Knowledge

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.

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.

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.

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.