Monleon Cook Pardy Team
View FINRA BrokerCheck informationContact us

The right moves for your financial future

Private Wealth Management

Monleon Cook Pardy Team

Private Wealth Management

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Team 4

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robin photo

    Robin Monleon

    Managing Director–Wealth Management

    Private Wealth Advisor

    • image
    • image
    View bio Industry recognition
    • CA
    • CT
    • DE
    • FL
    • GA
    • KS
    • MA
    • MD
    • ME
    • MI
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • VA
    • VT
    • WA
    • WI

    Robin joined UBS as a partner over 16 years ago after a career in the technology sector. He began his career at EMC in 1990, rising to the ranks of Corporate Officer and Vice President of Europe and the Middle East. Robin left EMC in 2005. Shortly after, he decided to pursue his passion for investing, ultimately transitioning from client to Private Wealth Advisor.

    As a former client, Robin brings a rare perspective, aligning team strategy with client priorities and investment planning. He has broad experience in investment research and management, with a particular focus on alternative investments. Robin oversees the strategic asset allocation process for client portfolios, while also collaborating with the investment team on research analysis and manager due diligence.

    Robin has been involved in numerous charitable endeavors through the years and is currently on the Board of Advisors for the Boys and Girls Club of Dorchester, MA. He has dedicated countless training and fundraising hours to Haymakers for Hope, benefiting Dana-Farber and the Memorial Sloan Kettering Cancer Center. Robin also served as Finance Chairman to U.S. Senator Scott Brown from 2010-2012. He is an alumnus of Boston College's Carroll School of Management, where he was a four-year starter on the Varsity Hockey Team.

    Robin currently splits his time between the Back Bay in Boston, MA and Palmetto Bluffs, SC with his wife, Sue.

    • Forbes Best-in-State Wealth Management Teams, 2025The 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.

    • Boston College’s Carroll School of Management, B.S.
    • Private Wealth Advisor
    • Series 7 and 66 securities licenses
    Philanthropy
    Estate planning strategies
    Custom portfolios
    Asset allocation
    Alternative investments
    Multi-generational families
    Business owners
    Family Offices
    Home Worker SC
    Home Worker SC, SC 000
    robin.monleon@ubs.com
    Robin Monleon
    Home Worker SC,Home Worker SC,SC,000
  • John photo

    John Cook

    Managing Director–Wealth Management

    Private Wealth Advisor

    • image
    • image
    View bio Industry recognition
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • KS
    • MA
    • MD
    • ME
    • MI
    • NH
    • NV
    • NY
    • OH
    • PA
    • SC
    • VA
    • VT
    • WA
    • WI

    John joined UBS in 2016 after a career in campaign finance, strategy, and budget operations. John brings a unique dynamic to the team, supporting clients with a wide variety of advisory needs. He is focused on assisting clients with long term planning, M&A liquidity solutions, and navigating the vast resources of the firm, including the UBS Family Office Solutions Group.

    Previously, John was appointed by the White House office of Presidential Personnel to serve at the U.S. Department of Energy (DOE) and the Pentagon (DOD), ending his Federal service as a Senior Advisor and Director at the National Nuclear Security Administration (NNSA). John’s government portfolio included work on the National Defense Authorization Act, as well as domestic and international programs dedicated to the remediation of Nuclear Weapons testing and clean-up sites. John received the DOE's distinguished career service award for his work with the Republic of the Marshall Islands, a former U.S. territory and testing site.

    Before and after his time in the Federal Government, John served as chief financial strategist and budget manager for major campaigns. He is honored to have had a U.S. President, a U.S. Senator, and the Governor of the Commonwealth of Massachusetts as former employers. Just prior to joining UBS, he served as Senior Advisor and Finance Chairman to Governor Charlie Baker, and was President of the Baker-Polito Transition Committee.

    John has also worked in a family business affiliated with Cedar Works Playsets. He supports a number of non-profit fundraising events, primarily focused on urban youth academic and sports programs, as well as addiction services organizations. He serves on the Boards of Directors for THE BASE in Roxbury, RIZE Massachusetts, and Gosnold Behavioral Health on Cape Cod.

