Achieving your goals

It starts with insightful advice

 The Keady Foard Montemagni Wealth Management Group

Today more than ever, it takes the right team to provide you with the planning and investment solutions that can steer you confidently toward your future. At The Keady Foard Montemagni Wealth Management Group, our entire practice is focused on delivering advice that thoughtfully addresses the important financial challenges facing you and your family—no matter what your life stage. Because we are a multigenerational team ourselves, each of us offers our personal insights and experience with a keen understanding of how priorities shift with time and age.

A diversified team. An integrated approach.
What we feel is really important, though, is the scope of our advice. We are a diverse team of planners, portfolio managers and retirement plan specialists who focus on each critical area of wealth management. We believe, our reputation for the breadth of our knowledge and the precision and methodology of our processes has earned us the respect of our professional clients—particularly attorneys and CPAs—throughout the country. Accessing the deep resources of UBS, our team is also well-positioned to deliver Advice. Beyond investing—our comprehensive planning and investing approach that helps ensure that you have the collaboration and resources you need to make well-informed decisions as your life and goals evolve.

We take on the responsibilities of helping to preserve, protect and manage your wealth so that you and your family can be confident in your future.

- George Keady
  • George Keady III Profile Photo

    George C. Keady III

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
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    • DC
    • DE
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    • GA
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    • MA
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    • NC
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    • OH
    • OR
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    • RI
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    • VA
    • VT
    • WA
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    • WY

    An understanding of client concerns and expectations, and his ability to find innovative solutions to complex situations are the hallmarks of George’s approach to wealth management. He focuses on delivering solutions from the top down for high net worth individuals, families and business professionals, helping them to articulate their needs and clarify their investment goals. These insights form the comprehensive financial plans he and his team design for the group’s select number of clients.

    The experience to guide you forward
    A true mentor and collaborator, George serves as a voice to his peer Advisors as he was elected to serve on the UBS FA Advisory Council (FAAC) with 13 other Advisors across the United States, Together, they address topics that will continue to shape wealth management at UBS. Collectively, they work to strengthen the relationship between field and home office, and are committed to the firm’s long-term strategic vision of becoming the most client-focused and advisor-centric wealth management firm in the Americas. In 2015, George was appointed to co-chair this council.

    George entered the financial services industry with Kidder Peabody in 1983. He has stayed with the firm for over three decades during its transition to Paine Webber in 1994 and then to UBS in 2002.

    Professional achievements and education

    • Member, UBS President’s Council, 2015 – 2017, distinguishing him as one of the firm’s leading Financial Advisors.
    • B.A., business administration, Saint Michael’s College, VT

    Outside of UBS
    George is a native of Longmeadow, MA, where he currently resides with wife; together, they have three adult children. George serves on the Board of Directors of Bay Path University and The Phoenix Charter Academy and was a co-founder of LEEF (Longmeadow Educational Excellence Foundation). In his free time, he enjoys spending time in Vermont with his family.

      • Saint Michael’s College, VT, B.A., Business Administration
      • Senior Portfolio Manager
      One Monarch Place
      Suite 1400
      Springfield, MA 01144
    • James Foard Jr. Profile Photo

      James Foard Jr.

      Managing Director–Wealth Management

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      Rank
      • AZ
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      • DC
      • DE
      • FL
      • GA
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      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
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      • NC
      • NE
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI

      Jim takes a detail-oriented approach to tackling the financial challenges and demanding situations faced by affluent families and business owners. With a focus on financial planning and investment management, Jim utilizes traditional and alternative investments in delivering his holistic wealth planning methodology to clients. Modern portfolio theory, tax efficiency and goals-based wealth management are cornerstones of his approach to investing money and planning for his clients’ financial futures.

      The experience to guide you forward
      Jim started his career in the small business world after college graduation in 1992. He transitioned into the financial services industry in 2000 with Prudential Securities, where he applied his knowledge and understanding of the needs and objectives of business owners to those of private individuals and families. He joined UBS in 2002.

      Professional achievements and education

      • Member of the UBS Directors’ Council, 2015 – 2017, distinguishing him as one of the firm’s leading Financial Advisors
      • B.A., psychology, College of the Holy Cross

      Outside of UBS
      A lifelong resident of western Massachusetts, Jim is actively engaged in his community and is particularly passionate about helping children and adults with developmental disabilities. Jim has coached youth sports in Longmeadow for several years and is an active volunteer for various non-profit organizations. He serves on the Board of Directors at Pathlight (formerly The Association for Community Living) and at Valley Eye Radio in Springfield, MA, and the Board of Directors at Make-A-Wish MA and RI in Boston. He lives in Longmeadow, MA, with his wife and their three children. He enjoys playing golf and spending time with his family.

      • Forbes/SHOOK Best-In-State Wealth Advisors, 2021, 2022
      • College of the Holy Cross, B.A. Psychology
        One Monarch Place
        Suite 1400
        Springfield, MA 01144
      • Anthony "Tony" Montemagni Profile Photo

        Anthony "Tony" Montemagni, CFP

        Senior Vice President–Wealth Management

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        Rank
        • AZ
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        • NC
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        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI

        Tony has over 24 years of experience in the financial services industry, all with UBS. He has earned extensive professional recognition for his achievements over the years. He attributes much of his success by offering his clients a combination of trust, experience and a comprehensive understanding of their needs. Throughout his career, Tony’s comprehensive and objective advice has helped individuals, families and businesses achieve their financial goals.

        The experience to guide you forward
        In addition to being one of a select group of UBS Wealth Advisors, he has completed intensive training and testing to be recognized as a CERTIFIED FINANCIAL PLANNER™ professional. Tony is a Senior Portfolio Manager within the firm’s Portfolio Management Program. He is also a Senior Retirement Plan Consultant within the UBS Retirement Plan Consulting Services group. He provides consulting services to retirement plan clients while acting as a 3(21) fiduciary.

        Professional achievements and education

        • Member of the UBS Directors’ Council, 2015 – 2020, distinguishing him as one of the firm’s leading Financial Advisors.
        • In 2013, Tony was named to UBS's exclusive Top 35 Under 35 Program. The firm has annually recognized UBS's rising stars—our 35 Advisors under 35—across Wealth Management Americas. Those who make the list are evaluated based on production, age, and assessments from Field Leadership, Human Resources, and Compliance. 
        • In 2016, he was elected to serve on the UBS Technology Advisory Council.
        • B.S., business management, American International College

        Outside of UBS
        Tony is a native of South Hadley, MA, where he currently resides with his wife and their two children. He enjoys playing golf, skiing and spending time with his family. Tony actively volunteers for the Greater Springfield Habitat for Humanity and serves on the investment committee for the Springfield Technical Community College Foundation (STCC).

        • Forbes/SHOOK Best-In-State Wealth Advisors, 2021, 2022
        • UBS Top 35 Under 35, 2013
        • American International College, B.S., Business Management
        • Senior Retirement Plan Consultant
        • Senior Portfolio Manager
        • Wealth Advisor
        One Monarch Place
        Suite 1400
        Springfield, MA 01144
      • Peter Alminas Profile Photo

        Peter Alminas, CFP, CSRIC

        Financial Advisor

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        Job
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        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI

        The experience to guide you forward
        A CERTIFIED FINANCIAL PLANNER™, Pete specializes in planning and asset allocation for individuals and families, helping them to find creative solutions for their financial goals as they prepare for retirement. With an emphasis on building long-term personal relationships with clients, he brings a fresh perspective and passion to simplifying their lives and clarifying their needs and objectives.

        Professional achievements and education

        • B.S., business administration with a concentration in financial planning, Winthrop University, SC

        Outside of UBS
        Pete resides in Springfield, MA, and actively participates on the Springfield Conservation Commission, the Springfield School Volunteer’s Read Aloud Program and the East Longmeadow High School Athletic Hall of Fame Committee. Pete was an NCAA Division One college golfer and still plays regularly in his free time. He also avidly follows Boston’s major sports teams and enjoys spending time with family as well as traveling to new places.

         

        NMLS # 1630825

          • Winthrop University, SC, B.S., Business Administration with a concentration in Financial Planning
          • Portfolio Manager
          • Senior Retirement Plan Consultant
          One Monarch Place
          Suite 1400
          Springfield, MA 01144
        • Brennan Collins Profile Photo

          Brennan Collins, CFP

          Financial Advisor

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          Job
          • AZ
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          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
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          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NE
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI

          The experience to guide you forward
           Brennan is dedicated to serving clients as their lives evolve - from years of accumulating wealth to a time spent enjoying the lifestyles and legacies they envision.  Employing a goals-based approach to managing clients' wealth, Brennan uses his industry training to build real-world financial strategies around the situations and aspirations of clients and their families.  Brennan holds the CERTIFIED FINANCIAL PLANNERTM Certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  He launched his financial services career in 2007 and joined UBS in 2017.  Prior to joining UBS Brennan worked for BNY Mellon and Merrill Lynch Wealth Management. 

          Professional achievements and education

          • Certificate in Financial Planning, Boston University
          • B.A., history, College of the Holy Cross

          Outside of UBS
           A native of Western, MA, Brennan actively serves his community - supporting local nonprofit organizations including the Alzheimer's Association, for which he is a board member and chair of the planning committee for the Berkshire County Walk to End Alzheimer's.  Brennan is an active participant in the Rotary Club of Springfield where he serves as a board member.  He resides in Longmeadow, MA with his wife and daughter.  In addition to family time, Brennan can be found on the golf course, the ski slopes, or working in his yard.

          NMLS # 1275389

            • College of the Holy Cross, B.A. History
              One Monarch Place
              Suite 1400
              Springfield, MA 01144
            • Lorena DuBois Profile Photo

              Lorena DuBois

              Wealth Management Associate

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              • CT
              • FL
              • MA
              • NY

              The experience to guide you forward
              Lorena’s primary focus for the team is to provide high-quality client service and administrative support. With more than 25 years of experience in the financial services industry with the same firm, her knowledge of UBS’s capabilities and products allows her to quickly address client concerns and identify the right solutions for their financial needs.

              Professional achievements and education

              • Series 7 and 63 securities licenses
              • B.S.B.A., accounting, Western New England University

              Outside of UBS
              Lorena grew up in Springfield, MA, and now lives in Westfield with her husband and their son. She is actively involved in her son’s school and is a supporter of Westfield Little League, Westfield Babe Ruth and the Westfield Food Pantry. She enjoys traveling and sightseeing with her family.

                • Western New England University, B.S.B.A., Accounting
                  One Monarch Place
                  Suite 1400
                  Springfield, MA 01144

                Planning

                Our team wants to learn everything we can about you because we always start with customized plan building and never a cookie cutter solution.

                We’ll talk a lot about family, priorities and your personal definition of financial security. This information helps us design a road map—a plan that can turn overwhelming issues into manageable objectives. You can trust that your plan will be based on much more than investments—but on people and how we can work together to help you take care of those you love today—and for generations to come.

                Relationships

                Retirement consulting

                Investment

                A way forward

                Understanding your life, your wealth and what you want to accomplish.

                We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                Let's talk about how we can help you plan for the life you want

                Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

                Backed by the strength of UBS

                A global leader in wealth management

                $3.3 trillion

                In invested assets globally 
                As of 12/31/2021

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

                Insights