Financial planning and beyond

Our commitment to you

Our vision at The Commonwealth Group at UBS is to be the wealth management and banking practice of choice for families, business owners and executives with substantial wealth. We aim to do this by leveraging our team's diverse experience and delivering the substantial resources of UBS to help protect and grow the assets entrusted to us, while arranging appropriate financing solutions. By engaging at the forefront of critical financial thought and by developing a deep understanding of and intimacy with each of our clients, we seek to make positive and long-lasting impacts on our clients' lives.

Start the conversation

Comprehensive wealth management services

We have experience in financial planning and wealth management, but we also bring in professionals with the expertise to help you build an appropriate wealth management plan. We will also work with any professionals with whom you already have a relationship.

Retirement planning

A plan to simplify your financial life

Investments and finances under one roof

Business transition & succession planning

Estate planning strategies

Workplace Wealth

Resources and insights

Share it well

Discussing and dividing wealth across generations

Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

2025 Planning Guide

Our goal is to empower you with the crucial information needed to make informed decisions at the right times. Read the 2025 Planning Guide from the UBS Advanced Planning Group to ensure you’re well equipped.

Read the full report

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

James Fredrick Palumbo, CEPA and CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MO
- NC
- NM
- NY
- OH
- PA
- SC
- TX
- VA
James Palumbo calls upon the global resources of UBS to help define, execute and monitor financial strategies that meet the unique needs and goals of corporate, non- profit and entrepreneurial clients.

After 35 years as a regulator, correspondent banker, financial guarantor, investment adviser, property developer and real estate financing broker, Jim realized that the best way for him to serve his clients would be to join a leading institution with an emphasis on integrated, international wealth management. The choice was simple and in early 2010 he moved his practice to UBS.

Jim earned an M.B.A. in finance from Washington University in St. Louis (Olin Graduate School) and a B.A. in economics from Lake Forest College. He is a member of the CFA Society of Washington, D.C. and has held regulatory, senior management and investment advisory positions at the NASD/NASDAQ, Sallie Mae, Connie Lee, New York Life and Ryan Labs Inc. Jim has served as a trustee of Lake Forest College and the Abruzzo-Molise Heritage Society.

He has also served on various committees for local community groups and clubs, including the Special Olympics, Washington University and Cheshire Academy. Jim is active duty qualified in the Virginia State Guard (VDF). He and his wife, Nancy live in Great Falls, Virginia and have three adult children.
- Washington University, M.B.A.
- Lake Forest College, B.A. Economics
- Chartered Retirement Planning Counselor
- Portfolio Manager
- Certified Exit Planning Advisor
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102

james.palumbo@ubs.com

James Fredrick Palumbo, CEPA and CRPC

1800 Tysons Blvd,Mclean,VA,22102
Geoffrey Scott McHenry, CRPC

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MN
- MO
- NC
- NJ
- NM
- NY
- OR
- PA
- TX
- VA
- WV
With 30+ years of continuous investment experience at leading Wall Street firms, Geoffrey McHenry has maintained his clientele throughout bear and bull markets alike. As the team technician, he advocates respect for relative valuations, sentiment and market cycles.

Geoffrey graduated from the Georgia Institute of Technology in 1991 with a B.S. in economics and minors in history and finance. He was selected to study international banking and finance at The London School of Economics. In early 1992 he joined Merrill Lynch, where he worked for 17 years advising clients on investments. As a committed student of investment markets, Geoffrey recognized that the best way to serve his clients would be to join a leading international wealth management firm with strong research and service platforms. Thus, he joined UBS as a Vice President–Investments in 2008.

Geoffrey is a Chartered Retirement Planning Counselor^SM (CRPC®) and has expertise in college funding strategies and knowledge in retirement planning strategies. An avid sailor since his early teens, he races a J-30 in Annapolis, MD.

Geoffrey and his wife, Susan live in Vienna, Virginia, and have three adult children.
- Georgia Institute of Technology, B.S. Economics, minor in History and Finance
- Chartered Retirement Planning Counselor
- Senior Portfolio Manager
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102

geoffrey.mchenry@ubs.com

Geoffrey Scott McHenry, CRPC

1800 Tysons Blvd,Mclean,VA,22102
James Richards

Senior Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Jim is a Senior Registered Client Associate with over 10 years of experience who helps individuals and families ensure they receive outstanding service in the form of administrative solutions designed for their individual needs, communicating consistently throughout the process.

