Experience

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.

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.

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.

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.

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.