Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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

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    • CA
    • CT
    • DE
    • FL
    • GA
    • KS
    • MA
    • MD
    • MI
    • NH
    • NJ
    • NV
    • NY
    • 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.

      • 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
      One Post Office Sq.
      35th Floor
      Boston, MA 02109
    • John photo

      John Cook

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • CA
      • CT
      • DE
      • FL
      • GA
      • KS
      • MA
      • MD
      • MI
      • NH
      • NJ
      • NV
      • NY
      • 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, MA 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.

        • 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 Sq.
        35th Floor
        Boston, MA 02109
      • Lex

        Alex Pardy

        First Vice President–Wealth Management

        Private Wealth Advisor

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        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • KS
        • MA
        • MD
        • ME
        • MI
        • MT
        • NH
        • NJ
        • NV
        • NY
        • 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, securities-backed & tailored lending strategies, and wealth transfer planning.  

        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 was a starter 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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The 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.

        • 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 Sq.
        35th Floor
        Boston, MA 02109
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        Katelyn Nappi, CFP®

        Senior Wealth Strategy Associate

        CERTIFIED FINANCIAL PLANNER™

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

        As a Senior Wealth Strategy Associate, Kate oversees the day-to-day operation and client management for the team. She has a focus on financial planning, working with clients to deliver comprehensive financial plans, as well as coordinating with the clients’ Trust & Estate attorney’s and CPA’s.

        Kate has more than 15 years’ experience in the Ultra High Net Worth financial services industry. She has earned her Series 7 and 66 securities licenses and is also a Certified Financial Planner (CFP®). She received a B.S. in Finance from Bryant University.

        Outside the office, Kate enjoys spending time with her family. She lives with her husband and their three children in the Boston suburbs.  

          • Bryant University, B.S. Finance
          • CERTIFIED FINANCIAL PLANNER™
          • Series 7 and 66 securities licenses
          Financial planning
          Philanthropy
          Legacy planning
          Estate planning strategies
          Investing
          Multi-generational families
          Family Offices
          Securities-backed lending
          One Post Office Sq.
          35th Floor
          Boston, MA 02109
        • Scott photo

          Scott Schwalbert

          Senior Wealth Strategy Associate

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          • 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 Sq.
            35th Floor
            Boston, MA 02109
          • Caitlyn

            Caitlyn Tellier

            Client Associate

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              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 Sq.
                  35th Floor
                  Boston, MA 02109

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                UBS to acquire Credit Suisse

                UBS to acquire Credit Suisse

                Focus on liquidity management

                Tree

                UBS and Credit Suisse—stronger than ever

                Are you ready for a constantly changing world?

                Does your strategy embrace it?

                And your portfolio reflect it?

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                In invested assets globally 
                As of 12/31/2022

                51 countries

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                UBS is a world-leading wealth manager