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, has been a CERTIFIED FINANCIAL PLANNER™ since January of 2008 and a received the UBS Wealth Advisor designation in 2010. 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.

        • 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™, holds UBS’s distinctive Wealth Advisor designation as well as being named a Managing Director. 

        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, 2022The 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.

          • 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
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • MA
          • MD
          • ME
          • MN
          • NC
          • ND
          • NH
          • NJ
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TX
          • VA
          • VT
          • WI

          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.

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

            Rachel L. Click, FPQP

            Team Administrator

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            • CA
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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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                • CA
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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 as a Client Service Associate. Emily works closely with Rachel and Kate to provide operational support for the team and for our clients. Emily is pursuing the Series 7 and 66 licenses.

                      Emily graduated from Bentley University with a Bachelor of Science in Finance. At Bentley, she was student-athlete on the Women’s Swim team and member of Alpha Phi Sorority. Emily has a passion for traveling and spent 6 months exploring Southeast Asia when she studied abroad in Singapore her junior year. Originally from Saratoga, NY, Emily currently lives in Boston, MA.

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

                          The Year Ahead - Sustainable Investing

                          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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