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.

Start the conversation

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, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MN
- MO
- NC
- ND
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VT
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, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- MN
- NC
- ND
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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.
- 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
Kate Higginson, AWMA, CFP

Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- CA
- CT
- DC
- FL
- MA
- ME
- NC
- NH
- NJ
- NY
- PA
- RI
- SC
- VA
- WV
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

Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- MA
- MD
- ME
- MN
- NC
- NH
- NJ
- NY
- PA
- RI
- TX
- VA
- WV
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

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- TX
- VA
- WI
- WV
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

Delaney Markham

Client Associate
View bio
Delaney recently graduated from Trinity College with a Bachelor of Science in Economics and a minor in Applied Mathematics. While at Trinity, she was a captain of the Women’s Soccer team and founded the Trinity Women in Business club.

Delaney grew up in Winchester, MA and currently resides there. In her spare time, she enjoys trying different workouts, reading, and traveling.
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

Robert Bosco, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MN
- MO
- NC
- ND
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VT
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, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- MN
- NC
- ND
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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.
- 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
Kate Higginson, AWMA, CFP

Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- CA
- CT
- DC
- FL
- MA
- ME
- NC
- NH
- NJ
- NY
- PA
- RI
- SC
- VA
- WV
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

Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- MA
- MD
- ME
- MN
- NC
- NH
- NJ
- NY
- PA
- RI
- TX
- VA
- WV
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

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- TX
- VA
- WI
- WV
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
Delaney Markham

Client Associate
View bio
Delaney recently graduated from Trinity College with a Bachelor of Science in Economics and a minor in Applied Mathematics. While at Trinity, she was a captain of the Women’s Soccer team and founded the Trinity Women in Business club.

Delaney grew up in Winchester, MA and currently resides there. In her spare time, she enjoys trying different workouts, reading, and traveling.
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

Focus on liquidity management

CIO House View monthly livestream

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

Start the conversation

Are you a UBS Client?

Leave this empty:

Your life's goals

Pursuing your goals together

Robert Bosco, CFP

James G. Fair, CFP

Peter C. Farrington

Kate Higginson, AWMA, CFP

Emily Barno

Emily Lesher

Delaney Markham

Robert Bosco, CFP

James G. Fair, CFP

Peter C. Farrington

Kate Higginson, AWMA, CFP

Emily Barno

Emily Lesher

Delaney Markham

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Focus on liquidity management

CIO House View monthly livestream

UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

Thank you for contacting us.

Error

*

Start the conversation