An experienced and committed team

Claire has been guiding successful individuals and families to make smart financial decisions since 1984. Together with her team, Claire engages each client in a multi-step consultative wealth management process that begins with a thorough discovery interview focused on understanding her client's values and goals as well as additional information that forms the basis for a financial plan. She then works with her colleagues to customize solutions designed to address each client's unique needs in the areas of wealth enhancement, wealth transfer, wealth protection and, where applicable, charitable giving. Claire has been with UBS since June 2012. Previously, she was Senior Vice President and Wealth Advisor with Morgan Stanley for 16 years. She also served as Vice President and Financial Advisor with A.G. Edwards & Sons and with EF Hutton and Shearson Lehman Hutton for a combined 12 years. Claire taught investment courses for years at the Brookline Center for Adult Education and mentored women advisors as part of the Women's Business Exchange while employed by Morgan Stanley. Educating and informing investors has always been part of Claire's practice.  

Claire is a Certified Financial Planner Practitioner (CFP®) and a Certified Retirement Planning Counselor(CRPC®). She has a BA with High Honors in psychology from Northeastern University and did graduate work in psychology at the University of Connecticut.  She lives with her domestic partner, Stuart Shellswell, in Framingham, MA and Miami, FL.

Dan is an Analyst and Senior Portfolio Manager working primarily on the Small & Medium Company Stock Portfolio. Prior to joining UBS in 2013, Dan was a Portfolio Manager at Athena Capital Advisors, where he served clients with at least $100 million in investment assets. He earned his M.S. in Investment Management from Boston University, graduating magna cum laude. Dan also earned his B.S. in Accounting and Finance from Eastern Nazarene College. He is a CFA® charterholder and a member of the Boston Security Analysts Society. Dan also successfully completed the requirements to earn the Certified Financial Planner™ (CFP®) designation. Dan and his wife, Faith, live in Boston, Massachusetts.

With over three decades of experience as a financial professional, Paula has built a strong reputation for delivering comprehensive wealth management to women and their families experiencing transition and beyond, whether it is retirement, death, divorce, job change, empty nest, inheritance, or other life event.  Paula believes that real wealth management is providing thoughtful, comprehensive solutions that deliver real value to her clients. Paula is a Wealth Advisor as well as Portfolio Manager, both designations awarded by UBS, that allow her to bring her wealth of experience to each client situation. Having been through numerous market corrections and volatility, she has seen most market environments. 

Outside of work, Paula is an avid outdoor enthusiast with a love for gardening. As a former Certified Master Gardner, she has belonged to three garden clubs and is currently committed to the Paducah Garden Club, part of the Federated Garden Clubs of America.

Peter is an industry veteran and has been with UBS since 2001. He has a passion for providing a holistic planning approach for his clients. Growing up in a family that dedicated much of their professional lives in the hospitality industry, including his own prior 12 year career, service is tantamount to his practice. Helping take care of clients financial needs, steering them along a financial path that will help them provide for their loved ones while providing a level of service and follow up is a natural progression from his upbringing. This combined with the expertise of the Hingham Street Partners team resources, provides a dynamic wealth planning partnership for his clients that is unmatched.

Born in Brockton, MA, Peter was raised on the South Shore of Boston in the charming seaside town of Cohasset, MA.  Peter graduated from Boston College.  He now lives in Hingham, MA with his wife Lynn, and their two daughters Riley and Niamh.  Peter has been involved in many charitable & fraternal organizations including the Boston College Alumni Association, he is a Past President of the Cohasset Rotary Club, the Ireland Chamber of Commerce in the USA (ICCUSA), The Irish Networking Society and The Foyer of Charity in Scituate, MA.  Peter is also an avid Boston Sports fan, enjoys golfing at Cohasset Golf club, and collecting fine wine from Bordeaux.

