Experience

Jeremy joined UBS Private Wealth Management in 2015, as co-head of the firm's Seidman-Bevis Wealth Management Team. As a senior member at the firm, Jeremy has extensive wealth management experience and is responsible for helping clients to preserve and growth their wealth. Each client is unique—Jeremy takes pride in developing a thoughtful financial plan, one that can last generations and meet its desired goals. He advises clients on their investments, pre-transaction financial planning, multigenerational wealth transfer, concentrated stock strategies, and philanthropic planning.  Jeremy also specializes in structuring complex lending solutions for clients in need of liquidity management solutions. Because of his holistic approach, clients entrust their family’s financial well-being for generations.

Jeremy graduated from University of Pennsylvania (cum laude) and earned his M.B.A. from the MIT Sloan School of Management.

Previous Experience:

•Director, Credit Suisse Private Bank USA

•Associate, Lehman Brothers

• In the financial services industry since 2002

Credentials:

• FINRA Series 7 and 66 securities licenses

• Life insurance, variable annuity, and mortgage licenses

• Private Wealth Advisor

• Recognized by Forbes as an industry leading Wealth Advisor

Community & Personal:

•Jeremy founded the MIT CFO Summit (www.mitcfo.com) in 2003, a premier forum for corporate finance executives, and continues to serve as chairperson.  He is often quoted for his insights into business and strategic issues facing the CFO.

•Board Member of Coaching4Change, improving education for under-resourced schools

•Volunteers with Combined Jewish Philanthropies (CJP)

•Jeremy lives in Wellesley MA with his wife, son, and daughter

•Outside of work, he enjoys skiing out West, and spending time with his family in Narragansett, RI

Andrea joined UBS Private Wealth Management in 2015, as co-head of the firm's Seidman-Bevis Wealth Management Team. 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, trust and estate, and charitable giving solutions.

Andrea was appointed Co-Chair of the influential UBS Financial Advisor Advisory Council (FAAC) in 2025. The FAAC, a select group of 14 Financial Advisors who represent all UBS Advisors, partners with senior leadership of the firm to solve and address critical business issues that ultimately help Advisors better serve their clients.

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.

Previous Experience:

•Relationship Manager, Credit Suisse Private Bank USA

•Manager, RCL Advisors LLC

•Senior Associate, Wealth and Tax Advisory Services, Inc.

• In the financial services industry since 2003

Credentials:

• FINRA Series 7 and 66 securities licenses

• National and Massachusetts mortgage licenses: NMLS ID # 1844562

• Portfolio Manager

• 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 & 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

• She enjoys tennis, golf, and spending time with her family

• Andrea, her husband, and three children live in Wellesley, MA

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 graduated cum laude from Suffolk University with a B.S. in Business Administration and finance.

Previous Experience:

• Relationship Associate, Credit Suisse Private Bank USA

• Senior Client Associate, Morgan Stanley

• Financial Services Associate, Merrill Lynch

• Defined Contribution Plan Representative, Mercer

• In the financial services industry since 1993

Credentials:

• FINRA Series 6, 7, 63 and 65 securities licenses

• CRPC® (Chartered Retirement Planning Counselor™ SM)

• Massachusetts Insurance license: #16429621

Community & Personal:

• Carol is an active participant in the UBS All-Bar-None Women’s networking group.

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

As a Senior Wealth Strategy Associate Adrienne enjoys developing personal relationships with clients and working closely with them to create customized financial plans. She leverages firm resources exclusive to high net worth clients to ensure their planning needs are met. Adrienne also manages structured product solutions tailored to client portfolios and supports our team in investment allocations. Adrienne is instrumental in coordinating performance reporting for clients. Organized and detail oriented, she drives operational efficiency for both clients and our team’s processes and procedures.

Adrienne graduated from Fairfield University's Dolan School of Business in 2018, with her Bachelor of Science in Finance and joined UBS shortly thereafter.

Previous Experience:

• Senior Registered Client Service Associate, UBS Financial Services, Inc.

• Branch Service Associate, UBS Financial Services, Inc.

• In the financial services industry since 2018

Credentials:

• FINRA Series 7, 66 securities licenses

• CERTIFIED FINANCIAL PLANNER® 

Community & Personal:

• Steering Committee member of UBS All-Bar-None's Boston Chapter, an organization dedicated to supporting and empowering women in their careers.

• Adrienne lives in Boston, and when not working, enjoys spending time with her family and being outdoors.

David joined UBS in 2019, and is currently the Seidman-Bevis Group's Relationship Manager. As part of this role, he serves as the team's lead portfolio analyst. David enjoys working closely with clients and has multiple areas of interests 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.

Previous Experience:

• Senior Registered Client Service Associate, UBS Financial Services, Inc.

• Branch Service Associate, UBS Financial Services, Inc.

• Data Analytics, State Street Global Advisors

• In the financial services industry since 2012

Credentials:

• FINRA Series 7, 66 securities licenses

• CERTIFIED FINANCIAL PLANNER® 

Community & Personal:

• David lives with his wife 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.

As a Client Service Associate, Jordan enhances the client experience by interacting with clients, anticipating their needs, and solving their problems. She is responsible for managing client relationships and providing operational and administrative support to team members. Jordan is detail oriented with proven organizational skills and is passionate about what she does.

Jordan graduated from Elon University in North Carolina in 2023. At Elon, she earned a B.S.B.A in International Business with a minor in Economics. Her studies exposed her to all areas of finance and investing, and prepared her for a career in the financial services industry.

Previous Experience:

• Service Associate, Fisher Investments

Credentials:

• SIE Certification

Community & Personal:

• Outside of the office, Jordan enjoys painting, cooking, and traveling whenever possible.

• Jordan currently resides in Marblehead, MA.