seamless as possible from start to finish.

Melissa lives in Brunswick with her husband and two children and enjoys traveling, skiing, and spending time at her camp with family and friends.

• University of Southern Maine, Business Administration

• FL
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• NH

Troy is a CERTIFIED FINANCIAL PLANNER® professional with a decade of experience in the financial services industry. He helps clients achieve their long-term financial goals by developing comprehensive financial plans that leverage UBS's extensive global resources and market insights.

“We build lasting relationships through transparent communication and a foundation of mutual trust.”

Outside of his professional life, Troy and his wife, Valerie, live in New Gloucester with their daughter. He is an avid Boston Celtics fan and enjoys spending his free time golfing, reading, and being outdoors.

• University of Southern Maine, Political Science

• CERTIFIED FINANCIAL PLANNER®