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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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