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
- 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
- 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
- MA
- MD
- ME
- NC
- NH
- NM
- NY
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- VT
- WA
Harris is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with several years of experience. 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 insurance reviews
- Income, risk, and insurance reviews
- 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 help 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.
- 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
- 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
- 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
- MA
- MD
- ME
- NC
- NH
- NM
- NY
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- VT
- WA
Harris is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with several years of experience. 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 insurance reviews
- Income, risk, and insurance reviews
- 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 help 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.
- 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 Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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As of 10/29/2025

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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