Insight-based advice

The McDonald Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

woman telescope

Your primary source for financial advice

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 McDonald Profile Photo

    James J. McDonald, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • 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 Bechtel Profile Photo

      Matthew O. Bechtel, CFP®

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MO
      • MS
      • NC
      • NE
      • NH
      • NJ
      • NV
      • NY
      • OH
      • 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 PLANNERTM (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, 2022The 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 Carillo Profile Picture

      Christie E. Milan, CFP®

      Senior Wealth Strategy Associate

      • image
      • image
      • 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 Tyrrell Profile Photo

        Haley A. Tyrrell

        Client Associate

        • image
        • image
        • 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
          Multigenerational planning

          Multigenerational planning

          compass

          A way forward

          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.

          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