He believes the key to providing outstanding service is by understanding each client and their individual needs. Jim strives to build strong personal relationships with each client, earning their respect and confidence by providing tailored solutions to maximize their time to focus and enjoy what each of them value most.

Prior to joining UBS, he was a Wealth Management Associate for the Graystone Institutional Consulting team at Morgan Stanley. Jim is Series 7, Series 66, and life and health insurance licensed.

Jim graduated from Marymount University in Arlington, VA with a degree in Business Administration. He also was on the soccer

team while attending Marymount and is the school’s 5th leading scorer in history. He and his family live in Lakewood Ranch, FL.
Home Worker FL
Home Worker FL, FL 000

jim.richards@ubs.com

James Richards

Home Worker FL,Home Worker FL,FL,000
Grace Moynihan

Wealth Planning Associate
View bio
- NC
Grace comes to UBS with an understanding that every financial decision can have
far-reaching implications for your future and she takes a holistic approach to
planning your wealth. This approach begins with a conversation about where you
are today and all you want to accomplish in the future. Then she puts her
knowledge and experience to work on your behalf, bringing you the expertise and
solutions that make sense for your particular situation—so that you can move
forward with confidence.

A planning approach
Grace plays a key role with helping to create the financial and estate plans that
serve as the cornerstone of the clients’ financial lives. She anchors planning in a
deep understanding of what each client wants to accomplish over the near and
long term. She works closely with clients to build a comprehensive financial plan
and then carefully tracks progress—ensuring that the plan remains aligned with
their overall goals and objectives over time.

Past experience
- Private Wealth Client Associate, Merrill Lynch
- Investment Specialist, Merrill Edge
Education and credentials
- B.A., Providence College
- Series 7, 63 and, 65 securities licenses.
Life
- Grace lives in Charlotte, North Carolina.
- She enjoys running and making baked goods for her friends and family.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

grace.moynihan@ubs.com

Grace Moynihan

6100 Fairview Road,Charlotte,NC,28210

Justin Biggs

Executive Director

Global Family & Institutional Wealth Americas

View bio

Responsibilities & Professional History

Justin Biggs is an Executive Director on UBS’ Global Family & Institutional Wealth (GFIW) team, a group that delivers institutional services and capabilities to sophisticated family offices. He partners with Family Offices to help them navigate UBS and achieve their objectives across trading, lending, and banking.

Justin joined UBS in 2010 and spent thirteen years in Global Markets distribution roles across Derivatives Execution and Clearing, Electronic Trading, and Equity Finance. He spent years on UBS' Platform Sales team with a focus on Listed and OTC Derivatives Execution and Clearing for Hedge Funds, Banks, Family Offices, and Insurance firms. He has a deep knowledge of institutionally traded financial products and has familiarity covering start-up firms through multi-billion-dollar investment managers

Education

Justin has a B.S. in Economics from The Wharton School of the University of Pennsylvania. Justin lives in the Washington, DC metro area with his wife and son.
Nicholas Galeone

Managing Director

Head of Capital Markets and Underwriting, Real Estate Finance

View bio

Nicholas Galeone is a Managing Director and Head of Capital Markets & Underwriting within the Real Estate Finance Group at UBS. In this role, Mr. Galeone is responsible for, among other things, approving all new loan originations for securitization, overseeing the transaction management process for all commercial real estate loans, including underwriting and structuring, as well as the securitization and distribution of all CMBS loans through new issue transactions or syndication of subordinate debt positions.

Mr. Galeone began his career and first joined UBS in 2002, as an analyst in the securitization team. During 2013, Mr. Galeone was a Director at CBRE Capital Partners, and subsequently a Managing Director with Sound Mark Partners, focused on originating high yield debt positions and b-piece investments.
Mr. Galeone holds a BA in Finance and History from The University of Notre Dame
Baxter Wasson

Managing Director

Co-Head of Capital Solutions

View bio

Baxter is a Managing Director at O'Connor, based in New York, where he is Co-Head of O’Connor Capital Solutions, the $1.1 billion private credit fund he launched with his co-head, Rodrigo Trelles. Prior to joining O'Connor, Baxter was a Managing Director at Deutsche Bank where he was Head of Origination and Structuring for Private Credit. Prior to Deutsche Bank, he worked at Latham & Watkins as a senior associate in the Finance Department, focusing on leveraged finance and project finance.

