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$6 trn
UBS Group invested assets
As of 12/31/2024
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Account Vice President
Financial Advisor
I am a firm believer that proactive communication and planning are critical in successful lifelong wealth management - yet I often find these key aspects either lacking, or even nonexistent in families' financial lives.
At The Chapin Group we actively collaborate with you, your family, and your legal and tax advisors, to build a tailored strategy so that you and your loved ones achieve financial security and confidence.
After a decade of advising high-net-worth and ultra-high-net-worth families at various CPA firms, law firms, and family offices in the greater Boston area, I wanted to return home to my roots on Cape Cod. I found a natural fit for my skills and experience in The Chapin Group, and joined the team in 2017 in order to help advise and guide select families in the greater Cape and Islands area.
I grew up in Centerville and graduated from Barnstable High School in '99. I earned a degree in accounting from Boston College in '03, and graduated from Suffolk Law School in '07.
I live with my wife Annemarie and children Paige and Kellan. In addition to spending time with my family, I enjoy golfing, traveling, reading books, and watching the Patriots!
My professional/social affiliations include: Cape Cod Young Professionals, Barnstable Bar Association, Mensa International, Cape Cod Pride
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Account Vice President
Financial Advisor
I am a firm believer that proactive communication and planning are critical in successful lifelong wealth management - yet I often find these key aspects either lacking, or even nonexistent in families' financial lives.
At The Chapin Group we actively collaborate with you, your family, and your legal and tax advisors, to build a tailored strategy so that you and your loved ones achieve financial security and confidence.
After a decade of advising high-net-worth and ultra-high-net-worth families at various CPA firms, law firms, and family offices in the greater Boston area, I wanted to return home to my roots on Cape Cod. I found a natural fit for my skills and experience in The Chapin Group, and joined the team in 2017 in order to help advise and guide select families in the greater Cape and Islands area.
I grew up in Centerville and graduated from Barnstable High School in '99. I earned a degree in accounting from Boston College in '03, and graduated from Suffolk Law School in '07.
I live with my wife Annemarie and children Paige and Kellan. In addition to spending time with my family, I enjoy golfing, traveling, reading books, and watching the Patriots!
My professional/social affiliations include: Cape Cod Young Professionals, Barnstable Bar Association, Mensa International, Cape Cod Pride
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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