John serves as the team's Account Vice President. After graduating magna cum laude in three years from Notre Dame, John earned a scholarship to attend medical school at the University of Louisville. Despite finishing the first year curriculum ranked in the top third of his class, he stepped away from the medical field to pursue the opportunity to help people with a different kind of health: their financial health. John is passionate about investing and loves the challenge of identifying ways to serve goal-oriented investors. He enacts a highly customized approach in designing and implementing client portfolios, taking into consideration long-term needs and planning for the unexpected.

Larry is the Senior and Lead Portfolio Manager for Hingham Street Partner's Equity Income portfolio. Prior to joining UBS in 2008, Larry was a Portfolio Manager at Athena Capital Advisors, a multi-family office serving clients with at least $100 million in investment assets. He earned an M.B.A from the Yale School of Management and graduated summa cum laude from Boston University with a B.S. in electrical engineering. Larry also earned a master's degree in electrical engineering from UMass Lowell. Larry and his wife Debi live in Hollis, NH.

Bob has been in the wealth management business since 1981. Prior to joining UBS Financial Services in 2008, Bob was a Senior Vice President at Smith Barney for nearly two decades. Bob focuses on managing money for clients and corporations. Bob graduated cum laude with a B.S in Business Administration from Boston College. Bob and his wife Lynn enjoy traveling and are active in supporting the Hospice of South Shore. They have two grown children.  

Joe has over 26 years of industry experience, is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA) and a founding member of Hingham Street Partners.  He is one of the few advisors at UBS who has earned the designation of Certified Exit Planning Advisor.  Joe's role is to help clients maximize business, personal, and financial goals. The process consists of three major areas:

• Maximizing business value
• Personal financial planning
• 'Life after business' planning

As a business owner, Joe has a deep understanding of the complexities of ownership, growth and sale of businesses.  He has worked with entrepreneurs and senior executives through all stages of business transition- private and public. 

Joe is a graduate of Merrimack College where his concentration was in Finance and Economics. He has earned his series 7, 31, 63 and 65 securities licenses as well as life, health and long term care insurance licenses. Some of Joe's community activities include: Vice Chairman, Signature Healthcare Board of Trustees, Chairman of Signature Healthcare Finance Committee, Chairman of the Foundation Board of Governors at Signature Healthcare and Past President, Northern RI American Cancer Society.  He lives in Whitman with his wife Kathy and their two children, Megan and JP.  Joe is an avid Boston sports fan and a "sub par" golfer!

NMLS#1859411 

CA License #0D37387

With more than two decades of experience in finance, Tim provides wealth management services and strategic investment advice for a diverse clientele of high-net-worth individuals, families, businesses, and nonprofit organizations.  A strong believer in building quality and lasting relationships, Tim is known for his compassion, trust, integrity, and attention to detail.  As a founding member of Hingham Street Partners, Tim has helped elevate Hingham Street Partners’ mission to provide the highest quality wealth management solutions for clients and institutions, as well as for UBS Financial Advisors, and has helped grow the team’s advisory portfolio assets to more than $3 billion. Hingham Street Partners advises high net worth families on all aspects of their lives, manages money for institutional investors, and partners with more than 100 UBS Financial Advisors worldwide.

Tim is a graduate of the College of the Holy Cross, where he pitched for the varsity baseball team, as well as from the Delbarton School in Morristown, New Jersey. He is FINRA-registered and holds his Series 7, Series 63, life, health and accident insurance and variable annuities licenses. Tim and his wife, Anne, live in Westwood, Massachusetts with their three children. Though Tim enjoys playing tennis and platform tennis, he can most often be found coaching, playing or cheering his children on in everything from basketball, golf, and tennis to musical theater and dance.

Brendon is a Certified Financial Planner (CFP^®) with more than 25 years of experience in the financial industry. Brendon is first and foremost client-focused. He has built his career on personal relationships and a collaborative approach to investing.  

Brendon's philosophy has evolved as his career trajectory has taken off.  As a young advisor, Brendon believed investing was primarily about projections, equations and statistical analysis. However, experience has taught him that true success is the result of understanding each client's current life situation, personal values, philosophies, hopes and dreams. This provides the framework for developing a successful financial plan and long-term personal relationships. The majority of Brendon's clients have been with him for between 10 and 20 years. They refer friends and relatives, some of whom are 3^rd  and 4^th generation families. Clients often tell Brendon they chose him because they know he will make choices that are in their personal and family's best interest. 

Brendon has professional experience working with clients all over the country in: Boston, New York, Chicago and Los Angeles.  Prior to joining UBS in December 2013, he worked for Fidelity Investments for over 8 years and St. Germain Investment Management for 10 years.

Brendon lives in Longmeadow, Massachusetts with his 3 children: Ella, Nina and Luke and a yellow lab, Gus.  He graduated from the College of the Holy Cross in Worcester, MA.  He remains an active member of his community, having served on the Board of Directors for the March of Dimes, the Springfield YMCA and the Board of Trustees of the Naismith Memorial Basketball Hall of Fame.

Working extensively with high-net-worth individuals, families, and institutions, Bill has the knowledge, connections, and compassion necessary to address a diverse host of unique financial complexities to help clients achieve their goals. He has worked with entrepreneurs and senior executives through all stages of business transition- private and public.

Education has always been important to Bill. He holds an MBA in Finance and Strategy from the Boston College Carroll School of Management and a Bachelor of Arts (BA) from the College of the Holy Cross.  He has earned several certifications, including Certified Financial Planner (CFP®), Certified Divorce Financial Advisor (CDFA®), and Certified Exit Planning Advisor (CEPA®). These rigorous credentials enable him to provide a comprehensive and holistic approach to his clients' financial needs. He is FINRA-registered and holds his Series 7, Series 66, life, health and accident insurance and variable annuities licenses.

On a personal note, Bill is an accomplished musician. As a drummer and founder of several local bands, music has given him a creative outlet and opportunities to perform at numerous charity events across New England. He has been drumming and performing for over 30 years. He and his wife, Amy, live in Newton, Massachusetts with their two daughters.

Wendy has over 20 years of experience in financial services, 18 of which have been in the investment industry. Prior to joining UBS, she was Vice President and Director of Investments at The Paducah Bank and Trust Company, where she managed over $150 million in client assets and served as Principal of the LPL Financial office.

Wendy is married to Kliff, and they have two children. Her daughter Shelby is pursuing her passion in the coffee industry, and her son Kaleb is a student at McCracken County High School. Wendy enjoys the outdoors, reading, and is always exploring new hobbies. Her latest adventures include learning navigate the lakes and studying essential oils.

Accomplishments

LPL Financial Client Service Awards 2012-2015
Leadership Paducah Outstanding Alumni 2008
Education

Certified Financial Planner (CFP®)
Licenses

Series 7, General Securities Representative
Series 65, Registered Investment Advisor
Series 24, General Securities Principal
Series 63, Uniform Securities State Agent
Life and Health Insurance Licenses for KY and IL
Personal & Community

Leadership Paducah Alumnus and Past President

Throughout Pete's 25+ year career in wealth management, he has been a results-driven manager, an entrusted financial advisor, and a visionary. His impact is evident in the success of the UBS South Shore office, the growth of his own practice, and the strength of his relationships.

After his start at Merrill Lynch, Pete moved his practice to UBS and was tasked to build a new South Shore office. As branch manager, Pete personally recruited over 50 of the best and the brightest Financial Advisors and attracted $5 billion in assets to the new office within eight years. As the branch grew, Pete created a distinctive culture in line with his personal values that made it one of the best places to work and still remains today.

During that time, concurrent with his management responsibilities, Pete also founded Hingham Street Partners, the extension of his advisory practice, by assembling a team of hand-picked portfolio managers, advisors and relationship managers and by growing advisory portfolio assets to more than $3 billion. Hingham Street Partners advises high net worth families on all aspects of their lives, manages money for institutional investors, and partners with more than 100 UBS Financial Advisors worldwide. Although Pete and his team are highly sought after, his devotion to and friendship with his clients and their families is unparalleled. He forms a bond with his long-standing and multi-generational clients that provides the support, the advice and the means to achieve their personal and financial goals.

Pete is a graduate of Merrimack College and holds an M.B.A with honors from Sacred Heart University. He is a former member of the UBS Branch Manager Advisory Council to Senior Management, UBS Banking Council and UBS’ Technology Council. Although Pete lives and breathes Hingham Street Partners, his family comes first. He loves spending time with his wife, Teri and their three children.

Paula has been a thoughtful listener, advice giver, and problem solver for a wide range of people from an early age. As the first born of 12 children with humble beginnings, she learned the value of setting a good example by always doing the right thing and working hard. Paula recognizes how important it is to have a trusted advisor who has the client's best interest in mind. She is a graduate of the University of Massachusetts with a concentration in English. She gained expertise in banking, debt management and finance in her early career as a community banker. Paula recognized as a young woman how rewarding it is to see client's financial dreams become reality, which lead her to become a Certified Financial Planner over 25 years ago.  She earned the UBS designation of Wealth Advisor, which means she is eminently qualified to provide highly personalized wealth management services to her clients. She is also an Accredited Domestic Partner Advisor and proud to be a UBS Pride Ally.

Paula works alongside her sons, Dave, a Chartered Retirement Planning Counselor and Tim, a Certified Financial Planner. As a family team, they are committed to providing a high level of service and attention to families and individuals, to enable them to pursue and achieve their goals. She refers to herself as an "advocate" for each of her clients – guiding them through the financial complexities that accompany both major and minor transitions in life. She resides in West Harwich, MA with her husband David. Together they have two sons as well as two grandchildren. She is a passionate  mentor of  women, a contributor to various financial media outlets, and  enjoys travel. She and her husband love to host family, friends, and clients at their home

Dave started his career in the financial services industry in 2002 and has worked in institutional sales and sales management for some of the largest asset management companies in the industry.  For the last 10 years Dave has used his skills and experience to coach and manage teams of investment professionals to provide support and consultation for financial advisors at various investment firms. Through years of coaching, guiding and teaching other investment professionals he has solidified his passion for helping others.  Dave loves the challenge of working collaboratively to help other people achieve goals.

Prior to his time in leadership  Dave worked in financial sales and consulting roles. As an investment consultant for 7+ years Dave spent his time consulting financial advisors about their practices and worked to find solutions to their needs.  Dave understands the importance of follow through, listening and that delivering a great client experience are of the utmost importance.  

These 18 plus years of experience consulting, educating, coaching and mentoring have given Dave a sound knowledge and skill set skill in portfolio construction,  asset allocation, retirement planning and needs based investing. 

Dave is a graduate of Trinity College with a degree in sociology.  Dave was captain of the varsity football team while at Trinity. Through sports Dave learned the importance of working collaboratively with others to achieve shared goals.  While at Trinity Dave gave back to the local community in Hartford by working at an organization that mentored and tutored inner city students after school.

Dave lives in North Attleboro, Ma with his wife (Sara),  Son (Emmett 6), and Daughter (Gloria 4).  Dave’s interests include spending time with friends and family, restoring his antique home, & cooking.

Dave hold the series 7, 63, 24, 51 and 6 and is Chartered Retirement Planning Counselor CRPC and a Certified Financial Planner.

Tim found his passion when he started his finance career in 2013.   After years of experience in investments, he went on to join UBS and take on the challenge of helping families reach their financial goals. Tim has worked under some of the best advisors in the Boston market area - creating comprehensive financial plans where he gained much experience within a few years.

Tim currently works alongside his mother, Paula Mogan, who has been in the finance industry for over 30 years, and brother, David Mogan, who has been in the industry for over 20 years.  Together, they assess each client's situation – no matter how simple or complex – to guide them towards the milestones that are important. They believe financial success doesn't happen by accident, but it almost always happens on purpose. Tim earned his B.A from Union college where he was a student-athlete. He is a Certified Financial Planner, holds his Series 7, 66, 63, and 6 as well as his insurance license.

Tim lives in Foxboro, MA with his wife (Emily), daughter (Ava), yorkies, (Cabo and Cali). They enjoy going on hikes together as well as spending time on the beach.

Mike is an industry veteran with more than 30 years' experience and a founding member of Hingham Street Partners.  He provides holistic wealth management to his clients with a thoughtful, thorough and comprehensive approach.  Mike's relationship with his clients is founded on trust, mutual respect and accessibility.  He is an advisor and friend to his long-standing clients and leverages his knowledge and expertise to coordinate all aspects of their lives.  Mike's process is driven by custom financial planning – his management and monitoring of his clients' plans help them achieve their personal and financial goals. 

Mike is a graduate of Boston College and Boston College High School.  He is actively involved in the BC High Community serving as a Trustee Associate on the Global Education and Student Life committees as well as overseeing a scholarship established by his family.  He is FINRA-registered and holds his Series 7, Series 63, life, health and accident insurance and variable annuities licenses.

Beyond his passion for his clients, Mike loves to spend time with his three boys watching hockey, playing golf and celebrating their accomplishments as they grow. 

Paul Sapiro joined Hingham Street Partners in 2019. He brings with him over 27 years of experience in the financial services industry – Paul has worked as a financial advisor, portfolio manager, branch manager, financial analyst and business planner.  At his core, though, Paul is an experienced and diligent advisor who prides himself on developing deep relationships with his clients and leveraging the intellectual capital of UBS to solve complex problems and provide straightforward, yet elegant, holistic solutions. 

The common thread throughout Paul's career at UBS, Merrill Lynch, Smith Barney and even the motion picture industry has been comprehensive analysis and financial planning.  Paul's varied experience gives him a unique perspective and ability to relate to and help his clients, whether they are C-suite executives, business owners, retirees or young families.

Paul earned a BS in Finance and an MBA with concentrations in Accounting and Marketing from the University of Connecticut. He lives in West Simsbury, CT and enjoys family time, group fitness, skiing, and history. He is also an avid backpacker, with a focus on completing the Appalachian Trail.

He is a member of The Exit Planning Exchange and holds the Certified Exit Planning Advisor® designation (CEPA®).

Tim joined Hingham Street Partners in 2019, establishing the team's Pennsylvania presence.  He has been a financial advisor since 1997 and has built his practice on the belief that by planning for life's unexpected (and expected) events, one can achieve their goals and mitigate much of life's stress.  This belief was formed at an early age when Tim's family experienced first-hand the toll that unexpected and unplanned for life events could have on a family.  As a result, Tim bases his advising around a comprehensive financial plan.  He believes the planning process is critical to understand not only what is important to clients, but also what scares them.  From there he develops solutions for all aspects of his client's present and future financial well-being and in doing so, he gives clients more structure and control over their finances, and more broadly, their life.

Tim attracts a wide range of clients who seek an experienced and caring advisor to be their financial advocate – from corporate executives to business owners to successful retirees and their families.  Tim helps clients navigate life events such as job changes, death of a loved one, sickness, disability, inheritance, educational funding, marriage, divorce, the sale of a business and the transition to retirement.

Tim has his B.A. from The School of Commerce and Finance at Villanova University, where he played football.  He also has his Series 7, 63, and 65 licenses and his Health and Life Insurance certification in the state of Pennsylvania.  Tim earned the prestigious UBS Wealth Advisor Designation in 2019 and is proud to be a mentor to veterans transitioning from military careers to the civilian workforce as part of the UBS Veteran's Network.

Tim and his wife Christa live in West Chester, Pennsylvania with their four children Finn, Sean, Brody and Ryan.  In his free time, Tim enjoys spending time with his family, coaching his children's youth sports teams, traveling and surfing.

It's about purpose.

Connor is committed to helping clients simplify the complexity in their financial lives and focus on what's most important. He provides insight on comprehensive wealth advisory, including retirement & estate planning strategies, cash flow analysis, asset allocation, as well as multigenerational wealth education & transfer.

