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 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 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,East Division, 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 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 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,East Division, 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
In this publication, we review the differences in our journeys in more detail and focus on how the wealth management industry can best support women in taking control of their finances.
The collapse of Silicon Valley Bank is reverberating around global financial markets. What’s happened so far? What are the implications for other U.S. banks, the economy, your investment portfolio?
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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.
Providing advice and solutions on topics critical for families to flourish for generations, the Family Advisory and Philanthropy Services (FAPS) serves as a thought-partner to families of exceptional financial success.
Topics include intentional communication and decision-making, generational transitions, family wealth education, family governance, and creating meaningful philanthropic legacies to maximize impact locally, nationally and globally.
The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.
The Advanced Planning Group consists of former practicing estate planning and tax attorneys with extensive private practice experience and diverse areas of specialization, including estate planning strategies,
income and transfer tax planning, family office structuring, business succession planning, charitable planning and family governance.
The Advanced Planning Group provides comprehensive planning and sophisticated advice and education to ultra high net worth (UHNW) clients of the firm. The Advanced Planning Group also serves as a think tank for the firm, providing thought leadership and creating a robust intellectual capital library on estate planning, tax and related topics of interest to UHNW families.
UBS Chief Investment Office upgrades equities from least preferred to neutral, while keeping bonds as most preferred. They discuss their outlook for September and why investors should manage liquidity as rates peak.
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$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
#1
Family office services
Euromoney Private Banking and Wealth Management Survey, 2022
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