Global access. Strategic solutions.

Private Wealth Management

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

Managing Director

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NY
- 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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NY
- 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
Cameron Lail

Client Associate Senior
View bio
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- TX
- 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

Robert Hoy

Managing Director

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NY
- 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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NY
- 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
Cameron Lail

Client Associate Senior
View bio
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- TX
- 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

Executive decisions

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.

Family offices

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Family office services

Euromoney Private Banking and Wealth Management Survey, 2022

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

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Global access. Strategic solutions.

Robert Hoy

Michael Sherwood

Cameron Lail

Robert Hoy

Michael Sherwood

Cameron Lail

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Executive decisions

Who we work with

Family offices

Backed by the strength of UBS

A global leader in wealth management

Insights

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