An experienced and committed team

The Chapin Group at UBS Financial Services is a multi-generational wealth management team based on Cape Cod, serving families, business owners, and retirees across Southeastern Massachusetts, New England, and beyond. With more than 105 years of combined team experience, our mission is to provide personalized financial planning, investment management, and retirement income strategies tailored to each client’s goals. We specialize in helping clients navigate life’s key transitions—selling a business, significant inheritances, planning for retirement, or preparing a family legacy—through disciplined, tax-efficient strategies and a commitment to long-term relationships.

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to client service. We provide personalized advice, first-class solutions, and extensive wealth management experience.

Timothy Chapin

Senior Vice President–Wealth Management

Financial Advisor

Tim Chapin is a Senior Vice President-Wealth Management and Financial Advisor with The Chapin Group. Since 1983, he has been helping individuals and families plan for retirement and navigate the complexities of growing, preserving, and distributing wealth. Tim advises clients on strategies designed to help build lasting financial security, provide tax efficient strategies, and ensure the smooth transfer of assets during retirement and across generations.

Born in Boston and a Cape Cod resident since 1965, Tim has built relationships with clients across New England and beyond, providing guidance rooted in experience, integrity, and personal connection. A graduate of Tabor Academy and Bowdoin College, he is deeply involved in his community, having served as Past President of the Osterville Rotary Club, Past Master of the Dewitt Clinton Lodge, Past Board Member of Heritage Museums & Gardens, and current Board Member of the Job Training & Employment Corp.

An avid fisherman and single-digit golfer, Tim and his wife, Melinda, reside in Falmouth, where they continue to enjoy the coastal lifestyle and close-knit community that reflect the values at the heart of The Chapin Group.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • Bowdoin College, B.A. Classics
  • Tabor Academy
1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

tim.chapin@ubs.com,christopher.chapin@ubs.com
Timothy Chapin
1471 Iyanough Road (Route 132),Hyannis,MA,02601

Chris Chapin, CFP®

Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®

Chris Chapin, is a Vice President-Wealth Management and Financial Advisor with The Chapin Group. As a second-generation advisor, Chris provides comprehensive, goals-based guidance to families, business owners, and retirees across Cape Cod, Massachusetts and New England. His focus is on helping clients simplify financial complexity through coordinated investment management, advanced financial planning, retirement planning, and disciplined, tax-efficient strategies.

Dedicated to continuing his family’s legacy of service, Chris works alongside his father, Tim Chapin, Senior Vice President – Wealth Management, Financial Advisor, to provide clients with the personalized attention and long-term perspective they deserve. Chris takes a goals-based, multigenerational approach to help clients build, preserve, and transfer wealth.

A magna cum laude graduate of Bridgewater State University, Chris earned his B.A. in Public Relations and completed advanced financial planning coursework at Wake Forest University to achieve his CERTIFIED FINANCIAL PLANNER® certification. Since joining UBS, Chris has built his business around thoughtful, client-first advice—combining access to the firm’s institutional-level resources and research with The Chapin Group’s personalized, multi-generational approach to wealth management.

Rooted in Cape Cod values, Chris takes pride in continuing his family’s 40-year tradition of integrity, trust, and client care. Outside the office, he enjoys spending time with his wife, Morgan, and their daughter, and staying active in his community and on the ice—carrying forward the teamwork and discipline he learned through hockey.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • VA
  • VT
  • WA
  • WI
  • WV

Education

  • Bridgewater State University, B.A. Magna Cum Laude
  • Wake Forest University, Certificate in Financial Planning, CFP® Education
  • Tabor Academy

Credentials

  • CERTIFIED FINANCIAL PLANNER®
1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

christopher.chapin@ubs.com
Chris Chapin, CFP®
1471 Iyanough Road (Route 132),Hyannis,MA,02601

Maggie Kenney

Wealth Strategy Associate

With more than 35 years of experience in the financial services industry, Maggie Kenney brings a deep understanding of client needs and a genuine passion for helping families at every stage of their financial journey. As a Wealth Strategy Associate with The Chapin Group at UBS Financial Services, she works closely with the financial advisors to deliver coordinated wealth management, investment, and planning strategies tailored to each client’s goals.

Maggie holds her Series 7, 9, 10, 31, 63, and 66 securities licenses and leverages her extensive industry knowledge to support individuals, retirees, and business owners seeking thoughtful, financial guidance. Known for her approachable and upbeat personality, she plays a key role in ensuring each client receives the high-touch service and attention to detail that define The Chapin Group’s multi-generational approach.

Outside the office, Maggie enjoys vegetable and flower gardening and spending time with family and friends—reflecting the same care and dedication she brings to her work every day.

Registered States:
  • CT
  • FL
  • MA
  • MI
  • NC
  • NH
  • NY
  • VA
1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

maggie.kenney@ubs.com
Maggie Kenney
1471 Iyanough Road (Route 132),Hyannis,MA,02601

Ethan Madera

Wealth Strategy Associate

Corporate Stock Benefit Analyst

Ethan Madera is a Wealth Strategy Associate with The Chapin Group at UBS Financial Services. He plays a key role in supporting the team’s comprehensive wealth management and financial planning strategies for families, business owners, and corporate executives across New England and throughout the U.S.

Ethan joined UBS in 2018 and has since held a variety of roles across the firm. Drawing on his tenured experience, he brings deep analytical insight and a client-first mindset to every relationship—helping deliver tailored, tax-efficient strategies that align with each client’s unique goals and long-term financial objectives.

A graduate of Rutgers University with a Bachelor of Science in Finance, Ethan leverages his background and industry knowledge to provide well-informed advice and personalized wealth strategies. Known for his thoughtful approach and dedication to service, he reflects The Chapin Group’s multi-generational commitment to long-term financial planning and client relationships.

Outside the office, Ethan enjoys reading, cooking, snowboarding, and spending time with family and friends.

Registered States:
  • CT
  • FL
  • MA
  • ME
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • VA
  • VT

Education

  • Rutgers University, B.S. Finance
  • County College of Morris, A.S. Business Administration

Credentials

  • Corporate Stock Benefit Analyst
184 Liberty Corner Road
Suite 101
Warren, NJ 07059

Email Me

ethan.madera@ubs.com
Ethan Madera
184 Liberty Corner Road,Warren,NJ,07059

Laurin Balfour

Senior Client Associate

With more than 15 years of experience in the financial services industry, Laurin Balfour is dedicated to providing the best possible service and support to clients and their families. As a Client Associate with The Chapin Group, she plays an integral role in ensuring each client experiences the team’s personalized, high-touch approach to wealth management and financial planning. Laurin coordinates all aspects of client service—helping families, retirees, and business owners access timely information, execute transactions efficiently, and stay connected to their financial goals.

Laurin is a graduate of the Chamberlayne School of Design at Mount Ida College, where she earned her Bachelor of Science in Design. She and her husband, David, live in Mashpee with their two sons, Owen and Jack. Outside of work, Laurin enjoys staying active with her family’s many sports and community activities and values teaching her children that hard work and determination are the foundation of success in every area of life.

Education

  • Chamberlayne School of Design at Mount Ida College, B.S. of Design
1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

laurin.balfour@ubs.com
Laurin Balfour
1471 Iyanough Road (Route 132),Hyannis,MA,02601

For over 40 years, The Chapin Group at UBS has helped families, retirees, and business owners build lasting financial legacies. Whether you're planning for retirement, building wealth, or preserving a family legacy, our team is here to help. Schedule a conversation with our experienced wealth management team today.

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