Over 60
Collective years of experience
Private Wealth Management
As UBS Private Wealth Advisors, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.
Private Wealth Management is a division within UBS Financial Services Inc.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
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:
Personal:
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:
Community and Personal:
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.
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 CounselorSM) 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.
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.
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.
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.
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Executive Director
Senior Wealth Strategist
Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals. He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects. In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives.
Professional History
Before joining UBS, Todd was general counsel of Perspecta Trust. He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company. Before that, he practiced trust and tax law with Cleveland, Waters and Bass.
Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020). He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US).
Affiliations
Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee.
Education
Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.
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:
Personal:
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:
Community and Personal:
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.
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 CounselorSM) 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.
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.
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.
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.
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Executive Director
Senior Wealth Strategist
Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals. He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects. In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives.
Professional History
Before joining UBS, Todd was general counsel of Perspecta Trust. He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company. Before that, he practiced trust and tax law with Cleveland, Waters and Bass.
Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020). He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US).
Affiliations
Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee.
Education
Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.
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.
Over 60
Collective years of experience
Over $1 Billion
Assets under management
13
Years in business as a team
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
When it comes to planning for important goals, staying ahead of changing tax legislation can help you keep on track. Now is a good time of year to get on top of your planning, especially in light of upcoming potential tax law changes.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager