A plan for today, tomorrow and generations to come

Team photo full res 2025

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 Profile Photo

    Marco Giancotti

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    For more than 25 years, Marco has been helping families, business owners and executives develop and implement investment strategies that align with their financial goals. Together with his team, he takes a disciplined, goals-based approach to planning - always starting with what matters most to each client and their family.

    For more than 25 years, Marco has been helping families, business owners and executives design and implement investment strategies. Together with his team, he takes a disciplined, goals-based approach to planning - always starting with what matters most to each client and their family.

     “My goal is to build lasting relationships while bringing clarity to complex financial lives and helping clients achieve their own vision of financial success.”

    After earning his degree in finance and accounting, Marco began his career at Bath Iron Works’ management program, working in both material procurement and systems vendor subcontracts. He later returned home to help manage his parents’ highly successful family-owned restaurant. These early roles instilled in him a strong work ethic, customer-first mindset, and the ability to break down complex problems into clear, actionable solutions - skills that have become the foundation of his wealth management business.

    Outside of UBS, Marco serves on the Board of Trustees at Cheverus High School, where he also chairs the Endowment’s Investment Committee and serves on the Executive Committee.  When he’s not advising clients or serving his community, you’ll likely find him on the golf course, at the hockey rink, playing pickleball, cooking a great authentic Italian meal or spending time with his wife and their three adult children.

    • UBS Wealth Management President’s Council, 2024, 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
    • Senior Portfolio Manager
    1 City Center
    10th Floor
    Portland, ME 04101
    marco.giancotti@ubs.com
    Marco Giancotti
    1 City Center,Portland,ME,04101
  • Tyler Judkins Profile Photo

    Tyler Judkins

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    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
        1 City Center
        10th Floor
        Portland, ME 04101
        tyler.judkins@ubs.com
        Tyler Judkins
        1 City Center,Portland,ME,04101
      • Carl Holmquist

        Carl Holmquist

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IN
        • MA
        • MD
        • ME
        • MI
        • MN
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        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
        1 City Center
        10th Floor
        Portland, ME 04101
        carl.holmquist@ubs.com
        Carl Holmquist
        1 City Center,Portland,ME,04101
      • Conor McCann Photo

        Conor McCann, CFA, CFP®

        Account Vice President

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IN
        • MA
        • MD
        • ME
        • MI
        • MN
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        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®
          1 City Center
          10th Floor
          Portland, ME 04101
          conor.mccann@ubs.com
          Conor McCann, CFA, CFP®
          1 City Center,Portland,ME,04101
        •  Katie Ouellette Profile Photo

          Katie Ouellette

          Wealth Management Associate

          Financial Paraplanner Qualified Professional™

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • MA
          • MD
          • ME
          • MI
          • NH
          • NJ
          • NY
          • OH
          • PA
          • RI
          • SC
          • UT
          • VA
          • WA

          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™
            1 City Center
            10th Floor
            Portland, ME 04101
            katie.ouellette@ubs.com
            Katie Ouellette
            1 City Center,Portland,ME,04101
          • Ann-Marie Netto Profile Photo

            Ann-Marie Netto

            Senior Registered Client Associate

            Financial Paraplanner Qualified Professional™

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • MA
            • MD
            • ME
            • MI
            • NH
            • NJ
            • NY
            • OH
            • PA
            • RI
            • SC
            • UT
            • VA
            • WA

            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™
              1 City Center
              10th Floor
              Portland, ME 04101
              ann-marie.netto@ubs.com
              Ann-Marie Netto
              1 City Center,Portland,ME,04101
            • Melissa Tatham Photo

              Melissa Tatham

              Client Associate

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                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
                    1 City Center
                    10th Floor
                    Portland, ME 04101
                    melissa.tatham@ubs.com
                    Melissa Tatham
                    1 City Center,Portland,ME,04101
                  • Troy Jellison

                    Troy Jellison

                    Senior Wealth Strategy Associate

                    CERTIFIED FINANCIAL PLANNER®

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                    • FL
                    • ME
                    • 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®
                      1 City Center
                      10th Floor
                      Portland, ME 04101
                      troy.jellison@ubs.com
                      Troy Jellison
                      1 City Center,Portland,ME,04101
                    Adult children with parents

                    Dividing wealth across generations

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                    Maximize your potential wealth

                    The proof is in our numbers

                    Over 75

                    Collective years of experience

                    Over 20

                    Years in business as a team

                    Over 1 billion as of 6/30/2025

                    Assets under management


                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $6 trn

                    UBS Group invested assets
                    As of 12/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

                    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.

                    Three generations on beach
                    Multicultural

                    Invest to advance

                    Let’s build the future of multicultural wealth. Together.

                    Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

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