Experience

Janet graduated from Trinity University with a degree in Speech Communications. She began her financial career with Bank of America in Los Angeles in 1981, earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1993, and her Chartered Retirement Planning Counselor (CRPC®) designation in 2007. She has served as Chair of the Rhode Island Financial Planning Association as well as the Professional Advisory Committee of the Rhode Island Foundation. Janet is a member of the Boards of Directors of Rhode Island Coalition Against Domestic Violence, Sargent Rehabilitation Center, and Kent Hospital Foundation.  She also serves on the Investment Committee of Care New England Health System.

Tom manages the group's customized investment portfolios through the firm's Portfolio Management Program (PMP)™,applying strategic and tactical disciplines with emphasis on risk management. Tom graduated from the University of Rhode Island with a B.S. degree in Finance and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Prior to joining UBS, he was a Financial Advisor with Merrill Lynch. Tom spent the early part of his financial career as a commercial lending officer for Citizen's Financial Group, based out of Boston, MA.