Your financial life

Advice that looks beyond your portfolio

2024 Best-in-State Wealth Advisor Recognition

We are thrilled to announce that Darrin Gold from the Gold Wealth Management Group has been recognized by Forbes-SHOOK Research as a Best-in-State Wealth Advisor in Massachusetts for 2024, marking the third consecutive year he has received this honor. Darrin and team are incredibly honored he received this national recognition from such a highly regarded industry leader as Forbes.

Click here to read more about this recognition

Direct Indexing Strategy

You've probably heard the old adage, "It's not what you earn; it's what you keep." In the world of investing, this rings especially true. Taxes can take a significant bite out of your annual earnings.

If you don’t have a tax management strategy as part of your overall investment plan and want to learn more about this strategy, click to watch our video going over how it works and the benefits!

Year Ahead 2024 - A new world

As we enter 2024, the questions on the top of investors’ minds center around whether history will repeat itself: Will the former president be the next president? Will the Fed cause another recession? Will we face a new deficit crisis? Will AI be as transformative as the internet? Can China break through the middle income trap? Will the new normal for interest rates be like the old normal?

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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.

The Gold Wealth Management Group is committed to helping you plan for the future by providing comprehensive wealth management solutions for all of your financial needs. Corporate executives, business owners and their families come to us with their most complicated financial challenges. Some investors have complex wealth transfer needs and tax concerns. Others own a business and need to address specific cash flow challenges. Still others are dealing with the potential risks of a concentrated stock position.

No matter how complicated the situation, we provide financial advice and a plan that can give you greater confidence to pursue your life goals. By leveraging the vast resources of UBS and working with an extended team of external specialists, we leave no stone unturned when it comes to our focus on your financial challenges. Our seamless approach can help to simplify your financial life, so you have more time to focus on the personal and professional priorities that matter most.

Whether it’s your investment strategy, your business, or anything to do with your financial future, you can count on us to:

Focus on every aspect of your financial life
Design a thoughtful and tailored strategy for achieving your most important financial goals
Simplify the complexities of wealth
Aim to offer a quality client experience

Start the conversation

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.

Darrin Gold

Senior Vice President–Wealth Management

Wealth Advisor
View bio Industry recognition
- CA
- CT
- DC
- FL
- MA
- MD
- ME
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VT
With a streamlined wealth management process that emphasizes “one shop” convenience, exemplary service and comprehensive planning, Darrin has built a dedicated advisory team focused primarily on the needs of corporate executives and business owners with a focus in the healthcare industry. He is passionate about helping clients and their families plan for the future with a range of services, based on a deep understanding of each client’s values, goals, relationships, assets, personal process and interests. Darrin is committed to creating a “wow” experience by focusing on every aspect of his client’s financial life. In addition, Darrin has assembled an external team of financial professionals who can assist clients in areas outside of The Gold Wealth Management Group areas of expertise (i.e., taxes, insurance, estate planning).

Darrin joined UBS from Legg Mason in 2004. After completing a rigorous internal training program in 2010 Darrin earned the designation of Wealth Advisor. This designation has only been achieved by a small group of UBS advisors and has significantly broadened Darrin’s knowledge in the area of client solutions. He has earned the Series 7 and 65 securities licenses, as well as health and life insurance licenses. Darrin graduated with a B.S. degree in business from Suffolk University in Boston, where he is fondly remembered as a member of the college’s Hockey Hall of Fame.

Dedicated to giving back to the community, Darrin had a transformative experience volunteering to help reconstruct homes in New Orleans after Hurricane Katrina. While there, he realized that he could best serve his community by helping young people and families learn how to handle their finances. When he returned to Boston, he joined the board of Brook Farm Academy so he could focus on developing a financial planning curriculum for students in underserved communities. He is also actively involved with the Year Up organization. Darrin is a lifelong Boston resident. Outside of UBS, he enjoys boating, travel, surfing, fitness and is an avid reader.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Suffolk University, B.S. Business
- Wealth Advisor
Lending services

Financial planning

Philanthropy

Retirement planning

Estate planning strategies

Exit planning

One Post Office Square
33rd Floor
Boston, MA 02109

darrin.gold@ubs.com,samantha.hodgkins@ubs.com

Darrin Gold

One Post Office Square,Boston,MA,02109
Samantha Hodgkins

Senior Wealth Strategy Associate
View bio
- CA
- CT
- DC
- FL
- MA
- ME
- NH
- NY
- TX
- VT
Before joining UBS in 2013, Sam was the executive assistant to the CEO of a life insurance company working with high net worth clients. This experience helped her to understand the importance of exceptional customer service.

