Let's move forward. Together.

Our Story

For over twenty five years, our team has had the pleasure of working with some truly extraordinary families, in many cases spanning across multiple generations. Many of them have built their wealth through private family businesses or corporate & public service, or they serve as stewards for family wealth that was created many generations ago.

We serve our clients as dedicated advisors. We have been there for them as they experience many of the most defining moments in their lives. These moments may be as simple as welcoming new children or grandchildren into their families, starting a new business or career, or as complex as dealing with the challenges of aging parents, long-term illness, and the passing of loved ones. With many of our clients, we have shared in both good and challenging times, both in their lives and in the financial markets. It is through these long-term relationships that we and they have mutually come to appreciate the importance of stability, transparency, and trust.

As we have always maintained, our primary objective is to provide clients with the support and confidence required to help achieve their long-term personal, professional, and financial goals. We provide access to some of the most sophisticated wealth management resources in the world, delivered by an experienced team of professionals who truly care.

We welcome the opportunity to become a part of your family’s future. Together, we can build a lasting relationship that can extend for generations to come.

  • Joseph P. Tamburini

    Joseph P. Tamburini CEPA

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT

    Joe is co-founder and senior partner of the Narragansett Bay Group at UBS. He oversees the portfolio management and alternative investment elements of the practice, and is a member of the team’s investment committee.

    He began his career in 1992 at Hambrecht & Quist in Boston, where he advised executives on corporate cash management, pre-IPO planning, employee stock option planning, and individual wealth management.  Joe spent the proceeding twenty-four years with Morgan Stanley and Smith Barney.  He joined UBS Private Wealth Management in 2022.

    Joe is an active member of the community and has held Board positions with Classical High School Alumni Association, the Jamestown Arts Center, and The Gloria Gemma Breast Cancer Resource Foundation in Rhode Island. He holds a BA from Colby College, and the CERTIFIED EXIT PLANNING ADVISOR® professional designation.

    Joe lives in East Greenwich, RI with his wife and two children.

      • Colby College, Bachelor of Arts
      • Certified Exit Planning Advisor
      500 Exchange Street
      Providence, RI 02903
      joseph.tamburini@ubs.com
      Joseph P. Tamburini CEPA
      500 Exchange Street,Providence,RI,02903
    • Nancy P.

      Nancy A. Pasquariello CFP CRPC

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • KS
      • MA
      • ME
      • MI
      • NC
      • NH
      • NJ
      • NY
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT

      Nancy is co-founder of the Narragansett Bay Group, and oversees the financial planning component of the practice, in addition to collaborating on investment management, and sitting on the team’s investment committee.

      Prior to joining UBS Private Wealth Management in 2022., Nancy spent the proceeding eighteen years with experience at both Morgan Stanley and Smith Barney.  She also has experience in the private business sector, having owned and operated a local cafe and catering business until 2003 when she made the decision to sell her ownership interest.

      Nancy holds a BA from Boston College, and is a past graduate of the Moses Brown School. In addition, she holds the CERTIFIED FINANCIAL PLANNER® professional designation, issued by the CFP Board.

      Nancy lives in the Providence area, and enjoys running, skiing, cooking, and spending time with family.

        • Boston College, Bachelor of Arts
        • CERTIFIED FINANCIAL PLANNER®
        • Chartered Retirement Planning Counselor
        500 Exchange Street
        Providence, RI 02903
        nancy.pasquariello@ubs.com
        Nancy A. Pasquariello CFP CRPC
        500 Exchange Street,Providence,RI,02903
      • Nathan J. Hickney

        Nathan J. Hickney CFP CIMA

        Senior Vice President–Wealth Management

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • MA
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NY
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT

        Nathan currently serves as the managing partner of the Narragansett Bay Group. In addition to sitting on the team’s investment committee, he is responsible for overseeing corporate services, access to lending solutions, and investment analytics for the team.

        Prior to joining UBS Private Wealth Management in 2022, he spent eleven years at Morgan Stanley.  His experience also incudes operating a privately held business for twelve years and an associate role within Ernst & Young LLP, where he consulted in the areas of financial statement analysis and audit/assurance services for a number of large multinational corporations.

        Nathan holds a BA from Bridgewater State University, both MS and MBA degrees from Northeastern University, and has completed executive education programs at the Wharton School at the University of Pennsylvania and Bryant University.  He currently holds professional designations which include: CERTIFIED FINANCIAL PLANNER® and CERTIFIED INVESTMENT MANAGEMENT ANALYST®.

        Nathan currently resides in the Providence area, and enjoys playing ice hockey, skiing, competitive sports and golf.

          • Northeastern University, Master of Business Administration
          • Northeastern University, Master of Science
          • Bridgewater State University, Bachelor of Arts
          • CERTIFIED FINANCIAL PLANNER®
          • Certified Investment Management Consultant
          • Chartered Retirement Plans Specialist℠
          500 Exchange Street
          Providence, RI 02903
          nathan.hickney@ubs.com
          Nathan J. Hickney CFP CIMA
          500 Exchange Street,Providence,RI,02903
        • Jennifer E. Hickney

          Jennifer E. Hickney

          Director

          Senior Wealth Strategy Associate

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          Jennifer currently serves as the service and operations manager for the team. In addition, she oversees the team’s business planning, marketing, and philanthropic endeavors.

          She joined UBS Private Wealth Management in 2022.  Prior experience includes nine years with Morgan Stanley, following a long career in the Hospitality and Foodservice Management industry.


          Jennifer serves on the Board of Directors for the Humane Society and Shelter Southcoast and volunteers for several local organizations. She holds a BA from Bridgewater State University and spent time studying abroad at the University of Oxford. 

          Jennifer currently resides in Swansea, MA, and enjoys music, cooking, entertaining, and spending time outdoors.

            • Bridgewater State University, Bachelor of Arts
            • Bridgewater State University, Bachelor of Arts
            • University of Oxford, Study Abroad Program
              500 Exchange Street
              Providence, RI 02903
              jennifer.hickney@ubs.com
              Jennifer E. Hickney
              500 Exchange Street,Providence,RI,02903
            • Patrick A. Monahan

              Patrick A. Monahan

              Client Associate

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                Pat is currently responsible for managing the day-to-day operations and client service for the practice.

                After receiving a bachelor’s degree from Bridgewater State University in 2016, he began his career at Navy Federal Credit Union in Newport, RI as a Member Service Representative, helping patrons with their cash management, lending, and account maintenance needs. In 2018, he transitioned into an Investment Banking role as an Operations Associate with State Street Bank, providing support for business clients with their daily investment transactions. Pat joined UBS Private Wealth Management in 2022, following three years of experience at Morgan Stanley.

                Pat currently resides in the Providence area and enjoys weight training, running and supporting our local sports teams.

                  • Bridgewater State University, Bachelor of Science
                    500 Exchange Street
                    Providence, RI 02903
                    patrick.monahan@ubs.com
                    Patrick A. Monahan
                    500 Exchange Street,Providence,RI,02903

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.9+ trn

                  UBS Group invested assets
                  As of 06/30/2024

                  51 countries

                  Our global footprint

                  More than 160 years

                  offering financial advice

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                  As UBS Private Wealth Advisors, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.

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

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                  Private Wealth Management

                  As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                  Building multicultural wealth, together

                  Building multicultural wealth, together

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                  Turn possibilities into a plan

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                  ElectionWatch 2024

                  24 questions for the '24 US election

                  Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                  The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                  Download the report

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