Senior Vice President–Wealth Management
With over 25 years of experience in the financial services industry, Carl understands the balance of building capital while preserving hard-earned assets.
Carl seeks to support his clients across their multi-dimensional financial life: their family, their career, their business, and their legacy.
From simplifying benefit plan complexity and driving participation within small businesses, to assisting with retirement plan goal setting, he applies a meticulous and methodical approach to planning, risk mitigation, and comprehensive portfolio management.
Carl and his wife, Margaret, have two children, and they reside in Shrewsbury, Massachusetts.
In his free time, Carl coaches his children's youth sports teams. He also enjoys golf, physical fitness, history, and spending time with his family.
Experience
Designations and education
Senior Vice President–Wealth Management
With over 25 years of experience in the financial services industry, Carl understands the balance of building capital while preserving hard-earned assets.
Carl seeks to support his clients across their multi-dimensional financial life: their family, their career, their business, and their legacy.
From simplifying benefit plan complexity and driving participation within small businesses, to assisting with retirement plan goal setting, he applies a meticulous and methodical approach to planning, risk mitigation, and comprehensive portfolio management.
Carl and his wife, Margaret, have two children, and they reside in Shrewsbury, Massachusetts.
In his free time, Carl coaches his children's youth sports teams. He also enjoys golf, physical fitness, history, and spending time with his family.
Experience
Designations and education
First Vice President
Devin focuses on building comprehensive financial plans and investment strategies for high net-worth individuals, families, and small business owners.
His detail-oriented approach involves utilizing sophisticated analytics to assess each client’s situation and partnering with them to develop a plan tailored to their specific needs.
Whether a client's focus is on maintaining their lifestyle, preparing their family to be responsible stewards of wealth, or preserving their values and legacy, Devin is dedicated to each family's generation.
Devin lives in Hopkinton, Massachusetts, with his wife, Megan, and their three young children: Reagan, Tatum, and Nolan.
He enjoys playing golf, skiing, and participating in endurance events – he has completed many triathlons, half marathons, as well as the 2023 Boston Marathon so far. Most of all, Devin loves spending time with his family whether it be coaching his children's sports teams or planning their next family vacation!
Experience
Designations and education
First Vice President
Devin focuses on building comprehensive financial plans and investment strategies for high net-worth individuals, families, and small business owners.
His detail-oriented approach involves utilizing sophisticated analytics to assess each client’s situation and partnering with them to develop a plan tailored to their specific needs.
Whether a client's focus is on maintaining their lifestyle, preparing their family to be responsible stewards of wealth, or preserving their values and legacy, Devin is dedicated to each family's generation.
Devin lives in Hopkinton, Massachusetts, with his wife, Megan, and their three young children: Reagan, Tatum, and Nolan.
He enjoys playing golf, skiing, and participating in endurance events – he has completed many triathlons, half marathons, as well as the 2023 Boston Marathon so far. Most of all, Devin loves spending time with his family whether it be coaching his children's sports teams or planning their next family vacation!
Experience
Designations and education
First Vice President–Wealth Management
With over 35 years of experience in the financial industry, John has strong knowledge and focus regarding the retirement planning needs of individuals, families, and small business.
His core investment philosophy of income and growth has helped many clients successfully navigate towards and through retirement.
He and his wife, Mary Ann, who works in the Newton Public Schools, enjoy spending time with their three adult children, especially on Cape Cod. John served as a long time coach of youth sports in Newton, including boys and girls soccer.
Designations and education
First Vice President–Wealth Management
With over 35 years of experience in the financial industry, John has strong knowledge and focus regarding the retirement planning needs of individuals, families, and small business.
His core investment philosophy of income and growth has helped many clients successfully navigate towards and through retirement.
He and his wife, Mary Ann, who works in the Newton Public Schools, enjoy spending time with their three adult children, especially on Cape Cod. John served as a long time coach of youth sports in Newton, including boys and girls soccer.
Designations and education
Senior Wealth Strategy Associate
Amy understands the distinct needs and preferences for the team's clients, and how their tailored financial plan complements each stage and transition throughout their lives.
Amy and her husband, Kevin, have two children and live in Westborough, Massachusetts.
Experience
Designations and education
Senior Wealth Strategy Associate
Amy understands the distinct needs and preferences for the team's clients, and how their tailored financial plan complements each stage and transition throughout their lives.
Amy and her husband, Kevin, have two children and live in Westborough, Massachusetts.
Experience
Designations and education
Senior Vice President–Wealth Management
Josh brings years of financial planning, portfolio construction, estate planning and client service to the practice. He believes each client relationship should start with a written-out, easy to understand plan that will serve as the cornerstone for the years to come.
Josh works closely with individuals, multi-generational families, business owners, and philanthropic entities.
He currently resides in Framingham, Massachusetts, with his wife, Holly, and their two young daughters.
Experience
Designations and education
Senior Vice President–Wealth Management
Josh brings years of financial planning, portfolio construction, estate planning and client service to the practice. He believes each client relationship should start with a written-out, easy to understand plan that will serve as the cornerstone for the years to come.
Josh works closely with individuals, multi-generational families, business owners, and philanthropic entities.
He currently resides in Framingham, Massachusetts, with his wife, Holly, and their two young daughters.
Experience
Designations and education
Senior Vice President–Wealth Management
Jon guides his clients toward better financial futures by identifying and closing planning gaps, and—having personal experience witnessing financial adversity—he believes accountability and intentionally are the core of best-interest planning approaches.
Now in his 21st year, Jon translates financial planning analytics into easily digestible advice and guidance for his clients' strategies.
Jon, his wife, Megan, and their two children reside in Ashland, Massachusetts. When away from the office, Jon enjoys golfing, listening to podcasts, watching movies, reading books, and spending time with his family.
Experience
Designations and education
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Jon guides his clients toward better financial futures by identifying and closing planning gaps, and—having personal experience witnessing financial adversity—he believes accountability and intentionally are the core of best-interest planning approaches.
Now in his 21st year, Jon translates financial planning analytics into easily digestible advice and guidance for his clients' strategies.
Jon, his wife, Megan, and their two children reside in Ashland, Massachusetts. When away from the office, Jon enjoys golfing, listening to podcasts, watching movies, reading books, and spending time with his family.
Experience
Designations and education
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Dave brings over 35 years of wealth management experience to The William Street Wealth Management Group. Dave provides sound, open-minded financial advice not to only his clients, but also to those closest to them.
Dave was born and raised in Boston, Massachusetts.
Experience
Designations and education
Senior Vice President–Wealth Management
Financial Advisor
Dave brings over 35 years of wealth management experience to The William Street Wealth Management Group. Dave provides sound, open-minded financial advice not to only his clients, but also to those closest to them.
Dave was born and raised in Boston, Massachusetts.
Experience
Designations and education
Senior Vice President–Wealth Management
Over the span of more than five decades at UBS and its predecessor firms, Jim has met the many opportunities facing clients and their families with zeal.
Jim and his family reside in Waltham, Massachusetts.
Designations and education
Senior Vice President–Wealth Management
Over the span of more than five decades at UBS and its predecessor firms, Jim has met the many opportunities facing clients and their families with zeal.
Jim and his family reside in Waltham, Massachusetts.
Designations and education
Client Associate
With a proactive service model that helps ensure consistency and efficiency, Mia works alongside the financial advisors to help implement and execute their client's financial plan.
Mia leverages the global resources of UBS for daily operations and service.
She resides in Boston, Massachusetts, and enjoys being outdoors.
Experience
Designations and education
Client Associate
With a proactive service model that helps ensure consistency and efficiency, Mia works alongside the financial advisors to help implement and execute their client's financial plan.
Mia leverages the global resources of UBS for daily operations and service.
She resides in Boston, Massachusetts, and enjoys being outdoors.
Experience
Designations and education
Client Associate
Andrew is responsible for assisting with daily operations, and he works with the team to help bring together their clients’ plans and vision for the future.
He resides in Worcester, MA.
Andrew enjoys working on his golf game, watching his favorite movies, snowboarding, and searching for the best breakfast spots in New England.
Experience
Designations and education
Client Associate
Andrew is responsible for assisting with daily operations, and he works with the team to help bring together their clients’ plans and vision for the future.
He resides in Worcester, MA.
Andrew enjoys working on his golf game, watching his favorite movies, snowboarding, and searching for the best breakfast spots in New England.
Experience
Designations and education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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