Global access. Strategic solutions.

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.}

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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

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- CA
- CO
- CT
- DE
- FL
- IL
- IN
- MA
- MD
- ME
- 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.

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
Multi-generational families

Business owners

Entrepreneurs

Family Offices

Corporate executives

Estate planning strategies

One Post Office Sq.
35th Floor
Boston, MA 02109
Andrea Bevis

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- CA
- CO
- CT
- DE
- FL
- IL
- IN
- MA
- MD
- ME
- 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.

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 between June and September 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 America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 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.
- 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.
- 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
Multi-generational families

Women investors

Business owners

Entrepreneurs

Family Offices

Corporate executives

One Post Office Sq.
35th Floor
Boston, MA 02109
Jose Rodriguez-Villalobos

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CT
- DE
- FL
- GA
- MA
- MD
- ME
- NH
- NJ
- NV
- 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 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
Home Worker FL
Home Worker FL, FL 000
Carol Bohmbach

Authorized Officer

Team Administrator
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- 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
Retirement planning

Alternative investments

Cash management

Securities-backed lending

Multi-generational families

Family Offices

One Post Office Sq.
35th Floor
Boston, MA 02109
Adrienne Ciccone

Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- 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

One Post Office Sq.
35th Floor
Boston, MA 02109
David Landy

Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- 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 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
Investing

Asset allocation

Alternative investments

Executive compensation

Multi-generational families

Banking

Lending services

Cash management

One Post Office Sq.
35th Floor
Boston, MA 02109

Samantha Green

Senior Wealth Strategy Associate
View bio
- 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.
One Post Office Square
35th floor
Boston, MA 02109

Julie Binder

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

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.
Todd D. Mayo

Executive Director

Senior Wealth Strategist

View bio

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.
Stacey Strauss

Executive Director

Global Family Office Relationship Manager

View bio
Brian Hans

Executive Director

Senior Wealth & Tax Strategist

View bio

Jeremy Seidman

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- CA
- CO
- CT
- DE
- FL
- IL
- IN
- MA
- MD
- ME
- 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.

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
Multi-generational families

Business owners

Entrepreneurs

Family Offices

Corporate executives

Estate planning strategies

One Post Office Sq.
35th Floor
Boston, MA 02109
Andrea Bevis

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- CA
- CO
- CT
- DE
- FL
- IL
- IN
- MA
- MD
- ME
- 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.

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 between June and September 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 America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 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.
- 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.
- 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
Multi-generational families

Women investors

Business owners

Entrepreneurs

Family Offices

Corporate executives

One Post Office Sq.
35th Floor
Boston, MA 02109
Jose Rodriguez-Villalobos

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CT
- DE
- FL
- GA
- MA
- MD
- ME
- NH
- NJ
- NV
- 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 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
Home Worker FL
Home Worker FL, FL 000
Carol Bohmbach

Authorized Officer

Team Administrator
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- 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
Retirement planning

Alternative investments

Cash management

Securities-backed lending

Multi-generational families

Family Offices

One Post Office Sq.
35th Floor
Boston, MA 02109
Adrienne Ciccone

Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- 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

One Post Office Sq.
35th Floor
Boston, MA 02109
David Landy

Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- 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 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
Investing

Asset allocation

Alternative investments

Executive compensation

Multi-generational families

Banking

Lending services

Cash management

One Post Office Sq.
35th Floor
Boston, MA 02109
Samantha Green

Senior Wealth Strategy Associate
View bio
- 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.
One Post Office Square
35th floor
Boston, MA 02109

Julie Binder

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

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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.
Todd D. Mayo

Executive Director

Senior Wealth Strategist

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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.
Stacey Strauss

Executive Director

Global Family Office Relationship Manager

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Brian Hans

Executive Director

Senior Wealth & Tax Strategist

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Over 60

Collective years of experience

Over $1 Billion

Assets under management

Years in business as a team

Planning for the sale of a closely held business

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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.

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The value of connection

UBS Private Wealth Management
As a UBS Private Wealth client, you and your family are connected to an incomparable team of experts and specialist—the firm’s deepest centers of local and global knowledge. They help inform our conversations and our custom recommendations for a plan to move forward.

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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.

Family Advisory and Philanthropy Services

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.

Advanced Planning Group

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.

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^$5+ trillion

In invested assets globally
As of 11/07/2023

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UBS is a world-leading wealth manager

Family office services

Euromoney Private Banking and Wealth Management Survey, 2022

Global access. Strategic solutions.

Your primary source for financial advice

Jeremy Seidman

Andrea Bevis

Jose Rodriguez-Villalobos

Carol Bohmbach

Adrienne Ciccone

David Landy

Samantha Green

Julie Binder

Todd D. Mayo

Stacey Strauss

Brian Hans

Jeremy Seidman

Andrea Bevis

Jose Rodriguez-Villalobos

Carol Bohmbach

Adrienne Ciccone

David Landy

Samantha Green

Julie Binder

Todd D. Mayo

Stacey Strauss

Brian Hans

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The proof is in our numbers

Planning for the sale of a closely held business

The value of connection

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A focus on personalized access and service

Family Advisory and Philanthropy Services

Advanced Planning Group

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