Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

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.

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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

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- CA
- CO
- CT
- FL
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- 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 partnered with Michael Haynes in 2014, creating 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 pared with a tailored investment strategy designed to meet their unique needs. In addition, he advises on life and long-term care insurance, real estate financing, 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 and Strike 3, a charitable organization that heightens awareness, mobilizes support, and raises funding for childhood cancer research. 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.
- 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

Vice President–Wealth Management

Senior Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DE
- FL
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- 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

Senior Client Associate
View bio
- AK
- CA
- CO
- CT
- FL
- IL
- KY
- 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
Nell Birmingham

Client Associate
View bio
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

Chris Shukie

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- CA
- CO
- CT
- FL
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- 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 partnered with Michael Haynes in 2014, creating 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 pared with a tailored investment strategy designed to meet their unique needs. In addition, he advises on life and long-term care insurance, real estate financing, 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 and Strike 3, a charitable organization that heightens awareness, mobilizes support, and raises funding for childhood cancer research. 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.
- 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

Vice President–Wealth Management

Senior Wealth Strategy Associate
View bio
- AK
- CA
- CO
- CT
- DE
- FL
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- 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

Senior Client Associate
View bio
- AK
- CA
- CO
- CT
- FL
- IL
- KY
- 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
Nell Birmingham

Client Associate
View bio
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

Business transition & succession planning

Dividing wealth across generations

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

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

Experience. Advice. Collaboration.

Pursuing your goals together

Chris Shukie

Ryan Balon

Susan Carrai

Nell Birmingham