Senior Vice President–Wealth Management
Chartered Financial Analyst®
Theodore T. Webster, CFA – Senior Vice President - Wealth Management
Growing up in the business has given Ted the perspective of traditional common sense investing. He leverages that experience and combines it with his training as a Chartered Financial Analyst to provide complete wealth management solutions to his clients.
Ted joined UBS in 2014 and now has over 25 years in the business, 20 of which was managing money for high net worth individuals, foundations and non-profit entities. Ted has also served as an Adjunct Investments Professor at University of Massachusetts.
Ted graduated from Boston College with a double major in Accounting and Finance and received a MBA with a concentration in Finance from Babson College. He is a Chartered Financial Analyst Charterholder and member of the CFA Institute and Boston Security Analyst Society.
He lives in Scituate, MA with his wife and 3 children.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Chartered Financial Analyst®
Theodore T. Webster, CFA – Senior Vice President - Wealth Management
Growing up in the business has given Ted the perspective of traditional common sense investing. He leverages that experience and combines it with his training as a Chartered Financial Analyst to provide complete wealth management solutions to his clients.
Ted joined UBS in 2014 and now has over 25 years in the business, 20 of which was managing money for high net worth individuals, foundations and non-profit entities. Ted has also served as an Adjunct Investments Professor at University of Massachusetts.
Ted graduated from Boston College with a double major in Accounting and Finance and received a MBA with a concentration in Finance from Babson College. He is a Chartered Financial Analyst Charterholder and member of the CFA Institute and Boston Security Analyst Society.
He lives in Scituate, MA with his wife and 3 children.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Investment Associate
With more than 40 years of financial industry experience, all of it with UBS and its predecessor firms, Bobbie is responsible for operations and daily management of the practice and fully licensed with Series 7 and 63.
Investment Associate
With more than 40 years of financial industry experience, all of it with UBS and its predecessor firms, Bobbie is responsible for operations and daily management of the practice and fully licensed with Series 7 and 63.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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