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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.

International Space Station

Owen Dugan Jr.

Senior Vice President–Wealth Management

Financial Advisor

In addition to working in the Investment Advisory business, I maintain several outside interests. My wife Beth and I are currently Co-Presidents of Elon University's (NC) Parents Council, as our two sons Owen and Liam are currently students at Elon. I currently serve as Chair of the Greens committee at Wellesley Country Club, as well as being elected to its board of Governors. In the winter, I serve as assistant Head Coach of the Wellesley High Varsity boys hockey team, keeping me connected to a sport that has been a passion since early childhood.


Personal & Community

  • Parents Council, Elon University, Elon N.C.
  • Past president, Foundation for Faces of Children, Children's Hospital, Boston Mass.
  • Town Meeting Member, Wellesley, Mass.
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • B.A., Holy Cross College
One Post Office Square
33rd Floor
Boston, MA 02109

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Fausto

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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