Architects of your wealth plan

Private Wealth Management

FOC_PSS Partners_HERO

As deep thinkers and disciplined problem-solvers, we provide the innovative solutions today’s successful entrepreneurs and multigenerational families need. Whether you’re building capital in a business, contemplating a liquidity event or planning for the transition of assets to future generations, our skilled team has a deep understanding of the complexities you face. We seek to be a trusted source of advice across all areas of your financial life.

A boutique Private Wealth Management practice within one of the world’s largest wealth management firms, we offer you the best of both worlds— the attentiveness of a local team with access to a comprehensive set of global resources. You can count on us to be the single point of contact for all your needs, as we often strategize with your team of accountants and attorneys to deliver the most integrated view of your wealth.

PSS Partners

The value of a Family Office Consultant (FOC)

In addition to his investment expertise, Frank Panayotou is among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant business designation. He has demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges his clients face, Frank as a PWA and FOC, aligns specific needs to the full suite of UBS capabilities.

Our clients

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Planning

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Investing

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Resources

With planning at the core of all we do, our team is passionate about finding solutions for your complex needs and providing comprehensive advice for your toughest questions.

PSS Partners
  • Frank Panayotou  photo

    Frank Panayotou

    Managing Director–Wealth Management

    Private Wealth Advisor

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    A leader in private wealth management

    Frank joined UBS in 2009 and leads PSS Partners, dedicated to serving a select number of ultra-high net worth families, business owners and entrepreneurs as their trusted advisor and essential partner. He advises clients on comprehensive wealth planning issues, including investments, risk management, multigenerational wealth transfer, philanthropic planning and succession planning.

    Frank and his team specialize in providing strategic planning advice and education to families, business owners and entrepreneurs with a particular emphasis on pre-transaction planning for liquidity events.

    Previous experience
    • Principal, Bernstein Global Wealth Management
    • Senior Vice President, Marsh & McLennan Companies
    • Financial Analyst, Aetna Casualty & Surety Company
    • In the financial services industry since 1990

    FINRA registrations
    • Series 7, 66 and 31 securities licenses
    • Chartered Property and Casualty Underwriter (CPCU)
    • Associate in Risk Management (ARM)

    Life
    • Frank is a board member of the Esplanade Association in Boston, where he was instrumental in the development and construction of the Esplanade Playspace.
    • He lives in Cambridge with his wife and their three children.
    • Frank enjoys the outdoors including skiing and golfing and, most importantly, spending time with his family.

    “Through my years of advising successful business owners and families, I’ve gained a deep understanding for the complexities that come with wealth and good fortune. Our role as trusted family advisor, is to always be focused on truly understanding the needs and objectives of the client, and provide appropriate counsel and solutions that contribute to their success.”

      • University of Connecticut, B.S., finance
      • Private Wealth Advisor
      Multi-generational families
      Family Offices
      Estate planning strategies
      Lending services
      Securities-backed lending
      Business owners
      Entrepreneurs
      Legacy planning
      200 Clarendon Street
      24th Floor
      Boston, MA 02116
    • Daniel Smith photo

      Daniel Smith

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      Building relationships based on trust

      Dan joined UBS in 2009 as a founding member of PSS Partners, advising a select group of families on comprehensive wealth planning issues. As a trusted advisor, he works closely with clients to find innovative solutions for their investment, estate planning, multigenerational wealth transfer, business succession and philanthropic planning needs.

      Previous experience
      • Assistant Vice President, Bernstein Global Wealth Management
      • Retirement Consultant, Commonwealth Financial Network
      • Defined Contribution Specialist, Putnam Investments
      • In the financial services industry since 2001

      FINRA registrations
      • Series 6, 7, 24, 55, 63 and 65 securities licenses
      • Life insurance, variable annuity, and mortgage licenses

      Life
      • Outside of the office, Dan enjoys skiing, golf, travel and spending quality time with family and friends.
      • He lives in York Harbor, ME, with his wife and their two children.

       

      "With years of experience, I know how important it is to listen to you and truly understand your ultimate goals in order to help you pursue the financial future you envision."

        • St. Michael’s College, B.A., political science
        • Private Wealth Advisor
        Multi-generational families
        Legacy planning
        Estate planning strategies
        Financial planning
        Philanthropy
        Business owners
        Business succession
        Exit planning
        200 Clarendon Street
        24th Floor
        Boston, MA 02116
      • Anthony Schweizer photo

        Anthony Schweizer

        First Vice President–Wealth Management

        Private Wealth Advisor

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        Focus on sophisticated solutions to solve problems

        Anthony joined UBS in 2009 as a founding member of PSS Partners, dedicated to serving the needs of entrepreneurs and multi-family offices. He provides access to a sophisticated range of innovative investment solutions, with a focus on fixed income, credit facility, private banking and special situations.

        With a long family history in the financial services business, Anthony learned at a young age what it meant to help families with their complex financial needs, always with the highest level of integrity. Throughout his career, he has held steadfast to two key concepts that help clients achieve their most important goals: proper planning and disciplined problem solving.

