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Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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  • Robert Hoy Profile Photo

    Robert Hoy

    Managing Director

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IL
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NH
    • NJ
    • NV
    • NY
    • OK
    • PA
    • VA

    With more than 20 years of experience in the investment industry, Robert and his team joined UBS Private Wealth Management in 2008 from Lehman Brothers. At Lehman, he was a Managing Director in the Private Investment Management and Institutional Capital Markets groups, both in New York and Boston. Prior to that, Robert was an Investment Banker with Dougherty Capitman & Company and The Chase Manhattan Bank, N.A., specializing in mergers and acquisitions. He is the senior investment professional on the team and provides clients with investment counsel and direct access to product specialists in New York. Robert holds a B.A. in economics and religious studies from Boston College.

      • Boston College, B.A. in Economics and Religious Studies
        200 Clarendon Street
        24th Floor
        Boston, MA 02116
      • Michael Sherwood Profile Photo

        Michael Sherwood

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • CT
        • DE
        • FL
        • IL
        • MA
        • MD
        • ME
        • MI
        • MO
        • MT
        • NH
        • NJ
        • NV
        • NY
        • OK
        • PA
        • RI
        • VA
        • VT

        Michael joined UBS Private Wealth Management in 2009 from Spencer Trask Ventures, a venture capital firm based in Greenwich, CT. Prior to that, he was an equity trader at Accipiter Capital Management, a hedge fund in New York City. Michael's day to day focus is working with our clients, developing planning and investment strategies to help them achieve their goals. Michael obtained a B.A. in economics and English from Franklin and Marshall College. He also holds Series 7 and 66 securities licenses.

          • Franklin and Marshall College, B.A. in Economics and English
            200 Clarendon Street
            24th Floor
            Boston, MA 02116
          • Cam

            Cameron Lail

            Senior Client Associate

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            • CA
            • CO
            • CT
            • DE
            • FL
            • IL
            • MA
            • MD
            • ME
            • MI
            • MO
            • MT
            • NH
            • NJ
            • NV
            • NY
            • OK
            • PA
            • RI
            • VA
            • VT

            Cameron joined UBS Private Wealth Management in early 2021 from Edward Jones where he ran a branch office south of Boston. Cameron is involved in all operational aspects of the practice including: trading, reporting, planning and client administration. Cameron obtained a B.A. in economics from Indiana University and also holds his Series 7 and 66 securities licenses.

              • Indiana University, B.A. in Economics
              • Accredited Asset Management Specialist℠
              • Chartered Retirement Planning Counselor℠
              200 Clarendon Street
              24th Floor
              Boston, MA 02116
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            Euromoney Private Banking and Wealth Management Survey, 2015-2022

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