Prior to joining the team, Connor served as an analyst in New York and in Chicago, during which he gained strong skillsets in investment management, comprehensive wealth planning, and business development. 

"I am passionate about collaborating with our clients and their other trusted advisors to design and implement strategies that align with their values."

Experience:

Connor joined UBS in 2018
Credentials:

BA from Georgetown University in Political Economy 
MS from University of Notre Dame in Management
Holds Series 7 and 66 securities licenses
Personal:

State Champion in Track & Field and Cross Country while at Saint Xavier High School in Louisville.
NCAA Division I student- athlete as an undergraduate at Georgetown University and as a graduate student at University of Notre Dame.
Serves as a volunteer and mentor with Greenwood Project, which helps students of diverse backgrounds navigate the financial industry.
Serves as a volunteer and mentor with American Corporate Partners, which aims to help veterans with their transition from the military to civilian workforce.
Enjoys running, cycling, cooking and playing guitar in his free time.

It's about adding value to the clients we serve.

Kellie serves as the Senior Vice President for Wealth Management. Over the past 20 years, she has helped clients manage their wealth through good times and bad, working with second and third generations.  Kellie is one of a small number of advisors who has earned the designation as a Private Wealth Advisor. Her years of service in the financial industry has provided a strong foundation for her planning strategy, from which she provides highly personalized services to clients.

 “My team and I employ a holistic, risk-conscious approach that emphasizes financial planning and total portfolio management to help our clients preserve and enjoy what they have worked so hard to accumulate.”

Experience

Joined financial industry in 1983
Joined UBS in 2004

Credentials

Graduated from Hanover College
Holds Series 7, 63, and 65 securities licenses
Holds Life and Health Insurance licenses
Holds CEPA® designation
Chapter President of the Kentuckiana Exit Planning Institute

Life

On the Board of Trustees of Spalding University
On the Leadership Council of the Business Scholars Program at Hanover College
Co-Founder of Kentucky's Women's Advisory Network
Board Member of CASA (Court Appointed Special Advocates)
Married to John Sheryak for almost 30 years
Has two adult children

Ken has been in the industry for over 30 years. He joined UBS in 2007 after 23 years at Smith Barney. Ken believes that personalized service is essential when developing and maintaining client relationships with the right financial products and services to each individual needs. With a bachelor’s degree from the University of Vermont, Ken is FINRA- registered and holds his Series 7 & 63 security licenses as well as licenses for life, accident, health insurance and variable annuities. He emphasizes asset allocation and total portfolio management with a focus on retirement income planning. During Ken’s spare time he enjoys golfing, traveling and spending time with his grown children.

Sam works closely with his clients to develop financial plans and custom investment solutions that best meet their short and long term objectives. He is passionate about helping clients and their families plan for the future based on a deep understanding of their values and what they are looking to achieve with their wealth.

With a streamlined wealth management process and access to a wide range of subject matter experts (i.e. estate planning, tax management, insurance, etc..), Sam and his team deliver a comprehensive experience to each client they work with. In addition, Sam had the unique opportunity to work with his father for many years at UBS. Through that experience, he learned that building trust and being authentic are important factors for a successful relationship.

Sam earned his B.A. from Ohio Wesleyan University with a concentration in Economics and holds his Series 7, 66 and insurance licenses. He currently resides in Hingham with his wife Meredith and their two children. In their spare time, Sam and his family enjoy hiking, skiing, and going to the beach.

Sam has been recognized as an industry leader:

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors: 2020, 2021, 2022, 2023, 2024
• Barron’s Top 250 Private Wealth Management Teams: 2024
• Forbes Best-in-State Wealth Advisors: 2019, 2020, 2021, 2022, 2023, 2024

Russ brings more than 40 years of experience in the investment business to the group. Before joining UBS, he was a First Vice President-Investments at Wells Fargo Advisors. Prior to this, he was the CFO of a large, private company, where he analyzed and advised on various corporate investments and managed a diversified portfolio of stocks, bonds, joint ventures and real estate. In addition, he established, owned and operated a firm dealing in rare coins, stamps, currency and other collectibles.

