How can you pursue what matters most?

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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 Profile Photo

    Christopher Sherman

    Senior Vice President–Investments

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MN
    • NC
    • NH
    • NM
    • NY
    • OR
    • PA
    • RI
    • 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.

      • Babson College
      • Wealth Advisor
      • Senior Portfolio Manager
      One Post Office Square
      35th floor
      Boston, MA 02109
      christopher.sherman@ubs.com
      Christopher Sherman
      One Post Office Square,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
      • DE
      • FL
      • GA
      • IL
      • 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.

        • Vanderbilt University School of Law, J.D.
        • Duke University, B.A. Public Policy Studies
        • Wealth Advisor
        One Post Office Square
        35th floor
        Boston, MA 02109
        david.grosek@ubs.com
        David C. Grosek
        One Post Office Square,Boston,MA,02109
      • Harris Rosenheim Profile Photo

        Harris Rosenheim

        Financial Advisor

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        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • ME
        • NC
        • NH
        • NM
        • 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 Vice President of the Alumni Association Board of Directors and previously served as a member of their Board of Trustees. He also currently serves on the Board of Trustees and as President of the Alumni Association at The Fenn School in Concord, MA, and was the 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.

          • Connecticut College, B.A. in Economics
          • CERTIFIED FINANCIAL PLANNER™
          • Accredited Wealth Management Advisor℠
          One Post Office Square
          35th floor
          Boston, MA 02109
          harris.rosenheim@ubs.com
          Harris Rosenheim
          One Post Office Square,Boston,MA,02109
        • Danielle Headshot

          Danielle Schirripa

          Client Associate

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

          Danielle (Elle) Schirripa is a registered client service associate. She oversees the day-to-day operations of the SGR Group and is available to clients in their financial needs. In her role, she helps clients to open accounts, manage liquidity, and stay organized in their financial affairs.  Prior to joining UBS, Elle worked in education where she taught high school math and managed the external affairs for a network of public schools in the Bronx. A teacher at heart, she takes great pride in accompanying clients on the path to their financial goals.

          She graduated summa cum laude from The Catholic University of America and is pursuing an MBA at the Carroll School of Management at Boston College. She is an active volunteer with the Cedar Wood Foundation which provides supplemental enrichment programing and mentoring to college and young-professional women. Elle enjoys spending time with her five siblings and growing number of nieces of nephews as well as walking on the beach and immersing herself in Spanish language and culture.

                One Post Office Square
                35th floor
                Boston, MA 02109
                danielle.schirripa@ubs.com
                Danielle Schirripa
                One Post Office Square,Boston,MA,02109

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              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

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