Baxter holds a J.D. from Harvard Law School and a B.A. from Dartmouth College. He is also a member of the New York board of directors for Girls Leadership, a national non-profit organization dedicated to teaching girls how to find and use their voices, and he remains a competitive rower for the Dartmouth alumni Ever Green Boat Club.
Henry Dreyer

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Henry joined UBS Bank USA in 2007 and he is currently a Senior Wealth Management Banker covering the North New Jersey Market and NY State Complex.

Henry has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Henry began his career in financial services in 2001. Prior to joining UBS, he worked as a mortgage banker for multiple mortgage companies in New Jersey.

Education and personal information

In Henry’s role as a Senior Wealth Management Banker his NMLS # is 172085. He holds his Series 7 and 66 securities licenses. He also holds a bachelor's degree in marketing from Clemson University.

Outside of the office, Henry lives in Cranford, New Jersey with his daughter. He enjoys traveling, football and seeing live music.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Brian Fischbein

Investment Banker

Private Financing Markets & OneBank Coverage, Mid-Atlantic, Texas & Southeast Region

View bio

Brian is a Managing Director based in our West Palm Beach office focused on investment banking coverage in the Mid-Atlantic, Texas and Southeast regions. Previously, Brian was a Managing Director in the Technology, Media & Telecom investment banking group based in New York.

Brian covered the information services and data & analytics sectors and has broad experience across the technology, media and telecommunications landscape. Brian has advised on over $100bn of announced M&A transactions and capital raisings. Brian joined UBS in 2018 from Citigroup where he was a Managing Director in the Global Communications group and was previously with Lehman Brothers and Barclays Capital.

Prior to his career in investment banking, Brian was a CPA with Ernst & Young and Arthur Andersen. Brian earned his MBA, with honors, from the University of Chicago Booth School of Business and his BS and MS in Accounting from the University of Florida.
Christopher McCullough

Executive Director

Wealth Planning Strategist

View bio

Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
- Special Needs & Disability Planning

Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

Past experience
Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

Education and credentials
Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

Life
Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.

James Fredrick Palumbo, CEPA and CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MO
- NC
- NM
- NY
- OH
- PA
- SC
- TX
- VA
James Palumbo calls upon the global resources of UBS to help define, execute and monitor financial strategies that meet the unique needs and goals of corporate, non- profit and entrepreneurial clients.

After 35 years as a regulator, correspondent banker, financial guarantor, investment adviser, property developer and real estate financing broker, Jim realized that the best way for him to serve his clients would be to join a leading institution with an emphasis on integrated, international wealth management. The choice was simple and in early 2010 he moved his practice to UBS.

Jim earned an M.B.A. in finance from Washington University in St. Louis (Olin Graduate School) and a B.A. in economics from Lake Forest College. He is a member of the CFA Society of Washington, D.C. and has held regulatory, senior management and investment advisory positions at the NASD/NASDAQ, Sallie Mae, Connie Lee, New York Life and Ryan Labs Inc. Jim has served as a trustee of Lake Forest College and the Abruzzo-Molise Heritage Society.

He has also served on various committees for local community groups and clubs, including the Special Olympics, Washington University and Cheshire Academy. Jim is active duty qualified in the Virginia State Guard (VDF). He and his wife, Nancy live in Great Falls, Virginia and have three adult children.
- Washington University, M.B.A.
- Lake Forest College, B.A. Economics
- Chartered Retirement Planning Counselor
- Portfolio Manager
- Certified Exit Planning Advisor
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102

james.palumbo@ubs.com

James Fredrick Palumbo, CEPA and CRPC

1800 Tysons Blvd,Mclean,VA,22102
Geoffrey Scott McHenry, CRPC

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MN
- MO
- NC
- NJ
- NM
- NY
- OR
- PA
- TX
- VA
- WV
With 30+ years of continuous investment experience at leading Wall Street firms, Geoffrey McHenry has maintained his clientele throughout bear and bull markets alike. As the team technician, he advocates respect for relative valuations, sentiment and market cycles.

Geoffrey graduated from the Georgia Institute of Technology in 1991 with a B.S. in economics and minors in history and finance. He was selected to study international banking and finance at The London School of Economics. In early 1992 he joined Merrill Lynch, where he worked for 17 years advising clients on investments. As a committed student of investment markets, Geoffrey recognized that the best way to serve his clients would be to join a leading international wealth management firm with strong research and service platforms. Thus, he joined UBS as a Vice President–Investments in 2008.

