How can you pursue what matters most?

The SGR Group

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.

Chess board

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 Profile Photo

    Christopher Sherman

    Senior Vice President–Investments

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
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    • VA
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    • WA

    Chris is a Senior Vice President with over 39 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 ten years he has utilized his three 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 five grandchildren. He serves the local community through involvement with HomeStart, Inc., a charity that seeks an end to homelessness in Greater Boston, the Duxbury Rural & Historical Society, Fresh Air Fund of NY and at Holy Family Parish in Duxbury. Chris enjoys spending time with his family as well as fly fishing, boating, skiing, golf, hiking and birdwatching.

      • Babson College
      • Wealth Advisor
      • Senior Portfolio Manager
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
    • David Grosek Profile Photo

      David C. Grosek

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • MA
      • MD
      • ME
      • NC
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      • NJ
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      • OR
      • PA
      • RI
      • TN
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      • 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.

        • Vanderbilt University School of Law, J.D.
        • Duke University, B.A. Public Policy Studies
        • Wealth Advisor
        One Post Office Square
        32nd and 33rd floors
        Boston, MA 02109
      • Harris Rosenheim Profile Photo

        Harris Rosenheim

        Financial Advisor

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        • AL
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • ME
        • NC
        • NH
        • NJ
        • NY
        • OR
        • PA
        • RI
        • TX
        • UT
        • VA
        • VT
        • WA

        Harris is a Financial Advisor with several years of experience as a CERTIFIED FINANCIAL PLANNER™ professional. He focusses on creating and implementing comprehensive financial plans for business owners and multi-generational families. Specifically, he assists his clients with:

        • Wealth building and/or preservation
        • Legacy and philanthropic design
        • Business succession and retirement planning
        • Cash flow management
        • Longevity planning, including long term care
        • Income, risk, and insurance management
        • Education planning and funding (children/grandchildren)

        Harris began his career at UBS in 2015 as a Wealth Planning Associate. In this role, he collaborated with UBS advisors throughout New England to design and implement financial plans involving complex strategies and solutions to address a broad range of client needs and objectives. He distinguishes himself by his attention to detail and high quality output.

        Prior to joining UBS, Harris had a successful career in academic fundraising and development. He holds a B.A. in economics from Connecticut College where he currently serves as a member of the Alumni Board of Directors and previously served as a member of their Board of Trustees. He also serves on the Alumni Council and Board of Visitors at The Fenn School in Concord, MA, as Co-Chair of the Development Committee at Temple Shir Tikva, and Chair of the House Committee at The Boston Tennis & Racquet Club. In his free time, he enjoys playing tennis, golf, squash, and skiing. Harris currently lives in Boston's Back Bay.

          • Connecticut College, B.A. in Economics
          • CERTIFIED FINANCIAL PLANNER™
          • Accredited Wealth Management Advisor℠
          One Post Office Square
          32nd and 33rd floors
          Boston, MA 02109
        • Danielle Headshot

          Danielle Schirripa

          Client Associate

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            Danielle (Elle) Schirripa is a client service associate, supporting the day-to-day operations of the SGR Group. Prior to joining UBS, Elle worked in education, teaching high school math and managing external affairs for a network of public schools in the Bronx. She earned a bachelor’s degree summa cum laude in philosophy and mathematics from The Catholic University of America. She lives in Newton and volunteers with Cedar Wood Foundation which provide supplemental enrichment programs and mentoring to high school, college, and professional women.

                  One Post Office Square
                  32nd and 33rd floors
                  Boston, MA 02109

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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