Global access. Strategic solutions.

• AK
• CA
• CO
• CT
• DE
• FL
• IL
• IN
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TX
• VA
• WA
• WY

Each client is unique—Jeremy takes pride in developing a thoughtful financial plan, one that can last generations and meet its desired goals. Jeremy joined UBS in 2015 after 10 years at Credit Suisse Private Bank USA, where he also served on Credit Suisse’s Advisory Council a 14-person leadership team in the Private Bank. As a senior member of the Seidman/Bevis Group, he is responsible for idea generation as well as overseeing asset allocation models, 10B5-1 plans, concentrated stock management strategies, performance measurement, trust and estate planning, insurance, mortgages and risk management. Because of this holistic approach, clients entrust their family’s financial well-being for generations. Jeremy also specializes in structuring complex lending solutions for hedge fund and private equity general partners in need of liquidity management solutions.

In 2003, he founded the MIT CFO Summit (www.mitcfo.com), a premier forum for corporate finance executives, and continues to serve as chairperson. Jeremy has been quoted by Bloomberg, The Wall Street Journal and Boston Business Journal for his insights into business and strategic issues facing the CFO.

Community:

• Coaching4Change, improving education for under-resourced schools
• Combined Jewish Philanthropies (CJP)
• MIT Sloan School of Management

Personal:

• Jeremy, his wife, son and daughter live in Wellesley MA
• The family enjoys skiing every weekend at Loon Mountain in NH, and spending the summer time in Narragansett, RI

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• MIT Sloan School of Management, M.B.A.
• University of Pennsylvania, cum laude

• Private Wealth Advisor
• Portfolio Manager

• AK
• CA
• CO
• CT
• DE
• FL
• IL
• IN
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TX
• VA
• WA
• WY

Andrea joined UBS Private Wealth Management in 2015 as co-head of the firm's Seidman Bevis Group. As a Private Wealth Advisor, she is well-versed in addressing the complex wealth advisory and planning challenges affluent investors face, and enjoys taking the time to understand a family's needs and goals to create a comprehensive financial plan. Her areas of focus include portfolio construction and management, manager selection, structured solutions, alternative investments, banking, lending, and charitable giving solutions. Prior to UBS Andrea spent five years as an Advisor with Credit Suisse Private Bank USA, and prior to Credit Suisse was a founding member of RCL Advisors, a multi-family office in New York City.

Andrea is a certified Private Wealth Advisor, has completed UBS’ Portfolio Management program, maintains her Series 7 and 66 securities licenses, as well as National and Massachusetts mortgage licenses. Andrea graduated from Boston College cum laude in 2003 with a bachelor's degree in finance, and later earned her dual M.B.A./M.S. in Finance in 2010.

Credentials that build confidence:

• Media contributor on financial markets whose interviews have been featured on Bloomberg TV and Radio, Nasdaq TradeTalks, The Wall Street Journal, Financial Times, Forbes, Investor’s Business Daily, Money.com, and TheStreet.com

Community and Personal:

• Co-Chair of UBS All Bar None (ABN) Greater Boston Chapter
• The Patty Fund, a non-profit organization to benefit brain cancer research for MA General Hospital
• Andrea, her husband, and three children live in Wellesley, MA
• She enjoys tennis, golf, and traveling with her family

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Boston College Carroll School of Management, M.B.A./M.S.F.
• Boston College Carroll School of Management, B.S. Finance, cum laude

• Private Wealth Advisor
• Portfolio Manager

• AZ
• CA
• CT
• DE
• FL
• GA
• MA
• MD
• ME
• NH
• NJ
• NV
• NY
• OH
• PA
• RI
• TX
• VT
• WA

José has served the wealth management needs of high net worth entrepreneurs, families and their corporations for 33 years.  Jose joined UBS in 2015 after 26 years at Credit Suisse, where he served on Credit Suisse's Advisory Council. Using the extensive world-wide research capabilities of UBS, José and his team offer customized solutions to solve allocation, preservation and estate planning needs. José assists clients by seeking tax-efficient solutions and long-term growth, with an underlining philosophy of capital preservation. José’s practice includes helping a substantial number of offshore families with their unique asset management needs and also includes exposure to international capital markets.

José has served on the Board of Crescendo Committee of the Boston Symphony Orchestra as well as several non-profit organizations including Odyssey Health Communications. He has also served on the Board of Trustees of Excel Academy, a tuition-free, public middle school in East Boston, MA and Chelsea, MA along with Teen Empowerment, a nationally recognized organization that works to realize the potential of inner-city youth and to build healthier and safer communities and schools.  Additionally, he is a founding member of the Writing Academy, a Boston area grade 7-12 school emphasizing writing skills. 

José is as a cum laude graduate from Harvard University in Economics.  During his time at Harvard University, José completed a series of graduate courses on Modern Portfolio Theory at the Business School under the direction of John Lintner who along with three others derived the Capital Asset Pricing Model (CAPM). As native of Cuba, José spends the majority of his time in Boston, Naples and Miami. He enjoys sailing and traveling to the different wine regions of the world.

• Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Harvard University, Economics, cum laude

• Senior Portfolio Manager

• AK
• CA
• CO
• CT
• DC
• DE
• FL
• IL
• IN
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TX
• VA
• WA
• WY

Carol joined UBS Financial Services in 2015 and is the Team Administrator for The Seidman Bevis Group. She provides ongoing administrative and operational client service such as new client orientation and onboarding, account maintenance and client requests. She recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner. Her primary focus is to deliver her very best to each and every client and as a result, she has built strong relationships with clients over the years.

Carol has over 20 years of experience in the financial services industry and previously worked in similar roles at Credit Suisse and Morgan Stanley. Carol graduated cum laude from Suffolk University with a B.S. in business administration and finance. She holds her Series 6, 7, 63 and 65 securities licenses, the CRPC® (Chartered Retirement Planning Counselor^SM) designation, as well as insurance licenses. Carol is an active participant in the UBS All-Bar-None Women’s networking group.

Carol has two daughters and currently resides in Milton, MA with her husband.

• Suffolk University, B.S. in Business Administration and Finance, cum laude

• Chartered Retirement Planning Counselor

• AK
• CA
• CO
• CT
• DC
• DE
• FL
• IL
• IN
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TX
• VA
• WA
• WY

Adrienne joined UBS Private Wealth Management in 2018 as a Branch Service Associate in the Operations department, where she served as a trade and processing specialist. In 2019 Adrienne joined the Seidman Bevis group as a Client Service Associate supporting the team's operational and administrative needs. She enjoys developing relationships with clients and focuses on all aspects of client service for the team. Adrienne became a CERTIFIED FINANCIAL PLANNER in 2024 and is Series 7 and Series 66 licensed. She is also a member of UBS All Bar None Boston Chapter in effort to promote professional advancement of women at UBS. In 2018, she earned her Bachelor of Science in Finance from Fairfield University's Dolan School of Business. Adrienne grew up in Marblehead, MA and spends her free time on the water and traveling with her family and friends.

• Fairfield University's Dolan School of Business, B.S. Finance

• CERTIFIED FINANCIAL PLANNER®

• AK
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TX
• VA
• VT
• WA
• WY

David joined UBS in 2019, and currently serves as the Seidman Bevis Group's lead Portfolio Analyst. He enjoys working closely with clients and has multiple specialties on the team including: portfolio construction and risk management, preparing extensive client reviews, and overseeing all 10b5-1 trading plans and concentrated stock management strategies. David also heads the team's managed account and alternative investments due diligence process.

David became a CERTIFIED FINANCIAL PLANNER in 2024.  He graduated cum laude in 2016 from the Isenberg School of Management at the University of Massachusetts, Amherst where he earned his Bachelor of Business Administration in Finance, and a second major in Economics. Prior to joining UBS, he worked at State Street Global Advisors in data analytics. He maintains his Series 7, and Series 66 licenses.

David currently lives in Boston, MA and in his free time enjoys golfing, skiing, and cooking with family and friends.

• University of Massachusetts, Amherst Isenberg School of Management, Bachelor of Business Administration in Finance: 2016

• CERTIFIED FINANCIAL PLANNER®

• AZ
• CA
• CT
• DC
• FL
• GA
• HI
• IL
• MA
• MD
• NH
• NJ
• NY
• RI
• VA
• WA

Samantha received her Bachelors of Science degree from Johnson & Wales University Providence, RI campus in the year 2000. She began her securities industry career in 2001 starting as a temporary receptionist for Wachovia Securities.  There she obtained her Series 7, 66 and Insurance licenses holding various positions in sales and operations. Her final position was Senior Registered Account Administrator, supporting three Financial Advisors and providing branch support for two branch offices. After eight years of service Samantha joined Credit Suisse Securities in 2008 as a Relationship Associate. Here she provided support to a team of four Private Wealth Relationship Managers and was later promoted to Assistant Vice President after eight years of service. In 2015 Samantha moved with her team to UBS Financial Services where she currently holds the position of Senior Wealth Strategy Associate.

Samantha annually participates in the American Lung Association's Fight for Air Climb benefiting those with lung and breathing issues. She has served nine months as a juror for the City of Boston's Grand Jury helping to keep our streets safe. She is a high school graduate of Boston Latin Academy. Samantha lives in Boston with her husband.

• Johnson & Wales University, B.S.