Senior Vice President–Wealth Management
Adam is the second generation of The Ruedig Group. He began with UBS in 2009 after a career as an architect in New York, Philadelphia and Boston. Adam holds a Bachelor's degree in physics from Dartmouth College, a Master of Architecture degree from Yale University and the Chartered Retirement Plans Specialist (CRPS) designation.
Adam serves on the board of New Hampshire Public Radio where he is chair of the Investment Subcommittee. He is also President of the Portsmouth Housing Authority LTD Board and serves on the board of Reaching Higher New Hampshire. He has served on the boards of 3S Artspace and Red River Theater and coached numerous youth sports teams. Adam lives in Portsmouth with his wife Reagan and their sons Charlie and Tom. They enjoy skiing, mountain biking, playing music, hiking and restoring their historic home (sometimes).
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Tiffany has worked in the financial services industry for over ten years and she has been with UBS since 2010. She holds a Bachelor's degree in marketing with a minor in finance from Southern New Hampshire University. She is a fully licensed Certified Financial Planner and also holds the designation of Certified Divorce Financial Analyst (CDFA).
Tiffany serves on the Concord YMCA Board and lives in Concord, New Hampshire with her two daughters, Amelia and Olivia. She enjoys running, skiing, hiking and travel.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Dave has worked at UBS and its predecessor firm, PaineWebber, as a Financial Advisor in Concord since 1981. He has completed advanced training in complex investment and financial planning to receive the Wealth Advisor designation. David holds a Bachelor's degree in history with honors from Dartmouth College and a Master of Arts from McGill University.
Among his many community activities, he has been chair of the Concord School Board, the New Hampshire State Board of Education, and Concord Hospital. Currently he chairs the board of The New Hampshire Historical Society. He lives in Concord with his wife, Mary, and has two adult children and four grandchildren. Dave likes to spend time with his family, read, play golf, fish and ski.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
Kim has been with our team since 1986. She is fully licensed and holds the Financial Paraplanner Qualified Profesional (FPQP) designation.
Kim is a life-long New Hampshire resident. She lives in Concord with her husband, Glen. They have two grown sons and they recently welcomed their first grandchild, Zachary. She enjoys theatre and singing in church and in a local chorale group, as well as spending time outdoors hiking, camping, kayaking and traveling.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
Katie joined The Ruedig Group in 2018. She holds a Bachelor's degree from the University of Massachusetts at Amherst where she studied organizational behavior and international business. She earned her Master of Business Administration at Southern New Hampshire University. Prior to joining The Ruedig Group, she worked at Fidelity Investments where she serviced High Net Worth clients.
Katie is from Gloucester, Massachusetts. She currently lives in Concord with her two dogs, Benji and Marcie. Katie enjoys reading, hiking, strategy games, playing ice hockey, and travel.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including: