Enhancing the impact of life science leaders

Private Wealth Management

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 Life Science Advisors, 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.

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Bjorn Koch

Senior Vice President–Wealth Management
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
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
550 Biltmore Way
Coral Gables, FL 33134

bjorn.koch@ubs.com

Bjorn Koch

550 Biltmore Way,Coral Gables,FL,33134
Michael Cook, CFP

Senior Vice President–Wealth Management
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
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 Square
35th floor
Boston, MA 02109

michael.s.cook@ubs.com

Michael Cook, CFP

One Post Office Square,Boston,MA,02109
David Cairone, Jr.

Senior Vice President–Wealth Management
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
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 Square
35th floor
Boston, MA 02109

david.cairone@ubs.com

David Cairone, Jr.

One Post Office Square,Boston,MA,02109
Christina Hanss

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
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 Square
35th floor
Boston, MA 02109

christina.c.hanss@ubs.com

Christina Hanss

One Post Office Square,Boston,MA,02109
Kerry Carroll

Authorized Officer

Team Administrator
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
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 Square
35th floor
Boston, MA 02109

kerry.carroll@ubs.com

Kerry Carroll

One Post Office Square,Boston,MA,02109,One Post Office Square,Boston,MA,02109,One Post Office Square,Boston,MA,02109
Makenna Austin

Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
Makenna runs the day-to-day operations by assisting clients in a variety of areas including organizing meetings, account opening and transfers, disbursements and more.
One Post Office Square
35th floor
Boston, MA 02109

makenna.austin@ubs.com

Makenna Austin

One Post Office Square,Boston,MA,02109

Bjorn Koch

Senior Vice President–Wealth Management
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
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
550 Biltmore Way
Coral Gables, FL 33134

bjorn.koch@ubs.com

Bjorn Koch

550 Biltmore Way,Coral Gables,FL,33134
Michael Cook, CFP

Senior Vice President–Wealth Management
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
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 Square
35th floor
Boston, MA 02109

michael.s.cook@ubs.com

Michael Cook, CFP

One Post Office Square,Boston,MA,02109
David Cairone, Jr.

Senior Vice President–Wealth Management
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
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 Square
35th floor
Boston, MA 02109

david.cairone@ubs.com

David Cairone, Jr.

One Post Office Square,Boston,MA,02109
Christina Hanss

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
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 Square
35th floor
Boston, MA 02109

christina.c.hanss@ubs.com

Christina Hanss

One Post Office Square,Boston,MA,02109
Kerry Carroll

Authorized Officer

Team Administrator
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
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 Square
35th floor
Boston, MA 02109

kerry.carroll@ubs.com

Kerry Carroll

One Post Office Square,Boston,MA,02109,One Post Office Square,Boston,MA,02109,One Post Office Square,Boston,MA,02109
Makenna Austin

Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IN
- KY
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WY
Makenna runs the day-to-day operations by assisting clients in a variety of areas including organizing meetings, account opening and transfers, disbursements and more.
One Post Office Square
35th floor
Boston, MA 02109

makenna.austin@ubs.com

Makenna Austin

One Post Office Square,Boston,MA,02109

How we engage

Lifestyle

Understanding needs and desires
Tax optimization
Risk mitigation

Lifestyle. The first step is understanding your cash-flow needs to maintain—and enhance—your lifestyle. Our team takes the time to get to know what’s truly important to you, including your values, aspirations and philanthropic wishes. We understand the complexities of your concentrated biotech positions, including the need to monetize those positions, manage risk and implement tax-optimization strategies. We then invest your lifestyle capital in a well-diversified manner, less correlated to the biotech industry.

Life sciences

Managing investor optics
Strengthening human capital
Alternative capital sources

Life sciences. We know insiders who sell their equity can be highly scrutinized in biotech. Therefore, we leverage our rich experience with Rule 10b5-1 stock trading plans and deep analysis of industry selling trends to help clients make more informed, data-driven decisions.

As a team focused exclusively on the biotech community for more than a decade, we leverage our network to help clients identify and recruit talent, from C-level executives to independent board directors. We’re proud to be helping clients strengthen their human capital to advance their missions. We also try to connect founders and CEOs to alternative sources of capital such as sovereign wealth funds and family offices who tend to invest with longer time horizons. This allows our clients to spend more time innovating and advancing new medicines for patients.

Lasting legacy

Encouraging open dialogue
Improving durability
Enhancing impact

Lasting legacy. By engaging generations in open communication about family values and finance, we help clients improve durability of their wealth and the seamless transition of capital over time, enhancing their long-term impact. UBS’ tax, estate and other experts expand our capabilities around legacy planning and philanthropic goal setting. We also leverage UBS’ Family Advisory and Philanthropy Services group to guide our clients in the design of a family mission and intra-family communication processes so their legacy becomes a lasting one.

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Enhancing the impact of life science leaders

Private Wealth Management

Bjorn Koch

Michael Cook, CFP

David Cairone, Jr.

Christina Hanss

Kerry Carroll

Makenna Austin