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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 past 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 Martha's Vineyard, MA with his three children.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of MA, Amherst, B.S.

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Ryan joined the Private Wealth Management group at UBS in 2014 after 7 years at Barclays Wealth and Lehman Brothers. Ryan has over 19 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 West Roxbury, MA with his wife and two children, enjoys practicing yoga and serves on the Board of Trustees of the Boston Children’s Museum.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Tuck School of Business at Dartmouth College, M.B.A.
• Wesleyan University, B.S. in Math - Economics

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During a 46 year career, John has experience dealing with many large Financial entities as well as representing some of the wealthiest families in the world.  His product advice ranges from equities to fixed income portfolios to more complex alternative investment strategies.

Prior to joining UBS, John was a Director at Barclays Bank, a Senior Vice President at Lehman Brothers, a Director at Societe Generale Cowen and a Principal at Hambrecht & Quist.  

• University of Massachusetts at Amherst, BBA in Finance

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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

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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