Global access. Strategic solutions.

Private Wealth Management

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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Richard Cantwell

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
With more than 25 years of experience in the investment industry, Richard and his team joined UBS Private Wealth Management in October 2016 from Credit Suisse. Richard oversees and directs investment strategy for his clients which includes portfolio design, structure, execution and oversight along with family wealth planning (lending, life insurance and trust & estate). At Credit Suisse, Richard was a Director in their Private Banking USA group. Prior to that, Richard worked for Chase Management’s Vista Mutual Funds as a portfolio manager, formerly managing over $1 billion in municipal securities (National, California and New York funds). In addition, he directed short term strategy for Chase Asset Management and Chase Manhattan Private Bank. Richard earned his MBA from the Kenan-Flagler Business School at the University of North Carolina and received his BA in accounting from the W. Paul Stillman School of Business at Seton Hall University. He also holds Series 7, Series 66 and Life insurance licenses.

Richard is also active in the community. He coaches baseball, basketball and flag football in Brookline. Richard is a member of Brookline Youth Baseball’s Board of Directors, Dexter-Southfield Executive Cabinet Funding Raising Committee and the Sean McDonough Foundation Board of Advisors.
- Kenan-Flagler Business School at the University of North Carolina, MBA
- W. Paul Stillman School of Business at Seton Hall University, BA in Accounting
One Post Office Square
35th floor
Boston, MA 02109

richard.cantwell@ubs.com

Richard Cantwell

One Post Office Square,Boston,MA,02109
Alexander "Ross" Kennedy

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
- WI
Ross joined UBS as a Senior Vice President in 2015 after 23 years at Credit Suisse. Ross has over 30 years of experience in the securities industry. Ross specializes in business development and is the founder of KCM Partners and venture/private equity practices within the team. Ross provides access to all the resources within UBS from SBA loans, 401k's, ESOP's, trusts, wealth management, estate planning and investment banking.

Ross is a graduate of University of London Queen Mary College and currently resides in Lexington MA with his wife and 6 children.

Ross became an American citizen in 2014.
- University of London Queen Mary College
One Post Office Square
35th floor
Boston, MA 02109

ross.kennedy@ubs.com

Alexander "Ross" Kennedy

One Post Office Square,Boston,MA,02109
Stephen Michael

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
- WI
Steve joined UBS as a Senior Vice President in 2015 after spending thirteen years at Credit Suisse. Steve has over twenty years of experience in the securities industry, and he specializes in working with venture capital and private equity firms to help create customized tailored solutions to fit his clients' needs. Some of the services include the monetization of large concentrated public equity positions through stock dribble programs, block trades, in-kind stock distributions, 10b5-1 trading plans, and hedging strategies, as well as providing clients access to investment banking, research analysts, wealth management and trust and estate planning specialists.

Steve is a graduate of the University of Massachusetts Amherst and currently resides in Concord, MA with his wife, son, daughter, and their English Bulldog Bosco.
- University of Massachusetts Amherst
One Post Office Square
35th floor
Boston, MA 02109

stephen.michael@ubs.com

Stephen Michael

One Post Office Square,Boston,MA,02109
Craig Alan Tirrell

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Craig joined UBS as a Senior Wealth Strategy Associate in 2015 after spending 4 years at Credit Suisse. Craig has over 20 years of experience in the securities industry. Craig helps with developing customized asset allocation strategies and investment solutions for clients along with providing support for the client relationship building process.

Craig currently resides in Bridgewater, MA with his wife and 4 children.
One Post Office Square
35th floor
Boston, MA 02109

craig.tirrell@ubs.com

Craig Alan Tirrell

One Post Office Square,Boston,MA,02109
Brian Joyce

Team Administrator
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
- WI
- WV
Brian joined UBS as a Team Administrator in 2015 after spending 11 years at Credit Suisse. Brian has over 15 years of experience in the securities industry. Brian assists Steve with the trading and in-kind stock distributions for venture capital and private equity firms and their limited partners.

