Experience

Margaret has served the wealth management needs of high-net-worth individuals and families for over 50 years, founding what would become The Carey Group and building a practice grounded in one core belief — that enduring client relationships are built on trust, discipline, and truly personalized financial counsel. As a senior member of The Carey Group at UBS, she provides comprehensive wealth management across investments, financial planning, wealth transfer, tax-efficient strategies, and philanthropic planning, with a particular focus on preserving and growing wealth across generations.

Margaret graduated summa cum laude from Brandeis University and earned her MBA from Columbia Business School. She began her career in equity research at Keefe, Bruyette & Woods before advancing through senior roles at Dean Witter Reynolds and Merrill Lynch Private Wealth, bringing decades of institutional knowledge to every client relationship.

Credentials:

•       FINRA Series 7 and Series 66 Securities Licenses

Previous Experience:

•       Senior Vice President, Merrill Lynch Private Wealth

•       Vice President, Dean Witter Reynolds, Financial Institutions Group

•       Assistant Vice President, Equity Research, Keefe, Bruyette & Woods

Education:

•       MBA, Columbia Business School

•       BA, Brandeis University — Summa Cum Laude

Community & Personal:

•       She has been involved with the Sir John Soane’s Museum Foundation for over 19 years, including 11 years serving as Treasurer of the US Foundation.

•       She is involved with the Lutyens Trust America Foundation and has sponsored fellowships in architectural research.

•       Outside the office, Margaret enjoys skiing, tennis, and gardening, and cherishes time with her grandchildren.

•       Margaret splits her time between Boston & the Cape, and West Palm Beach.

James Carey

Vice President, Wealth Management | International Division

Jim brings over 50 years of financial services experience to The Carey Group at UBS, where he serves as the team’s senior investment strategist. With deep expertise in macroeconomic research, global capital markets, and geopolitical analysis, Jim provides clients with a sophisticated and authoritative perspective on markets, asset allocation, and investment strategy.

His career spans some of the most respected institutions in global finance — First Boston Corporation, Dean Witter Reynolds, and Merrill Lynch — where he held senior positions in fixed income structuring, trading, and risk management. He earned his MBA from Columbia Business School and a BA from Georgetown University, and his studies at the Faculté des Lettres at the Université de Lyon established a deep connection to Europe and international markets that has defined his global outlook throughout his career.

Credentials:

•       FINRA Series 7 and Series 66 Securities Licenses

Previous Experience:

•       Merrill Lynch — Corporate Institutional Global Fixed Income

•       Dean Witter Reynolds — Fixed Income Trading and Risk Management

•       First Boston Corporation — Fixed Income Structuring

Education:

•       MBA, Columbia Business School

•       Faculté des Lettres, Université de Lyon, France

•       BA, Georgetown University

Community & Personal:

•       Founder, Yorkville Softball League for Girls, New York City

•       Former Chapter Head, Legatus, New York City

•       James splits his time between New York City and West Palm Beach.

•       Outside the office, James enjoys the outdoors, hiking, skiing, tennis, travel, and reading.

Jacqueline has served the wealth management needs of High Net Worth individuals, families, and international clients for over 20 years. As a member of The Carey Group at UBS, she provides sophisticated, comprehensive financial planning across investments, estate planning, and tax strategy. Jacqueline and her team serve the complex needs of affluent private clients, with a particular focus on the financial needs of foreign nationals, international families, and globally mobile clients.

Jacqueline has been with UBS for over 20 years, building her practice within the firm’s International Division. Prior to her current role, she began her career at Goldman Sachs in New York, pursued a Master of Science in International Finance at INSEEC — Institut des Hautes Études Économiques et Commerciales — in Paris, France, where she also worked as an analyste financière at AXA Investment Management, and later served as a research analyst at Ariel Investments. She subsequently earned her MBA from Boston College, with a concentration in Asset and Investment Management and Portfolio Construction.

Credentials:

•       FINRA Series 7 and Series 66 Securities Licenses

•       Licensed for Life Insurance, Annuities, and Long-Term Care

Education:

•       MBA, Boston College — Asset Management and Portfolio Construction

•       MS, Master of Science, International Finance — INSEEC, Paris, France

•       BA, Bachelor of Arts — Boston College

Community & Personal:

•       Former Member, Junior Board of Directors, The Fresh Air Fund

•       Former Member, Alumni Board of Directors, Boston College

•       Outside the office, Jacqueline enjoys travel, tennis, and skiing.

As a Senior Registered Client Associate, Cris serves as a trusted point of contact for clients, anticipating their needs and delivering solutions with care and precision. She provides operational and administrative support to the team while managing client relationships with the attentiveness that comes from decades of dedicated service.

Cris has built her entire career at UBS, where she has been a valued member of the firm since 1989, bringing over 35 years of private client knowledge and unwavering dedication to her clients and colleagues.

Credentials:

•       FINRA Series 7 and Series 66 Securities Licenses

Education:

•       Florida International University

Community & Personal:

•       Fluent in English, Spanish, and Portuguese. Conversational in French.

•       Outside of the office, Cris enjoys traveling and painting.