Geoffrey is a Chartered Retirement Planning Counselor^SM (CRPC®) and has expertise in college funding strategies and knowledge in retirement planning strategies. An avid sailor since his early teens, he races a J-30 in Annapolis, MD.

Geoffrey and his wife, Susan live in Vienna, Virginia, and have three adult children.
- Georgia Institute of Technology, B.S. Economics, minor in History and Finance
- Chartered Retirement Planning Counselor
- Senior Portfolio Manager
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102

geoffrey.mchenry@ubs.com

Geoffrey Scott McHenry, CRPC

1800 Tysons Blvd,Mclean,VA,22102
James Richards

Senior Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Jim is a Senior Registered Client Associate with over 10 years of experience who helps individuals and families ensure they receive outstanding service in the form of administrative solutions designed for their individual needs, communicating consistently throughout the process.

He believes the key to providing outstanding service is by understanding each client and their individual needs. Jim strives to build strong personal relationships with each client, earning their respect and confidence by providing tailored solutions to maximize their time to focus and enjoy what each of them value most.

Prior to joining UBS, he was a Wealth Management Associate for the Graystone Institutional Consulting team at Morgan Stanley. Jim is Series 7, Series 66, and life and health insurance licensed.

Jim graduated from Marymount University in Arlington, VA with a degree in Business Administration. He also was on the soccer

team while attending Marymount and is the school’s 5th leading scorer in history. He and his family live in Lakewood Ranch, FL.
Home Worker FL
Home Worker FL, FL 000

jim.richards@ubs.com

James Richards

Home Worker FL,Home Worker FL,FL,000
Grace Moynihan

Wealth Planning Associate
View bio
- NC
Grace comes to UBS with an understanding that every financial decision can have
far-reaching implications for your future and she takes a holistic approach to
planning your wealth. This approach begins with a conversation about where you
are today and all you want to accomplish in the future. Then she puts her
knowledge and experience to work on your behalf, bringing you the expertise and
solutions that make sense for your particular situation—so that you can move
forward with confidence.

A planning approach
Grace plays a key role with helping to create the financial and estate plans that
serve as the cornerstone of the clients’ financial lives. She anchors planning in a
deep understanding of what each client wants to accomplish over the near and
long term. She works closely with clients to build a comprehensive financial plan
and then carefully tracks progress—ensuring that the plan remains aligned with
their overall goals and objectives over time.

Past experience
- Private Wealth Client Associate, Merrill Lynch
- Investment Specialist, Merrill Edge
Education and credentials
- B.A., Providence College
- Series 7, 63 and, 65 securities licenses.
Life
- Grace lives in Charlotte, North Carolina.
- She enjoys running and making baked goods for her friends and family.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

grace.moynihan@ubs.com

Grace Moynihan

6100 Fairview Road,Charlotte,NC,28210

Justin Biggs

Executive Director

Global Family & Institutional Wealth Americas

View bio

Responsibilities & Professional History

Justin Biggs is an Executive Director on UBS’ Global Family & Institutional Wealth (GFIW) team, a group that delivers institutional services and capabilities to sophisticated family offices. He partners with Family Offices to help them navigate UBS and achieve their objectives across trading, lending, and banking.

Justin joined UBS in 2010 and spent thirteen years in Global Markets distribution roles across Derivatives Execution and Clearing, Electronic Trading, and Equity Finance. He spent years on UBS' Platform Sales team with a focus on Listed and OTC Derivatives Execution and Clearing for Hedge Funds, Banks, Family Offices, and Insurance firms. He has a deep knowledge of institutionally traded financial products and has familiarity covering start-up firms through multi-billion-dollar investment managers

Education

Justin has a B.S. in Economics from The Wharton School of the University of Pennsylvania. Justin lives in the Washington, DC metro area with his wife and son.
Nicholas Galeone

Managing Director

Head of Capital Markets and Underwriting, Real Estate Finance

View bio

Nicholas Galeone is a Managing Director and Head of Capital Markets & Underwriting within the Real Estate Finance Group at UBS. In this role, Mr. Galeone is responsible for, among other things, approving all new loan originations for securitization, overseeing the transaction management process for all commercial real estate loans, including underwriting and structuring, as well as the securitization and distribution of all CMBS loans through new issue transactions or syndication of subordinate debt positions.

