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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Senior Vice President–Wealth Management
An experienced financial services professional since 1998, Rich provides highnet-worth clients with premium advice and service, while helping them achieve their long-term financial goals. At UBS, Rich’s training and experience enables his team to better navigate the firm’s specialists, resources and offerings. He obtained his B.S. degree from the University of New Hampshire (UNH) with concentrations in finance & marketing. Rich holds his Series 7, 63, 65, and 31 securities licenses.
A native of Salem, NH, Rich has lived in Kittery, ME since 2004 with his wife, Kristina, son, Christian, and cats, “Stamp” and “Cygnus”. In his spare time, he enjoys spending time with his family and is involved in baseball and softball, golf, downhill skiing, water sports (boating, water skiing, knee boarding, wakeboarding, surfing), “off-roading” and slot cars. He is co-chair for the Kittery Parks Commission and a board member and coach for Kittery Little League and the Portsmouth Coed Softball League. Rich is active with the UNH CEO Forum, Energy Marketers Association of NH, Maine Energy Marketers Association, PGANE, Association of Retiring Dentists, Appalachian Mountain Club, Kittery Land Trust, NH Slot Car Club and GTO Association of Maine.
Education
Credentials
Senior Vice President–Wealth Management
An experienced financial services professional since 1998, Rich provides highnet-worth clients with premium advice and service, while helping them achieve their long-term financial goals. At UBS, Rich’s training and experience enables his team to better navigate the firm’s specialists, resources and offerings. He obtained his B.S. degree from the University of New Hampshire (UNH) with concentrations in finance & marketing. Rich holds his Series 7, 63, 65, and 31 securities licenses.
A native of Salem, NH, Rich has lived in Kittery, ME since 2004 with his wife, Kristina, son, Christian, and cats, “Stamp” and “Cygnus”. In his spare time, he enjoys spending time with his family and is involved in baseball and softball, golf, downhill skiing, water sports (boating, water skiing, knee boarding, wakeboarding, surfing), “off-roading” and slot cars. He is co-chair for the Kittery Parks Commission and a board member and coach for Kittery Little League and the Portsmouth Coed Softball League. Rich is active with the UNH CEO Forum, Energy Marketers Association of NH, Maine Energy Marketers Association, PGANE, Association of Retiring Dentists, Appalachian Mountain Club, Kittery Land Trust, NH Slot Car Club and GTO Association of Maine.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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