Enhancing the impact of life science leaders

Private Wealth Management

Curved helix bridge

Your life’s work is complex. Every day, you accelerate drug discovery in areas of unmet need, ultimately revolutionizing medicine and improving human lives.

At Koch Cook Cairone, we have made it our purpose to exclusively advise CEOs and founders who lead public and private companies that are deeply immersed in life-science discoveries. Many entrust us to help them make their financial decisions. When our clients don’t have to worry about their financial lives, they can focus on saving patient lives.

  • Bjorn Koch Profile Photo

    Bjorn Koch

    Senior Vice President–Wealth Management

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    Bjorn engages with clients at the strategic level and advises them on creating a wealth management framework for their lifestyle and legacy assets while helping them manage the tax consequences of their concentrated equity interests in biotech.

    NMLS ID 1215619
    CA Insurance License 0H54291

        • Private Wealth Advisor
        200 Clarendon Street
        24th Floor
        Boston, MA 02116
      • Michael Cook Profile Photo

        Michael Cook, CFP

        Senior Vice President–Wealth Management

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        Michael focuses on aligning life goals, values and hopes for clients’ children and society with their tax, estate and philanthropic plans. This is achieved by ongoing family engagement and coordination of tax, legal and insurance advisors.

        NMLS ID 1215640
        CA Insurance License 0H52865

            • CERTIFIED FINANCIAL PLANNER™
            • Private Wealth Advisor
            200 Clarendon Street
            24th Floor
            Boston, MA 02116
          • David Cairone Profile Photo

            David Cairone, Jr.

            Senior Vice President–Wealth Management

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            David is the operational partner on the team. He advises clients on creative financing solutions, as well as to 10b5-1 selling plans for concentrated equity positions, while managing underlying investor optics.

            NMLS ID 1215616
            CA Insurance License 0H51273

                • Private Wealth Advisor
                200 Clarendon Street
                24th Floor
                Boston, MA 02116
              • Christina Hanss Profile Photo

                Christina Hanss

                Senior Wealth Strategy Associate

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                Christina handles client performance reporting, as well as the design and execution of 10b5-1 selling plans. Furthermore, she is closely involved with estate tax planning strategies and our family advisory services.

                    • Chartered Retirement Planning Counselor℠
                    200 Clarendon Street
                    24th Floor
                    Boston, MA 02116
                  • Kerry Smith Profile Photo

                    Kerry Generose Smith

                    Senior Client Associate

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                    Kerry manages the overall client experience starting with the onboarding process ensuring a smooth transition. In addition, she is involved with lending, trading and other complex operational tasks.

                          200 Clarendon Street
                          24th Floor
                          Boston, MA 02116
                        • Janelle

                          Janelle Clark

                          Client Associate

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                            Janelle runs the day-to-day operations by assisting clients in a variety of areas including organizing meetings, account opening and transfers, disbursements and more.

                                  200 Clarendon Street
                                  24th Floor
                                  Boston, MA 02116

                                How we engage

                                Lifestyle

                                Lifestyle

                                Life sciences

                                Life sciences

                                Lasting legacy

                                Lasting legacy

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager

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