Experience

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.

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.

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, managing their assets with comprehensive wealth management and generational wealth planning. Her expertise includes asset allocation and portfolio construction, 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 other advisors, and is a resource for any financial need. Her clients 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, empowering them to own their worth. Michele’s expertise includes working with 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.

Michele holds a Bachelor of Science degree with honors in finance and marketing at Boston College, and a Masters degree in management from the Kellogg School of Management at Northwestern University.

Michele’s commitment to serving others extends beyond her professional achievements. She is a Dame in the Order of Malta, a Catholic lay religious order dedicated to serving the poor and the sick around the world. She is also an active member of her community and is involved in several local charitable organizations, including AmeriCares and Al’s Angels. 

Michele resides in New Canaan, Connecticut, with her husband and two children. In her free time, she enjoys gardening and cooking.

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.

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.

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.

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.