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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

James J. McDonald, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WI
Jamie has gained broad-based experience in the 20+ years he has spent in the financial services industry, particularly in serving the wealth management needs of affluent individuals, their families and their businesses. He has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), which is recognized as the standard of excellence for competent and ethical personal financial planning.

Being a family business and building on what his father started in 1980, he has built a team that strives to treat clients like family and build long-lasting relationships based on trust and personalized advice. Jamie looks to assist clients with simplifying their financial lives, making better financial and investment decisions, and preserving and growing their wealth over multiple generations.

Jamie earned a B.A. in economics from Davidson College, where he was a pitcher on the Division I baseball team. He earned a Certificate of Financial Planning from the School of Financial Planning at Merrimack College. Prior to joining UBS in 2005, Jamie worked for CCBN, a market data provider that was acquired by Thomson Financial.

Jamie also gives back to his community, focusing his efforts on education organizations. He is a member of the Boston Leaders for Education, which works to increase the number of high quality schools across Massachusetts. Jamie is also involved with Year Up Boston and is the founder of their annual 3-on-3 Basketball Tournament.

Jamie and his wife, Jessica, live in Hingham, MA with their children, Connor, Ryann and Lucy. He enjoys coaching youth sports, playing basketball and skiing with his family.

NMLS# 1233054
- Davidson College, B.A. in Economics
- CERTIFIED FINANCIAL PLANNER™
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Matthew O. Bechtel, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WI
Matt Bechtel has been a financial advisor with UBS and The McDonald Group since 2007. During his career, Matt has obtained the CERTIFIED FINANCIAL PLANNER^TM (CFP®) designation, allowing him to provide clients with holistic and comprehensive financial guidance and investment advice. Matt looks after his clients' overall financial well-being and helps organize, plan and manage every aspect of their financial affairs. Matt believes coordination and communication between a client and all of their trusted advisors is imperative.

Matt and his business partner, Jamie McDonald, have known each other for over 25 years. They realize the importance of trust in a relationship and strive to earn the same trust they have with each other with their clients.

Matt and his wife, Molly, live in Wellesley with their daughter, Caroline, and sons, Whit & Hugh. Matt is very involved in the community, primarily focusing on Team Fox Boston Professionals, a group Matt co-founded in 2013 to help fundraise for the Michael J. Fox Foundation. A graduate of Syracuse University, Matt is a diehard Orange fan.

NMLS# 1844633
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Syracuse University
- CERTIFIED FINANCIAL PLANNER™
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Christie E. Milan, CFP®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- MA
- MD
- ME
- MI
- MS
- NC
- NE
- NH
- NJ
- NY
- PA
- RI
- TX
- WA
Christie joined UBS and The McDonald Group in 2015 after starting her career in tax accounting at Ernst & Young®. As the team's Senior Wealth Strategy Associate, Christie assists with all aspects of financial planning, investment analysis and implementation. She brings a unique skill set to the team, leveraging the full resources of the firm to provide insightful solutions to meet clients' needs and objectives.

Christie works with clients to develop personalized strategies which help when making key decisions that go beyond financial planning. She impresses clients with her ability to achieve innovative solutions for any and all issues they need guidance with. Her attention to detail, organization and communication help to provide a superior level of service. Christie has earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™. In addition with her series 7 and series 66 securities licenses, as well as her Life, Accident & Health Insurance license, Christie is dedicated to providing a seamless and exceptional client experience.

Christie earned a B.S. in accounting and management & leadership from Boston College. She currently lives in Manhattan with her husband Austin, and enjoys travelling with her friends and family.
- Boston College, B.S. in Accounting and Management & Leadership
- CERTIFIED FINANCIAL PLANNER™
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Haley A. Tyrrell

Wealth Management Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MI
- MS
- NC
- NE
- NH
- NJ
- NY
- PA
- RI
- TX
- WA
- WI
Haley Tyrrell joined The McDonald Group in 2019 and serves as the team's Client Service Associate. She graduated from The D'Amore-McKim School of Business at Northeastern University in Boston, Massachusetts, earning a Bachelor of Science in Business Administration with a concentration in Finance.

During her time at Northeastern, Haley completed two cooperative education programs, intertwining a full year of work experience into her academic curriculum. She engaged in the marketing operations of Natixis Investment Managers as they underwent a company rebrand, and gained diverse industry knowledge as a Case Team Assistant at L.E.K. Consulting.

As the team's Client Service Associate, Haley's focus lies in simplifying the lives of clients using her resourcefulness and superior problem solving skills. She strives to help clients recognize the full value of UBS's resources, and finds great reward in strengthening relationships. Haley also holds her series 7 and series 66 securities licenses.

Haley currently resides in Boston, Massachusetts. She has a passion for Italian cooking and enjoys spending time with her family in Kennebunkport, Maine in the summer.
- D'Amore-McKim School of Business at Northeastern University in Boston, Massachusetts, Bachelor of Science in Business Administration with a concentration in Finance
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

James J. McDonald, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WI
Jamie has gained broad-based experience in the 20+ years he has spent in the financial services industry, particularly in serving the wealth management needs of affluent individuals, their families and their businesses. He has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), which is recognized as the standard of excellence for competent and ethical personal financial planning.

