First Vice President–Wealth Management
Marco has been in the financial services industry since 1996. Prior to joining UBS, he worked at Putnam Investments and Wachovia Securities.
Marco oversees the vision and strategy for both individual and corporate clients served by The Harmuth Calabro Group. As a retirement plan consultant he brings a depth of experience to corporate clients requiring strategic guidance on fiduciary services, employee education, fund comparison and performance review, and investment policy statements. Marco holds the Chartered Retirement Planning Consultant® (CRPS®) designation and serves as a Portfolio Manager.
In addition to serving the group's corporate clients, Marco provides both individuals and families with complete investment management and financial planning services. He has extensive experience advising clients on wealth accumulation, retirement planning and the complex issues surrounding generational wealth transfer.
Marco and his wife Nancy live in Merrimac, MA with their 2 daughters Ally and Meg.
Credentials
First Vice President–Wealth Management
Marco has been in the financial services industry since 1996. Prior to joining UBS, he worked at Putnam Investments and Wachovia Securities.
Marco oversees the vision and strategy for both individual and corporate clients served by The Harmuth Calabro Group. As a retirement plan consultant he brings a depth of experience to corporate clients requiring strategic guidance on fiduciary services, employee education, fund comparison and performance review, and investment policy statements. Marco holds the Chartered Retirement Planning Consultant® (CRPS®) designation and serves as a Portfolio Manager.
In addition to serving the group's corporate clients, Marco provides both individuals and families with complete investment management and financial planning services. He has extensive experience advising clients on wealth accumulation, retirement planning and the complex issues surrounding generational wealth transfer.
Marco and his wife Nancy live in Merrimac, MA with their 2 daughters Ally and Meg.
Credentials
Senior Vice President–Wealth Management
Bill has been in the financial services industry for more than 20 years and has successfully guided his clients through unprecedented market conditions. Prior to joining UBS, he served as an investment professional at A.G. Edwards and Wachovia Securities. Bill focuses on working with affluent families. He is one of a select group of planners who have met the rigorous education, examination, experience and ethics requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional. He earned a B.S. in science from Carroll School of Management at Boston College in 1981.
Education
Credentials
Senior Vice President–Wealth Management
Bill has been in the financial services industry for more than 20 years and has successfully guided his clients through unprecedented market conditions. Prior to joining UBS, he served as an investment professional at A.G. Edwards and Wachovia Securities. Bill focuses on working with affluent families. He is one of a select group of planners who have met the rigorous education, examination, experience and ethics requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional. He earned a B.S. in science from Carroll School of Management at Boston College in 1981.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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