Your life's goals

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Rob joined UBS in 2004, and he offers more than 30 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, 2023, 2024, 2025, 2026The 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

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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, 2023, 2024, 2025The 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, 2023, 2024, 2025, 2026The 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.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• CERTIFIED FINANCIAL PLANNER
• Wealth Advisor

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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, son Oliver, and daughter Henley.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Certified Exit Planning Advisor
• Wealth Advisor

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Kate joined UBS in 2016. Kate works to provide financial planning and client service 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. Kate lives in Canton, MA with her husband and son. During her spare time, she enjoys baking and traveling

• CERTIFIED FINANCIAL PLANNER
• Accredited Wealth Management Advisor

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Emily joined UBS in 2021 and is a Registered Client Associate. Emily strives to provide 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.

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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. 

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Richelle joined UBS in 2025 bringing over 12 years of experience in the financial industry. Before joining UBS, Richelle worked at J.P. Morgan, where she specialized in onboarding new clients, developing tailored wealth plans, and executing complex trades. Her strong attention to detail and client-first approach have been key to her success throughout her career. Richelle holds a Bachelor of Science in Economics from Worcester State University and is Series 7 & 66 licensed.

Outside of work, Richelle is passionate about the culinary arts and enjoys crafting new recipes inspired by her travels. She currently resides in Boston with her husband and their two Shih Tzus, Lily and Beijo.

Eva joined UBS in 2023. Before joining the Harborside Team, Eva gained valuable experience as a receptionist at UBS Financial Services for two and a half years, learning the nuts and bolts of the business from a management perspective. Eager to grow and branch out, she joined the Harborside Team in 2026. 

Eva grew up in Boston and has lived in the city since graduating from Brandeis University in 2022, where she majored in Sociology and Marketing. Outside of work, Eva enjoys traveling, yoga, live music, and exploring new restaurants. Originally from the Dominican Republic, it remains one of her favorite places to visit—a true home away from home.