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
- RI
- TX
- 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
One Post Office Sq.
35th Floor
Boston, MA 02109
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
- TX
- 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
One Post Office Sq.
35th Floor
Boston, MA 02109
Kristen Kenny

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Kristen joined UBS Private Wealth Management in 2014 from J.P. Morgan Private Bank, where she was an analyst on a team advising ultra-high net worth individuals and families. Kristen is a CERTIFIED FINANCIAL PLANNER™ and focuses on tailoring plans to fit clients’ long-term goals. She obtained a B.A. in mathematics and finance from Providence College, and holds Series 3, 7 and 63 licenses.
- Providence College, B.A. in mathematics and finance
- CERTIFIED FINANCIAL PLANNER™
One Post Office Sq.
35th Floor
Boston, MA 02109
Katie Ryan

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Katie joined UBS in 2021 from Rockefeller Capital Management. At Rockefeller, she was a Vice President responsible for the daily operations involving high net worth clients. Katie obtained a B.B.A. in risk management and insurance from the Terry College of Business at the University of Georgia. She holds her Series 7 and Series 66 licenses.
- University of Georgia - Terry College of Business, B.B.A. in Risk Management and Insurance
One Post Office Sq.
35th Floor
Boston, MA 02109

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
- RI
- TX
- 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
One Post Office Sq.
35th Floor
Boston, MA 02109
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
- TX
- 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
One Post Office Sq.
35th Floor
Boston, MA 02109
Kristen Kenny

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Kristen joined UBS Private Wealth Management in 2014 from J.P. Morgan Private Bank, where she was an analyst on a team advising ultra-high net worth individuals and families. Kristen is a CERTIFIED FINANCIAL PLANNER™ and focuses on tailoring plans to fit clients’ long-term goals. She obtained a B.A. in mathematics and finance from Providence College, and holds Series 3, 7 and 63 licenses.
- Providence College, B.A. in mathematics and finance
- CERTIFIED FINANCIAL PLANNER™
One Post Office Sq.
35th Floor
Boston, MA 02109
Katie Ryan

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Katie joined UBS in 2021 from Rockefeller Capital Management. At Rockefeller, she was a Vice President responsible for the daily operations involving high net worth clients. Katie obtained a B.B.A. in risk management and insurance from the Terry College of Business at the University of Georgia. She holds her Series 7 and Series 66 licenses.
- University of Georgia - Terry College of Business, B.B.A. in Risk Management and Insurance
One Post Office Sq.
35th Floor
Boston, MA 02109

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.

Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
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.
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.

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

Kristen Kenny

Katie Ryan

Robert Hoy

Michael Sherwood

Kristen Kenny

Katie Ryan

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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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