Experience

For more than 26 years, Terri has been helping clients reach their financial goals. She believes in educating clients, truly understanding their goals—both long term and short term—and operating sincerely and transparently.

Terri began her career as a Certified Public Accountant at an international accounting firm, before being recruited by another firm to do tax planning for high net worth individuals. She has a deep understanding of closely held businesses, ownership structure and tax planning. She has lectured on tax topics and has authored numerous tax articles.

A Chartered Private Wealth Advisor^® and a Chartered Retirement Plans Specialist^SM, Terri integrates her broad knowledge and distinct background in the planning disciplines to develop efficient investment, estate, retirement and tax plans for clients.

She values each client relationship and consistently delivers a highly personalized approach. She listens intently to determine where each client wants to be and how to help them manage risk while pursuing opportunities. Whether she is working with individuals, multigenerational families, nonprofit organizations or corporate enterprises, Terri commits her best thinking to every client situation.

Life

• Terri lives in Stamford with her husband, Ken, and daughter, Leigh.
• As an active member in her community, she volunteers and fundraises for the Stamford Hospital Foundation, the Stamford Hospital Planned Giving Board and Twin Meadows, a boundless playground for disabled children.
• She cares deeply about the humane treatment of animals and works closely with the German Shepherd Animal Rescue of New England.
• Terri also enjoys skiing and biking with her family.

As a student working his way through college in Maine, Cal took a job as a yacht skipper to help pay for school. The boat owner also happened to be vice chairman of a regional brokerage firm. “He was my mentor and someone I looked up to and wanted to emulate,” Cal remembers.

Today, he’s grateful for that early exposure to the industry he still loves after more than 30 years. Drawing on his decades of experience in financial services, Cal particularly enjoys helping individuals and families navigate complex financial situations, including life transitions and liquidity events.

To each client relationship, he brings a real understanding of the many facets of their financial lives and strives to provide thoughtful advice on the full range of their needs, from trusts and estates to portfolio analysis. In developing tailored solutions for his clients, Cal draws on his extensive experience in investments and trusts. Together with his team, he seeks to provide a professional, comprehensive and transparent client experience, building relationships to last a lifetime. 

Experience
– Senior Vice President–Wealth Management, Senior Portfolio Manager, Private Wealth Advisor, UBS Financial Services Inc., 2007 – present
– Senior Vice President, Senior Portfolio Manager, Vice President, Senior Portfolio Manager and Investment Representative, Bank of America, Private Advisory Services, 2000 – 2007
– Vice President, Senior Investment Officer (Chief Investment Officer), The Washington Trust Company, 1995 – 2000
– Vice President, Trust Officer and Department Head, Primary Bank, Capital Management and Trust Group, 1993 – 1995
– Asset Manager, O’Brien & Company, 1989 – 1993
– Vice President and Pension Trust Officer, Eastern Bank and Trust Company, 1987 – 1989

Growing up in New York City, the financial capital of the world, Alex always had a healthy curiosity about finance. In 2001, after helping to launch a startup, he decided to explore that curiosity and pursue a career in financial services. He started in the business at a technical analysis trading firm and then eventually decided to pursue a career in wealth management to help others properly manage their wealth.

Alex became a financial advisor in 2004 and earned the Wealth Advisor designation in 2010. He is also a CFP® and a Certified Exit Planning Advisor®. Several years into building his advisory practice at UBS in Palm Beach Gardens, FL, Alex was offered the opportunity to go into management. In 2011, he moved his practice to Connecticut and took on a dual role as a Wealth Advisor and a Branch Manager. At the end of 2022 he stepped aside from his branch management role, allowing him to focus solely on his clients.

Alex’s varied experience as a Wealth Advisor, Portfolio Manager and Branch Manager has given him a deep understanding of clients’ financial needs. He takes an integrated approach to addressing those needs, from holistic planning and portfolio management to tax and estate planning and business transitions. He also hones his knowledge and insights by periodically bringing together a council of influencers and thought leaders to help ensure that he delivers the most thoughtful and up-to-date solutions to his clients.

Experience
– Wealth Advisor, Senior Portfolio Manager, UBS, 2022 – present
– Branch Manager, Wealth Advisor, Portfolio Manager, UBS, 2011 – 2022
– Financial Advisor, UBS, 2005 – 2010
– Financial Advisor, Merrill Lynch, 2004, 2005
– Active Trader Sales, TradeStation Securities, 2001 – 2004

Life
– Alex lives in Madison, CT, with his wife, Carter, and his children, Emma and Jack.
– He enjoys boating, fishing and tennis.
– In addition, he loves surfing, skiing and traveling to do both.