Your life's goals

Wealth management to help you get there

Our team’s objective is to help you embrace your financial future with confidence.

Success must be clearly defined; we are here to listen closely; help you identify the intentions for your money and clarify what you are trying to accomplish with your wealth.

Success is also purposeful; together we will build a plan as we guide you through life’s many milestones.

With clarity and purpose, we can eliminate financial blind spots and cast a path toward certainty in your result, while focusing your attention on the things that matter most to you and your family.

Talk to us about how we can help you embrace your financial future with confidence.

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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.

  • Robert Bosco Photo

    Robert Bosco, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    Rob joined UBS in 2004, and he offers more than 28 years of wealth management experience focusing on investment and retirement planning for high net worth individuals, executives, and small business owners. He is a Senior Portfolio Manager, and has been a CERTIFIED FINANCIAL PLANNER™ since January of 2008. Prior to joining UBS, he spent eight years at Morgan Stanley and two years at Prudential Securities.

    Rob is a graduate of the Isenberg School of Management at the University of Massachusetts in Amherst with a degree in finance. Rob has three children, and lives with his wife in Mansfield, MA. He is a board member of the University of Massachusetts Club, and is involved in many community activities.

    • 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™
      • Wealth Advisor
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
    • James G. Fair Photo

      James G. Fair, CFP

      Managing Director–Wealth Management

      Financial Advisor

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      Jim joined UBS in 2006. Jim focuses on serving the wealth management needs of executives and business owners. Jim is a CERTIFIED FINANCIAL PLANNER™, and holds UBS’s distinctive Managing Director title. 

      Prior to joining UBS, he held senior management positions, including leading and managing the buyout of a 25-person Internet marketing company.

      Jim graduated from Holy Cross College with a degree in economics and was recognized as an Academic All American in Soccer. Jim earned an M.B.A. from Babson College. He is on the board of his nephew Patrick’s foundation. He lives in Winchester, MA with his wife and two sons in college, and one son graduated. 

      • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • 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™
        • Wealth Advisor
        One Post Office Square
        32nd and 33rd floors
        Boston, MA 02109
      • Peter C. Farrington Photo

        Peter C. Farrington

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
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        Peter joined UBS in 2007 and has been providing clients with wealth management services since 2004, focusing on both financial and retirement planning. 

        He earned a Bachelor of Science degree from the University of Massachusetts. Peter is active in running a scholarship and golf tournament in his late brother’s name. He is also an advisory board member for Camp Harbor View, a summer camp on one of the Boston Harbor Islands that provides a day camp experience for children in Boston. Peter lives in Boston with his wife Hillary and son Oliver.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • 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.

          • Wealth Advisor
          One Post Office Square
          32nd and 33rd floors
          Boston, MA 02109
        • Rachel L. Click Photo

          Rachel L. Click, FPQP

          Authorized Officer

          Team Administrator

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          Rachel joined UBS in 2010. Rachel has worked in the finance industry since 2006 with a focus on client service. She previously worked at ProFund Advisors and Legg Mason Capital Management. Rachel works closely with our clients and their families through all aspects of their financial life, and she is responsible for providing superior service to our clients. As our team has continued to grow, Rachel has stepped into a leadership role and manages our processes and procedures as well as onboarding and training new employees.

          In addition to the work that Rachel does with our team, she also serves as a coach for the Greater New England Market offering training to new employees and ongoing training support for existing employees. In January 2022, Rachel accepted a nomination to be a member of the Team Associate Advisory Council representing the eastern division of her peers.

          Rachel earned a Bachelor of Science degree in Finance with a concentration in financial planning from Salisbury University in Maryland. She holds the Series 7 and 66 licenses, and Financial Paraplanner Qualified Professional® designation.

          Rachel lives in Austin, TX with her husband and their dogs. In her spare time, Rachel loves to read, travel and is passionate about volunteering for animal rescues.

              • Financial Paraplanner Qualified Professional™
              98 San Jacinto Boulevard
              Suite 600
              Austin, TX 78701
            • Kate Photo

              Kate Higginson, AWMA, CFP

              Wealth Strategy Associate

              CERTIFIED FINANCIAL PLANNER™

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              Kate joined UBS in 2016. Kate works closely with Rachel to provide exceptional client service and operational support to our clients. Kate holds the series 7 and 66 licenses, and is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Wealth Management Advisor™.

              Kate graduated from Roanoke College in Virginia with a degree in Business Administration and a minor in Psychology.

              Kate lives in Canton, MA with her husband. During her spare time, she enjoys running and traveling.

                  • CERTIFIED FINANCIAL PLANNER™
                  • Accredited Wealth Management Advisor℠
                  One Post Office Square
                  32nd and 33rd floors
                  Boston, MA 02109
                • Emily Barno

                  Emily Barno

                  Client Associate

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                  Emily joined UBS in 2021 and is a Registered Client Associate. Emily provides exceptional client service with purpose to help each client achieve their financial goals. Emily holds the Series 7 and 66 licenses. 

                  Prior to joining the team, Emily graduated from Bentley University with a Bachelor of Science in Finance and is passionate about investing. While there, Emily managed a portion of the Bentley University Endowment after being selected as a lead analyst in the Sustainable Investment Group. Emily lives in Boston, MA and enjoys spending time with family and friends, staying active, and traveling.

                        One Post Office Square
                        32nd and 33rd floors
                        Boston, MA 02109
                      • Emily Lesher Picture

                        Emily Lesher

                        Client Associate Senior

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                        Emily joined UBS in 2023 after serving as a Registered Client Associate at Wells Fargo Advisors for five years. She also spent two years working as a Global Markets Analyst for BNP Paribas while living in Manhattan prior to moving to Boston in 2017. Emily currently holds her Series 7 & 66 registrations as well as her Life & Health Insurance Licenses.

                        Emily graduated from Muhlenberg College with a Bachelor of Science in Mathematics with a minor in Economics. During her four years there, she also played on the Varsity Women’s Basketball team, and remains an avid lover of all things health and fitness.

                        Emily grew up in Lewisburg, PA as the middle child of five siblings. She currently resides in Beacon Hill. Outside of the office, she enjoys spending time with her family and friends, running, reading, and volunteering at her local church. 

                              One Post Office Square
                              32nd and 33rd floors
                              Boston, MA 02109

                            Are markets going "Back to the Future"?

                            Debt ceiling and inflation

                            Tree

                            Exceptional financial strength and stability

                            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.

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                            A global leader in wealth management

                            $3.9 trillion

                            In invested assets globally 
                            As of 12/31/2022

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                            UBS is a world-leading wealth manager

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