Experience

“Trust, communication, transparency and partnership guide my delivery of a holistic wealth management practice.”

When it comes to wealth management, Don's experience speaks volumes. From trading to private banking to Private Wealth Management, Don has gained invaluable insight by learning the business from the ground up. In particular, his credit, banking and investment training has given him a solid foundation and a solutions-based approach to serve the complex needs of ultra high net worth clients and family offices.

Don strives to bring the vision of his Private Wealth Management team, Trident Partners, to the marketplace by drawing upon the vast resources of UBS to provide solutions customized for the unique needs of clients with significant wealth.

Don Mahoney is a Private Wealth Advisor and Family Office Consultant (FOC)
Don is among a select group of UBS Financial Advisors who have earned the FOC business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Don, as a Private Wealth Advisor and FOC, aligns specific needs to the full suite of UBS capabilities. Working together, he strives to help these exceptional clients address critical concerns to pursue their most important goals.

“Regardless of our clients’ background or challenges, our goal is to become their lifelong advisor and advocate.”

Todd’s fascination with how the financial markets and client relationships intersect began early on and has continued over the last 30 years. Today, as a UBS Private Wealth Advisor with Trident Partners, Todd is passionate about finding specific solutions to help clients achieve what matters most. Access to deep UBS resources along with his team’s decades of experience managing significant wealth for investors, support him as he strives to be their lifelong advisor.

Todd’s clients include family offices, general partners of private equity firms and hedge funds, entrepreneurs and corporate executives along with their families who have created or inherited substantial wealth. Todd creates an exclusive, hands-on boutique environment to provide complete investment and planning solutions. Given the level of complexity and his clients’ time constraints, he integrates his advice with that of their legal and estate professionals to help streamline that process for them. Todd’s relationships often span decades—a testament to the fact that he and his team always put their clients first and never stop striving to improve upon how they can best serve client needs.

Experience
– Private Wealth Advisor, UBS Private Wealth Management
– Executive director, Morgan Stanley Private Wealth Management Group

Life
– Outside of work, Todd is passionate about skiing, sailing and racquet sports.
– He manages an eight-week youth sailing program.
– Todd also sits on the board of Islesboro Affordable Housing.
– He is the vice chairman of the fine arts committee for the Diplomatic Reception Rooms of the US Department of State.
– Todd lives in Jackson, WY with his wife, Claire, and their two children, Olivia and George.

“ We put our clients’ interests first, act with integrity and strive for excellence in every facet of our practice.”

A senior partner and Private Wealth Advisor with UBS Private Wealth team Trident Partners, Brian works closely with successful families, business owners, corporate executives, and their accounting and legal advisors, to provide comprehensive wealth management solutions.

Over the course of his more than 20-year career, Brian has focused on addressing the needs and priorities of affluent investors. He understands the complexities of managing significant wealth and the importance of looking holistically at the big picture. He integrates financial planning, investment management solutions and advice, trust and estate planning, philanthropic resources, and multigenerational family dynamics and legacy planning.

Experience
– Private Wealth Advisor, UBS Private Wealth Management
– Executive Director, Morgan Stanley Private Wealth Management Group

Life
– Outside of work, Brian enjoys coaching youth sports and the outdoors, including fishing, skiing, cycling and yard work.
– He and his wife and their four children live in Cohasset, MA.

Karen joined UBS Wealth Management Americas in 2011 and joined Trident Partners in 2017. Prior to UBS, she worked at Lehman Brothers for three years within the Private Wealth Management. 

As the most senior associate on the team, Karen is responsible for all aspects of client service, operations and account administration.

Karen graduated with a B.S. in Economics from College of Charleston. She currently holds the Series 7, 63 and 65.