Experience

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. 

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.

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.

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.

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.