Sam has a B.A. in business management and a minor in communications from Simmons College, and holds the Series 7 and 66 securities licenses. Within the Group, what Sam values most is going the extra mile for clients to provide them with a top-notch customer experience. She very much enjoys working with a team. The team environment provides her the ability to acquire a comprehensive picture of each client’s unique needs as she helps connect the dots of their financial lives—everything from setting up new accounts to working closely with estate attorneys and CPAs to create a customized experience at UBS.

After living in San Diego for the past fours years, Sam and her dog Logan just moved back to the East Coast. During her spare time, she enjoys being outdoors, taking her dog to the beach, hiking, playing field hockey, golfing, and spending time with her family in Vermont. Sam also prioritizes health and wellness, reading, and meditation.
- Simmons College, B.S. Business Management; minor in Communications
One Post Office Square
35th floor
Boston, MA 02109

samantha.hodgkins@ubs.com

Samantha Hodgkins

One Post Office Square,Boston,MA,02109

Todd D. Mayo

Executive Director

Senior Wealth Strategist

View bio

Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals. He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects. In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives.

Professional History

Before joining UBS, Todd was general counsel of Perspecta Trust. He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company. Before that, he practiced trust and tax law with Cleveland, Waters and Bass.

Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020). He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US).

Affiliations

Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee.

Education

Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.
Roger Kraus

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Roger joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Greater Boston and Northern New England Markets.

Roger 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

Roger began his career with UBS in 2006, first as a Client Service Associate in Wealth Management NY, then Private Wealth NY. In 2009, his team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank and started a career as an Financial Advisor in their Law Firms Group, working with top lawyers and law firms in New York.

Education and personal information

In Roger’s role as a Senior Wealth Management Banker his NMLS # is 821627. He holds his Series 7 and 66 securities licenses, and has a degree in English Literature and Performance. He enjoyed a 15+ year career as a professional actor in New York City and nationally before starting his career in finance. He currently lives in Boston's historic South End.

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.
Julie Binder

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
Peter Kong

Executive Director

Lead Assoc,Sales & Marketing

View bio
William C. Shad CFP®, CIMA®, ChFC®, CEPA®

Executive Director

Head of Wealth Planning Strategists and Trust Consulting

View bio

Darrin Gold

Senior Vice President–Wealth Management

Wealth Advisor
View bio Industry recognition
- CA
- CT
- DC
- FL
- MA
- MD
- ME
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VT
With a streamlined wealth management process that emphasizes “one shop” convenience, exemplary service and comprehensive planning, Darrin has built a dedicated advisory team focused primarily on the needs of corporate executives and business owners with a focus in the healthcare industry. He is passionate about helping clients and their families plan for the future with a range of services, based on a deep understanding of each client’s values, goals, relationships, assets, personal process and interests. Darrin is committed to creating a “wow” experience by focusing on every aspect of his client’s financial life. In addition, Darrin has assembled an external team of financial professionals who can assist clients in areas outside of The Gold Wealth Management Group areas of expertise (i.e., taxes, insurance, estate planning).

Darrin joined UBS from Legg Mason in 2004. After completing a rigorous internal training program in 2010 Darrin earned the designation of Wealth Advisor. This designation has only been achieved by a small group of UBS advisors and has significantly broadened Darrin’s knowledge in the area of client solutions. He has earned the Series 7 and 65 securities licenses, as well as health and life insurance licenses. Darrin graduated with a B.S. degree in business from Suffolk University in Boston, where he is fondly remembered as a member of the college’s Hockey Hall of Fame.

Dedicated to giving back to the community, Darrin had a transformative experience volunteering to help reconstruct homes in New Orleans after Hurricane Katrina. While there, he realized that he could best serve his community by helping young people and families learn how to handle their finances. When he returned to Boston, he joined the board of Brook Farm Academy so he could focus on developing a financial planning curriculum for students in underserved communities. He is also actively involved with the Year Up organization. Darrin is a lifelong Boston resident. Outside of UBS, he enjoys boating, travel, surfing, fitness and is an avid reader.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Suffolk University, B.S. Business
- Wealth Advisor
Lending services

Financial planning

Philanthropy

Retirement planning

Estate planning strategies

Exit planning

One Post Office Square
33rd Floor
Boston, MA 02109

darrin.gold@ubs.com,samantha.hodgkins@ubs.com

Darrin Gold

One Post Office Square,Boston,MA,02109
Samantha Hodgkins

Senior Wealth Strategy Associate
View bio
- CA
- CT
- DC
- FL
- MA
- ME
- NH
- NY
- TX
- VT
Before joining UBS in 2013, Sam was the executive assistant to the CEO of a life insurance company working with high net worth clients. This experience helped her to understand the importance of exceptional customer service.

