Wealth advice that helps inspire confidence

 The Ketchen Group

Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Christopher Ketchen Profile Photo

    Christopher Ketchen

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • ME
    • NH
    • NJ
    • NM
    • NY
    • PA
    • RI
    • SC
    • TX
    • VT

    Christopher joined UBS Financial Services Inc. in 2013 after building a successful business as Smith Barney. Christopher graduated from Bryant College in March 1994 with a Bachelor of Science in business administration. He graduated with a double major in management and finance.

    He began his career in September 1994 with a major retirement plan provider focusing in all aspects of corporate retirement plan administration. In November 1998, Chris joined the predecessor firm of A.G. Edwards in Wellesley Ma where he focused on working with affluent families and institutional businesses, specializing in comprehensive wealth management. Today, Chris dedicates his knowledge and experience working with families and corporate retirement plans.

    Chris received the title Chartered Retirement Plan Specialist (CRPS®) through the College for Financial Planning in December 2008, which shows an in-depth knowledge of the corporate retirement plan industry.

    Chris enjoys spending time with his wife, Nicole, and two children, Sophia and Bryce in Walpole, MA., and is quite active in the community. He serves on a leadership committee for a local private high school in Southeastern Massachusetts and also enjoys golf, basketball, tennis, and traveling.

      • Bryant College, Bachelor of Science in Business Administration -with a double major in Business Management and Finance
      • Chartered Retirement Plans Specialist℠
      • Retirement Plan Consultant
      One Post Office Square
      35th floor
      Boston, MA 02109
      Christopher Ketchen
      One Post Office Square,Boston,MA,02109
    • Courtney Poole Profile Photo

      Courtney Poole

      Senior Client Associate

      • image
      • image

        Courtney began her career at Smith Barney in 1998, initially working as a Client Service Associate with one of the top teams in the Northeast before beginning a career in management with the firm in 2005. Courtney began a dual role with the firm beginning in 2010, remaining part of the management team while also working as a dedicated Client Service Associate with Christopher Ketchen. Today, Courtney continues in the same dual capacity role, dedicating her time as part of the management team at UBS while also working as a dedicated Client Service Associate with The Ketchen Group. Courtney resides in Wakefield, Massachusetts with her husband Jamie and their two children, Jamie and Abigail. Courtney enjoys spending her free time with her family, attending her children's sporting events and vacationing in Maine.

              One Post Office Square
              35th floor
              Boston, MA 02109
              Courtney Poole
              One Post Office Square,Boston,MA,02109

            Why does A.I. in space matter?

            Outlook on interest rates


            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager