Your future. Your legacy.

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Steve formed the North Street Legacy Partners team with his brother Mike in 1988 when he joined UBS.  Steve is passionate about helping solve financial challenges. With a deep understanding of capital markets, he provides sophisticated solutions and the advice you need.  He has lived on Cape Cod since 1964.  Steve and his wife Annmarie have three grown children and together they currently reside in Marston's Mills.  They enjoy taking their boat to Sampson's island, Martha's Vineyard and Nantucket with their children and grandchildren.

Steve has been very active in the community over the years including: past chair of the Barnstable Recreation Commission, former Corporator for Cape Cod Hospital, and founding member who previously served on the Board of Directors for St. John Paul II High School.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Chartered Retirement Planning Counselor
• Retirement Plan Consultant

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• WI

Brian joined UBS in 2000 and partnered with Steve shortly thereafter.  As a CERTIFIED FINANCIAL PLANNER he takes the time to understand each client's unique needs and develops tailored wealth management strategies.  He is specifically committed to ensuring each generation of successful families understands what it takes to preserve and grow their wealth far into the future. 

Brian is a proud graduate of Boston College.  Outside of the office, he volunteers for the YD Youth Soccer Program and is very active with a number of committee's within the Town of Yarmouth.  He currently resides in Yarmouth with his wife Patty and their 3 children. 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Boston College

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor
• Retirement Plan Consultant

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• CA
• CT
• DC
• FL
• GA
• IL
• IN
• KS
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NY
• OH
• OR
• PR
• RI
• SC
• TX
• UT
• VA
• VT

Jim joined the team in October of 2015 after spending years working overseas with Siemens Energy in the power business.  Jim focuses on providing sophisticated wealth planning and investment management strategies to affluent individuals, families, and small business owners.  As a Certified Exit Planning Advisor ask Jim how we can help plan for the sale of your business.

Outside of the office Jim volunteers his time on the board for the Cape Cod Chamber of Commerce, he has also served as a member of the Barnstable Recreation and Community Preservation Committees.   He resides in Centerville with His wife Callie, Children Isla, Rocco and Riggs and their golden retriever Smitty.  They enjoy spending their time on the water and beaches of Nantucket sound. 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Massachusetts Maritime Academy
• Northeastern University

• CERTIFIED FINANCIAL PLANNER®
• Certified Exit Planning Advisor
• Chartered Retirement Plans Specialist℠
• Accredited Wealth Management Advisor℠

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• CT
• DC
• FL
• GA
• IL
• IN
• KS
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NY
• OH
• OR
• PR
• RI
• SC
• TX
• UT
• VA
• VT

After a decade of advising high-net-worth and ultra-high-net-worth families at various CPA firms, law firms, and family offices in the greater Boston area, Pat wanted to return home to his roots on Cape Cod.   As the newest member of the North Street Legacy partners team Pat is excited to help advise and guide select families in the greater Cape Cod and Islands area.

Patrick grew up in Centerville and graduated from Barnstable High School in 1999.  He earned a Bachelor of Science degree in accounting from Boston College in 2003, and graduated from Suffolk Law School in 2007.

 In addition to spending time with his wife Annemarie and children Paige, Kellan And Aidan, Patrick enjoys golfing, traveling, reading books, and watching the Patriots!

His professional/social affiliations include: Board Member Cape Cod Estate planning council and a member of Barnstable Bar Association, Mensa International and Cape Cod Pride

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Boston College

• Certified Exit Planning Advisor

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• FL
• MA
• NY
• WA

Laurie has worked in finance for 27 years and brings a wide range of experience to The North Street Legacy Partners. As a Wealth Management Associate, Laurie provides customized client service and support on all wealth matters, account administration and reliable communication.  She collaborates closely with client's tax and legal advisors, and utilizes the full resources of the firm to produce optimal outcomes for clients. Account operations, recordkeeping and responding to inquiries are all a part of her day-to-day responsibilities. In addition to her client service and administrative functions, Laurie also focuses on project management, ensuring that the business operations are optimized.

Prior to joining UBS, Laurie worked at Credit Suisse for 14 years both in New York City and Greenwich, CT.  In her role at Credit Suisse, she worked with advisors helping to manage and develop client relationships.  Laurie also served as Branch Operations Manager and Office Administrator for the Greenwich, CT office until joining UBS in 2013.  She began her career in operations at Warburg Pincus and has experience as a Portfolio Administrator at Credit Suisse Asset Management before moving into the Private Client side of the business.

Laurie received a B.A. in Economics and Finance from Muhlenberg College and holds the Series 6, 7, 63, 66, 9 and 10 securities licenses.  She recently relocated to Cape Cod from Connecticut, where she was working in the UBS Stamford, CT office, before joining the North Street Legacy Partners.  In her free time, Laurie enjoys photography and traveling.

• Muhlenberg College