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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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