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.

Connect with us

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 Square
35th floor
Boston, MA 02109

wayne.davis2@ubs.com

Wayne Davis

One Post Office Square,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
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VI
- VT
- WA
- WI
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 Square
35th floor
Boston, MA 02109

jillian.mcgrath@ubs.com

Jillian McGrath

One Post Office Square,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
Rod began his finance career directly out of college with a job at the Chicago Board of Trade first as a clerk then as a trader in the US Treasury Options floor. He discovered private wealth management shortly thereafter and with 14 years of experience at US Trust and Fleet Private Bank, joined UBS as a Private Wealth Advisor in 2012. Today, Rod focuses on advising ultra-high investors and addresses the complex needs of their families. The team takes a holistic approach and provide guidance on asset allocation, portfolio management, retirement planning, credit structuring, charitable giving, and estate planning strategies.

Rod resides in Boston, MA with his wife, Mar, and two children, Jack and Annie. Outside of work, he enjoys golf, squash, skiing and has been known to run the occasional half-marathon. He is active in the community and enjoys spending time with family and friends.
- University of Wisconsin, Madison, B.A. - Economics
- Senior Portfolio Manager
- Private Wealth Advisor
One Post Office Square
35th floor
Boston, MA 02109

roderick.wagner@ubs.com

Roderick Wagner

One Post Office Square,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
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VI
- VT
- WA
- WI
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 Square
35th floor
Boston, MA 02109

maggie.bree@ubs.com

Maggie Bree

One Post Office Square,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
genevieve.michel@ubs.com

Genevieve Michel
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
- WI
- 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 Square
35th floor
Boston, MA 02109

joseph.sanclemente@ubs.com

Joe Sanclemente

One Post Office Square,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

somin.lee@ubs.com

Stephanie Lee

200 Clarendon Street,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 Square
35th floor
Boston, MA 02109

wayne.davis2@ubs.com

Wayne Davis

One Post Office Square,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
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VI
- VT
- WA
- WI
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 Square
35th floor
Boston, MA 02109

jillian.mcgrath@ubs.com

Jillian McGrath

One Post Office Square,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
Rod began his finance career directly out of college with a job at the Chicago Board of Trade first as a clerk then as a trader in the US Treasury Options floor. He discovered private wealth management shortly thereafter and with 14 years of experience at US Trust and Fleet Private Bank, joined UBS as a Private Wealth Advisor in 2012. Today, Rod focuses on advising ultra-high investors and addresses the complex needs of their families. The team takes a holistic approach and provide guidance on asset allocation, portfolio management, retirement planning, credit structuring, charitable giving, and estate planning strategies.

Rod resides in Boston, MA with his wife, Mar, and two children, Jack and Annie. Outside of work, he enjoys golf, squash, skiing and has been known to run the occasional half-marathon. He is active in the community and enjoys spending time with family and friends.
- University of Wisconsin, Madison, B.A. - Economics
- Senior Portfolio Manager
- Private Wealth Advisor
One Post Office Square
35th floor
Boston, MA 02109

roderick.wagner@ubs.com

Roderick Wagner

One Post Office Square,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
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VI
- VT
- WA
- WI
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 Square
35th floor
Boston, MA 02109

maggie.bree@ubs.com

Maggie Bree

One Post Office Square,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
genevieve.michel@ubs.com

Genevieve Michel
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
- WI
- 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 Square
35th floor
Boston, MA 02109

joseph.sanclemente@ubs.com

Joe Sanclemente

One Post Office Square,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

somin.lee@ubs.com

Stephanie Lee

200 Clarendon Street,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.

Advice for business owners & entrepreneurs

A leading global wealth manager

The good news is, you’re succeeding

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

Let's move forward. Together.

Our Team Mission

Wayne Davis

Jillian McGrath

Roderick Wagner

Maggie Bree

Genevieve Michel

Joe Sanclemente

Stephanie Lee