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Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals.  He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects.  In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives. 

Professional History

Before joining UBS, Todd was general counsel of Perspecta Trust.  He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company.  Before that, he practiced trust and tax law with Cleveland, Waters and Bass. 

Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020).  He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US). 

Affiliations

Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee. 

Education

Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.

Current role and areas of expertise

Roger joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Greater Boston and Northern New England Markets.

Roger has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

Professional history

Roger began his career with UBS in 2006, first as a Client Service Associate in Wealth Management NY, then Private Wealth NY.  In 2009, his team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank and started a career as an Financial Advisor in their Law Firms Group, working with top lawyers and law firms in New York.

Education and personal information

In Roger’s role as a Senior Wealth Management Banker his NMLS # is 821627. He holds his Series 7 and 66 securities licenses, and has a degree in English Literature and Performance.  He enjoyed a 15+ year career as a professional actor in New York City and nationally before starting his career in finance.  He currently lives in Boston's historic South End.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.

Professional History
Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

Education
Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

Leora is married, with four sons, and resides in Holmdel, New Jersey.