Lasting relationships. For all that matters

• AZ
• CA
• CT
• FL
• GA
• ID
• IL
• IN
• KY
• MA
• ME
• MI
• NC
• NH
• NJ
• NY
• OK
• PA
• RI
• VA
• WA

Robert focuses on investment management for the group, primarily utilizing individual securities and varying asset classes to align with a client's financial objectives.

He also offers strategies focused on sustainability and ESG, which include vegan and cruelty-free strategies for clients concerned about animal welfare.

Robert serves on the Board of Directors of Farm Sanctuary, one of the largest farm animal advocacy organizations in the world.  He previously served as Vice Chair of the Board of Directors of Animal Rescue Rhode Island, a companion animal rescue organization.

Robert graduated Magna Cum Laude from Stonehill College (MA) with a Bachelor of Arts in Economics. He is a resident of Narragansett, RI, where he lives with his rescue hound.  He is also a boxing coach.

*Sustainable investing strategies aim to consider and incorporate environmental, social and governance (ESG) factors into investment process and portfolio construction. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. Incorporating ESG factors or Sustainable Investing considerations may inhibit the portfolio manager’s ability to participate in certain investment opportunities that otherwise would be consistent with its investment objective and other principal investment strategies. The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than portfolios where ESG factors, exclusions, or other sustainability issues are not considered by the portfolio manager, and the investment opportunities available to such portfolios may differ. Companies may not necessarily meet high performance standards on all aspects of ESG or sustainable investing issues; there is also no guarantee that any company will meet expectations in connection with corporate responsibility, sustainability, and/or impact performance

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Stonehill College (MA), Bachelor of Arts in Economics

• AZ
• CA
• CT
• FL
• GA
• ID
• IL
• IN
• MA
• ME
• MI
• NC
• NH
• NJ
• NY
• OK
• PA
• RI
• VA
• WA

Jared joined UBS in February 2017 and is a CERTIFIED FINANCIAL PLANNER™ professional and holder of the Accredited Wealth Management Advisor (AWMA®) designation.

After an extensive career that spanned 16 years in both the telecommunications and I.T. industries, Jared co-founded Harbor Light Wealth Management. Primarily focusing on C-suite and high-level corporate executives, Jared's experience provides him with a unique perspective to assist his clientele in areas of personal finance often overlooked or underappreciated.

Jared utilizes financial planning as the cornerstone of building a personalized strategy for asset allocation, diversification of concentrated stock positions, stock option strategies, risk management and insurance planning, Social Security & Medicare strategies, as well as estate planning.

Along with his wife and two children, Jared calls Warwick, RI home. In the company of those he loves, Jared enjoys travel, golf, bowling, boating, camping, and relaxing with a good book.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• CERTIFIED FINANCIAL PLANNER™
• Accredited Wealth Management Advisor℠

Sarah joined UBS (then Paine Webber) as a Client Service Associate in February 2000.  Her main focus is to assist clients with their administrative needs & provide operational support to the team.

Sarah graduated from Southern New Hampshire University with a Bachelor of Arts in Business Administration.  She is a resident of Rehoboth, MA, where she lives with her husband, two sons, and daughter.

• Southern New Hampshire University, Bachelor of Arts in Business Administration