Experience

Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael provides a comprehensive planning approach which combines investment and tax strategy to help find untapped opportunities for his clients.

Before switching over to the financial industry and joining UBS in October 2022, Sarah worked for nine years in data analytics. With her strong work ethic and attention to detail, she is committed to providing an excellent client experience.

Outside of work, Sarah enjoys weightlifting, Pilates, reading, walking her Chihuahua, and spending time with her family and friends.

Samuel brings a technical and analytical background to his role at UBS. Prior to joining the firm, he was a software engineer with the U.S. Department of Defense, following earlier experience in financial services technology. His background helped shape his disciplined approach to problem solving, attention to detail, and strong appreciation for discretion and trust. He earned his bachelor’s degree in Computer Science from Boston University. As a Client Service Associate, he works closely with the team to support clients and help deliver a responsive and thoughtful client service experience.

Prior to joining UBS in September 2022, Kristen spent five years with Wells Fargo Advisors as a sales assistant and 17 years at Commonwealth Financial as an operations liaison specialist. Kristen lives in Quincy, MA. She enjoys yoga, running and cardio boxing.