A real relationship helping you pursue your life's goals

Private Wealth Management

Polaris Wealth Management provides insightful guidance and solutions for managing complex wealth.

Our clients look beyond our credentials to see the true value of working with our team.

We help sophisticated families, senior executives and entrepreneurs achieve the goals that matter most to them. We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Start the conversation

Everything we do reflects our commitment to putting your best interest first.
- Will Gourd, Family Office Consultant

Pursuing your goals together

Our team is part of a select group of Private Wealth Advisors have earned the UBS business designation, Family Office Consultant, by demonstrating the knowledge and proficiency to help manage the investment, business, passion and legacy needs of ultra-high net worth families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Family Office Consultants align specific needs to the full suite of UBS capabilities.

Private Wealth Advisors

William Gourd, Family Office Consultant

Managing Director

Private Wealth Advisor
William Gourd, Family Office Consultant

Managing Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-705-4251
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Will Gourd is a Managing Director and Private Wealth Advisor with over 30 years of experience helping families, business owners and corporate executives achieve what is important to them. Prior to joining UBS in 2008, Will was a Managing Director with Lehman Brothers Private Investment Management Group and a Managing Director at J.P. Morgan's Private Bank where he was responsible for the private client investment business throughout the New England region.

Will graduated from Skidmore College with a B.S. in finance and a minor in economics. He is a member of Omicron Delta Epsilon (International Economics Honor Society) and has an M.B.A. in finance from New York University Stern School of Business. Will is also an active member of the Fairfield, CT chapter of the Exit Planning Exchange.

Will is an active and contributing member in the town of Bedford, NY, where he lives with his wife and three sons. Current and past volunteer service includes serving on the board of the Bedford Coalition, BG&TC Board of Governors and Chairman of the Long Range Planning Committee, Vestry member, Committee Head and Treasurer of St. Matthew's Episcopal Church, Board Member of Bedford Historical Society, President of Bedford Village Chowder & Marching Club and coach to both Bedford Youth Lacrosse and Little League teams.
- Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
- New York University Stern School of Business, M.B.A. in finance
- Skidmore College, B.S. in finance and a minor in economics
- Private Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Derek Thompson, Family Office Consultant

Senior Vice President–Wealth Management

Private Wealth Advisor
Derek Thompson, Family Office Consultant

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-705-4252
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Derek began his career in finance in 1999, providing comprehensive investment and wealth management solutions for high net worth families. Prior to joining UBS Private Wealth Management in 2008, Derek was a Vice President at Lehman Brothers and spent five years as a Global Investment Specialist at the J.P. Morgan Private Bank.

Clients appreciate his team's holistic approach, incorporating liability management, estate and tax planning, and philanthropic strategies into their investment advice to create thoughtful financial plans. The team's focus is to work with executives of both public and private companies, as well as multigenerational families, and helping simplify complex situations that accompany significant wealth.

Derek graduated from Tufts University with a degree in early childhood education. Outside of work, he is active in youth sports programs as a board member and coach. He resides in Weston, CT, with his wife and three children.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
- Private Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Michele McCallion

Senior Vice President

Private Wealth Advisor
Michele McCallion

Senior Vice President
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-862-2130
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Michele provides clarity and vision to highly affluent individuals and families who have complex financial needs. With more than 30 years of experience, she helps clients build upon their success, prudently managing their assets with comprehensive wealth management. Her wealth management expertise includes investment research, portfolio modeling, retirement planning and estate and legacy planning strategies. As the steward of her clients’ wealth, Michele brings a deep personal commitment to each client relationship.

Michele provides clients with a full suite of services, working closely with their other advisors, and is a resource for any financial need. Her clients also include entrepreneurs and executives of public companies, for whom she develops risk management strategies for concentrated stock positions. She also provides personalized financial guidance to women in life transitions, such as a career change, loss of a spouse and divorce, helping them to maintain financial security.

