Knowledge

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.

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 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.