    John graduated from the Whitman School of Management at Syracuse University and resides in Wayland, MA with his wife and three sons. He holds his Series 7 and 66 securities licenses.

    • Forbes Best-in-State Wealth Management Teams, 2025The 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.

    • Syracuse University's Whitman School of Management, B.S.
    • Private Wealth Advisor
    • Series 7 and 66 securities licenses
    • Variable Life & Variable Annuity Life Insurance License (MA) NPN# 18259283
    Financial planning
    Legacy planning
    Custom portfolios
    Business owners
    Entrepreneurs
    Family Offices
    Corporate executives
    Securities-backed lending
    One Post Office Square
    35th floor
    Boston, MA 02109
    john.p.cook@ubs.com
    John Cook
    One Post Office Square,Boston,MA,02109
  • Lex

    Alex Pardy

    Senior Vice President–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • image
    View bio Industry recognition
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • KS
    • MA
    • MD
    • ME
    • MI
    • MT
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI

    Alex joined UBS in 2018 as an advisor within Private Wealth Management, where he works with private equity & investment professionals, business owners, and family offices. Alex has a strong background in institutional investment, which he leverages in developing thoughtful solutions, aligned with client investment & planning objectives. His specialties include: overseeing client portfolio construction & alternative investment programs, pre & post-transaction planning, tailored lending strategies, and wealth transfer.  

    Prior to joining UBS, Alex was a Director at Aberdeen Standard Investments, a UK asset manager, where he partnered with large institutional investors on implementing alternative & hedge fund strategies. Previously, Alex worked at Cambridge Associates (CA), a leading investment consulting firm to institutional clientele, including Family Offices, Endowments & Foundations, and pensions. While at CA, he worked within their Outsourced Chief Investment Office (OCIO) group, advising on portfolio construction, asset allocation, and investment manager due diligence.

    Alex received a B.A. in Economics from Hamilton College, where he played on the Varsity Football team.

    Outside of his work at UBS, Alex lives in the Back Bay with his wife, Christina, and his two daughters. He enjoys the winters skiing at Cannon Mountain, and spending summers with his family in Kennebunkport, ME and Cape Breton, Nova Scotia.

    • Forbes Best-in-State Wealth Advisors, 2025The 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.
    • Forbes Best-in-State Wealth Management Teams, 2025The 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.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • Hamilton College, B.A. Economics, and Communications
    • Private Wealth Advisor
    • Series 7, 63, 65, and 3 securities licenses
    • NMLS ID: 1914948
    Financial planning
    Custom portfolios
    Asset allocation
    Alternative investments
    Family Offices
    Business owners
    Lending services
    Securities-backed lending
    One Post Office Square
    35th floor
    Boston, MA 02109
    Caitlyn.tellier@ubs.com
    Alex Pardy
    One Post Office Square,Boston,MA,02109
  • Brynna Photo

    Brynna Hanlon

    Senior Wealth Strategy Associate

    • image
    • image
    View bio
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • KS
    • MA
    • MD
    • ME
    • MI
    • MT
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI

    Brynna joined UBS Private Wealth Management in 2016 and has since held various client service and operational roles throughout the firm. She brings a background well-versed in addressing the complex wealth advisory and planning challenges of high-net-worth individuals and families, and takes a thoughtful approach to understanding our clients’ needs and goals. Brynna focuses on coordinating comprehensive estate planning solutions, often in collaboration with client's Trust & Estate attorneys and CPA's, to ensure that their current plan is consistent with their goals and desired legacy.

    As an active Steering Committee Member of UBS All Bar None (ABN) Greater Boston Chapter, Brynna is passionate about promoting the education, engagement, and empowerment of women within the firm.  

    Brynna earned her B.S. from Fairfield University in Political Science, English Literature & Cultural Studies.

    Additionally, she holds her Series 7 and 66 security licenses.

    Brynna resides in the Back Bay neighborhood of Boston, MA. Outside of work, she is an enthusiastic supporter of her high school, Notre Dame Academy, alumni association and enjoys skiing, East Coast beaches, and spending quality time with family and friends.

