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
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MN
- MO
- NC
- ND
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- 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, 2023, 2024The 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
35th floor
Boston, MA 02109

robert.bosco@ubs.com

Robert Bosco, CFP

One Post Office Square,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
- KS
- 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, 2023, 2024The 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, 2024The 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
One Post Office Square
35th floor
Boston, MA 02109

jim.fair@ubs.com

James G. Fair, CFP

One Post Office Square,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
- UT
- 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, 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, 2024The 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
One Post Office Square
33rd Floor
Boston, MA 02109

peter.farrington@ubs.com

Peter C. Farrington

One Post Office Square,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 to provide exceptional 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℠
One Post Office Square
35th floor
Boston, MA 02109

kate.higginson@ubs.com

Kate Higginson, AWMA, CFP

One Post Office Square,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
35th floor
Boston, MA 02109

emily.barno@ubs.com

Emily Barno

One Post Office Square,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
- SC
- 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
35th floor
Boston, MA 02109

emily.lesher@ubs.com

Emily Lesher

One Post Office Square,Boston,MA,02109

Delaney Markham

Client Associate
View bio
- MA
- TX
Delaney graduated from Trinity College in 2023 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 in Boston. In her spare time, she enjoys trying different workouts, reading, and traveling.
One Post Office Square
35th floor
Boston, MA 02109

delaney.markham@ubs.com

Delaney Markham

One Post Office Square,Boston,MA,02109

Robert Bosco, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MN
- MO
- NC
- ND
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- UT
- 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, 2023, 2024The 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
35th floor
Boston, MA 02109

robert.bosco@ubs.com

Robert Bosco, CFP

One Post Office Square,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
- KS
- 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, 2023, 2024The 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, 2024The 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
One Post Office Square
35th floor
Boston, MA 02109

jim.fair@ubs.com

James G. Fair, CFP

One Post Office Square,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
- UT
- 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, 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, 2024The 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
One Post Office Square
33rd Floor
Boston, MA 02109

peter.farrington@ubs.com

Peter C. Farrington

One Post Office Square,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 to provide exceptional 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℠
One Post Office Square
35th floor
Boston, MA 02109

kate.higginson@ubs.com

Kate Higginson, AWMA, CFP

One Post Office Square,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
35th floor
Boston, MA 02109

emily.barno@ubs.com

Emily Barno

One Post Office Square,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
- SC
- 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
35th floor
Boston, MA 02109

emily.lesher@ubs.com

Emily Lesher

One Post Office Square,Boston,MA,02109
Delaney Markham

Client Associate
View bio
- MA
- TX
Delaney graduated from Trinity College in 2023 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 in Boston. In her spare time, she enjoys trying different workouts, reading, and traveling.
One Post Office Square
35th floor
Boston, MA 02109

delaney.markham@ubs.com

Delaney Markham

One Post Office Square,Boston,MA,02109

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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