Senior Vice President–Wealth Management
Financial Advisor
DONALD R. HEHIR, JR. has been helping clients protect their assets and meet their sophisticated planning needs for more than four decades. He began his career in 1983 with MetLife, and in 2001 joined Sagemark Consulting, where he became a Managing Principal in 2005. Donald established Donald Hehir & Associates in 2010.
Joining UBS Wealth Management and establishing Hehir Snow Wealth Management in 2024, Donald gained access to the expanded resources, and insights of a leading global wealth management firm. They are well positioned to help clients pursue their most important goals for your family, business, and legacy.
Donald earned his Chartered Life Underwriter and Chartered Financial Consultant designations at The American College in Bryn Mawr, Pennsylvania. He is a Registered Principal, holding the Series 6, 7, 24 and 63, and serves clients in states across the country.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
DONALD R. HEHIR, JR. has been helping clients protect their assets and meet their sophisticated planning needs for more than four decades. He began his career in 1983 with MetLife, and in 2001 joined Sagemark Consulting, where he became a Managing Principal in 2005. Donald established Donald Hehir & Associates in 2010.
Joining UBS Wealth Management and establishing Hehir Snow Wealth Management in 2024, Donald gained access to the expanded resources, and insights of a leading global wealth management firm. They are well positioned to help clients pursue their most important goals for your family, business, and legacy.
Donald earned his Chartered Life Underwriter and Chartered Financial Consultant designations at The American College in Bryn Mawr, Pennsylvania. He is a Registered Principal, holding the Series 6, 7, 24 and 63, and serves clients in states across the country.
Credentials
Vice President–Wealth Management
Financial Advisor
DOUGLAS R. SNOW coordinates research, portfolio allocation, and the tactical implementation of client portfolios for Hehir Snow Wealth Management. With objectivity and a client’s best interest as his guide, he makes decisions in accordance with the expressed goals of a client, whether a trustee, individual, or family. His due diligence is supported by a variety of independent research tools, including those provided by UBS Wealth Management.
Joining UBS Wealth Management and establishing Hehir Snow Wealth Management in 2024, Doug gained access to the expanded resources and insights of a leading global wealth management firm. They are well positioned to help clients pursue their most important goals for your family, business, and legacy.
Doug has previously worked with Ameriprise Financial, Sagemark Consulting, and Donald Hehir & Associates. He has a BA in both Finance and Accounting from Syracuse University and an MA in Sustainability from Harvard University.
Vice President–Wealth Management
Financial Advisor
DOUGLAS R. SNOW coordinates research, portfolio allocation, and the tactical implementation of client portfolios for Hehir Snow Wealth Management. With objectivity and a client’s best interest as his guide, he makes decisions in accordance with the expressed goals of a client, whether a trustee, individual, or family. His due diligence is supported by a variety of independent research tools, including those provided by UBS Wealth Management.
Joining UBS Wealth Management and establishing Hehir Snow Wealth Management in 2024, Doug gained access to the expanded resources and insights of a leading global wealth management firm. They are well positioned to help clients pursue their most important goals for your family, business, and legacy.
Doug has previously worked with Ameriprise Financial, Sagemark Consulting, and Donald Hehir & Associates. He has a BA in both Finance and Accounting from Syracuse University and an MA in Sustainability from Harvard University.
Senior Wealth Strategy Associate
NICHOLAS MARTIN serves as a liaison between our investment and planning teams. In this role, Nick assists in the development of third-party and back-office research and analytics to quantify our planning observations and recommendations. In addition, Nick supports client review meetings by preparing the necessary updates and related materials.
When not combing through reports or working on a net worth and cash flow summary, you might find Nick dangling from a rock face, as he is an avid hiker and rock climber.
He is a Registered Associate, holding the Series 7 and Series 66. Nick has a BS && MS in Finance from Stony Brook University.
Senior Wealth Strategy Associate
NICHOLAS MARTIN serves as a liaison between our investment and planning teams. In this role, Nick assists in the development of third-party and back-office research and analytics to quantify our planning observations and recommendations. In addition, Nick supports client review meetings by preparing the necessary updates and related materials.
When not combing through reports or working on a net worth and cash flow summary, you might find Nick dangling from a rock face, as he is an avid hiker and rock climber.
He is a Registered Associate, holding the Series 7 and Series 66. Nick has a BS && MS in Finance from Stony Brook University.
Senior Client Associate
Senior Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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