Russ holds Series 3, 7, 9, 10, 15, 63 and 65 securities licenses, as well as life and health insurance licenses for all states in which he conducts business. He earned a master's degree in accounting and a master's degree in finance, both from Bentley College Graduate School, as well as a B.A. in economics from the University of Massachusetts, Boston.

Russ has four children and six grandchildren. An avid golfer and world currency collector, he and his wife enjoy spending time with their family and traveling.

Sally has a long and established track record of managing money with nearly twenty years of portfolio management experience. She constructs Hingham Street Partner's Global Growth portfolios as well as their ETF and Liquid Alternatives models. Sally is in charge of trading operations and rebalancing, and also assists with individual security analysis. She received a B.A. from the University of Illinois at Springfield, IL. Sally also earned her CPM from Columbia University and the Academy of Certified Portfolio Managers.

Steve emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps them with education funding, structures for charitable giving, and estate planning. Steve is FINRA-registered and holds Series 7, 63, and 65 securities licenses. He is also licensed for life, accident, and health insurance. He received his Bachelor of Science degree in Finance from Providence College in 1984.

Steve is an active volunteer with the Providence College Alumni Association, the Francis Ouimet Caddie Scholarship Program, My Brother's Keeper, and the Hingham Food Pantry. He has run the Boston Marathon twelve times, raising funds for the Dana Farber Cancer Foundation and the McCourt Foundation. Steve lives with his wife, Christine, and their four children on the South Shore.

Susan is a client service assistant who specializes in client support and is responsible for the operational, administrative and client service functions for the team.  Susan joined UBS in 2018 as a branch associate after starting her career in wealth management with a local mutual fund company.  Susan lives in Plymouth with her husband, their three children and Goldendoodle, Dublin.  She enjoys spending time with her family in her free time.

Jamie has more than 22 years of industry experience and manages all aspects of the team's daily operational needs. She is also responsible for coordinating new account enrollments and split arrangements with our Financial Advisor partners across the firm. Jamie graduated from Bryant University with a major in Business Administration. Jamie, her husband Patrick, and their two children live in Milton, Massachusetts.

Rhonda's focus is primarily on customer interface. She takes great pride in her knowledge of the financial services industry and UBS operating procedures. With her administrative oversight of the group, she can be counted to effectively handle all customer requests, including retail and option trades. Rhonda started in the financial services industry at Smith Barney in 1983, and has held positions at Morgan Stanley and Wells Fargo before joining UBS in 2007. She holds Series 7, 63 and 65 securities licenses, is Notary Public, and a certified medical transcriptionist (CMT).

Christina has more than 25 years of industry experience. She is responsible for preparing the team's performance reports and monthly cash flow projections. Christina also assists with internal client communications and implementing portfolio recommendations. She graduated from Northeastern University with a major in Finance and Insurance. Christina, her husband Brian, and their daughter live in Carver, Massachusetts.

With over 36 years of experience in the financial services industry, Denise provides exceptional service to our clients. Denise has earned the Financial Paraplanner Qualified Professional™ designation and is a Wealth Management Associate. She holds both the Series 7 and Series 66 licenses. Denise lives in Rockland with her husband and two sons. In her spare time she enjoys attending soccer games with her family and volunteering in the local community.

Diane has been helping clients for over 35 years. They appreciate the follow-through, professionalism, and overall exceptional client service she provides.  She resides in Colchester, CT with her husband. They have four grown children. Diane is quick to volunteer and help those in need. She cooks and serves breakfast to those most in need at the Mercy shelter in Hartford, CT on a regular basis.

Cathy joined UBS in 2014 and works primarily on relationship management with a focus on financial planning, as well as insurance and long term care solutions.  She started her career in wealth management in 1997 with Raymond James.  She transitioned to Morgan Stanley in 2001 where she gained experience in investment analytics, portfolio management and financial planning.  As a Senior Wealth Strategy Associate for Hingham Street Partners she works closely with clients to help them plan for where they are in life now, and where they want to be.  She lives in Holliston, MA with her husband, Jason, and their twin boys.  She enjoys spending time with her family, singing in a local women's choral ensemble and volunteering for her church.

