Global access. Strategic solutions.

Private Wealth Management

Suspension bridge

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.

The Seidman and Bevis Group

Your primary source for financial advice

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.

  • Jeremy Seidman

    Jeremy Seidman

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IN
    • MA
    • MD
    • MI
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OR
    • PA
    • RI
    • 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.

    Accolades:

    • UBS Pinnacle Council
    • Forbes/Shook “Best-In-State Wealth Advisors”, 2020, 2021, 2022

    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/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
    • MIT Sloan School of Management, M.B.A.
    • University of Pennsylvania, cum laude
    • Private Wealth Advisor
    Multi-generational families
    Business owners
    Entrepreneurs
    Family Offices
    Corporate executives
    Estate planning strategies
    200 Clarendon Street
    24th Floor
    Boston, MA 02116
  • Andrea Bevis

    Andrea Bevis

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IN
    • MA
    • MD
    • MI
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OR
    • PA
    • RI
    • 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.

    At UBS Andrea is a Pinnacle Council member, a designation reserved for the firm’s most accomplished advisors. She 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:

    • Forbes "Top 100 Women Wealth Advisors" 2020-2022, #5 in MA 2022
    • Forbes "Best-In-State Wealth Advisor", 2020-2022
    • Forbes/SHOOK "America's Top 250 Next-Generation Wealth Advisor", 2018, 2020
    • Working Mother/SHOOK "Top Wealth Advisor Moms" 2018, 2020-2021
    • 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/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
    • Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2018, 2020
    • Forbes/SHOOK Top Women Wealth Advisors, 2020, 2021, 2022
    • Working Mother and SHOOK Research Top Wealth Advisor Moms, 2018, 2020, 2021
    • 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
    Multi-generational families
    Women investors
    Business owners
    Entrepreneurs
    Family Offices
    Corporate executives
    200 Clarendon Street
    24th Floor
    Boston, MA 02116
  • Jose Rodriguez-Villalobos

    Jose Rodriguez-Villalobos

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DE
    • FL
    • GA
    • HI
    • MA
    • MD
    • ME
    • NH
    • NJ
    • NY
    • 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/SHOOK Best-In-State Wealth Advisors, 2021, 2022
    • Harvard University, Economics, cum laude
    • Senior Portfolio Manager
    One Post Office Square
    32nd and 33rd floors
    Boston, MA 02109
  • Carol Bohmbach

    Carol Bohmbach

    Team Administrator

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

    Carol serves as the administrative and operational lead for the team. Prior to joining UBS in 2015, she worked at Credit Suisse and Morgan Stanley in similar roles. She has over 20 years of experience in the financial services industry. 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 as well as insurance licenses. She also holds the CRPC® (Chartered Retirement Planning CounselorSM) designation.

      • Suffolk University, B.S. in Business Administration and Finance, cum laude
      • Chartered Retirement Planning Counselor℠
      Retirement planning
      Alternative investments
      Cash management
      Securities-backed lending
      Multi-generational families
      Family Offices
      200 Clarendon Street
      24th Floor
      Boston, MA 02116
    • Adrienne Ciccone

      Adrienne Ciccone

      Senior Client Associate

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      • AK
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • IN
      • MA
      • MD
      • ME
      • MI
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OR
      • PA
      • RI
      • 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 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
          Financial planning
          Structured products
          Cash management
          Multi-generational families
          Family Offices
          Corporate executives
          200 Clarendon Street
          24th Floor
          Boston, MA 02116
        • David Landy

          David Landy

          Client Associate

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

          David is a Client Service Associate supporting the Seidman Bevis team's operational and administrative needs.  He is responsible for delivering first-class service to clients and handling the daily operations of the team. He initially joined UBS in 2019 as a Branch Service Associate in the Operations department, where he served as a trade and processing specialist. Prior to UBS, David worked at State Street Global Advisors and State Street Bank. 

          David holds the Series 7 and Series 66 licenses. In 2016 he graduated cum laude 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.

          David grew up in Medfield, MA and spends his free time playing golf, paddle tennis, skiing and cooking with family and friends.

            • University of Massachusetts, Amherst Isenberg School of Management, Bachelor of Business Administration in Finance: 2016
              Banking
              Lending services
              Multi-generational families
              Family Offices
              Cash management
              Executive compensation
              200 Clarendon Street
              24th Floor
              Boston, MA 02116
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              Rafael S. Williamson

              Executive Director

              Senior Portfolio Strategist

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              Todd D. Mayo

              Executive Director

              Senior Wealth Strategist

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              Stacey Strauss

              Executive Director

              Global Family Office Relationship Manager

            • Julie Binder Photo

              Julie Binder

              Executive Director

              Senior Strategist Family & Philanthropy Advisory

              Professional history
              As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

              Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

              Education
              Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
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              Brian Hans

              Executive Director

              Senior Wealth & Tax Strategist

            The proof is in our numbers

            Recognized by 6
            leading financial publications

            Over 60

            Collective years of experience

            Over $1 Billion

            Assets under management


            A focus on personalized access and service

            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.

            Wealth, from your point of view

            Advice for business owners and entrepreneurs

            Advice for business owners and entrepreneurs

            Multigenerational families

            Multigenerational families

            Backed by the strength of UBS

            A global leader in wealth management

            $3.3 trillion

            In invested assets globally 
            As of 12/31/2021

            Global leader

            UBS is a world-leading wealth manager

            #1

            Family office services

            Euromoney Private Banking and Wealth Management Survey, 2021

            Insights