Brian is a graduate of the University of Southern Maine and currently resides in Hingham, MA with his wife and 2 children.
- University of Southern Maine
One Post Office Square
35th floor
Boston, MA 02109

brian.joyce@ubs.com

Brian Joyce

One Post Office Square,Boston,MA,02109

Richard Cantwell

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
With more than 25 years of experience in the investment industry, Richard and his team joined UBS Private Wealth Management in October 2016 from Credit Suisse. Richard oversees and directs investment strategy for his clients which includes portfolio design, structure, execution and oversight along with family wealth planning (lending, life insurance and trust & estate). At Credit Suisse, Richard was a Director in their Private Banking USA group. Prior to that, Richard worked for Chase Management’s Vista Mutual Funds as a portfolio manager, formerly managing over $1 billion in municipal securities (National, California and New York funds). In addition, he directed short term strategy for Chase Asset Management and Chase Manhattan Private Bank. Richard earned his MBA from the Kenan-Flagler Business School at the University of North Carolina and received his BA in accounting from the W. Paul Stillman School of Business at Seton Hall University. He also holds Series 7, Series 66 and Life insurance licenses.

Richard is also active in the community. He coaches baseball, basketball and flag football in Brookline. Richard is a member of Brookline Youth Baseball’s Board of Directors, Dexter-Southfield Executive Cabinet Funding Raising Committee and the Sean McDonough Foundation Board of Advisors.
- Kenan-Flagler Business School at the University of North Carolina, MBA
- W. Paul Stillman School of Business at Seton Hall University, BA in Accounting
One Post Office Square
35th floor
Boston, MA 02109

richard.cantwell@ubs.com

Richard Cantwell

One Post Office Square,Boston,MA,02109
Alexander "Ross" Kennedy

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
- WI
Ross joined UBS as a Senior Vice President in 2015 after 23 years at Credit Suisse. Ross has over 30 years of experience in the securities industry. Ross specializes in business development and is the founder of KCM Partners and venture/private equity practices within the team. Ross provides access to all the resources within UBS from SBA loans, 401k's, ESOP's, trusts, wealth management, estate planning and investment banking.

Ross is a graduate of University of London Queen Mary College and currently resides in Lexington MA with his wife and 6 children.

Ross became an American citizen in 2014.
- University of London Queen Mary College
One Post Office Square
35th floor
Boston, MA 02109

ross.kennedy@ubs.com

Alexander "Ross" Kennedy

One Post Office Square,Boston,MA,02109
Stephen Michael

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
- WI
Steve joined UBS as a Senior Vice President in 2015 after spending thirteen years at Credit Suisse. Steve has over twenty years of experience in the securities industry, and he specializes in working with venture capital and private equity firms to help create customized tailored solutions to fit his clients' needs. Some of the services include the monetization of large concentrated public equity positions through stock dribble programs, block trades, in-kind stock distributions, 10b5-1 trading plans, and hedging strategies, as well as providing clients access to investment banking, research analysts, wealth management and trust and estate planning specialists.

Steve is a graduate of the University of Massachusetts Amherst and currently resides in Concord, MA with his wife, son, daughter, and their English Bulldog Bosco.
- University of Massachusetts Amherst
One Post Office Square
35th floor
Boston, MA 02109

stephen.michael@ubs.com

Stephen Michael

One Post Office Square,Boston,MA,02109
Craig Alan Tirrell

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Craig joined UBS as a Senior Wealth Strategy Associate in 2015 after spending 4 years at Credit Suisse. Craig has over 20 years of experience in the securities industry. Craig helps with developing customized asset allocation strategies and investment solutions for clients along with providing support for the client relationship building process.

Craig currently resides in Bridgewater, MA with his wife and 4 children.
One Post Office Square
35th floor
Boston, MA 02109

craig.tirrell@ubs.com

Craig Alan Tirrell

One Post Office Square,Boston,MA,02109
Brian Joyce

Team Administrator
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
- WI
- WV
Brian joined UBS as a Team Administrator in 2015 after spending 11 years at Credit Suisse. Brian has over 15 years of experience in the securities industry. Brian assists Steve with the trading and in-kind stock distributions for venture capital and private equity firms and their limited partners.

Brian is a graduate of the University of Southern Maine and currently resides in Hingham, MA with his wife and 2 children.
- University of Southern Maine
One Post Office Square
35th floor
Boston, MA 02109

brian.joyce@ubs.com

Brian Joyce

One Post Office Square,Boston,MA,02109

Philanthropy

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

Workplace Wealth Solutions

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Global access. Strategic solutions.

Richard Cantwell

Alexander "Ross" Kennedy

Stephen Michael

Craig Alan Tirrell

Brian Joyce