Sophisticated advice for complex wealth

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Steve advises a select group of ultra-high-net-worth clients, and strives to help them understand, map, and deploy their wealth effectively. He offers a multi-generational perspective that addresses client priorities while supporting their vision and values for future generations. Steve has extensive experience advising Section 16 officers, Private Equity/Venture Capital partners, and private business owners about the opportunities and challenges inherent in their unique circumstances. He is particularly skilled in portfolio construction and analysis, concentrated stock management, tax mitigation strategies, risk analysis, wealth transfer and long-term wealth strategy.

Analytical and thorough by nature, Steve seeks to help families enact thoughtful strategies to preserve their wealth and avoid the pitfalls that can accompany substantial success. With over 25 years of experience in financial services, Steve began his career in 1999 at Deloitte and Touche, working in the Assurance and Advisory Services division, attaining the CPA designation. In 2003, Steve joined Merrill Lynch, working most recently with their Private Banking and Investment Group as a Private Wealth Advisor.

He and his siblings also lead a charitable venture called “Team Smitty” supporting families in need on Cape Ann. Steve and his wife Dabney live in Wenham, Massachusetts, with their two children, Sydney and Zachary.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Corporate Stock Benefit Consultant

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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 PLANNERTM , 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

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Will began his career in financial services in 2014 with Fidelity Investments after graduating from the College of Charleston with a major in Business Administration. He joined UBS as a Vice President in 2019. While at Fidelity, he was a financial advisor working with families in the Boston Back Bay office.

Will attended high school in Connecticut, at Westminster School. He played lacrosse, squash, and paddle tennis while attending. In his time spent outside of the office, one can find Will on his fishing boat targeting Bluefin tuna and Striped Bass. Will is a former US Coast Guard licensed captain, and spent his Summer's in college running a kids fishing camp out of Marblehead, MA. When not fishing, you can find Will out on the golf course at the local club, striving for the elusive lower handicap. In the winter months, Will spends his time in the mountains skiing, with a personal favorite of Jackson Hole. Will currently lives in Marblehead with his wife Madeline and daughter Charlotte. They also have a Golden Retriever named Tuna that is in-tow for all activities.

Will is FINRA registered and holds a Series 7, 63, 66 licenses. In 2018, Will earned his designation as a CERTIFIED FINANCIAL PLANNERTM (CFP®).

• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• CERTIFIED FINANCIAL PLANNER®

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Will is a seasoned financial professional with over 25 years of experience working in both public and private equity capital markets where he has developed a broad understanding of fundamental analysis, corporate structure and capital formation. His time spent as a public company executive has provided him with a deep understanding of corporate finance and the importance of aligning operations with a company’s mission. Prior to joining UBS, Will worked for such firms as Fidelity Investments and Lazard and also served as the head of Investor Relations for a public company, guiding the business through accelerated periods of growth and through a transformative merger.

His experience has instilled in him a deep appreciation of wealth creation and preservation and the value of disciplined planning. Will joined The Riverside Group to leverage his experience to help clients achieve their personal and financial goals, focusing on disciplined accumulation, thoughtful planning, and creating structure and organization for the families we serve.

Will is a graduate of Harvard College and holds his Series 7 and 66 licenses. Will and his wife Lindsay live on the South shore with their three daughters, Brooke, Caroline and Whitney. Will is passionate about the outdoors and serving his community and spends as much of his free time as possible in these pursuits.

• Harvard College

• Series 7 and 66

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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.

• University of Massachusetts Lowell, B.S. and MBA in finance

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Marc joined UBS full time in 2023 after graduating from Bryant University with Bachelor of Science in Business Administration with a Major in Finance and Minor in Communications. While there, Marc served as a student security analyst for Bryant’s student-managed investment fund, focusing on the InsurTech and FinTech sectors. In 2022, Marc completed the UBS Wealth Management Internship program gaining valuable experience to provide exceptional client service and operational support to our clients. Marc holds his Series 7 and 66 licenses.

Marc grew up in Gloucester, MA and resides in Boston's North End. In his spare time, he enjoys boating, golfing, and spending time with his family.

• Bryant University, B.S. in Business Administration with a Major in Finance and Minor in Communications.

• Series 7 and 66

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.

• Bentley University

Monica is an experienced service associate, with over 20 years of experience in a variety of administrative roles servicing high net worth families and non- profit institutions. She supports The Riverside Group for all client service needs. She has two children at home, Richie and Clara, and lives with her husband Rich in Essex, MA.