Prior to joining UBS, Michele was with Merrill Lynch for 20 years as a Senior Vice President and Private Wealth Advisor. Previously, she was Vice President in the Private Client Services Group at Goldman Sachs for 9 years, where she built her business working with several Fortune 500 executives and entrepreneurs. It was in this role where she honed her analytical, investment research and wealth management skills. She received her B.S. with honors in finance and marketing at Boston College, and her Masters in Management from the Kellogg School of Management at Northwestern University.

An active participant in her community, Michele is involved with several charitable organizations including AmeriCares, Al’s Angels, and Kids Helping Kids. Michele and her husband reside with their son and daughter in New Canaan, CT where she enjoys gardening and cooking.
- Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
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
- Kellogg School of Management at Northwestern University., Masters in management
- Boston College, B.S. with honors in finance and marketing
- Private Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Michael Henderson

Financial Advisor
Michael Henderson

Associate Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-705-4253
View bio
- AK
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- ME
- MN
- MO
- NH
- NJ
- NM
- NY
- OH
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WY
Michael is a Senior Private Wealth Strategy Associate for Polaris Wealth Management, where he supports high net worth client relationships. Michael has been with the team since 2009 and prior to joining UBS Private Wealth Management, he participated in a Branch Manager Training Program with Hudson Valley Bank. Michael graduated from Vanderbilt University with a B.A. in economics, has a M.B.A. in finance from Fordham University and holds the Series 7 and 66 securities licenses.
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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Stacey D. Parker

Senior Wealth Strategy Associate
Stacey D. Parker

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-862-2134
View bio
- AK
- AL
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WI
Stacey Parker is a Chartered Retirement Planning Counselor and works closely with our clients in helping them build out their financial plans. She has over 30 years of industry experience and has been with UBS for over eight years. She recently moved to Rye, New York from Overland Park, KS and is based out of our new Greenwich, CT office.

Outside of the office Stacey loves spending time with her new granddaughter, as well as playing bagpipes and competing with St. Columcille United Gaelic Pipe Band. Stacey is very involved in the highland arts and is Treasurer of the Midwest Highland Arts Fund, a Kansas City based non-profit organization that hosts an annual competition/concert/workshop that draws attendees from all over the world.
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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Bevin Surdyk

Senior Client Associate
Bevin Surdyk

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-705-4254
View bio
Bevin joined UBS Private Wealth Management in September 2008. She brings to the team over 10 years of experience working with ultra high net worth individuals, their families and foundations. Bevin has been recognized by her peers for top service and outstanding efforts. Prior to joining UBS, Bevin spent three years with Lehman Brothers.

She graduated with honors from the University of Colorado at Boulder where she studied communication and business. She currently resides in Greenwich, CT, and is an active participant in her sorority alumni association, which supports local charities throughout the year.
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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Deborah Corbi

Senior Client Associate
Deborah Corbi

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd floor
Greenwich, CT 06830

203-862-2194
View bio
Deborah works closely with a broad range of multigenerational clients and has over twenty years of experience working closely with ultra-high net worth individuals and corporate executives.

Deborah manages all aspects of the daily administrative needs of clients and prides herself on delivering a personalized experience to every client. Prior to joining UBS Deborah was with Merrill Lynch.

Deborah is a graduate of Central Connecticut State University and received her B.S. degree in Education and Psychology.

Deborah resides in Norwalk, CT and enjoys traveling, kayaking and paddleboarding.
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
100 West Putnam Ave
2nd floor
Greenwich, CT 06830
Michael Bier

Client Associate
Michael Bier

Client Associate

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-862-2101
View bio
Prior to joining UBS, Michael graduated from Fairfield University with a major in Finance and Accounting. He also worked the prior two summers for Barnum Financial Group as a Wealth Management Intern where he was responsible for many of the administrative aspects of servicing their client base. Michael resides in Orange, CT and he will be working out of our Greenwich, CT office. Outside of work, Michael enjoys traveling, playing golf, and spending time with family and friends.
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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Private Wealth Advisors

William Gourd, Family Office Consultant

Managing Director

Private Wealth Advisor
William Gourd, Family Office Consultant

Managing Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-705-4251
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Will Gourd is a Managing Director and Private Wealth Advisor with over 30 years of experience helping families, business owners and corporate executives achieve what is important to them. Prior to joining UBS in 2008, Will was a Managing Director with Lehman Brothers Private Investment Management Group and a Managing Director at J.P. Morgan's Private Bank where he was responsible for the private client investment business throughout the New England region.

Will graduated from Skidmore College with a B.S. in finance and a minor in economics. He is a member of Omicron Delta Epsilon (International Economics Honor Society) and has an M.B.A. in finance from New York University Stern School of Business. Will is also an active member of the Fairfield, CT chapter of the Exit Planning Exchange.

Will is an active and contributing member in the town of Bedford, NY, where he lives with his wife and three sons. Current and past volunteer service includes serving on the board of the Bedford Coalition, BG&TC Board of Governors and Chairman of the Long Range Planning Committee, Vestry member, Committee Head and Treasurer of St. Matthew's Episcopal Church, Board Member of Bedford Historical Society, President of Bedford Village Chowder & Marching Club and coach to both Bedford Youth Lacrosse and Little League teams.
- Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
- New York University Stern School of Business, M.B.A. in finance
- Skidmore College, B.S. in finance and a minor in economics
- Private Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Derek Thompson, Family Office Consultant

Senior Vice President–Wealth Management

Private Wealth Advisor
Derek Thompson, Family Office Consultant

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-705-4252
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Derek began his career in finance in 1999, providing comprehensive investment and wealth management solutions for high net worth families. Prior to joining UBS Private Wealth Management in 2008, Derek was a Vice President at Lehman Brothers and spent five years as a Global Investment Specialist at the J.P. Morgan Private Bank.

Clients appreciate his team's holistic approach, incorporating liability management, estate and tax planning, and philanthropic strategies into their investment advice to create thoughtful financial plans. The team's focus is to work with executives of both public and private companies, as well as multigenerational families, and helping simplify complex situations that accompany significant wealth.

Derek graduated from Tufts University with a degree in early childhood education. Outside of work, he is active in youth sports programs as a board member and coach. He resides in Weston, CT, with his wife and three children.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
- Private Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Michele McCallion

Senior Vice President

Private Wealth Advisor
Michele McCallion

Senior Vice President
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-862-2130
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Michele provides clarity and vision to highly affluent individuals and families who have complex financial needs. With more than 30 years of experience, she helps clients build upon their success, prudently managing their assets with comprehensive wealth management. Her wealth management expertise includes investment research, portfolio modeling, retirement planning and estate and legacy planning strategies. As the steward of her clients’ wealth, Michele brings a deep personal commitment to each client relationship.

Michele provides clients with a full suite of services, working closely with their other advisors, and is a resource for any financial need. Her clients also include entrepreneurs and executives of public companies, for whom she develops risk management strategies for concentrated stock positions. She also provides personalized financial guidance to women in life transitions, such as a career change, loss of a spouse and divorce, helping them to maintain financial security.

Prior to joining UBS, Michele was with Merrill Lynch for 20 years as a Senior Vice President and Private Wealth Advisor. Previously, she was Vice President in the Private Client Services Group at Goldman Sachs for 9 years, where she built her business working with several Fortune 500 executives and entrepreneurs. It was in this role where she honed her analytical, investment research and wealth management skills. She received her B.S. with honors in finance and marketing at Boston College, and her Masters in Management from the Kellogg School of Management at Northwestern University.

