Global access. Strategic solutions.

Private Wealth Management

Abstract rendering

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Littlefield Team
  • Matthew Littlefield Profile Photo

    Matthew Orman Littlefield

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • VA
    • VT
    • WA
    • WY

    Matt joined UBS in 2014 after 10 years at Barclays Wealth/Lehman Brothers and prior tenure at BNY Mellon. He earned a B.S. from the University of MA, Amherst where he graduated Magna Cum Laude from the Honors College. Matt holds Series 7 and 63 securities licenses.

    Matt's emphasis is on asset allocation and total portfolio management with a focus on pre-transaction planning. Matt also works to build investment plans that incorporate the needs and objectives of multiple generations of the family.

    He is the President and Chair of the board of directors of the Providence Children's Museum and he is a founding member of the University of Massachusetts Amherst Foundation where he currently serves as the Chair on the Committee on Directors. Matt also serves on the Commonwealth Honors College Advisory Board. He lives in Wrentham, MA with his wife and three children.

      • University of MA, Amherst, B.S.
        200 Clarendon Street
        24th Floor
        Boston, MA 02116
      • Ryan Murphy Profile Photo

        Ryan Vincent Murphy

        Senior Vice President–Wealth Management

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • MA
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NY
        • OH
        • PA
        • RI
        • SC
        • VA
        • WA
        • WY

        Ryan joined the Private Wealth Management group at UBS in 2014 after 7 years at Barclays Wealth and Lehman Brothers. Ryan has over 15 years of financial services experience and he received his M.B.A from the Tuck School of Business at Dartmouth College and his B.A. in Math-Economics from Wesleyan University. Ryan works exclusively with successful individual and families with the goal of helping them build and preserve wealth. Ryan's emphasis is on advising clients on portfolio strategy using a goals-based portfolio management approach and he manages all operational functions for the team.

        Ryan lives in Roslindale, MA with his wife and two children, enjoys practicing yoga and serves on the Board of Overseers of the Boston Children’s Museum.

          • Tuck School of Business at Dartmouth College, M.B.A.
          • Wesleyan University, B.S. in Math - Economics
            200 Clarendon Street
            24th Floor
            Boston, MA 02116
          • Kelly Sabella Profile Photo

            Kelly Sabella

            Authorized Officer

            Team Administrator

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • MA
            • ME
            • MN
            • MO
            • NC
            • NH
            • NJ
            • NY
            • OH
            • RI
            • SC
            • VA
            • VT
            • WA
            • WY

            Kelly has worked in the financial industry since 2000. She joined UBS in 2014 after 14 years with Barclays Wealth and Lehman Brothers. She holds Series 7, 66 and 3 licenses. She focuses on client service and account administration.

            Kelly attended the University of MA, Amherst and lives in Mansfield, MA with her husband and two children.

              • University of MA, Amherst
                200 Clarendon Street
                24th Floor
                Boston, MA 02116
              • Jose Dizon Profile Photo

                Jose Noel "Joel" Dizon

                Senior Client Associate

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • ID
                • IL
                • MA
                • ME
                • MN
                • MO
                • NC
                • NH
                • NJ
                • NY
                • OH
                • RI
                • SC
                • TX
                • VA
                • VT
                • WA
                • WY

                Joel joined UBS in 2014 after 15 years with Barclays Wealth and Lehman Brothers. He received his M.B.A. from Northeastern University and his B.B.A. in Information systems from Baruch College. His focus is on operations and client service.

                Joel lives in Norton, MA with his wife and daughter.

                  • Northeastern University, M.B.A.
                  • Baruch College, B.B.A. in Information Systems
                    200 Clarendon Street
                    24th Floor
                    Boston, MA 02116

                  Wealth, from your point of view

                  Change your community. Change the world.

                  Change your community. Change the world.

                  Executive decisions

                  Executive decisions

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager