Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Team Photo

We guide our clients through major life events and help them grow, preserve, and pass on their wealth. Our customized approach focuses on thoughtful financial planning strategies and wealth management that encompasses investments and all aspects of your financial life.

Young family at the beach

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.

  • Chris Shukie Profile Photo

    Chris Shukie

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • CA
    • CO
    • CT
    • FL
    • IL
    • KY
    • LA
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Chris joined UBS in 2003 and together with Michael Haynes in 2014, they formed The Haynes Group. He works with a select group of high net worth and ultra-high net worth clients and their families to help them with all aspects of their financial lives. This includes structuring a financial plan paired with a tailored investment strategy designed to meet their unique needs. In addition, he advises on retirement planning, insurance, real estate financing, trust services, and charitable giving. With the partnership of attorneys and accountants, he helps to coordinate their estate and tax planning goals.

     

    He graduated from Vassar College in 2003 and met his wife, Chelsea, in 2005 while they worked at UBS together. Chris and Chelsea have two daughters, Ella and Caitlin, and live in Winchester, MA. They actively support the Winchester public school system, Memorial Sloan Kettering cancer research, Strike 3 (a charitable organization that raises funding for childhood cancer research) and Neighborshare (a charitable organization that partners with community case workers to identify pivotal needs for community citizens). Chris serves as a trustee for the Winchester Community Music School. He is an avid music fan and enjoys going to concerts and collecting old records. In his free time, he enjoys spending time with his family, skiing, and watching his daughters do what they love.

    • Financial Planning Top 40 Financial Advisors Under 40, 2018, 2019, 2020, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • On Wall Street – Top 40 Advisors Under 40, 2016, 2017, 2018, 2019, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
    • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • Vassar College
    • CERTIFIED FINANCIAL PLANNER®
    One Post Office Square
    33rd Floor
    Boston, MA 02109
    chris.shukie@ubs.com
    Chris Shukie
    One Post Office Square,Boston,MA,02109
  • Ryan Balon

    Ryan Balon

    Vice President–Wealth Management

    Senior Wealth Strategy Associate

    • image
    • image
    • AK
    • CA
    • CO
    • CT
    • FL
    • IL
    • LA
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Ryan has over 20 years of experience in the financial industry dedicated to serving the financial needs of a select number of wealthy individuals and families.

    He believes comprehensive planning is integral to achieving client's long-term goals and is dedicated to guiding his clients through the complexity of the financial markets. Ryan does this by providing a guided and personalized investment strategy to help clients make educated and responsible financial decisions to help support them for the rest of their lives.

    Ryan attended Suffolk University Class of 2003 with a major in business and minor in marketing and lives in Cumberland, RI with his wife Ashley, daughter Mackenna and golden retriever Hudson.

    He is an avid tennis player and enjoys traveling and spending time with his family.

          One Post Office Square
          35th floor
          Boston, MA 02109
          ryan.balon@ubs.com
          Ryan Balon
          One Post Office Square,Boston,MA,02109
        • Susan Carrai Profile Photo

          Susan Carrai

          Senior Registered Client Associate

          • image
          • image
          • image
          • AK
          • CA
          • CO
          • CT
          • FL
          • IL
          • MA
          • MD
          • ME
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WV

          Sue has 35 years of experience in the Financial Services industry, the last 17 of which she has been working with The Haynes Group at UBS. She holds the Series 7, 8 and 63 licenses. Her primary focus is in providing exemplary client service. She excels at meeting the various and complex administrative needs of clients in today's financial world. Sue lives on the North Shore of Boston. In her spare time, she is a professional violinist and enjoys walking, reading, volunteering at charity events, and spending time on Cape Cod with her family.

                One Post Office Square
                35th floor
                Boston, MA 02109
                susan.carrai@ubs.com
                Susan Carrai
                One Post Office Square,Boston,MA,02109
              • neila

                Nell Birmingham

                Registered Client Associate

                • image
                • image
                • image
                • AK
                • CA
                • CO
                • CT
                • FL
                • IL
                • MA
                • MD
                • ME
                • MN
                • MO
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WV

                Nell has recently joined the Haynes group and is working with clients for all their administrative and operational needs. Her primary focus is on client service and assisting the team. Nell studied economics at Villanova University and now lives in South Boston. In her free time, Nell enjoys runs around castle island, cooking, and visiting her family on Cape Cod.

                      One Post Office Square
                      35th floor
                      Boston, MA 02109
                      nell.birmingham@ubs.com
                      Nell Birmingham
                      One Post Office Square,Boston,MA,02109

                    House View Monthly

                    cleaners

                    Business transition & succession planning

                    Adult children with parents

                    Dividing wealth across generations

                    Fausto

                    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.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    #1

                    for High Net-Worth clients

                    Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    Financial strength

                    Driving confidence.
                    A-  Standard & Poor’s
                    A  Fitch
                    A3
                      Moody’s


                    UBS AG, long-term senior secured debt rating. As of 03/31/2024

                    Insights

                    This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                    Go to privacy settings