Architects of your wealth plan

Private Wealth Management

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.

Start the planning conversation

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

Solving for challenges at the forefront
We pride ourselves on demonstrating the highest level of integrity in everything we do. There is nothing more important than the trust our clients place in us. Our clients value our solutions-oriented approach— and the fact that we always go the extra mile to deliver the highest level of service.

Entrepreneurs
For entrepreneurs, we help you address the full cycle of business transition needs, from early strategic thinking about a liquidity event to managing the complexities of your wealth after the transaction happens. Having helped so many entrepreneurs through liquidity events, we can walk you through every dimension of the experience and help you make smart financial decisions.

Multigenerational families
For multigenerational families, our goal is to help you preserve your wealth. We have extensive experience managing the dynamics and challenges of families—and the sophisticated planning needed to manage wealth spanning many generations.

Planning

A thoughtful approach to analyzing your personal wealth goals

When working with multigenerational families, our disciplined planning approach begins with a dialogue. What is your family looking to accomplish? We talk about your wealth goals—from your lifestyle spending to your plans for legacy and philanthropic endeavors and follow a detailed planning process:

Planning for your legacy

Discovery. We ask insightful questions to understand what’s important to you and what you want your legacy to be.

Plan. Where appropriate, we bring in UBS‘s estate planning specialists to help ensure that your current plan is consistent with your objectives and desired legacy.

Design. After a thorough analysis, including discussions with your trusted tax and legal advisors, we provide you with a customized strategy to help preserve the wealth you‘ve worked hard to create.

Implement. We translate your goals, intentions and hopes into a tangible plan for you and for your family, which will serve you now and for future generations.

Review. We monitor your plan and adjust it over time as the goals you have for your life and family change.

Investing

Customized solutions to help you meet your needs

• Once we understand the goals that matter most to you and your family, we organize your wealth into pools of capital:

• Core capital to maintain your lifestyle and liquidity needs

• Excess capital to fulfill your legacy and philanthropic goals

We model different planning scenarios for each pool of capital—based on what we believe are reasonable investment return expectations over time. This approach allows us to be more thoughtful architects as we design your investment strategy, risk budget and asset allocation strategy.

With UBS’s open architecture investment platform, we offer the widest range of financial solutions, from both within and outside the firm. We develop customized strategies for your specific investment goals, offering access to equities, fixed income, alternatives, hedge funds and private equity. As we implement your custom portfolio, we communicate regularly and make adjustments for life changes and economic conditions.

Resources

Access our extended global network

As UBS Private Wealth Advisors, we provide access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks. Our clients have found these resources to be of greatest value:

Family Advisory and Philanthropy. This group offers solutions that extend beyond your portfolio, including advice on family decision-making, business and generational transitions, wealth transfer and family office governance.

Advanced planning. With extensive experience in wealth planning, estate tax and philanthropy, our planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth.

CIO Americas-Wealth Management. Our global research organization, with more than 900 professionals across UBS, is dedicated to helping you understand the global economy and make better investment decisions.

PSS Partners in the media

Boston Globe, From stagflation to the 'misery index', some economists fear a 1970s redux , 6/3/2022

Bloomberg, Baystate Business: Market Turmoil, 1/24/2022

Bloomberg, Baystate Business; Mask Confusion, 8/2/2021

Meet our team

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

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MO
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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

One Post Office Sq.
35th Floor
Boston, MA 02109
Daniel Smith

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MO
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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, golfing, traveling and spending quality time with family and friends.
• He lives in York Harbor, ME with his family.

"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

One Post Office Sq.
35th Floor
Boston, MA 02109
Anthony Schweizer

First Vice President–Wealth Management

Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MO
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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

One Post Office Sq.
35th Floor
Boston, MA 02109
Breana Cole

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- DE
- FL
- KY
- MA
- NH
- PA
- RI
- TN
- TX
- VT
Providing comprehensive advice to uniquely successful individuals and families.

In 2023, Breana started a new chapter in her career, joining UBS as a member of the PSS Partners team. With a wealth of experience gained over a decade of advising clients at Bernstein, she brings a deep understanding of the intricacies associated with private client wealth management. Breana’s expertise lies in guiding her clients through the complexities of wealth, offering strategic insights to optimize their investment strategy and planning opportunities that maximize their financial potential. She possesses a special acumen for working with business founders and multi-generational families, ensuring their unique needs and aspirations are met with tailored solutions.

Previous experience
• Vice President, Bernstein Global Wealth Management
• Operations Manager & Trader, IPS Strategic Capital
• In the financial services industry since 2009

FINRA registrations
• Series 7, 9, 31, 63, 65 and 99TO securities licenses

Life
• Originally from Jackson Hole, Wyoming, Breana enjoys skiing, golfing, gardening and spending quality time with family and friends.
• She lives in Milton, MA with her husband and two young kids, Harper and Mason.

"My unwavering commitment lies in forging enduring partnerships with my clients navigating market cycles hand in hand. Together, we uncover opportunities, preserve wealth, and create tailored strategies that provide the utmost value to not only them, but for the next generation.”
- University of Denver , Master of Science, Finance
- University of Denver, Bachelor of Science in Business Administrationa, Finance and Real Estate
Financial planning

Estate planning strategies

Exit planning

Investing

Impact investing

Women investors

Business owners

One Post Office Sq.
35th Floor
Boston, MA 02109
Jackson Schneider

Director

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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 three 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

One Post Office Sq.
35th Floor
Boston, MA 02109
Kate McCusker

Associate Director

Team Administrator
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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 by the ocean, traveling abroad, and hunting for antiques.
• Kate is a native of the North Shore where she currently lives with her family.

