Managing Director–Wealth Management
Private Wealth Advisor
Bill began his career as a research assistant at H.C. Wainright & Co., a firm renowned for its institutional research. He joined Kidder, Peabody & Co. in 1975, which merged with PaineWebber in 1995. The combined firms were acquired by UBS in 2000.
Bill graduated from Boston College with a B.S. in finance in 1967.
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
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Bill began his career as a research assistant at H.C. Wainright & Co., a firm renowned for its institutional research. He joined Kidder, Peabody & Co. in 1975, which merged with PaineWebber in 1995. The combined firms were acquired by UBS in 2000.
Bill graduated from Boston College with a B.S. in finance in 1967.
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
Credentials
Managing Director–Wealth Management
Trammel began his career at Citigroup in New York advising institutional investors such as hedge funds, pension funds, and mutual funds. Later, he worked with newly formed investment and research companies based in Hong Kong and then in Boston where he managed portfolios and learned about opportunities and challenges that business owners encounter. He joined UBS in 2013 and specializes in providing holistic advice to business owners, executives, and their families.
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
Managing Director–Wealth Management
Trammel began his career at Citigroup in New York advising institutional investors such as hedge funds, pension funds, and mutual funds. Later, he worked with newly formed investment and research companies based in Hong Kong and then in Boston where he managed portfolios and learned about opportunities and challenges that business owners encounter. He joined UBS in 2013 and specializes in providing holistic advice to business owners, executives, and their families.
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
Senior Vice President–Wealth Management
Private Wealth Advisor
Sarah began her investment career in 1983 at Kidder, Peabody & Co. She has more than three decades of investment experience and offers proven expertise in appropriate financial structuring for high net worth families. A holistic approach to client relationships and seamless client service are hallmarks of Sarah’s leadership.
She graduated from Duke University with a B.A. in economics and public policy in 1982.
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
Credentials
Senior Vice President–Wealth Management
Private Wealth Advisor
Sarah began her investment career in 1983 at Kidder, Peabody & Co. She has more than three decades of investment experience and offers proven expertise in appropriate financial structuring for high net worth families. A holistic approach to client relationships and seamless client service are hallmarks of Sarah’s leadership.
She graduated from Duke University with a B.A. in economics and public policy in 1982.
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
Credentials
Team Administrator
Maria has more than three decades of experience in the financial services industry, joining Sullivan Partners at UBS in 2000, where she oversees the many details involved in serving our clients.
Team Administrator
Maria has more than three decades of experience in the financial services industry, joining Sullivan Partners at UBS in 2000, where she oversees the many details involved in serving our clients.
Senior Wealth Strategy Associate
Katie spent five years at State Street in Accounting and Financial Reporting roles before joining the Sanders Martin Group at UBS in 2013. Katie focuses on financial planning and client relationship management, in addition to overseeing the execution of the team’s operational and administrative functions.
Senior Wealth Strategy Associate
Katie spent five years at State Street in Accounting and Financial Reporting roles before joining the Sanders Martin Group at UBS in 2013. Katie focuses on financial planning and client relationship management, in addition to overseeing the execution of the team’s operational and administrative functions.
Client Associate
Nick joined UBS in June of 2021 as a trade and processing specialist. In early 2022 he joined Sullivan Partners as a Client Associate assisting the team in market research, analysis, operation, and assisting in the fulfillment of investment related needs of our clients
In 2021, Nick Graduate with a B.A. in Finance and Business from Saint Anselm College, where he was a member of the men’s lacrosse team as well as head of Saint Anselm’s Professional Development initiative.
Client Associate
Nick joined UBS in June of 2021 as a trade and processing specialist. In early 2022 he joined Sullivan Partners as a Client Associate assisting the team in market research, analysis, operation, and assisting in the fulfillment of investment related needs of our clients
In 2021, Nick Graduate with a B.A. in Finance and Business from Saint Anselm College, where he was a member of the men’s lacrosse team as well as head of Saint Anselm’s Professional Development initiative.
Client Associate
Andrew joined the Sanders Martin Group at in 2022, after spending 2 years at Fidelity as a Retirement Services Brokerage Specialist. Andrew supports clients in executing administrational and operational tasks.
Client Associate
Andrew joined the Sanders Martin Group at in 2022, after spending 2 years at Fidelity as a Retirement Services Brokerage Specialist. Andrew supports clients in executing administrational and operational tasks.
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
Email Me
