Lasting relationships. For all that matters

Sailboat splashing in water

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.

  • George

    George Malin

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    • DC
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    • HI
    • ID
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    George started his career as an advisor in 1976 and joined UBS in February 1994 as a Senior Financial Advisor. He earned his bachelor’s degree at the George Washington University, where he studied botany and geology. George focuses on portfolio management, including asset allocation, sector and security selection, and wealth and estate preservation strategies.

    George and his wife, Nancy, live in Boston. They have five children and eight grandchildren. His hobbies have included beekeeping and tapping his own maple trees for syrup. He enjoys tennis, gardening, traveling and theater.

          One Post Office Square
          35th floor
          Boston, MA 02109
          george.malin@ubs.com
          George Malin
          One Post Office Square,Boston,MA,02109
        • Rem

          Rem Myers, Jr.

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
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          • DC
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          • FL
          • GA
          • HI
          • ID
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          Rem joined UBS in 2001 after 12 years at Merrill Lynch. Over the course of his career, he has earned industry recognition including being named a Forbes Best-In-State Wealth Advisor in Massachusetts for 2021, 2022, 2023, and 2024. Rem’s focus is on portfolio management, including asset allocation, and sector and security selection.

          Rem is an active volunteer and former director at Sailing Heals, a nonprofit organization that takes cancer patients out for a day of sailing and respite. He is also involved with American Corporate Partners, a career development and mentoring program for veterans. In addition, he is past president of the board of Pleon Yacht Club, a nonprofit yacht club for children in Marblehead, MA. A graduate of Denison University with a B.A. in economics, Rem is married with four children and lives in Swampscott, MA. During his leisure time, he enjoys boating, skiing and playing guitar.

          • Forbes Best-in-State Wealth Advisors, 2021, 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.

              One Post Office Square
              35th floor
              Boston, MA 02109
              rem.myers@ubs.com
              Rem Myers, Jr.
              One Post Office Square,Boston,MA,02109
            • Curtis

              Curtis Conover

              Senior Vice President–Wealth Management

              Chartered Retirement Plans Specialist℠

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              • AZ
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              • CO
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              • DC
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              • GA
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              • ID
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              • KY
              • LA
              • MA
              • MD
              • ME
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              • MT
              • NC
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              • NJ
              • NM
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              • OR
              • PA
              • RI
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              • UT
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              Curtis joined UBS in 2001 after spending most of his career at KPMG, a Big Four accounting firm. Though he is no longer practicing, he earned his CPA credential while working there. Today, Curtis takes pride in delivering value to UBS clients through investment management solutions and superior customer service. His areas of focus include asset allocation, financial planning and corporate retirement programs.

              Curtis is an avid sports enthusiast.

                  • Chartered Retirement Plans Specialist℠
                  317 W. Barbee Chapel Road
                  Chapel Hill, NC 27517
                  curtis.conover@ubs.com
                  Curtis Conover
                  317 W. Barbee Chapel Road,Chapel Hill,NC,27517
                • Maria

                  Maria Maramag, CFP®

                  Vice President–Wealth Management

                  Financial Advisor

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                  • AZ
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                  • CO
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                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
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                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MT
                  • NC
                  • NH
                  • NJ
                  • NM
                  • NY
                  • OH
                  • OR
                  • PA
                  • RI
                  • SC
                  • TX
                  • UT
                  • VA
                  • VI
                  • VT
                  • WA
                  • WI
                  • WY

                  Maria started her career at UBS in 1999 and began working with George Malin in 2001. Meeting the rigorous professional standards and requirements of the CFP® Board, Maria is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst®, as well as a non-practicing attorney. She graduated from Babson College and Boston College Law School and is licensed for life, accident and health insurance.

                  Maria lives in Boston with her two children and enjoys being active.

                        One Post Office Square
                        35th floor
                        Boston, MA 02109
                        maria.maramag@ubs.com
                        Maria Maramag, CFP®
                        One Post Office Square,Boston,MA,02109
                      • Hank Photo

                        Hank Myers

                        Financial Advisor

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                        • AZ
                        • CA
                        • CO
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                        • DC
                        • DE
                        • FL
                        • GA
                        • HI
                        • ID
                        • IL
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                        • ME
                        • MI
                        • MT
                        • NC
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                        • NJ
                        • NM
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                        • OH
                        • OR
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                        • RI
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                        • TX
                        • UT
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                        • WY

                        Hank brings over a decade of experience in the financial services industry, specializing in working with high-net-worth individuals and families. Most recently, Hank served as a Vice President at Goldman Sachs, where he developed a deep expertise in wealth management, investment strategies, and personalized financial planning. Hank graduated from St. George’s School and holds a Bachelor of Arts from Trinity College. Outside the office, Hank enjoys spending time on the water boating and is an avid skier. He currently resides in Charlestown, MA, with his wife, Hannah, and their son, Harrison.

                              One Post Office Square
                              35th floor
                              Boston, MA 02109
                              hank.myers@ubs.com
                              Hank Myers
                              One Post Office Square,Boston,MA,02109
                            • Karen

                              Karen Koerner

                              Team Administrator

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                              • AK
                              • AL
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                              • MI
                              • MN
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                              • NC
                              • NE
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                              • NV
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                              • OR
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                              Karen joined our team in March 2024 as our Team Administrator. She has been with UBS since 1996, starting in the firm’s Portland Maine office before relocating to Boston in 1999. As our Team Administrator, Karen will draw on her vast knowledge of UBS systems and procedures in partnership with Paul Reis and Jim Schneiders to deliver excellent customer service to our clients.

                              She currently resides north of Boston. She is an avid reader and enjoys going to the theater and symphony.

                                    One Post Office Square
                                    35th floor
                                    Boston, MA 02109
                                    karen.koerner@ubs.com
                                    Karen Koerner
                                    One Post Office Square,Boston,MA,02109
                                  • Paul

                                    Paul Reis

                                    Client Associate

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                                      Paul brings over 5 years of experience in the financial service industry, previously working for Merrill Lynch and Eaton Vance. He focuses on providing excellent customer service to our clients. 

                                      A finance graduate of Northeastern University, Paul resides in East Boston with his chow chow Roman. He is an active traveler who enjoys experimenting with cuisine, watching movies and attending music events.

                                            One Post Office Square
                                            35th floor
                                            Boston, MA 02109
                                            paul.reis@ubs.com
                                            Paul Reis
                                            One Post Office Square,Boston,MA,02109
                                          • Jim Photo

                                            Jim Schneiders

                                            Client Associate

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                                              Jim is the newest member of our team, bringing prior experience with UBS wealth management as well as experience in project management. Jim recently graduated from the University of Wisconsin – Madison earning degrees in Finance and Real Estate Economics. Jim holds his SIE certification and is actively working on obtaining his series 7 and 66 certifications.

                                              Jim is originally from Ipswich, MA but currently resides in Dorchester. In his free time Jim enjoys skiing, boating, the beach and is an avid Boston Sports fan.

                                                    One Post Office Square
                                                    35th floor
                                                    Boston, MA 02109
                                                    jim.schneiders@ubs.com
                                                    Jim Schneiders
                                                    One Post Office Square,Boston,MA,02109

                                                  We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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                                                  Connecting you to the deep resources of UBS

                                                  By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                                                  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

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                                                  As of 06/30/2024

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                                                  UBS is a leading and truly global wealth manager

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