Senior Vice President–Wealth Management
Doug was selected as one of the founding advisors to UBS's Private Wealth Management office in Boston. He began his wealth management career over 30 years ago with Alex Brown & Sons, which was later acquired by Deutsche Bank. He joined UBS in 2008 where he blends sophisticated wealth management concepts with pragmatic solutions to help clients protect and grow their wealth.
Doug earned his M.B.A. from Babson College and graduated with a B.S. from Bentley University.
Education
Credentials
Senior Vice President–Wealth Management
Doug was selected as one of the founding advisors to UBS's Private Wealth Management office in Boston. He began his wealth management career over 30 years ago with Alex Brown & Sons, which was later acquired by Deutsche Bank. He joined UBS in 2008 where he blends sophisticated wealth management concepts with pragmatic solutions to help clients protect and grow their wealth.
Doug earned his M.B.A. from Babson College and graduated with a B.S. from Bentley University.
Education
Credentials
Managing Director–Wealth Management
Trammel began his career advising institutional investors—mainly hedge funds, pension funds and mutual funds. Later he worked with newly formed companies in Hong Kong and then in Boston, and learned about the opportunities and challenges entrepreneurs and business owners often face. These professional experiences provided him with deeper insight and a global perspective on risk, portfolio management and business growth and transition. He knew he could use this knowledge to make a difference in the financial lives of individuals and their families.
Trammel shifted his focus to wealth management and, today as a UBS Private Wealth Advisor, he is doing just that. Working primarily with entrepreneurs and their families, he provides advice on a number of issues they face, including managing the after-tax impact of their business transitions while incorporating other wealth goals such as gifting to family members and philanthropy. Financial planning is the starting point for all of Trammel’s relationships. To him, there’s no better way to understand the goals that matter most to his clients and, ultimately, how they can work together to pursue them.
Experience
Achievements
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Managing Director–Wealth Management
Trammel began his career advising institutional investors—mainly hedge funds, pension funds and mutual funds. Later he worked with newly formed companies in Hong Kong and then in Boston, and learned about the opportunities and challenges entrepreneurs and business owners often face. These professional experiences provided him with deeper insight and a global perspective on risk, portfolio management and business growth and transition. He knew he could use this knowledge to make a difference in the financial lives of individuals and their families.
Trammel shifted his focus to wealth management and, today as a UBS Private Wealth Advisor, he is doing just that. Working primarily with entrepreneurs and their families, he provides advice on a number of issues they face, including managing the after-tax impact of their business transitions while incorporating other wealth goals such as gifting to family members and philanthropy. Financial planning is the starting point for all of Trammel’s relationships. To him, there’s no better way to understand the goals that matter most to his clients and, ultimately, how they can work together to pursue them.
Experience
Achievements
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Wealth Strategy Associate
Katie spent 5 years at State Street in Accounting and Financial Reporting roles. In 2013, she joined UBS and quickly earned her Series 7 and 66 licenses. Katie oversees the execution of the team's client service model. She also manages the operational and administrative functions for the team.
Katie earned a B.S. from Saint Michael's College.
Education
Credentials
Senior Wealth Strategy Associate
Katie spent 5 years at State Street in Accounting and Financial Reporting roles. In 2013, she joined UBS and quickly earned her Series 7 and 66 licenses. Katie oversees the execution of the team's client service model. She also manages the operational and administrative functions for the team.
Katie earned a B.S. from Saint Michael's College.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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