An active participant in her community, Michele is involved with several charitable organizations including AmeriCares, Al’s Angels, and Kids Helping Kids. Michele and her husband reside with their son and daughter in New Canaan, CT where she enjoys gardening and cooking.
- Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
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
- Kellogg School of Management at Northwestern University., Masters in management
- Boston College, B.S. with honors in finance and marketing
- Private Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Michael Henderson

Financial Advisor
Michael Henderson

Associate Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-705-4253
View bio
- AK
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- ME
- MN
- MO
- NH
- NJ
- NM
- NY
- OH
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WY
Michael is a Senior Private Wealth Strategy Associate for Polaris Wealth Management, where he supports high net worth client relationships. Michael has been with the team since 2009 and prior to joining UBS Private Wealth Management, he participated in a Branch Manager Training Program with Hudson Valley Bank. Michael graduated from Vanderbilt University with a B.A. in economics, has a M.B.A. in finance from Fordham University and holds the Series 7 and 66 securities licenses.
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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Stacey D. Parker

Senior Wealth Strategy Associate
Stacey D. Parker

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-862-2134
View bio
- AK
- AL
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WI
Stacey Parker is a Chartered Retirement Planning Counselor and works closely with our clients in helping them build out their financial plans. She has over 30 years of industry experience and has been with UBS for over eight years. She recently moved to Rye, New York from Overland Park, KS and is based out of our new Greenwich, CT office.

Outside of the office Stacey loves spending time with her new granddaughter, as well as playing bagpipes and competing with St. Columcille United Gaelic Pipe Band. Stacey is very involved in the highland arts and is Treasurer of the Midwest Highland Arts Fund, a Kansas City based non-profit organization that hosts an annual competition/concert/workshop that draws attendees from all over the world.
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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Bevin Surdyk

Senior Client Associate
Bevin Surdyk

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-705-4254
View bio
Bevin joined UBS Private Wealth Management in September 2008. She brings to the team over 10 years of experience working with ultra high net worth individuals, their families and foundations. Bevin has been recognized by her peers for top service and outstanding efforts. Prior to joining UBS, Bevin spent three years with Lehman Brothers.

She graduated with honors from the University of Colorado at Boulder where she studied communication and business. She currently resides in Greenwich, CT, and is an active participant in her sorority alumni association, which supports local charities throughout the year.
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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Deborah Corbi

Senior Client Associate
Deborah Corbi

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd floor
Greenwich, CT 06830

203-862-2194
View bio
Deborah works closely with a broad range of multigenerational clients and has over twenty years of experience working closely with ultra-high net worth individuals and corporate executives.

Deborah manages all aspects of the daily administrative needs of clients and prides herself on delivering a personalized experience to every client. Prior to joining UBS Deborah was with Merrill Lynch.

Deborah is a graduate of Central Connecticut State University and received her B.S. degree in Education and Psychology.

Deborah resides in Norwalk, CT and enjoys traveling, kayaking and paddleboarding.
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
100 West Putnam Ave
2nd floor
Greenwich, CT 06830
Michael Bier

Client Associate
Michael Bier

Client Associate

UBS Financial Services Inc.

Private Wealth Management

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

203-862-2101
View bio
Prior to joining UBS, Michael graduated from Fairfield University with a major in Finance and Accounting. He also worked the prior two summers for Barnum Financial Group as a Wealth Management Intern where he was responsible for many of the administrative aspects of servicing their client base. Michael resides in Orange, CT and he will be working out of our Greenwich, CT office. Outside of work, Michael enjoys traveling, playing golf, and spending time with family and friends.
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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Guidance that looks beyond your investment portfolio

Our story

For more than three decades, Polaris Wealth Management has worked extensively with sophisticated families, senior executives and entrepreneurs. We recognize that complex wealth requires a level of understanding that looks beyond your investment portfolio.

Find out more about our team and how we work with clients in our Polaris Wealth Management story.

Our story

Our clients

Working with a range of clients and their complex financial lives enables us to anticipate and address whatever challenges you may be facing.

Senior executives

As a successful executive, you understand the importance of careful and robust planning and the right personal wealth management advice.

Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, we are well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, we can help you enhance and preserve your success, today and for many years to come.

Advice for business owners

Multi-generational families

Our team has experience helping families create a plan to pass on both their wealth and their values to their children with the goal of sustaining wealth over generations.