Sam has a B.A. in business management and a minor in communications from Simmons College, and holds the Series 7 and 66 securities licenses. Within the Group, what Sam values most is going the extra mile for clients to provide them with a top-notch customer experience. She very much enjoys working with a team. The team environment provides her the ability to acquire a comprehensive picture of each client’s unique needs as she helps connect the dots of their financial lives—everything from setting up new accounts to working closely with estate attorneys and CPAs to create a customized experience at UBS.

After living in San Diego for the past fours years, Sam and her dog Logan just moved back to the East Coast. During her spare time, she enjoys being outdoors, taking her dog to the beach, hiking, playing field hockey, golfing, and spending time with her family in Vermont. Sam also prioritizes health and wellness, reading, and meditation.
- Simmons College, B.S. Business Management; minor in Communications
One Post Office Square
35th floor
Boston, MA 02109

samantha.hodgkins@ubs.com

Samantha Hodgkins

One Post Office Square,Boston,MA,02109

Todd D. Mayo

Executive Director

Senior Wealth Strategist

View bio

Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals. He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects. In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives.

Professional History

Before joining UBS, Todd was general counsel of Perspecta Trust. He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company. Before that, he practiced trust and tax law with Cleveland, Waters and Bass.

Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020). He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US).

Affiliations

Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee.

Education

Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.
Roger Kraus

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Roger joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Greater Boston and Northern New England Markets.

Roger 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

Roger began his career with UBS in 2006, first as a Client Service Associate in Wealth Management NY, then Private Wealth NY. In 2009, his team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank and started a career as an Financial Advisor in their Law Firms Group, working with top lawyers and law firms in New York.

Education and personal information

In Roger’s role as a Senior Wealth Management Banker his NMLS # is 821627. He holds his Series 7 and 66 securities licenses, and has a degree in English Literature and Performance. He enjoyed a 15+ year career as a professional actor in New York City and nationally before starting his career in finance. He currently lives in Boston's historic South End.

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.
Julie Binder

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
Peter Kong

Executive Director

Lead Assoc,Sales & Marketing

View bio
William C. Shad CFP®, CIMA®, ChFC®, CEPA®

Executive Director

Head of Wealth Planning Strategists and Trust Consulting

View bio

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Getting to know you

A focus on every aspect of your financial life

Our relationship starts with a series of conversations and in-depth questions to help us understand every aspect of your financial life and your vision for what you want to accomplish. After this extensive review, we create a detailed client profile that provides a look at where you are today.

With a full understanding of your goals, we can help you pursue the financial future you envision.

Exceptional client service

Aim to offer a quality client experience

Our entire team is committed to delivering the kind of exceptional service that builds long-term relationships. We stay in touch with relevant information based on the schedule you prefer—with meetings and conversations over the course of each year to regularly update each other with the information necessary to keep your plan on course.

Always available to answer your questions and assist you, our client service team can not only meets your specific needs but knows how to anticipate them as well. And our unwavering commitment to every aspect of your financial life—above and beyond the expected—leads to an exceptional client experience.

Talk to us about how we can help you embrace your financial future with confidence.

Comprehensive wealth management

A thoughtful and tailored strategy for achieving your most important financial goals

Our commitment to comprehensive wealth management means that we have access to some of the best resources and intellectual capital in the industry. From helping you create a comfortable retirement to ensuring your plan protects your interests for the next generation, we’ll put the extensive resources of UBS to work as we design your personal wealth plan.

With an understanding of your long-term goals and risk tolerance, we offer a broad range of investment solutions to meet sophisticated needs. When it comes to advanced planning, we help unify all aspects of your financial life. Our full suite of services not only tackles the issues you face today but also helps you plan strategically for the future.

The value of collaboration

Simplify the complexities of wealth

In this challenging financial environment, we believe it’s important to go the extra mile for you. Because our team has built strong relationships with a wide array of experts outside of UBS, we engage with an extended team of tax, insurance and estate planning advisors to add another dimension to our planning conversations.

These external advisors can help analyze situations to see what might be missing and identifies areas of potential opportunity. Drawing from their perspectives, we then present these insights to you for consideration:

Is it time to think about your estate in a new way?
Is there a smarter way to minimize the impact of taxes?
Do your insurance strategies provide adequate protection as you move through life?
Is your business succession plan setting the stage for the next generation?

Working closely with trusted accountants, attorneys and other advisors, as well as our internal network of experts, we provide you with insights and solutions that simply can’t be matched.

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

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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

person

seasoned team

Your financial life

2024 Best-in-State Wealth Advisor Recognition

Direct Indexing Strategy

Year Ahead 2024 - A new world

Share it well

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Pursuing your goals together

Darrin Gold

Samantha Hodgkins

Todd D. Mayo

Roger Kraus

Julie Binder

Peter Kong

William C. Shad CFP®, CIMA®, ChFC®, CEPA®