Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

Edward Harris, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- IL
- MA
- MD
- ME
- MN
- NC
- NH
- NJ
- NY
- OR
- RI
- TX
- WI
Ned began his career at UBS in 2003 and over the past 20 years he has helped clients manage their wealth throughout good times and bad. With clients, who are primarily business owners, corporate executives and industry professionals, Ned emphasizes fundamental investment management principles, asset allocation and total portfolio management with a focus on wealth creation and preservation investment strategies. He also helps them with retirement income planning, education funding, liability management, structures for charitable giving and financial planning strategies. Together with his team and the global capabilities of UBS, Ned seeks to provide his clients with best-in-class service and comprehensive wealth management solutions. He is a CERTIFIED FINANCIAL PLANNER™, Senior Portfolio Manager, FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident, health insurance and annuities. Ned lives in Hingham, Massachusetts with his wife and two children. He enjoys skiing, golf and fishing in his personal time.
- CERTIFIED FINANCIAL PLANNER®
- Senior Portfolio Manager
One Post Office Square
35th floor
Boston, MA 02109

edward.harris@ubs.com

Edward Harris, CFP®

One Post Office Square,Boston,MA,02109
Janelle Clark

Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WI
- WY
Janelle joined UBS in October of 2021 and is currently a Registered Client Service Associate. Janelle provides administrative support and helps to assist clients with their everyday needs. She graduated from The University of Massachusetts Lowell where she earned her Bachelor of Science and her MBA in Finance. Janelle enjoys traveling and spending time with family and friends.
One Post Office Sq.
35th Floor
Boston, MA 02109

janelle.clark@ubs.com

Janelle Clark

One Post Office Sq.,Boston,MA,02109
Jamie McKenna

Client Associate
View bio
Jamie joined UBS in 2015 as a Client Service Associate supporting Financial Advisors primarily with HNW/UHNW/Private Equity clients. Jamie provides administrative support and guides clients through the onboarding process, monitors account transfers, and focuses on servicing clients with their daily needs. In her spare time, she enjoys spending time with her family and friends, and is an avid Syracuse Basketball fan. Jamie graduated from Bentley University and resides in Hanover, MA with her husband.
One Post Office Square
33rd floor
Boston, MA 02109

jamie.mckenna@ubs.com

Jamie McKenna

One Post Office Square,Boston,MA,02109

Rafael S. Williamson

Executive Director

Senior Portfolio Strategist

View bio
Todd D. Mayo

Executive Director

Senior Wealth Strategist

View bio

Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals. He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects. In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives.

Professional History

Before joining UBS, Todd was general counsel of Perspecta Trust. He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company. Before that, he practiced trust and tax law with Cleveland, Waters and Bass.

Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020). He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US).

Affiliations

Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee.

Education

Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.
Roger Kraus

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Roger joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Greater Boston and Northern New England Markets.

Roger has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Roger began his career with UBS in 2006, first as a Client Service Associate in Wealth Management NY, then Private Wealth NY. In 2009, his team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank and started a career as an Financial Advisor in their Law Firms Group, working with top lawyers and law firms in New York.

Education and personal information

In Roger’s role as a Senior Wealth Management Banker his NMLS # is 821627. He holds his Series 7 and 66 securities licenses, and has a degree in English Literature and Performance. He enjoyed a 15+ year career as a professional actor in New York City and nationally before starting his career in finance. He currently lives in Boston's historic South End.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
William C. Shad CFP®, CIMA®, ChFC®, CEPA®

Executive Director

Head of Wealth Planning Strategists and Trust Consulting

View bio

Edward Harris, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- IL
- MA
- MD
- ME
- MN
- NC
- NH
- NJ
- NY
- OR
- RI
- TX
- WI
Ned began his career at UBS in 2003 and over the past 20 years he has helped clients manage their wealth throughout good times and bad. With clients, who are primarily business owners, corporate executives and industry professionals, Ned emphasizes fundamental investment management principles, asset allocation and total portfolio management with a focus on wealth creation and preservation investment strategies. He also helps them with retirement income planning, education funding, liability management, structures for charitable giving and financial planning strategies. Together with his team and the global capabilities of UBS, Ned seeks to provide his clients with best-in-class service and comprehensive wealth management solutions. He is a CERTIFIED FINANCIAL PLANNER™, Senior Portfolio Manager, FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident, health insurance and annuities. Ned lives in Hingham, Massachusetts with his wife and two children. He enjoys skiing, golf and fishing in his personal time.
- CERTIFIED FINANCIAL PLANNER®
- Senior Portfolio Manager
One Post Office Square
35th floor
Boston, MA 02109

edward.harris@ubs.com

Edward Harris, CFP®

One Post Office Square,Boston,MA,02109
Janelle Clark

Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WI
- WY
Janelle joined UBS in October of 2021 and is currently a Registered Client Service Associate. Janelle provides administrative support and helps to assist clients with their everyday needs. She graduated from The University of Massachusetts Lowell where she earned her Bachelor of Science and her MBA in Finance. Janelle enjoys traveling and spending time with family and friends.
One Post Office Sq.
35th Floor
Boston, MA 02109

janelle.clark@ubs.com

Janelle Clark

One Post Office Sq.,Boston,MA,02109
Jamie McKenna

Client Associate
View bio
Jamie joined UBS in 2015 as a Client Service Associate supporting Financial Advisors primarily with HNW/UHNW/Private Equity clients. Jamie provides administrative support and guides clients through the onboarding process, monitors account transfers, and focuses on servicing clients with their daily needs. In her spare time, she enjoys spending time with her family and friends, and is an avid Syracuse Basketball fan. Jamie graduated from Bentley University and resides in Hanover, MA with her husband.
One Post Office Square
33rd floor
Boston, MA 02109

jamie.mckenna@ubs.com

Jamie McKenna

One Post Office Square,Boston,MA,02109

Rafael S. Williamson

Executive Director

Senior Portfolio Strategist

View bio
Todd D. Mayo

Executive Director

Senior Wealth Strategist

View bio

Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals. He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects. In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives.

Professional History

Before joining UBS, Todd was general counsel of Perspecta Trust. He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company. Before that, he practiced trust and tax law with Cleveland, Waters and Bass.

Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020). He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US).

Affiliations

Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee.

Education

Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.
Roger Kraus

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Roger joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Greater Boston and Northern New England Markets.

Roger has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Roger began his career with UBS in 2006, first as a Client Service Associate in Wealth Management NY, then Private Wealth NY. In 2009, his team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank and started a career as an Financial Advisor in their Law Firms Group, working with top lawyers and law firms in New York.

Education and personal information

In Roger’s role as a Senior Wealth Management Banker his NMLS # is 821627. He holds his Series 7 and 66 securities licenses, and has a degree in English Literature and Performance. He enjoyed a 15+ year career as a professional actor in New York City and nationally before starting his career in finance. He currently lives in Boston's historic South End.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
William C. Shad CFP®, CIMA®, ChFC®, CEPA®

Executive Director

Head of Wealth Planning Strategists and Trust Consulting

View bio

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.}

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A leading global wealth manager

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

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Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Edward Harris, CFP®

Janelle Clark

Jamie McKenna

Rafael S. Williamson

Todd D. Mayo

Roger Kraus

William C. Shad CFP®, CIMA®, ChFC®, CEPA®