Global access. Strategic solutions.

Private Wealth Management

3 Generations of men

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

Kevin Thurston

First Vice President–Wealth Management

Kevin Thurston brings over 15 years of professional experience in financial markets and economic policy to his work with clients. He identifies the best resources available to wealthy individuals from across UBS, drawing upon the firm's global wealth management and investment banking capabilities.

Kevin specializes in advising owners of privately-held businesses. He regularly guides business owners through pre-transaction planning before they exit to strategic buyers or private equity. In coordination with outside tax and estate advisors, he has helped several owners and their families preserve substantial wealth through the use of sophisticated trust strategies ahead of a business sale.

Kevin's clients also include private equity principals and real estate developers.

As an accredited private wealth advisor sitting within the UBS ultra high net worth unit, he is part of a select group of UBS advisors around the country specifically trained to work with clients who have highly complex tax, estate and investment profiles.

Prior to joining UBS in 2010, Kevin served on the Maine State Treasurer's senior staff and briefed former Maine Governor John Baldacci on key economic issues. He holds a BA from Colby College and an MA in international economics from Johns Hopkins University.

Kevin and his wife Brooke, a healthcare communications executive, reside in suburban Boston with their three young daughters Hannah, Norah and Lauren.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • ID
  • IL
  • MA
  • ME
  • MN
  • MO
  • MT
  • NH
  • NJ
  • NY
  • PR
  • SC
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • Bachelor of Arts, English, Colby College
  • Master of Arts, International Economics, Johns Hopkins University

Credentials

  • Private Wealth Advisor
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Legacy planning
Exit planning
Business succession
Investing
Business Owners
Entrepreneurs
Financial planning
200 Clarendon Street
24th Floor
Boston, MA 02116
  • (617) 247-6058

Email Me

Launch. Evolve. Exit your business.

Launch. Evolve. Exit your business.

Family offices

Family offices

Shaping exceptional family wealth

Shaping exceptional family wealth

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

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