Experience

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.”

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."

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.”

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.”

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.”

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.”

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.”

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."