        Previous experience
        • Financial Advisor, Citi Global Wealth Management
        • In the industry since 2006

        FINRA registrations
        • Series 7, 3, 31 and 66 securities licenses, as well as insurance and variable annuities licenses

        Life
        • Outside the office, Anthony enjoys sailing, golf, squash, hiking, camping and spending time on Nantucket Island.
        • He supports the Alexander Schweizer Fellowship at John Hopkins and Shriners Hospitals for Children in Boston.
        • Anthony and his wife live in the South End of Boston with their two children.

         

        “I am passionate about helping you achieve your goals, no matter how challenging the situation. With a solutions-based approach, I listen to your concerns and then design a customized strategy that works for you.”

          • Tulane University, B.A., History
          • Kingston University in London , M.A.Kingston Business School
          • Private Wealth Advisor
          Family Offices
          Banking
          Lending services
          Cash management
          Securities-backed lending
          Asset allocation
          Financial Services professionals
          Estate planning strategies
          200 Clarendon Street
          24th Floor
          Boston, MA 02116
        • Jackson Schneider photo

          Jackson Schneider

          Director

          Senior Wealth Strategy Associate

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          Financial planning helps make goals achievable.

          Jackson concentrates on developing, implementing and monitoring client investment portfolios. He also manages the development of customized asset allocation strategies and investment solutions for clients. Focusing on risk management and portfolio analysis, Jackson provides investment due diligence, oversight and financial analysis.

          Previous experience
          • Senior Associate, Bernstein Global Wealth Management
          • Account Executive, Advisor Investment Management
          • In the industry since 2004

          FINRA registrations
          • Series 7, 63 and 65 securities licenses

          Life
          • When not working, Jackson loves spending time with family and friends.
          • He also enjoys skiing, fishing, and playing golf.
          • Jackson currently resides in Boston with his wife and their two children.

           

          “Through hard work and commitment to our clients, I leverage the global resources of the firm to deliver comprehensive financial planning and the customized solutions you need.”

            • Syracuse University, B.S., finance
              Financial planning
              Investing
              Asset allocation
              Custom portfolios
              Estate planning strategies
              Sustainable investing
              Multi-generational families
              Alternative investments
              200 Clarendon Street
              24th Floor
              Boston, MA 02116
            • Kate McCusker photo

              Kate McCusker

              Associate Director

              Team Administrator

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              Administrative efficiency.

              As Team Administrator, Kate oversees the day-to-day administration and operations for the team. She is responsible for delivering an exceptional client service experience and promoting that culture across all levels of the team. She has specific expertise in complicated asset transfer and consolidation situations, trust and estate administration, and multi-generational wealth management.

              Efficient and detail oriented, Kate brings to the team over 15 years of client service experience in the Ultra High Net Worth space. Often the first person our clients call, she makes great efforts to simplify their financial lives and takes pride in the rapport she has built over the years.

              Previous experience
              • Senior Administrative Assistant, Bernstein Global Wealth Management
              • In the industry since 2007

              FINRA registrations
              • Series 7 and 66 securities licenses

              Life
              • Outside of the office, Kate enjoys spending time with her family, traveling abroad, and hunting for antiques.
              • Kate lives on the North Shore with her husband and their daughter.

               

              “I’m passionate about forging long lasting relationships with our clients. That begins with providing the highest level of client service during the onboarding process and continues by understanding a client’s preferences and anticipating their needs. Our team consistently goes above and beyond for you, always with your best interests in mind.”

               

                • Wheaton College, B.A., history
                  Multi-generational families
                  Family Offices
                  Estate planning strategies
                  Lending services
                  Securities-backed lending
                  Business owners
                  Entrepreneurs
                  Legacy planning
                  200 Clarendon Street
                  24th Floor
                  Boston, MA 02116
                •  Bianca Williams photo

                  Bianca Williams

                  Senior Client Associate

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                  Committed to enhancing the client experience.

                  As a Client Service Associate, Bianca enhances the client experience by interacting with clients, anticipating their needs, and solving their problems. She is responsible for managing client relationships and providing operational and administrative support to team members. Bianca is detail oriented with proven organizational skills and is passionate about what she does.

                  Bianca graduated from Bryant University with great distinction in May 2018 and joined the team shortly thereafter. At Bryant, she pursued a Bachelor of Science in Business Administration with concentrations in finance and management and a minor in communication. Her studies exposed her to all areas of finance including corporate finance, investments, financial institutions, and financial markets, and prepared her for a career in the financial services industry.

                  Previous experience
                  • Finance Intern, BDC Capital Corporation

                  Life
                  • Outside of the office, Bianca spends her time with family and friends, traveling, boating, hiking, and skiing.
                  • She lives in Wakefield, MA.

                   

                  “I believe in doing all that I can to serve the sophisticated needs of our clients–always with the highest levels of enthusiasm and commitment.”

                   

                    • Bryant University, B.S., business administration
                    • Majored in finance and management
                      Alternative investments
                      Multi-generational families
                      Family Offices
                      Banking
                      Lending services
                      Securities-backed lending
                      Business owners
                      Entrepreneurs
                      200 Clarendon Street
                      24th Floor
                      Boston, MA 02116

                    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

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