Mr. Galeone began his career and first joined UBS in 2002, as an analyst in the securitization team. During 2013, Mr. Galeone was a Director at CBRE Capital Partners, and subsequently a Managing Director with Sound Mark Partners, focused on originating high yield debt positions and b-piece investments.
Mr. Galeone holds a BA in Finance and History from The University of Notre Dame
Baxter Wasson

Managing Director

Co-Head of Capital Solutions

View bio

Baxter is a Managing Director at O'Connor, based in New York, where he is Co-Head of O’Connor Capital Solutions, the $1.1 billion private credit fund he launched with his co-head, Rodrigo Trelles. Prior to joining O'Connor, Baxter was a Managing Director at Deutsche Bank where he was Head of Origination and Structuring for Private Credit. Prior to Deutsche Bank, he worked at Latham & Watkins as a senior associate in the Finance Department, focusing on leveraged finance and project finance.

Baxter holds a J.D. from Harvard Law School and a B.A. from Dartmouth College. He is also a member of the New York board of directors for Girls Leadership, a national non-profit organization dedicated to teaching girls how to find and use their voices, and he remains a competitive rower for the Dartmouth alumni Ever Green Boat Club.
Henry Dreyer

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Henry joined UBS Bank USA in 2007 and he is currently a Senior Wealth Management Banker covering the North New Jersey Market and NY State Complex.

Henry has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Henry began his career in financial services in 2001. Prior to joining UBS, he worked as a mortgage banker for multiple mortgage companies in New Jersey.

Education and personal information

In Henry’s role as a Senior Wealth Management Banker his NMLS # is 172085. He holds his Series 7 and 66 securities licenses. He also holds a bachelor's degree in marketing from Clemson University.

Outside of the office, Henry lives in Cranford, New Jersey with his daughter. He enjoys traveling, football and seeing live music.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Brian Fischbein

Investment Banker

Private Financing Markets & OneBank Coverage, Mid-Atlantic, Texas & Southeast Region

View bio

Brian is a Managing Director based in our West Palm Beach office focused on investment banking coverage in the Mid-Atlantic, Texas and Southeast regions. Previously, Brian was a Managing Director in the Technology, Media & Telecom investment banking group based in New York.

Brian covered the information services and data & analytics sectors and has broad experience across the technology, media and telecommunications landscape. Brian has advised on over $100bn of announced M&A transactions and capital raisings. Brian joined UBS in 2018 from Citigroup where he was a Managing Director in the Global Communications group and was previously with Lehman Brothers and Barclays Capital.

Prior to his career in investment banking, Brian was a CPA with Ernst & Young and Arthur Andersen. Brian earned his MBA, with honors, from the University of Chicago Booth School of Business and his BS and MS in Accounting from the University of Florida.
Christopher McCullough

Executive Director

Wealth Planning Strategist

View bio

Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
- Special Needs & Disability Planning

Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

Past experience
Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

Education and credentials
Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

Life
Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.

Our mission

To help clients remain focused on the key objectives of building, maintaining and protecting wealth, by:

Supporting your opportunistic attitude, which drives work ethic and commitment
Developing a common understanding of value with each client
Providing context and perspectives of historic economic, social and market trends
Drawing attention to factors which might promote or limit growth

Our core values

Honesty
Integrity
Leadership
Collaboration
Discipline

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

Financial planning and beyond

The Commonwealth Group at UBS

Our commitment to you

Comprehensive wealth management services

Retirement planning

A plan to simplify your financial life

Investments and finances under one roof

Business transition & succession planning

Estate planning strategies

Workplace Wealth

Resources and insights

Share it well

Planning for the sale of a closely held business

2025 Planning Guide

Request your report

Thank you! Your request has been submitted.

Pursuing your goals together

James Fredrick Palumbo, CEPA and CRPC

Geoffrey Scott McHenry, CRPC

James Richards

Grace Moynihan

Justin Biggs

Nicholas Galeone

Baxter Wasson

Henry Dreyer

Brian Fischbein

Christopher McCullough

James Fredrick Palumbo, CEPA and CRPC

Geoffrey Scott McHenry, CRPC

James Richards

Grace Moynihan

Justin Biggs

Nicholas Galeone

Baxter Wasson

Henry Dreyer

Brian Fischbein

Christopher McCullough

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Education

Credentials

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Our mission

Our core values

Request your report

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

Tariffs, volatility and your portfolio

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Thank you! Your request has been submitted.