With an understanding of the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.

Our approach helps foster family communication and provide education across generations to help define and support your long-term vision for your wealth.

Empowering women

Today, women are experiencing longer life spans and controlling greater wealth than ever before. The need for informed wealth management advice is more important than ever, especially for women facing divorce or widowhood.

From helping you overcome any legal and financial challenges that may arise to providing financial literacy education, we are focused on empowering you to make informed decisions about your future and to take charge of your wealth.

Together, let’s plan for what’s next—so that you can face the future with clarity and confidence.

Delivering opportunity through collaboration

UBS Private Wealth Management
Specialized centers of excellence provide you and your family with the expertise that is most relevant to your wealth and goals. Their insights focus on broad themes and trends as well as successful tactical ideas and strategies.

Wealth planning across generations

Our team has experience helping families create a plan to pass on both their wealth and their values to their children with the goal of sustaining wealth over generations.

Understanding the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.

Our approach helps foster family communication and provide education across generations to help define and support your long-term vision.

Planning for what’s next

Planning for what’s next

We understand that your needs and financial challenges are unique and that your rapid-paced business environment requires highly specialized experience and solutions.

Whether you are mid-stage in a Series B funding round, or beyond, you can expect our experienced team to guide you and to help you plan your next steps in a strategic and thoughtful way.

Connect with us

Advanced planning

We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.

As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.

Connect with us

Family Office Consultants

Family Office Consultants

Our team is one of a very select number of teams within UBS to have earned the UBS Family Office Consultant (FOC) designation. The FOC designation is limited to teams with a track record of understanding the highly specialized needs of exceptional, multigenerational families and aligning them to the full suite of the firm’s capabilities.

Start the conversation

Family Advisory & Philanthropy Services

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

Connect with us

Portfolio Advisory Group

Specialists intensely focused on constructing customized investment portfolios to help address your specific needs. The team’s hallmarks include sophisticated quantitative analysis, research-driven asset allocation and tailored portfolio construction advice.

Start the conversation

Connect with us

Insights

2023 Year-end planning guide

In this guide you can explore an array of planning ideas, such as:

Tax planning
Investment-related planning
Retirement planning
Charitable giving
Wealth transfer planning
Trust planning and administration

Download guide

How should I be positioned?

A discussion with Rick Rieder (BlackRock) and Jason Draho (UBS CIO) on the road ahead for monetary policy, the economy and the markets, including considerations when it comes to positioning across multiple asset classes.

Listen now

Personal planning for start-up founders

As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.

Read report

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

Start the conversation

Are you a UBS Client?

Leave this empty:

A real relationship helping you pursue your life's goals

Polaris Wealth Management

Pursuing your goals together

Private Wealth Advisors

William Gourd, Family Office Consultant

Derek Thompson, Family Office Consultant

Michele McCallion

Michael Henderson

Stacey D. Parker

Bevin Surdyk

Deborah Corbi

Michael Bier

Private Wealth Advisors

William Gourd, Family Office Consultant

Derek Thompson, Family Office Consultant

Michele McCallion

Michael Henderson

Stacey D. Parker

Bevin Surdyk

Deborah Corbi

Michael Bier

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Guidance that looks beyond your investment portfolio

Our story

Request your report

Error

Thank you!

Our clients

Senior executives

Advice for business owners

Multi-generational families

Empowering women

Delivering opportunity through collaboration

Delivering opportunity through collaboration

Wealth planning across generations

Wealth planning across generations

Planning for what’s next

Planning for what’s next

Advanced planning

Advanced planning

Family Office Consultants

Family Office Consultants

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Portfolio Advisory Group

Portfolio Advisory Group

Insights

2023 Year-end planning guide

How should I be positioned?

Personal planning for start-up founders

Request your report

Error

Thank you!

Backed by the strength of UBS

A global leader in wealth management

Insights

Thank you for contacting us.

Error

*

Start the conversation