Insight-based advice

Generational Family on Beach

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

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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    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
      7th Floor
      Portland, ME 04101
    • Tyler Judkins Profile Photo

      Tyler Judkins

      Senior Vice President–Wealth Management

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      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
          7th Floor
          Portland, ME 04101
        • Carl Holmquist

          Carl Holmquist

          Senior Vice President–Wealth Management

          Financial Advisor

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            • University of Southern Maine, Business Administration
            • Wealth Advisor
            1 City Center
            7th Floor
            Portland, ME 04101
          • Conor McCann Photo

            Conor McCann, CFA

            Financial Advisor

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            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®
              1 City Center
              7th Floor
              Portland, ME 04101
            •  Katie Ouellette Profile Photo

              Katie Ouellette

              Wealth Management Associate

              Financial Paraplanner Qualified Professional™

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              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
                7th Floor
                Portland, ME 04101
              • Ann-Marie Netto Profile Photo

                Ann-Marie Netto

                Senior Client Associate

                Financial Paraplanner Qualified Professional™

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                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
                  7th Floor
                  Portland, ME 04101

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                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

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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