          One Post Office Square
          35th floor
          Boston, MA 02109
          brynna.hanlon@ubs.com
          Brynna Hanlon
          One Post Office Square,Boston,MA,02109
        • Scott photo

          Scott Schwalbert

          Senior Wealth Strategy Associate

          • image
          • image
          • image
          View bio
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • KS
          • MA
          • MD
          • ME
          • MI
          • MT
          • NH
          • NJ
          • NV
          • NY
          • PA
          • SC
          • TX
          • VA
          • VT
          • WA
          • WI

          Scott brings a unique blend of investment and operational skills in support of delivering a holistic wealth solution to our clients. His focus areas include: relationship management and business development, overseeing advisory solutions and trade execution, conducting market research, and the preparation of support material and performance reports for client reviews. 

          Prior to joining UBS, Scott was a Senior Analyst at Vestmark Inc., a technology partner of the firm. There, he was responsible for the implementation of portfolio changes across multi-asset strategies. Previously, Scott worked as a Vice President at Mainstone Capital Management, a subsidiary of 42 North Private Bank (formerly Ethic, a Wealth Bank). As part of a restructure, Scott was instrumental in supporting the launch of the Bank's Wealth Management practice with a focus on developing and curating client solutions. He began his career as an Analyst with the Clemson University Endowment.

          Scott received a Master’s in Finance from Boston College’s Carroll School of Management, and a B.S. in Finance and Accounting from Clemson University. Additionally, he holds his Series 7, 63, and 65 securities licenses.

          Outside of work, Scott is engaged in the community as an active volunteer, currently serving as a Committee Member for the Greater Boston Walk to End Alzheimer’s. Scott is also an avid outdoorsman, with a passion for hiking, fishing, scuba diving, and snowboarding.

          Scott currently resides in Boston’s historic North End with his girlfriend. He grew up in Winchester, MA.

            • Boston College’s Carroll School of Management, M.B.A. Finance
            • Clemson University, B.S. Finance and Accounting
            • Series 7, 65, and 63 securities licenses
            Financial planning
            Philanthropy
            Custom portfolios
            Asset allocation
            Alternative investments
            Business owners
            Entrepreneurs
            Banking
            One Post Office Square
            35th floor
            Boston, MA 02109
            scott.schwalbert@ubs.com
            Scott Schwalbert
            One Post Office Square,Boston,MA,02109
          • Caitlyn

            Caitlyn Tellier

            Client Associate

            • image
            • image
            View bio

              Caitlyn joined the team in 2019. As a Client Services Associate, Caitlyn enhances the client experience through interaction and problem solving. She is responsible for day-to-day operations, administrative support, engaging with families, and managing team priorities. In addition, Caitlyn is a key resource for our trust & estate and tax partners. Caitlyn has proven time and again over the years her strengths and organizational skills in support of team oriented goals.

              Outside of the office, Caitlyn enjoys spending quality time with her friends and family, traveling to new places, and relaxing in Cape Cod.

              Caitlyn currently resides in Newton, MA. She received a B.S. from Coastal Carolina University.

                • Coastal Carolina University, B.S.
                  Banking
                  Lending services
                  Financial planning
                  Philanthropy
                  Retirement planning
                  Estate planning strategies
                  Multi-generational families
                  Family Offices
                  One Post Office Square
                  35th floor
                  Boston, MA 02109
                  caitlyn.tellier@ubs.com
                  Caitlyn Tellier
                  One Post Office Square,Boston,MA,02109
                • Robin photo

                  Robin Monleon

                  Managing Director–Wealth Management

                  Private Wealth Advisor

                  • image
                  • image
                  View bio Industry recognition
                  • CA
                  • CT
                  • DE
                  • FL
                  • GA
                  • KS
                  • MA
                  • MD
                  • ME
                  • MI
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • PA
                  • SC
                  • VA
                  • VT
                  • WA
                  • WI

                  Robin joined UBS as a partner over 16 years ago after a career in the technology sector. He began his career at EMC in 1990, rising to the ranks of Corporate Officer and Vice President of Europe and the Middle East. Robin left EMC in 2005. Shortly after, he decided to pursue his passion for investing, ultimately transitioning from client to Private Wealth Advisor.

