How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Christopher Sherman

Senior Vice President–Investments

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MN
- NC
- NH
- NM
- NY
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- VT
- WA
Chris is a Senior Vice President with over 40 years of experience as a Financial Advisor spanning positions at Paine Webber Jackson & Curtis and Kidder Peabody & Co. until the combined firms were acquired in 2000 by UBS. He began his career marketing equity research and fixed income to middle-market institutions, developing a broad understanding of fundamental investment analysis. For the last seventeen years he has utilized his decades of experience to provide tailored wealth management and investment solutions for his clients. Chris has distinguished himself among his peers by earning UBS's Wealth Advisor Designation and he is also certified as a Senior Portfolio Manager as part of the firm's Portfolio Management Program. He is a 1982 graduate of Babson College with focus on Finance, Economics and Marketing.

Chris and his wife Mary Alisa reside in Duxbury, MA and they have three grown children as well as seven grandchildren. He has served the local community through involvement with‎ the Duxbury Rural & Historical Society‎, HomeStart, Inc., a charity that seeks an end to homelessness in Greater Boston, Fresh Air Fund of NY, as a board member of Fly Casters of Boston and a Lector at Holy Family Parish in Duxbury. Chris enjoys spending time with his family as well as fly fishing, boating, skiing, golf, hiking, and birdwatching.
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
- Babson College
- Wealth Advisor
- Senior Portfolio Manager
One Post Office Square
33rd Floor
Boston, MA 02109

christopher.sherman@ubs.com

Christopher Sherman

One Post Office Square,Boston,MA,02109
David C. Grosek

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- NC
- NH
- NM
- NY
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- VT
- WA
Dave is a Senior Vice President - Wealth Management with UBS Financial Services, Inc. where he is among a select group of advisors who has attained the certification of Wealth Advisor. In addition to his role as a Financial Advisor, Dave served as a member of the Boston branch management team from 2007 to 2012. Prior to joining UBS, he was a Vice President and Financial Advisor with Merrill Lynch. Before entering the financial services industry, he was an attorney for more than six years with a focus in structured finance. A graduate of Duke University and Vanderbilt University School of Law, Dave is married with two children.
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
- Vanderbilt University School of Law, J.D.
- Duke University, B.A. Public Policy Studies
- Wealth Advisor
One Post Office Square
33rd Floor
Boston, MA 02109

david.grosek@ubs.com

David C. Grosek

One Post Office Square,Boston,MA,02109
Harris Rosenheim

Financial Advisor

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- NC
- NH
- NM
- NY
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- VT
- WA
Harris Rosenheim is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with The SGR Group at UBS. He works with individuals, families, and business owners on comprehensive financial planning and investment management, helping clients navigate complex financial decisions and plan thoughtfully through periods of change.

Harris focuses on helping clients navigate financial complexity across all aspects of their lives. His work includes comprehensive financial planning, liquidity and cash‑flow management, risk and insurance planning, longevity planning, and legacy and philanthropic strategies. His work with business owners includes planning for retirement, business succession, and potential liquidity or exit events, as well as aligning personal and business financial decisions.

Harris joined UBS in 2015 as a Wealth Planning Associate, where he partnered with advisors across New England to support the development and implementation of financial plans involving complex strategies and solutions. He is recognized for his attention to detail, disciplined approach, and commitment to delivering thoughtful, high‑quality work.

Prior to joining UBS, Harris worked in academic fundraising and development. He holds a B.A. in Economics from Connecticut College, where he previously served as Vice President of the Alumni Association Board of Directors as well as a member of their Board of Trustees. He also serves on the Board of Trustees and as President of the Alumni Association at The Fenn School in Concord, Massachusetts, and is a former Co‑Chair of the Development Committee at Temple Shir Tikva. In his free time, he enjoys playing tennis, golf, and squash, along with skiing and running. Harris currently lives in Boston’s Back Bay.
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
- Connecticut College, B.A. in Economics
- CERTIFIED FINANCIAL PLANNER
- Accredited Wealth Management Advisor
One Post Office Square
33rd Floor
Boston, MA 02109

harris.rosenheim@ubs.com

Harris Rosenheim

One Post Office Square,Boston,MA,02109

Christopher Sherman

Senior Vice President–Investments

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MN
- NC
- NH
- NM
- NY
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- VT
- WA
Chris is a Senior Vice President with over 40 years of experience as a Financial Advisor spanning positions at Paine Webber Jackson & Curtis and Kidder Peabody & Co. until the combined firms were acquired in 2000 by UBS. He began his career marketing equity research and fixed income to middle-market institutions, developing a broad understanding of fundamental investment analysis. For the last seventeen years he has utilized his decades of experience to provide tailored wealth management and investment solutions for his clients. Chris has distinguished himself among his peers by earning UBS's Wealth Advisor Designation and he is also certified as a Senior Portfolio Manager as part of the firm's Portfolio Management Program. He is a 1982 graduate of Babson College with focus on Finance, Economics and Marketing.

Chris and his wife Mary Alisa reside in Duxbury, MA and they have three grown children as well as seven grandchildren. He has served the local community through involvement with‎ the Duxbury Rural & Historical Society‎, HomeStart, Inc., a charity that seeks an end to homelessness in Greater Boston, Fresh Air Fund of NY, as a board member of Fly Casters of Boston and a Lector at Holy Family Parish in Duxbury. Chris enjoys spending time with his family as well as fly fishing, boating, skiing, golf, hiking, and birdwatching.
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
- Babson College
- Wealth Advisor
- Senior Portfolio Manager
One Post Office Square
33rd Floor
Boston, MA 02109

christopher.sherman@ubs.com

Christopher Sherman

One Post Office Square,Boston,MA,02109
David C. Grosek

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- NC
- NH
- NM
- NY
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- VT
- WA
Dave is a Senior Vice President - Wealth Management with UBS Financial Services, Inc. where he is among a select group of advisors who has attained the certification of Wealth Advisor. In addition to his role as a Financial Advisor, Dave served as a member of the Boston branch management team from 2007 to 2012. Prior to joining UBS, he was a Vice President and Financial Advisor with Merrill Lynch. Before entering the financial services industry, he was an attorney for more than six years with a focus in structured finance. A graduate of Duke University and Vanderbilt University School of Law, Dave is married with two children.
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
- Vanderbilt University School of Law, J.D.
- Duke University, B.A. Public Policy Studies
- Wealth Advisor
One Post Office Square
33rd Floor
Boston, MA 02109

david.grosek@ubs.com

David C. Grosek

One Post Office Square,Boston,MA,02109
Harris Rosenheim

Financial Advisor

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- NC
- NH
- NM
- NY
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- VT
- WA
Harris Rosenheim is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with The SGR Group at UBS. He works with individuals, families, and business owners on comprehensive financial planning and investment management, helping clients navigate complex financial decisions and plan thoughtfully through periods of change.

Harris focuses on helping clients navigate financial complexity across all aspects of their lives. His work includes comprehensive financial planning, liquidity and cash‑flow management, risk and insurance planning, longevity planning, and legacy and philanthropic strategies. His work with business owners includes planning for retirement, business succession, and potential liquidity or exit events, as well as aligning personal and business financial decisions.

Harris joined UBS in 2015 as a Wealth Planning Associate, where he partnered with advisors across New England to support the development and implementation of financial plans involving complex strategies and solutions. He is recognized for his attention to detail, disciplined approach, and commitment to delivering thoughtful, high‑quality work.

Prior to joining UBS, Harris worked in academic fundraising and development. He holds a B.A. in Economics from Connecticut College, where he previously served as Vice President of the Alumni Association Board of Directors as well as a member of their Board of Trustees. He also serves on the Board of Trustees and as President of the Alumni Association at The Fenn School in Concord, Massachusetts, and is a former Co‑Chair of the Development Committee at Temple Shir Tikva. In his free time, he enjoys playing tennis, golf, and squash, along with skiing and running. Harris currently lives in Boston’s Back Bay.
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
- Connecticut College, B.A. in Economics
- CERTIFIED FINANCIAL PLANNER
- Accredited Wealth Management Advisor
One Post Office Square
33rd Floor
Boston, MA 02109

harris.rosenheim@ubs.com

Harris Rosenheim

One Post Office Square,Boston,MA,02109

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.

March 05, 2026

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How can you pursue what matters most?

Pursuing your goals together

Christopher Sherman

David C. Grosek

Harris Rosenheim