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UBS is a leading and truly global wealth manager
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.
Senior Vice President–Wealth Management
Kevin Thurston brings nearly two decades 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 using 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 B.A. from Colby College and an M.A. in international economics from the Johns Hopkins School of Advanced International Studies (SAIS).
Kevin and his wife Brooke, a healthcare executive, reside in suburban Boston with their three young daughters Hannah, Norah and Lauren.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Kevin Thurston brings nearly two decades 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 using 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 B.A. from Colby College and an M.A. in international economics from the Johns Hopkins School of Advanced International Studies (SAIS).
Kevin and his wife Brooke, a healthcare executive, reside in suburban Boston with their three young daughters Hannah, Norah and Lauren.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