“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

One Post Office Sq.
35th Floor
Boston, MA 02109

Bianca Foster

Senior Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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

FINRA registrations
• Series 7 and 66 securities licenses

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

“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

One Post Office Sq.
35th Floor
Boston, MA 02109
Paul Serio

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
Developing tailored wealth management plans and strategies.

As a Wealth Strategy Associate, Paul focuses on assisting financial advisors by providing analytic information and aims to better understand the client’s goals. He also assists with providing support for client relationship building and business development activities, which includes customized solutions and reporting.

Paul graduated from the University of Connecticut in 2021 with a bachelor’s degree in finance and a concentration in portfolio management and valuation. His studies exposed him to all areas of finance and allowed him the opportunity to manage an investment portfolio for the school’s endowment, exposing him to real-world experience with investment management.

Previous experience
• Research Analyst Intern, Bradley, Foster, and Sargent Private Wealth Management

FINRA registrations
• Series 7 and 66 securities licenses

Life
• Outside of the office, Paul enjoys hiking, traveling, and spending time with family and friends.
• Paul currently resides in Boston.

"With a strong commitment to our clients, I utilize the vast global resources of our firm to provide a holistic approach to financial planning, ensuring tailored solutions that meet any of our clients' needs."
- University of Connecticut , Bachelors inFinance
Alternative investments

Asset allocation

Investing

Cash management

Financial planning

Custom portfolios

Estate planning strategies

Multi-generational families

One Post Office Sq.
35th Floor
Boston, MA 02109

Frank Panayotou

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MO
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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

One Post Office Sq.
35th Floor
Boston, MA 02109
Daniel Smith

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MO
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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, golfing, traveling and spending quality time with family and friends.
• He lives in York Harbor, ME with his family.

"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

One Post Office Sq.
35th Floor
Boston, MA 02109
Anthony Schweizer

First Vice President–Wealth Management

Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MO
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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

One Post Office Sq.
35th Floor
Boston, MA 02109
Breana Cole

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- DE
- FL
- KY
- MA
- NH
- PA
- RI
- TN
- TX
- VT
Providing comprehensive advice to uniquely successful individuals and families.

In 2023, Breana started a new chapter in her career, joining UBS as a member of the PSS Partners team. With a wealth of experience gained over a decade of advising clients at Bernstein, she brings a deep understanding of the intricacies associated with private client wealth management. Breana’s expertise lies in guiding her clients through the complexities of wealth, offering strategic insights to optimize their investment strategy and planning opportunities that maximize their financial potential. She possesses a special acumen for working with business founders and multi-generational families, ensuring their unique needs and aspirations are met with tailored solutions.

Previous experience
• Vice President, Bernstein Global Wealth Management
• Operations Manager & Trader, IPS Strategic Capital
• In the financial services industry since 2009

FINRA registrations
• Series 7, 9, 31, 63, 65 and 99TO securities licenses

Life
• Originally from Jackson Hole, Wyoming, Breana enjoys skiing, golfing, gardening and spending quality time with family and friends.
• She lives in Milton, MA with her husband and two young kids, Harper and Mason.

"My unwavering commitment lies in forging enduring partnerships with my clients navigating market cycles hand in hand. Together, we uncover opportunities, preserve wealth, and create tailored strategies that provide the utmost value to not only them, but for the next generation.”
- University of Denver , Master of Science, Finance
- University of Denver, Bachelor of Science in Business Administrationa, Finance and Real Estate
Financial planning

Estate planning strategies

Exit planning

Investing

Impact investing

Women investors

Business owners

One Post Office Sq.
35th Floor
Boston, MA 02109
Jackson Schneider

Director

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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 three 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

One Post Office Sq.
35th Floor
Boston, MA 02109
Kate McCusker

Associate Director

Team Administrator
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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 by the ocean, traveling abroad, and hunting for antiques.
• Kate is a native of the North Shore where she currently lives with her family.

“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

One Post Office Sq.
35th Floor
Boston, MA 02109
Bianca Foster

Senior Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
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

FINRA registrations
• Series 7 and 66 securities licenses

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

“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

One Post Office Sq.
35th Floor
Boston, MA 02109
Paul Serio

Wealth Strategy Associate
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- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TX
- VA
- VT
Developing tailored wealth management plans and strategies.

As a Wealth Strategy Associate, Paul focuses on assisting financial advisors by providing analytic information and aims to better understand the client’s goals. He also assists with providing support for client relationship building and business development activities, which includes customized solutions and reporting.

Paul graduated from the University of Connecticut in 2021 with a bachelor’s degree in finance and a concentration in portfolio management and valuation. His studies exposed him to all areas of finance and allowed him the opportunity to manage an investment portfolio for the school’s endowment, exposing him to real-world experience with investment management.

Previous experience
• Research Analyst Intern, Bradley, Foster, and Sargent Private Wealth Management

FINRA registrations
• Series 7 and 66 securities licenses

Life
• Outside of the office, Paul enjoys hiking, traveling, and spending time with family and friends.
• Paul currently resides in Boston.

"With a strong commitment to our clients, I utilize the vast global resources of our firm to provide a holistic approach to financial planning, ensuring tailored solutions that meet any of our clients' needs."
- University of Connecticut , Bachelors inFinance
Alternative investments

Asset allocation

Investing

Cash management

Financial planning

Custom portfolios

Estate planning strategies

Multi-generational families

One Post Office Sq.
35th Floor
Boston, MA 02109

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

Architects of your wealth plan

The value of a Family Office Consultant (FOC)

Our clients

Planning

Investing

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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.

Frank Panayotou

Daniel Smith

Anthony Schweizer

Breana Cole

Jackson Schneider

Kate McCusker

Bianca Foster

Paul Serio