A real relationship helping you pursue your life's goals

Private Wealth Management

Polaris Mountain 2

Polaris Wealth Management provides insightful guidance and solutions for managing complex wealth. Our clients look beyond those credentials to the true value of working with our team. We help sophisticated families, senior executives and entrepreneurs achieve the goals that matter most to them. 

Everything we do reflects our commitment to putting your best interest first.

- Will Gourd, Family Office Consultant

Private Wealth Advisors

  • William Gourd

    William Gourd, Family Office Consultant

    Managing Director

    Private Wealth Advisor

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    • AK
    • AL
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA
    • 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
      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, 2022The 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.

    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

    Derek Thompson, Family Office Consultant

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AK
    • AL
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA
    • 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, 2022The 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.

    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

      Michele McCallion

      Senior Vice President

      Private Wealth Advisor

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      • AK
      • AL
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • IL
      • IN
      • KS
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • NC
      • ND
      • NH
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TX
      • VA
      • VT
      • WA
      • 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, 2021, 2022The 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, 2019The 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 Women Wealth Advisors, 2021, 2022The 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.
      • 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

      Michael Henderson

      Senior Wealth Strategy Associate

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      • 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
      • 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 Parker

            Stacey D. Parker

            Senior Wealth Strategy Associate

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            • AK
            • AL
            • AR
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IA
            • ID
            • IL
            • KS
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • NC
            • NH
            • NJ
            • NM
            • NY
            • OH
            • OR
            • PA
            • SC
            • SD
            • TX
            • 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

                  Bevin Surdyk

                  Senior Client Associate

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                    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

                          Deborah Corbi

                          Senior Client Associate

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                            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
                                • Madhur Manjunath photo

                                  Madhur Manjunath

                                  Client Associate

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                                    Madhur joined UBS Private Wealth Management in May 2022. She brings over six years of experience working with high net worth clients and top financial advisors in various roles and industries. Prior to joining UBS, Madhur worked at New York Life Insurance Company and other independent RIAs.

                                    Madhur graduated from Caldwell University in 2016 with a B.S. in business administration and management. In her free time, Madhur loves to travel the world, spend time with family and friends, and teach Bollywood dancing.

                                      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

                                        1. For more than two 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.

                                        Family Office Consultants

                                        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.

                                        Guidance that looks beyond your investments

                                        Guidance that looks beyond your investments

                                        Architects for your life and legacy

                                        Architects for your life and legacy

                                        Tailored solutions, delivered with precision

                                        Tailored solutions, delivered with precision

                                        Backed by the strength of UBS

                                        A global leader in wealth management

                                        $2.8 trillion

                                        In invested assets globally 
                                        As of 06/30/2022

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a world-leading wealth manager