Experience

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.

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 the opportunities and challenges business owners encounter. He joined UBS in 2013 and provides holistic advice to business owners, executives, and their families.

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.

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.

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.

Hannah graduated from Boston College in 2023 with a B.S. in Accounting. After spending a year at Ernst & Young as an Auditor, Hannah joined the Sullivan Martin Partners team at UBS in 2024. Hannah executes administrative and operational tasks to support client’s needs.