Let's move forward. Together.

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.

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.