Let's move forward. Together.

Great Barrier Reef

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.

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.

  • Ned 1

    Edward Harris, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • FL
    • IL
    • MA
    • MD
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OR
    • RI
    • TX

    Ned began his career at UBS in 2003 and over the past 18 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
        32nd and 33rd floors
        Boston, MA 02109
      • Elizabeth Blackwell Profile Photo

        Elizabeth Blackwell

        Senior Client Associate

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        • CA
        • FL
        • MA
        • ME
        • NH
        • NY
        • SC
        • TX

        Liz provides best in class client service by leveraging her past experience in multiple roles as an assistant portfolio manager, financial analyst, and economic researcher. She also assists Ned in addressing the wealth management needs of his clients. She is a graduate of Lasell College where she received a triple bachelor of science in finance, accounting, and international business, as well as minor in applied mathematics. In her spare time she enjoys music, art, reading, hiking and swimming. She resides in Townsend, MA with her fiancé Jacob and their two children.

              One Post Office Square
              32nd and 33rd floors
              Boston, MA 02109
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              Rafael S. Williamson

              Executive Director

              Senior Portfolio Strategist

            • Todd D. Mayo

              Executive Director

              Senior Wealth Strategist

              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

              Director

              Senior Wealth Management Banker

              Current role and areas of expertise

              Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Roger provides expertise in the following areas:

              1. Securities Backed Lending
              2. Residential and Commercial Mortgages
              3. Cash management and Credit Cards
              4. Art, aircraft and yacht financing

              Professional history

              Roger Kraus returns to UBS as a SWMB for the Greater Boston Market.  He began his career with UBS in 2006, first at 1285 Ave of the Americas in NY, then  in the Private Wealth office at 299 Park Ave.  In 2009, his FA team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank as an FA in their Law Firms Group. 

              Education and personal information

              Roger has a degree in English Literature and Performance,  and enjoyed a 10+ 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.

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

              Executive Director

              Head of Wealth Planning Strategists and Trust Consulting

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager