Lasting relationships. For all that matters

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 Malin

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- 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
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 Myers, Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- 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
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.
- UBS Wealth Management President’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.
One Post Office Square
35th floor
Boston, MA 02109

rem.myers@ubs.com

Rem Myers, Jr.

One Post Office Square,Boston,MA,02109
Curtis Conover

Senior Vice President–Wealth Management

Chartered Retirement Plans Specialist℠
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- 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
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 Maramag, CFP®

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- 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 Myers

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- 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
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 Koerner

Team Administrator
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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 Reis

Client Associate
View bio
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 Schneiders

Client Associate
View bio
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

George Malin

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- 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
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 Myers, Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- 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
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.
- UBS Wealth Management President’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.
One Post Office Square
35th floor
Boston, MA 02109

rem.myers@ubs.com

Rem Myers, Jr.

One Post Office Square,Boston,MA,02109
Curtis Conover

Senior Vice President–Wealth Management

Chartered Retirement Plans Specialist℠
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- 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
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 Maramag, CFP®

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- 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 Myers

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- 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
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 Koerner

Team Administrator
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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 Reis

Client Associate
View bio
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 Schneiders

Client Associate
View bio
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.

Start the conversation

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.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

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

^$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

Lasting relationships. For all that matters

Pursuing your goals together

George Malin

Rem Myers, Jr.

Curtis Conover

Maria Maramag, CFP®

Hank Myers

Karen Koerner

Paul Reis

Jim Schneiders