Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Our Team Mission

As a Private Wealth team, we intentionally maintain a minimum client-to-advisor ratio that enables us to thoroughly understand who you are and what you need. You can expect an exceptionally personalized relationship with global access to UBS expertise, investment services, and an ecosystem of like-minded families, business owners, philanthropists and entrepreneurs.

Wayne Davis

Managing Director–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WY
- Dartmouth College, B.A.
- Tuck School of Business, Dartmouth College, MBA
- Senior Portfolio Manager
- Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109
Jillian McGrath

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Jillian has been advising high-net-worth individuals and families for over fifteen years. She specializes in advising multigenerational families, business owners and female decision-makers. Often, her clients are struggling with an important or challenging life transition, such as a divorce, death of a family member, or sale of a business. Jillian finds great joy in helping her clients untangle the complex web of financial and emotional considerations, bringing purpose and clarity to her clients’ wealth. Supported by UBS’s vast infrastructure and global footprint, Jillian and her team are able to source best ideas for client portfolios.

Prior to joining UBS Private Wealth Management, Jillian spent fifteen years as a Financial Advisor at Bernstein Private Wealth Management. She graduated from Trinity College with a degree in Economics.

Jillian is actively involved in Boston’s non-profit community and currently serves on the following Boards:
- Harvard Club of Boston, Vice President of the Board
- Old North Foundation, Board Member
- Boston Lyric Opera, Board of Advisors
- The Winsor School Alumnae Board, Board Member
Jillian lives in Boston with her husband and son, Liam. When she’s not working, Jillian enjoys playing squash and tennis.
- Trinity College, B.A. - Economics
One Post Office Sq.
35th Floor
Boston, MA 02109
Roderick Wagner

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WY
- University of Wisconsin, Madison, B.A. - Economics
- Senior Portfolio Manager
- Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109
Maggie Bree

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Maggie has a passion for building personal relationships with her clients and providing them with financial peace of mind. She focuses her practice on advising corporate executives, businesses owners, multigenerational families, and key decision-makers.

Growing up in the industry, she was always fascinated with the markets and providing solutions to complex problems. Maggie prepares customized, comprehensive financial plans, which instill confidence and clarity for making life-altering decisions. She partners with the advanced planning, family and philanthropy advisory, and family office groups to meet the needs of her ultra-high net worth clients.

Prior to joining UBS, Maggie worked with high and ultra-high net worth clients as a Senior Managing Associate and Client Service Advisor at AllianceBernstein in Washington, DC.

Originally from outside of Philadelphia, Maggie graduated from Boston College with a degree in Finance and Business Analytics. In her spare time, she is an avid runner, reader, and podcast enthusiast, and she enjoys cheering on her favorite Philadelphia sports teams.
- Boston College, B.A. - Finance and Business Analytics
One Post Office Sq.
35th Floor
Boston, MA 02109
Genevieve Michel

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
Genevieve oversees the execution of the team's client service model and assists in all operational and administrative aspects of the business and managing client services.

Genevieve is a Senior Registered Client Service Associate at UBS Private Wealth Management in Boston. Genevieve oversees the execution of the team's client service model and assists in all operational and administrative aspects of the business and managing client services. Genevieve graduated from The University of Montana in May 2003, earning a degree of Bachelor of Arts in Finance and Marketing. In her free time, she enjoys reading, hiking, golfing, and spending time with her husband, son, and daughter.
- University of Montana, B.A. - Finance and Marketing
One Post Office Sq.
35th Floor
Boston, MA 02109
Joe Sanclemente

Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WY
Joe is joined UBS Private Wealth Management in 2022 after graduating from Roger Williams University. He graduated with a Bachelor of Science in Marketing with a minor in Finance and concentration in Global Communications. While attending school he was a selected leader for the portfolio management program and a volunteer with Rotary and the Special Olympics.

Joe is an instrumental member of our team, and he takes seriously his role of delivering the white-glove service that our clients both deserve and demand. In his down time, Joe enjoys golfing and playing hockey.
- Roger Williams University, B.A. - Marketing and Finance
One Post Office Sq.
35th Floor
Boston, MA 02109

Stephanie Lee

Client Associate
View bio
Stephanie assists in the operational and administrative aspects of the business and managing client services.

Stephanie is a Client Service Associate at UBS Private Wealth Management in Boston. Stephanie assists in the operational and administrative aspects of the business and managing client services.

Stephanie graduated from Brown University in December 2021, earning a degree of Bachelor of Arts in Political Science and in Behavioral Decision Sciences. Stephanie was on the board of the 180 Degrees Consulting Chapter at Brown and led refugee rights advocacy-focused clubs. In her free time, she enjoys trying new restaurants, taking Pilates classes, and spending time with friends and family.
- Brown University, B.A. - Political Science and Behavioral Decision Sciences
200 Clarendon Street
24th Floor
Boston, MA 02116

Wayne Davis

Managing Director–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WY
- Dartmouth College, B.A.
- Tuck School of Business, Dartmouth College, MBA
- Senior Portfolio Manager
- Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109
Jillian McGrath

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Jillian has been advising high-net-worth individuals and families for over fifteen years. She specializes in advising multigenerational families, business owners and female decision-makers. Often, her clients are struggling with an important or challenging life transition, such as a divorce, death of a family member, or sale of a business. Jillian finds great joy in helping her clients untangle the complex web of financial and emotional considerations, bringing purpose and clarity to her clients’ wealth. Supported by UBS’s vast infrastructure and global footprint, Jillian and her team are able to source best ideas for client portfolios.

Prior to joining UBS Private Wealth Management, Jillian spent fifteen years as a Financial Advisor at Bernstein Private Wealth Management. She graduated from Trinity College with a degree in Economics.

Jillian is actively involved in Boston’s non-profit community and currently serves on the following Boards:
- Harvard Club of Boston, Vice President of the Board
- Old North Foundation, Board Member
- Boston Lyric Opera, Board of Advisors
- The Winsor School Alumnae Board, Board Member
Jillian lives in Boston with her husband and son, Liam. When she’s not working, Jillian enjoys playing squash and tennis.
- Trinity College, B.A. - Economics
One Post Office Sq.
35th Floor
Boston, MA 02109
Roderick Wagner

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WY
- University of Wisconsin, Madison, B.A. - Economics
- Senior Portfolio Manager
- Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109
Maggie Bree

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
Maggie has a passion for building personal relationships with her clients and providing them with financial peace of mind. She focuses her practice on advising corporate executives, businesses owners, multigenerational families, and key decision-makers.

Growing up in the industry, she was always fascinated with the markets and providing solutions to complex problems. Maggie prepares customized, comprehensive financial plans, which instill confidence and clarity for making life-altering decisions. She partners with the advanced planning, family and philanthropy advisory, and family office groups to meet the needs of her ultra-high net worth clients.

Prior to joining UBS, Maggie worked with high and ultra-high net worth clients as a Senior Managing Associate and Client Service Advisor at AllianceBernstein in Washington, DC.

Originally from outside of Philadelphia, Maggie graduated from Boston College with a degree in Finance and Business Analytics. In her spare time, she is an avid runner, reader, and podcast enthusiast, and she enjoys cheering on her favorite Philadelphia sports teams.
- Boston College, B.A. - Finance and Business Analytics
One Post Office Sq.
35th Floor
Boston, MA 02109
Genevieve Michel

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
Genevieve oversees the execution of the team's client service model and assists in all operational and administrative aspects of the business and managing client services.

Genevieve is a Senior Registered Client Service Associate at UBS Private Wealth Management in Boston. Genevieve oversees the execution of the team's client service model and assists in all operational and administrative aspects of the business and managing client services. Genevieve graduated from The University of Montana in May 2003, earning a degree of Bachelor of Arts in Finance and Marketing. In her free time, she enjoys reading, hiking, golfing, and spending time with her husband, son, and daughter.
- University of Montana, B.A. - Finance and Marketing
One Post Office Sq.
35th Floor
Boston, MA 02109
Joe Sanclemente

Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WY
Joe is joined UBS Private Wealth Management in 2022 after graduating from Roger Williams University. He graduated with a Bachelor of Science in Marketing with a minor in Finance and concentration in Global Communications. While attending school he was a selected leader for the portfolio management program and a volunteer with Rotary and the Special Olympics.

Joe is an instrumental member of our team, and he takes seriously his role of delivering the white-glove service that our clients both deserve and demand. In his down time, Joe enjoys golfing and playing hockey.
- Roger Williams University, B.A. - Marketing and Finance
One Post Office Sq.
35th Floor
Boston, MA 02109
Stephanie Lee

Client Associate
View bio
Stephanie assists in the operational and administrative aspects of the business and managing client services.

Stephanie is a Client Service Associate at UBS Private Wealth Management in Boston. Stephanie assists in the operational and administrative aspects of the business and managing client services.

Stephanie graduated from Brown University in December 2021, earning a degree of Bachelor of Arts in Political Science and in Behavioral Decision Sciences. Stephanie was on the board of the 180 Degrees Consulting Chapter at Brown and led refugee rights advocacy-focused clubs. In her free time, she enjoys trying new restaurants, taking Pilates classes, and spending time with friends and family.
- Brown University, B.A. - Political Science and Behavioral Decision Sciences
200 Clarendon Street
24th Floor
Boston, MA 02116

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Exceptional financial strength and stability

Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.

Learn more about our Stability & Strength

Launch. Evolve. Exit your business.

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Let's move forward. Together.

Our Team Mission

Wayne Davis

Jillian McGrath

Roderick Wagner

Maggie Bree

Genevieve Michel

Joe Sanclemente

Stephanie Lee