Wealth advice that helps inspire confidence

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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

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.