                  As a former client, Robin brings a rare perspective, aligning team strategy with client priorities and investment planning. He has broad experience in investment research and management, with a particular focus on alternative investments. Robin oversees the strategic asset allocation process for client portfolios, while also collaborating with the investment team on research analysis and manager due diligence.

                  Robin has been involved in numerous charitable endeavors through the years and is currently on the Board of Advisors for the Boys and Girls Club of Dorchester, MA. He has dedicated countless training and fundraising hours to Haymakers for Hope, benefiting Dana-Farber and the Memorial Sloan Kettering Cancer Center. Robin also served as Finance Chairman to U.S. Senator Scott Brown from 2010-2012. He is an alumnus of Boston College's Carroll School of Management, where he was a four-year starter on the Varsity Hockey Team.

                  Robin currently splits his time between the Back Bay in Boston, MA and Palmetto Bluffs, SC with his wife, Sue.

                  • Forbes Best-in-State Wealth Management Teams, 2025The 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.

                  • Boston College’s Carroll School of Management, B.S.
                  • Private Wealth Advisor
                  • Series 7 and 66 securities licenses
                  Philanthropy
                  Estate planning strategies
                  Custom portfolios
                  Asset allocation
                  Alternative investments
                  Multi-generational families
                  Business owners
                  Family Offices
                  Home Worker SC
                  Home Worker SC, SC 000
                  robin.monleon@ubs.com
                  Robin Monleon
                  Home Worker SC,Home Worker SC,SC,000
                • John photo

                  John Cook

                  Managing Director–Wealth Management

                  Private Wealth Advisor

                  • image
                  • image
                  View bio Industry recognition
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • GA
                  • KS
                  • MA
                  • MD
                  • ME
                  • MI
                  • NH
                  • NV
                  • NY
                  • OH
                  • PA
                  • SC
                  • VA
                  • VT
                  • WA
                  • WI

                  John joined UBS in 2016 after a career in campaign finance, strategy, and budget operations. John brings a unique dynamic to the team, supporting clients with a wide variety of advisory needs. He is focused on assisting clients with long term planning, M&A liquidity solutions, and navigating the vast resources of the firm, including the UBS Family Office Solutions Group.

                  Previously, John was appointed by the White House office of Presidential Personnel to serve at the U.S. Department of Energy (DOE) and the Pentagon (DOD), ending his Federal service as a Senior Advisor and Director at the National Nuclear Security Administration (NNSA). John’s government portfolio included work on the National Defense Authorization Act, as well as domestic and international programs dedicated to the remediation of Nuclear Weapons testing and clean-up sites. John received the DOE's distinguished career service award for his work with the Republic of the Marshall Islands, a former U.S. territory and testing site.

                  Before and after his time in the Federal Government, John served as chief financial strategist and budget manager for major campaigns. He is honored to have had a U.S. President, a U.S. Senator, and the Governor of the Commonwealth of Massachusetts as former employers. Just prior to joining UBS, he served as Senior Advisor and Finance Chairman to Governor Charlie Baker, and was President of the Baker-Polito Transition Committee.

                  John has also worked in a family business affiliated with Cedar Works Playsets. He supports a number of non-profit fundraising events, primarily focused on urban youth academic and sports programs, as well as addiction services organizations. He serves on the Boards of Directors for THE BASE in Roxbury, RIZE Massachusetts, and Gosnold Behavioral Health on Cape Cod.

                  John graduated from the Whitman School of Management at Syracuse University and resides in Wayland, MA with his wife and three sons. He holds his Series 7 and 66 securities licenses.

                  • Forbes Best-in-State Wealth Management Teams, 2025The 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.

                  • Syracuse University's Whitman School of Management, B.S.
                  • Private Wealth Advisor
                  • Series 7 and 66 securities licenses
                  • Variable Life & Variable Annuity Life Insurance License (MA) NPN# 18259283
                  Financial planning
                  Legacy planning
                  Custom portfolios
                  Business owners
                  Entrepreneurs
                  Family Offices
                  Corporate executives
                  Securities-backed lending
                  One Post Office Square
                  35th floor
                  Boston, MA 02109
                  john.p.cook@ubs.com
                  John Cook
                  One Post Office Square,Boston,MA,02109
                • Lex

                  Alex Pardy

                  Senior Vice President–Wealth Management

                  Private Wealth Advisor

                  • image
                  • image
                  • image
                  View bio Industry recognition
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • GA
                  • KS
                  • MA
                  • MD
                  • ME
                  • MI
                  • MT
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • PA
                  • SC
                  • TX
                  • VA
                  • VT
                  • WA
                  • WI

                  Alex joined UBS in 2018 as an advisor within Private Wealth Management, where he works with private equity & investment professionals, business owners, and family offices. Alex has a strong background in institutional investment, which he leverages in developing thoughtful solutions, aligned with client investment & planning objectives. His specialties include: overseeing client portfolio construction & alternative investment programs, pre & post-transaction planning, tailored lending strategies, and wealth transfer.  

                  Prior to joining UBS, Alex was a Director at Aberdeen Standard Investments, a UK asset manager, where he partnered with large institutional investors on implementing alternative & hedge fund strategies. Previously, Alex worked at Cambridge Associates (CA), a leading investment consulting firm to institutional clientele, including Family Offices, Endowments & Foundations, and pensions. While at CA, he worked within their Outsourced Chief Investment Office (OCIO) group, advising on portfolio construction, asset allocation, and investment manager due diligence.

                  Alex received a B.A. in Economics from Hamilton College, where he played on the Varsity Football team.

                  Outside of his work at UBS, Alex lives in the Back Bay with his wife, Christina, and his two daughters. He enjoys the winters skiing at Cannon Mountain, and spending summers with his family in Kennebunkport, ME and Cape Breton, Nova Scotia.

                  • Forbes Best-in-State Wealth Advisors, 2025The 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.
                  • Forbes Best-in-State Wealth Management Teams, 2025The 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.
                  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
                  • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

                  • Hamilton College, B.A. Economics, and Communications
                  • Private Wealth Advisor
                  • Series 7, 63, 65, and 3 securities licenses
                  • NMLS ID: 1914948
                  Financial planning
                  Custom portfolios
                  Asset allocation
                  Alternative investments
                  Family Offices
                  Business owners
                  Lending services
                  Securities-backed lending
                  One Post Office Square
                  35th floor
                  Boston, MA 02109
                  Caitlyn.tellier@ubs.com
                  Alex Pardy
                  One Post Office Square,Boston,MA,02109
                • Brynna Photo

                  Brynna Hanlon

                  Senior Wealth Strategy Associate

                  • image
                  • image
                  View bio
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • GA
                  • KS
                  • MA
                  • MD
                  • ME
                  • MI
                  • MT
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • PA
                  • SC
                  • TX
                  • VA
                  • VT
                  • WA
                  • WI

                  Brynna joined UBS Private Wealth Management in 2016 and has since held various client service and operational roles throughout the firm. She brings a background well-versed in addressing the complex wealth advisory and planning challenges of high-net-worth individuals and families, and takes a thoughtful approach to understanding our clients’ needs and goals. Brynna focuses on coordinating comprehensive estate planning solutions, often in collaboration with client's Trust & Estate attorneys and CPA's, to ensure that their current plan is consistent with their goals and desired legacy.

                  As an active Steering Committee Member of UBS All Bar None (ABN) Greater Boston Chapter, Brynna is passionate about promoting the education, engagement, and empowerment of women within the firm.  

                  Brynna earned her B.S. from Fairfield University in Political Science, English Literature & Cultural Studies.

                  Additionally, she holds her Series 7 and 66 security licenses.

                  Brynna resides in the Back Bay neighborhood of Boston, MA. Outside of work, she is an enthusiastic supporter of her high school, Notre Dame Academy, alumni association and enjoys skiing, East Coast beaches, and spending quality time with family and friends.

                        One Post Office Square
                        35th floor
                        Boston, MA 02109
                        brynna.hanlon@ubs.com
                        Brynna Hanlon
                        One Post Office Square,Boston,MA,02109
                      • Scott photo

                        Scott Schwalbert

                        Senior Wealth Strategy Associate

                        • image
                        • image
                        • image
                        View bio
                        • CA
                        • CO
                        • CT
                        • DE
                        • FL
                        • GA
                        • KS
                        • MA
                        • MD
                        • ME
                        • MI
                        • MT
                        • NH
                        • NJ
                        • NV
                        • NY
                        • PA
                        • SC
                        • TX
                        • VA
                        • VT
                        • WA
                        • WI

                        Scott brings a unique blend of investment and operational skills in support of delivering a holistic wealth solution to our clients. His focus areas include: relationship management and business development, overseeing advisory solutions and trade execution, conducting market research, and the preparation of support material and performance reports for client reviews. 

                        Prior to joining UBS, Scott was a Senior Analyst at Vestmark Inc., a technology partner of the firm. There, he was responsible for the implementation of portfolio changes across multi-asset strategies. Previously, Scott worked as a Vice President at Mainstone Capital Management, a subsidiary of 42 North Private Bank (formerly Ethic, a Wealth Bank). As part of a restructure, Scott was instrumental in supporting the launch of the Bank's Wealth Management practice with a focus on developing and curating client solutions. He began his career as an Analyst with the Clemson University Endowment.

                        Scott received a Master’s in Finance from Boston College’s Carroll School of Management, and a B.S. in Finance and Accounting from Clemson University. Additionally, he holds his Series 7, 63, and 65 securities licenses.

                        Outside of work, Scott is engaged in the community as an active volunteer, currently serving as a Committee Member for the Greater Boston Walk to End Alzheimer’s. Scott is also an avid outdoorsman, with a passion for hiking, fishing, scuba diving, and snowboarding.

                        Scott currently resides in Boston’s historic North End with his girlfriend. He grew up in Winchester, MA.

                          • Boston College’s Carroll School of Management, M.B.A. Finance
                          • Clemson University, B.S. Finance and Accounting
                          • Series 7, 65, and 63 securities licenses
                          Financial planning
                          Philanthropy
                          Custom portfolios
                          Asset allocation
                          Alternative investments
                          Business owners
                          Entrepreneurs
                          Banking
                          One Post Office Square
                          35th floor
                          Boston, MA 02109
                          scott.schwalbert@ubs.com
                          Scott Schwalbert
                          One Post Office Square,Boston,MA,02109
                        • Caitlyn

                          Caitlyn Tellier

                          Client Associate

                          • image
                          • image
                          View bio

                            Caitlyn joined the team in 2019. As a Client Services Associate, Caitlyn enhances the client experience through interaction and problem solving. She is responsible for day-to-day operations, administrative support, engaging with families, and managing team priorities. In addition, Caitlyn is a key resource for our trust & estate and tax partners. Caitlyn has proven time and again over the years her strengths and organizational skills in support of team oriented goals.

                            Outside of the office, Caitlyn enjoys spending quality time with her friends and family, traveling to new places, and relaxing in Cape Cod.

                            Caitlyn currently resides in Newton, MA. She received a B.S. from Coastal Carolina University.

                              • Coastal Carolina University, B.S.
                                Banking
                                Lending services
                                Financial planning
                                Philanthropy
                                Retirement planning
                                Estate planning strategies
                                Multi-generational families
                                Family Offices
                                One Post Office Square
                                35th floor
                                Boston, MA 02109
                                caitlyn.tellier@ubs.com
                                Caitlyn Tellier
                                One Post Office Square,Boston,MA,02109

                              You. Connected.

                              As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

                              Advanced Planning

                              Advanced Planning

                              The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

                              Your business

                              Your business

                              72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

                              Learn more

                              Family Office Solutions

                              Family Office Solutions

                              Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.

                              The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

                              72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

                              Learn more

                              Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.

                              products

                              UBS products and services

                              The resources to deliver a truly custom experience

                              With the vast resources of a global powerhouse behind you, you can select from a comprehensive range of products and services to help customize solutions across all dimensions of a client’s financial life. UBS also offers highly distinctive offerings that can set you apart from the competition.

                              Learn More

                              Insights

                              Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

                              As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

                              Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

                              Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

                              Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

                              Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

                              For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

                              Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

                              © UBS 1998-2025. All rights reserved.

                              This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                              Go to privacy settings