Catie serves as the Team Client Relationship Specialist with a strong background in delivering exceptional client service and support. Her focus on building, developing, and maintaining client relationships has made her an integral part of the team. Since joining UBS, Catie has quickly established herself as a reliable and knowledgeable resource for clients, providing valuable assistance with their financial needs. Known for her attention to detail, Catie excels in addressing client concerns and aiding in client deliverables. Catie is dedicated to professional growth and is actively pursuing certifications to further enhance her expertise.

Catie graduated from Villanova University with a degree in Communications and Public Relations. Outside of work, Catie enjoys reading on the beach, running & hiking, and spending time with her canine companion, Hank. 

Nancy joined the financial services industry in 1994 and has been working with Joe Drier to build and manage his practice since 1996. Her strong background enables her to provide a seasoned perspective and effective client service. She has earned the Financial Paraplanner Qualified Professional (FPQP®) designation which demonstrates her deep understanding of the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories.

As a Wealth Management Associate with the Hingham Street Partners, Nancy is dedicated to building personal and professional relationships with clients, while supporting the marketing and branding needs of the practice. She is the co-lead on the Client Experience team with Laura Revasz. Her energy and depth of knowledge result in a first class experience for clients.

When she is not working, Nancy enjoys decorating, cooking, crafting and local sports. She also enjoys volunteering her time to improve the lives of others in her community. She is an active member in her church and has recently completed a three-year co-chair term on the Board of Deacons. In previous years, she served as a Big Sister through the Big Brothers Big Sisters organization and as a member of the Junior League of Boston.

It's about relationships.

As a Wealth Strategy Associate, she is able to dig deep into her clients' lives to understand their goals, their priorities, their values and the families they love. She is truly invested in their financial well-being. To her, it's all about building, strengthening and supporting each relationship. Every day Lisa is inspired by her career, motivated to do best job possible and committed to making a positive impact in her clients' lives.

 “I have the opportunity to work with so many great people I'm lucky enough to call my clients.”

Experience

Lisa joined UBS in 2007

Credentials

Series 7 and 66 securities licenses
Murray State University, business and marketing education

Life

Lisa is very involved in her church and plays hand bells in their choir.
She teaches children's Sunday school
She enjoys Barre classes.

JP is a 2023 graduate from Bryant University with a Degree in Finance and a Master of Business Administration. He worked for Bryant University’s Archway Investment Fund where they were responsible for managing an equity portfolio of over $1.6 million for the school.

He began his career at Hingham Street Partners in Fall of 2023 as a Client Service Associate after interning at UBS for several years. JP is FINRA-registered and holds his Series 7 and Series 66 exams.

Outside of his love for finance, JP enjoys to golf, play basketball, and spend time with friends and family. He also has a passion for Boston sports teams.

Shannon is responsible for helping our clients create their own unique and customized financial plan.  Prior to joining UBS, she worked as a Financial Advisor at Morgan Stanley.  Before that, she did corporate financial planning and analysis at Biogen Idec as well as equity research at Credit Suisse. She earned her MBA in Finance & Economics from Columbia Business School and graduated cum laude with a B.A. in English from The University of Notre Dame.  She also successfully completed the requirements to earn the CERTIFIED FINANCIAL PLANNER®™ CFP®, the Chartered Special Needs Consultant® ChSNC® and the Retirement Income Certified Professional® RICP® designations.  Shannon lives with her husband Patrick, three children and a dog on the South Shore of Massachusetts. 

Laura has been with UBS for the past 13 years. Developing relationships with clients and being part of their finacnial journey is of the upmost importance to her. She strives to deliver clients with the highest level of service. A Maine native, Laura has lived in Massachusetts since 2003 where she attended Curry College. During her spare time, Laura enjoys spending time with her husband and two children, traveling, and visiting the Lakes in Maine. Laura is series 7 & 63 registered.