Experience

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.

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.