Being a family business and building on what his father started in 1980, he has built a team that strives to treat clients like family and build long-lasting relationships based on trust and personalized advice. Jamie looks to assist clients with simplifying their financial lives, making better financial and investment decisions, and preserving and growing their wealth over multiple generations.

Jamie earned a B.A. in economics from Davidson College, where he was a pitcher on the Division I baseball team. He earned a Certificate of Financial Planning from the School of Financial Planning at Merrimack College. Prior to joining UBS in 2005, Jamie worked for CCBN, a market data provider that was acquired by Thomson Financial.

Jamie also gives back to his community, focusing his efforts on education organizations. He is a member of the Boston Leaders for Education, which works to increase the number of high quality schools across Massachusetts. Jamie is also involved with Year Up Boston and is the founder of their annual 3-on-3 Basketball Tournament.

Jamie and his wife, Jessica, live in Hingham, MA with their children, Connor, Ryann and Lucy. He enjoys coaching youth sports, playing basketball and skiing with his family.

NMLS# 1233054
- Davidson College, B.A. in Economics
- CERTIFIED FINANCIAL PLANNER™
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Matthew O. Bechtel, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WI
Matt Bechtel has been a financial advisor with UBS and The McDonald Group since 2007. During his career, Matt has obtained the CERTIFIED FINANCIAL PLANNER^TM (CFP®) designation, allowing him to provide clients with holistic and comprehensive financial guidance and investment advice. Matt looks after his clients' overall financial well-being and helps organize, plan and manage every aspect of their financial affairs. Matt believes coordination and communication between a client and all of their trusted advisors is imperative.

Matt and his business partner, Jamie McDonald, have known each other for over 25 years. They realize the importance of trust in a relationship and strive to earn the same trust they have with each other with their clients.

Matt and his wife, Molly, live in Wellesley with their daughter, Caroline, and sons, Whit & Hugh. Matt is very involved in the community, primarily focusing on Team Fox Boston Professionals, a group Matt co-founded in 2013 to help fundraise for the Michael J. Fox Foundation. A graduate of Syracuse University, Matt is a diehard Orange fan.

NMLS# 1844633
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Syracuse University
- CERTIFIED FINANCIAL PLANNER™
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Christie E. Milan, CFP®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- MA
- MD
- ME
- MI
- MS
- NC
- NE
- NH
- NJ
- NY
- PA
- RI
- TX
- WA
Christie joined UBS and The McDonald Group in 2015 after starting her career in tax accounting at Ernst & Young®. As the team's Senior Wealth Strategy Associate, Christie assists with all aspects of financial planning, investment analysis and implementation. She brings a unique skill set to the team, leveraging the full resources of the firm to provide insightful solutions to meet clients' needs and objectives.

Christie works with clients to develop personalized strategies which help when making key decisions that go beyond financial planning. She impresses clients with her ability to achieve innovative solutions for any and all issues they need guidance with. Her attention to detail, organization and communication help to provide a superior level of service. Christie has earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™. In addition with her series 7 and series 66 securities licenses, as well as her Life, Accident & Health Insurance license, Christie is dedicated to providing a seamless and exceptional client experience.

Christie earned a B.S. in accounting and management & leadership from Boston College. She currently lives in Manhattan with her husband Austin, and enjoys travelling with her friends and family.
- Boston College, B.S. in Accounting and Management & Leadership
- CERTIFIED FINANCIAL PLANNER™
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Haley A. Tyrrell

Wealth Management Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MI
- MS
- NC
- NE
- NH
- NJ
- NY
- PA
- RI
- TX
- WA
- WI
Haley Tyrrell joined The McDonald Group in 2019 and serves as the team's Client Service Associate. She graduated from The D'Amore-McKim School of Business at Northeastern University in Boston, Massachusetts, earning a Bachelor of Science in Business Administration with a concentration in Finance.

During her time at Northeastern, Haley completed two cooperative education programs, intertwining a full year of work experience into her academic curriculum. She engaged in the marketing operations of Natixis Investment Managers as they underwent a company rebrand, and gained diverse industry knowledge as a Case Team Assistant at L.E.K. Consulting.

As the team's Client Service Associate, Haley's focus lies in simplifying the lives of clients using her resourcefulness and superior problem solving skills. She strives to help clients recognize the full value of UBS's resources, and finds great reward in strengthening relationships. Haley also holds her series 7 and series 66 securities licenses.

Haley currently resides in Boston, Massachusetts. She has a passion for Italian cooking and enjoys spending time with her family in Kennebunkport, Maine in the summer.
- D'Amore-McKim School of Business at Northeastern University in Boston, Massachusetts, Bachelor of Science in Business Administration with a concentration in Finance
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

Exceptional financial strength and stability

Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.

Learn more about our Stability & Strength

A way forward

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Women in Economics

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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Insight-based advice

Your primary source for financial advice

James J. McDonald, CFP®

Matthew O. Bechtel, CFP®

Christie E. Milan, CFP®

Haley A. Tyrrell

James J. McDonald, CFP®

Matthew O. Bechtel, CFP®

Christie E. Milan, CFP®

Haley A. Tyrrell

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Exceptional financial strength and stability

A way forward

Women in Economics

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

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