Global access. Strategic solutions.

Private Wealth Management

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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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.

Geoffrey Hargadon

Managing Director–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Geoff has spent his entire working career serving the wealth management needs of his clients. He entered the business upon his graduation from Harvard University in 1976, and has spent a majority of those years since at UBS and its predecessor firms. Geoff has been invited to serve on various UBS committees, including UBS's Sustainable Investing Council, one of his strong personal and professional interests.

Over the years Geoff has served on a number of other boards and councils, including the MIT List Visual Arts Center, where he currently chairs its Advisory Council. Others include New England Foundation for the Arts (former treasurer and investment committee), Fund for the Arts, Now+There (chairman), and the Rose Fitzgerald Kennedy Greenway (art council and investment committee). Geoff also co-founded a public art wall in Central Square, Cambridge, that was recently named by an NPR affiliate as the 4th best work of public art in the Greater Boston Area, 11 spots ahead of the Bunker Hill Monument.

An avid art collector, Geoff is also a conceptual artist and photographer who has shown work at a number of art fairs and galleries. He had his first solo exhibition at Montserrat College of Art in 2010, was the featured artist by Société Perrier at Pulse Miami in 2011, and exhibited at Moniker in London the same year. His work has been collected by various institutions, including the Andy Warhol Museum, Pittsburgh, the Cornell Fine Arts Museum at Rollins College, and the Hood Museum of Art at Dartmouth College. His photographs have appeared in a number of books and publications.

Also father of two daughters, Geoff and his wife, Patricia, enjoy traveling and discovering destinations rich in art and food. Your recommendations are welcome!
- 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.
- Harvard University
- Private Wealth Advisor
200 Clarendon Street
24th Floor
Boston, MA 02116
Justin Glucksman

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Justin joined UBS in 2005 after receiving his BS in Finance and Accounting from Northeastern University. He focuses on the challenges associated with concentrated holdings and specializes in the development of customized equity sales strategies for founders, executives and directors of publicly traded companies. Justin also helps his clients work through goal-based financial planning and the implementation of estate and legacy strategies.

In his free time, Justin enjoys spending time outdoors fishing and snowboarding. He is also an avid cyclist and is a multi-year supporter of and participant in the Pan Mass Challenge. He currently resides in Winchester, MA with his wife and two young children.

CA License #1924046
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The 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, 2018, 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 Advisors, 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.
- Northeastern University, B.S. Finance and Accounting
- Private Wealth Advisor
200 Clarendon Street
24th Floor
Boston, MA 02116
Erica Cloutier

Team Administrator
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Erica is a Team Administrator at UBS Private Wealth Management in Boston. Erica's primary responsibilities include overseeing all operational and administrative aspects of the business and managing client services. Erica graduated from Bentley University in May 2008, earning a degree of Bachelor of Science in Managerial Economics and currently resides with her husband and two young daughters in Andover. She supports Boston Broadway and in her free time, enjoys reading and spending time outdoors with her family.
- Bentley University, B.S. Managerial Economics
200 Clarendon Street
24th Floor
Boston, MA 02116
Jill Lyon

Client Associate Senior
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Jill joined UBS Private Wealth Management in 2018 as a Client Services Associate. She previously worked as Assistant Director of Admission at Phillips Exeter Academy and the Ashley Hall School. Jill received her BA in Psychology from Dartmouth College in 2013. Jill resides in Salem and enjoys running, hiking and spending time with family in Barnstable.
- Dartmouth College, B.A. Psychology
200 Clarendon Street
24th Floor
Boston, MA 02116
Stephen Hugel

Financial Advisor Associate

CERTIFIED FINANCIAL PLANNER™
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Stephen joined UBS in 2018 as part of the Wealth Planning Associate program and has since become a Financial Advisor. He focuses on understanding the goals of individual clients to develop a comprehensive financial and estate planning strategy. By understanding the goals of a client Stephen is then able to craft an effective, personalized asset allocation strategy that meets clients’ needs while avoiding unnecessary risk.

Stephen became a CERTIFIED FINANCIAL PLANNER™ in 2020. He received his master's degree in accounting from Northeastern University and is a Certified Public Accountant (CPA). His bachelor's degree is from Stonehill College in Easton, Massachusetts.

In his free time, you can find Stephen on the water, skiing in NH, or on the field playing soccer. Stephen lives in Hamilton with his wife, Hanna, and their two border collie mixes, Stetson and Kaya.

CA license #4160827
- 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.
- Stonehill College, B.S. Accounting
- Northeastern University, M.S. Accounting
- CERTIFIED FINANCIAL PLANNER™
200 Clarendon Street
24th Floor
Boston, MA 02116

Geoffrey Hargadon

Managing Director–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Geoff has spent his entire working career serving the wealth management needs of his clients. He entered the business upon his graduation from Harvard University in 1976, and has spent a majority of those years since at UBS and its predecessor firms. Geoff has been invited to serve on various UBS committees, including UBS's Sustainable Investing Council, one of his strong personal and professional interests.

Over the years Geoff has served on a number of other boards and councils, including the MIT List Visual Arts Center, where he currently chairs its Advisory Council. Others include New England Foundation for the Arts (former treasurer and investment committee), Fund for the Arts, Now+There (chairman), and the Rose Fitzgerald Kennedy Greenway (art council and investment committee). Geoff also co-founded a public art wall in Central Square, Cambridge, that was recently named by an NPR affiliate as the 4th best work of public art in the Greater Boston Area, 11 spots ahead of the Bunker Hill Monument.

An avid art collector, Geoff is also a conceptual artist and photographer who has shown work at a number of art fairs and galleries. He had his first solo exhibition at Montserrat College of Art in 2010, was the featured artist by Société Perrier at Pulse Miami in 2011, and exhibited at Moniker in London the same year. His work has been collected by various institutions, including the Andy Warhol Museum, Pittsburgh, the Cornell Fine Arts Museum at Rollins College, and the Hood Museum of Art at Dartmouth College. His photographs have appeared in a number of books and publications.

Also father of two daughters, Geoff and his wife, Patricia, enjoy traveling and discovering destinations rich in art and food. Your recommendations are welcome!
- 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.
- Harvard University
- Private Wealth Advisor
200 Clarendon Street
24th Floor
Boston, MA 02116
Justin Glucksman

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Justin joined UBS in 2005 after receiving his BS in Finance and Accounting from Northeastern University. He focuses on the challenges associated with concentrated holdings and specializes in the development of customized equity sales strategies for founders, executives and directors of publicly traded companies. Justin also helps his clients work through goal-based financial planning and the implementation of estate and legacy strategies.

In his free time, Justin enjoys spending time outdoors fishing and snowboarding. He is also an avid cyclist and is a multi-year supporter of and participant in the Pan Mass Challenge. He currently resides in Winchester, MA with his wife and two young children.

CA License #1924046
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The 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, 2018, 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 Advisors, 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.
- Northeastern University, B.S. Finance and Accounting
- Private Wealth Advisor
200 Clarendon Street
24th Floor
Boston, MA 02116
Erica Cloutier

Team Administrator
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Erica is a Team Administrator at UBS Private Wealth Management in Boston. Erica's primary responsibilities include overseeing all operational and administrative aspects of the business and managing client services. Erica graduated from Bentley University in May 2008, earning a degree of Bachelor of Science in Managerial Economics and currently resides with her husband and two young daughters in Andover. She supports Boston Broadway and in her free time, enjoys reading and spending time outdoors with her family.
- Bentley University, B.S. Managerial Economics
200 Clarendon Street
24th Floor
Boston, MA 02116
Jill Lyon

Client Associate Senior
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Jill joined UBS Private Wealth Management in 2018 as a Client Services Associate. She previously worked as Assistant Director of Admission at Phillips Exeter Academy and the Ashley Hall School. Jill received her BA in Psychology from Dartmouth College in 2013. Jill resides in Salem and enjoys running, hiking and spending time with family in Barnstable.
- Dartmouth College, B.A. Psychology
200 Clarendon Street
24th Floor
Boston, MA 02116
Stephen Hugel

Financial Advisor Associate

CERTIFIED FINANCIAL PLANNER™
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Stephen joined UBS in 2018 as part of the Wealth Planning Associate program and has since become a Financial Advisor. He focuses on understanding the goals of individual clients to develop a comprehensive financial and estate planning strategy. By understanding the goals of a client Stephen is then able to craft an effective, personalized asset allocation strategy that meets clients’ needs while avoiding unnecessary risk.

Stephen became a CERTIFIED FINANCIAL PLANNER™ in 2020. He received his master's degree in accounting from Northeastern University and is a Certified Public Accountant (CPA). His bachelor's degree is from Stonehill College in Easton, Massachusetts.

In his free time, you can find Stephen on the water, skiing in NH, or on the field playing soccer. Stephen lives in Hamilton with his wife, Hanna, and their two border collie mixes, Stetson and Kaya.

CA license #4160827
- 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.
- Stonehill College, B.S. Accounting
- Northeastern University, M.S. Accounting
- CERTIFIED FINANCIAL PLANNER™
200 Clarendon Street
24th Floor
Boston, MA 02116

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach 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.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Executive decisions

Sustainable investing

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

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Global access. Strategic solutions.

Pursuing your goals together

Geoffrey Hargadon

Justin Glucksman

Erica Cloutier

Jill Lyon

Stephen Hugel

Geoffrey Hargadon

Justin Glucksman

Erica Cloutier

Jill Lyon

Stephen Hugel

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Wealth, from your point of view

Executive decisions

Sustainable investing

Backed by the strength of UBS

A global leader in wealth management

Insights

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