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
        One Post Office Sq.
        35th Floor
        Boston, MA 02109
      • 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
            One Post Office Sq.
            35th Floor
            Boston, MA 02109
          • 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
                One Post Office Sq.
                35th Floor
                Boston, MA 02109
              • 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
                    One Post Office Sq.
                    35th Floor
                    Boston, MA 02109
                  • Kerry Smith Profile Photo

                    Kerry Carroll

                    Senior Client Associate

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                    • CA
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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.

                          One Post Office Sq.
                          35th Floor
                          Boston, MA 02109

                        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

                        $3.9 trillion

                        In invested assets globally 
                        As of 12/31/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

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