Insight-based advice

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Institutional consulting

Retirement plan sponsors

Foundations and endowments

Your organization has a unique culture. With it comes the challenge of simplifying benefit plan complexity and driving participation. You may face daily complications of optimizing your plan, meeting your fiduciary and regulatory obligations and educating your employees. As an experienced and dedicated team, we leverage the vast resources and strong financial backing of a powerful global leader to help support your organization.

Start the conversation

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.

Roger Vierra, Jr., CIMA

Senior Vice President–Investments
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OK
- PA
- RI
- TN
- TX
- VA
Roger brings more than thirty years of experience in providing publicly-traded and privately-held organizations with fiduciary institutional consulting services, including qualified and non-qualified retirement plan asset management and monitoring, and plan design and benchmarking. His team also provides institutional-quality investment planning and advice to executives, small business owners, and institutional investors.

A Certified Investment Management Analyst, Roger focuses much of his work on providing institutions with asset allocation modeling and recommendations to optimize portfolio performance while reducing associated risk and expense. Hallmarks of his team's institutional focus includes providing plan fiduciaries with support, education and guidance and providing plan participants with targeted investment education.

Roger earned a B.A. in business administration from Rollins College in Winter Park, FL, as well as an M.B.A. in finance and marketing from that institution's Crummer Graduate School of Business. He holds Series 7, 63 and 65 securities licenses.

Roger was ordained a permanent deacon for the Archdiocese of Boston in October 2015. He and his wife, Maryann, have three daughters, Erin, a graduate of the University of Virginia, Darci, a graduate of Providence College, and Kristi, a graduate of Wake Forest University.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Rollins College, B.A. Business Administration
- Rollins College Crummer Graduate School of Business, M.B.A. Finance and Marketing
- Certified Investment Management Analyst®
Post Office Square, Boston MA 02109
Boston, MA 02109
Jesse Masterson, CIMA, CRPS

Senior Wealth Strategy Associate
View bio
- MA
Jesse K. Masterson is a Senior Retirement Plan Consultant for UBS Financial Services.

He has worked with the Vierra Group since 2007, both at Bear Stearns & Co. and UBS. Jesse is a graduate of Boston University's School of Management with a concentration in Finance. Jesse holds his Certified Investment Management Analyst designation (CIMA®) and is a Chartered Retirement Plan Specialist (CRPS®). In addition, Jesse has his Series 7, 63, and 65 licenses.

Jesse helps design, implement and service retirement plans for publicly traded and privately held organizations and their employees. He also provides companies with corporate cash account services and tactical allocation for their investment accounts.

An important aspect of retirement plan implementation is the design and distribution of educational seminars and materials for plan sponsors, their administering staff and plan participants. Jesse develops and executes several programs and processes to assist plan fiduciaries in the management of their corporate retirement plans, including speaking engagements in conjunction with industry experts to address the latest regulations and working through fiduciary checklists and guidelines. Jesse also develops and presents retirement and other planning-related seminars for all plan participants—from pre-retirees to newly enrolled personnel—and helps coordinate education efforts across multiple employee locations when needed.

Jesse and his wife, Heather, and children, Ella and Jackson, live in Milton, MA. His personal interests include skiing and basketball.
- Boston University's School of Management
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
- Senior Retirement Plan Consultant
1099 Hingham Street
3rd Floor
Rockland, MA 02370
Erin O'Neill, CRPS

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
Erin O'Neill is Vice President, Financial Advisor of The Vierra Group. Erin is a Chartered Retirement Plan Specialist (CRPS®), and has her Series 7, 63, and 65 licenses.

Prior to joining The Vierra Group in 2022, Erin spent nearly 10 years with John Hancock Retirement Plan Services, where she served as a Relationship Manager to many of John Hancock's largest institutional 401(k) plan sponsors.

In her role with The Vierra Group, Erin helps design, implement and service retirement plans for publicly traded and privately held organizations and their employees.

An important aspect of retirement plan implementation is the design and distribution of educational seminars and materials for plan sponsors, their administering staff and plan participants. Erin develops and executes several programs and processes to assist plan fiduciaries in the management of their corporate retirement plans, including speaking engagements in conjunction with industry experts to address the latest regulations and working through fiduciary checklists and guidelines.

Erin lives with her husband (Barrett), son (Luke), and dog (Archie) in Hingham, Massachusetts. She was formerly captain of the DI Women's Tennis Team at the University of Virginia, and she has since taken up pickleball. Her other pursuits include boxing and volunteering.
- NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- University of Virginia, B.A. Foreign Affairs
- Chartered Retirement Plans Specialist℠
1099 Hingham Street
3rd Floor
Rockland, MA 02370
Christopher Spellman

Vice President–Wealth Management
View bio
- CT
- DC
- FL
- GA
- MA
- ME
- NC
- NH
- NM
- PA
- RI
- SC
- TN
- TX
- VT
- WA
Christopher Spellman provides participant education for our group. Chris leads all conversations with a comprehensive planning approach. It helps him learn all he can about you and your participants so he can address the most important priorities. What's more, if circumstances change over time, or new opportunities arise, Chris can adjust the plan to ensure it is on track.

With over 20 years of experience in the financial services industry, Chris understands the unique challenges 401(k) plan participants face. His goal is to help reduce plan participants stress around all financial matters. He helps clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation:
- Complimentary, confidential, comprehensive financial plans for all participants
- Strategies for managing retirement income & expenses
- Asset allocation and investment management across all account types-individual, joint, business, taxable and tax-deferred: IRAs, 401Ks and rollovers from retirement plans.
- Strategies for navigating Social Security and Medicare
- Legacy and business succession plans
- Strategies for managing financial risk, including life insurance, long term care and annuities.
1099 Hingham Street
3rd Floor
Rockland, MA 02370

Roger Vierra, Jr., CIMA

Senior Vice President–Investments
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OK
- PA
- RI
- TN
- TX
- VA
Roger brings more than thirty years of experience in providing publicly-traded and privately-held organizations with fiduciary institutional consulting services, including qualified and non-qualified retirement plan asset management and monitoring, and plan design and benchmarking. His team also provides institutional-quality investment planning and advice to executives, small business owners, and institutional investors.

A Certified Investment Management Analyst, Roger focuses much of his work on providing institutions with asset allocation modeling and recommendations to optimize portfolio performance while reducing associated risk and expense. Hallmarks of his team's institutional focus includes providing plan fiduciaries with support, education and guidance and providing plan participants with targeted investment education.

Roger earned a B.A. in business administration from Rollins College in Winter Park, FL, as well as an M.B.A. in finance and marketing from that institution's Crummer Graduate School of Business. He holds Series 7, 63 and 65 securities licenses.

Roger was ordained a permanent deacon for the Archdiocese of Boston in October 2015. He and his wife, Maryann, have three daughters, Erin, a graduate of the University of Virginia, Darci, a graduate of Providence College, and Kristi, a graduate of Wake Forest University.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Rollins College, B.A. Business Administration
- Rollins College Crummer Graduate School of Business, M.B.A. Finance and Marketing
- Certified Investment Management Analyst®
Post Office Square, Boston MA 02109
Boston, MA 02109
Jesse Masterson, CIMA, CRPS

Senior Wealth Strategy Associate
View bio
- MA
Jesse K. Masterson is a Senior Retirement Plan Consultant for UBS Financial Services.

He has worked with the Vierra Group since 2007, both at Bear Stearns & Co. and UBS. Jesse is a graduate of Boston University's School of Management with a concentration in Finance. Jesse holds his Certified Investment Management Analyst designation (CIMA®) and is a Chartered Retirement Plan Specialist (CRPS®). In addition, Jesse has his Series 7, 63, and 65 licenses.

Jesse helps design, implement and service retirement plans for publicly traded and privately held organizations and their employees. He also provides companies with corporate cash account services and tactical allocation for their investment accounts.

An important aspect of retirement plan implementation is the design and distribution of educational seminars and materials for plan sponsors, their administering staff and plan participants. Jesse develops and executes several programs and processes to assist plan fiduciaries in the management of their corporate retirement plans, including speaking engagements in conjunction with industry experts to address the latest regulations and working through fiduciary checklists and guidelines. Jesse also develops and presents retirement and other planning-related seminars for all plan participants—from pre-retirees to newly enrolled personnel—and helps coordinate education efforts across multiple employee locations when needed.

Jesse and his wife, Heather, and children, Ella and Jackson, live in Milton, MA. His personal interests include skiing and basketball.
- Boston University's School of Management
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
- Senior Retirement Plan Consultant
1099 Hingham Street
3rd Floor
Rockland, MA 02370
Erin O'Neill, CRPS

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
Erin O'Neill is Vice President, Financial Advisor of The Vierra Group. Erin is a Chartered Retirement Plan Specialist (CRPS®), and has her Series 7, 63, and 65 licenses.

Prior to joining The Vierra Group in 2022, Erin spent nearly 10 years with John Hancock Retirement Plan Services, where she served as a Relationship Manager to many of John Hancock's largest institutional 401(k) plan sponsors.

In her role with The Vierra Group, Erin helps design, implement and service retirement plans for publicly traded and privately held organizations and their employees.

An important aspect of retirement plan implementation is the design and distribution of educational seminars and materials for plan sponsors, their administering staff and plan participants. Erin develops and executes several programs and processes to assist plan fiduciaries in the management of their corporate retirement plans, including speaking engagements in conjunction with industry experts to address the latest regulations and working through fiduciary checklists and guidelines.

Erin lives with her husband (Barrett), son (Luke), and dog (Archie) in Hingham, Massachusetts. She was formerly captain of the DI Women's Tennis Team at the University of Virginia, and she has since taken up pickleball. Her other pursuits include boxing and volunteering.
- NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- University of Virginia, B.A. Foreign Affairs
- Chartered Retirement Plans Specialist℠
1099 Hingham Street
3rd Floor
Rockland, MA 02370
Christopher Spellman

Vice President–Wealth Management
View bio
- CT
- DC
- FL
- GA
- MA
- ME
- NC
- NH
- NM
- PA
- RI
- SC
- TN
- TX
- VT
- WA
Christopher Spellman provides participant education for our group. Chris leads all conversations with a comprehensive planning approach. It helps him learn all he can about you and your participants so he can address the most important priorities. What's more, if circumstances change over time, or new opportunities arise, Chris can adjust the plan to ensure it is on track.

With over 20 years of experience in the financial services industry, Chris understands the unique challenges 401(k) plan participants face. His goal is to help reduce plan participants stress around all financial matters. He helps clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation:
- Complimentary, confidential, comprehensive financial plans for all participants
- Strategies for managing retirement income & expenses
- Asset allocation and investment management across all account types-individual, joint, business, taxable and tax-deferred: IRAs, 401Ks and rollovers from retirement plans.
- Strategies for navigating Social Security and Medicare
- Legacy and business succession plans
- Strategies for managing financial risk, including life insurance, long term care and annuities.
1099 Hingham Street
3rd Floor
Rockland, MA 02370

Modern Retirement Monthly

Retirement check-in and 2024 preview

Regardless of whether you have decades left to save for retirement, are transitioning into retirement, or are already enjoying your retirement years, it's always a good idea to have a regular check-in with your retirement plan.

Learn more

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

Insights

Start the conversation

Are you a UBS Client?

Leave this empty:

Insight-based advice

Defining your priorities. Pursuing what matters.

Institutional consulting

Retirement plan sponsors

Foundations and endowments

Pursuing your goals together

Roger Vierra, Jr., CIMA

Jesse Masterson, CIMA, CRPS

Erin O'Neill, CRPS

Christopher Spellman

Roger Vierra, Jr., CIMA

Jesse Masterson, CIMA, CRPS

Erin O'Neill, CRPS

Christopher Spellman

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Modern Retirement Monthly

Thank you for your interest. Please complete the form below:

Thank you!

Error

Backed by the strength of UBS

A global leader in wealth management

Insights

Thank you for contacting us.

Error

*

Start the conversation