Senior Vice President
With over 40 years of investment experience, Gordon's portfolio management technique combines the fundamental strength of a global investment bank with technical research and other proprietary inputs that result in enhanced portfolio outcomes.
Gordon joined UBS in December 2015. Prior to joining UBS, Gordon spent 16 years with Credit Suisse as a Vice President and Relationship Manager covering high net worth families and middle market institutional accounts. Gordon also spent 16 years with Donaldson, Lufkin and Jenrette, five years with Lehman Brothers and two years with Merrill Lynch in similar capacities.
Gordon received his B.A. in Psychology with honors and an M.B.A. from the University of New Hampshire where he was a student athlete. He holds FINRA Series 7, 63 and 65 licenses.
Gordon with his wife Margaret raised a family in Wellesley, MA where they are both very active in the community and long term members of Wellesley Country Club. Gordon continues to be an avid sportsman, cyclist and physical fitness enthusiast.
Senior Vice President–Wealth Management
José has served the wealth management needs of high net worth entrepreneurs, families and their corporations for 33 years. Jose joined UBS in 2015 after 26 years at Credit Suisse, where he served on Credit Suisse's Advisory Council. Using the extensive world-wide research capabilities of UBS, José and his team offer customized solutions to solve allocation, preservation and estate planning needs. José assists clients by achieving tax-efficient solutions and long-term growth, with an underlining philosophy of capital preservation. José’s practice includes helping a substantial number of offshore families with their unique asset management needs and also includes exposure to international capital markets.
José has served on the Board of Crescendo Committee of the Boston Symphony Orchestra as well as several non-profit organizations including Odyssey Health Communications. He has also served on the Board of Trustees of Excel Academy, a tuition-free, public middle school in East Boston, MA and Chelsea, MA along with Teen Empowerment, a nationally recognized organization that works to realize the potential of inner-city youth and to build healthier and safer communities and schools. Additionally, he is a founding member of the Writing Academy, a Boston area grade 7-12 school emphasizing writing skills.
José is as a cum laude graduate from Harvard University in Economics. During his time at Harvard University, José completed a series of graduate courses on Modern Portfolio Theory at the Business School under the direction of John Lintner who along with three others derived the Capital Asset Pricing Model (CAPM). As native of Cuba, José spends the majority of his time in Boston, Naples and Miami. He enjoys sailing and traveling to the different wine regions of the world.
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Senior Wealth Strategy Associate
Samantha received her Bachelors of Science degree from Johnson & Wales University Providence, RI campus in the year 2000. She began her securities industry career in 2001 starting as a temporary receptionist for Wachovia Securities. There she obtained her Series 7, 66 and Insurance licenses holding various positions in sales and operations. Her final position was Senior Registered Account Administrator, supporting three Financial Advisors and providing branch support for two branch offices. After eight years of service Samantha joined Credit Suisse Securities in 2008 as a Relationship Associate. Here she provided support to a team of four Private Wealth Relationship Managers and was later promoted to Assistant Vice President after eight years of service. In 2015 Samantha moved with her team to UBS Financial Services where she currently holds the position of Senior Wealth Strategy Associate.
Samantha annually participates in the American Lung Association's Fight for Air Climb benefiting those with lung and breathing issues. She has served nine months as a juror for the City of Boston's Grand Jury helping to keep our streets safe. She is a high school graduate of Boston Latin Academy. Samantha lives in Boston with her husband.