Jason Pettinelli is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Santander Securities LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Mitchell Riesenberger is a financial advisor with UBS Financial Services in Hopkinton, MA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the Board of Directors and Finance Committee for Dress For Success Boston, a nonprofit organization that provides business attire and job skills to women. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client solutions.

Eric Hoertdoerfer is a Series 66-registered financial advisor with UBS Financial Services in Boston, MA, where he has worked since 2002. He has 23 years of experience in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Maurice Bradshaw is a financial advisor at UBS Financial Services in Boston, MA, with 29 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Bradshaw serves as a trustee for multiple family trusts and is involved with the Hingham Historical Society, where he participates in fundraising and event management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Vincent Zingarelli is a CFP® with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services in Boston, MA. He has been with UBS since 2017 and previously worked at the University of Delaware. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor investment plans.

William Danforth is a financial advisor at UBS Financial Services in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, Danforth operates fishing charters in the Marblehead and Charlestown areas as a fishing guide. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Ryan Lapointe is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation. He has experience at UBS since 2022 and previously worked in fine dining and marina management. Lapointe also has a five-year background at Merrimack College. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Christine Somers is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 63 designation and 25 years of industry experience. She previously worked at Morgan Stanley for 13 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Sally C Vail is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions, model-based asset allocations, and global research to tailor investment plans aligned with clients' goals and risk tolerances.

Emily Barno is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with four years of industry experience. She has worked at UBS since 2019 and previously attended Bentley University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Makenna Austin is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and has previously worked at Goldman Sachs, MassMutual Greater Philadelphia, and Foresight Solutions LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Michael Cook is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with 24 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor investment strategies.

James Fair is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves on the board of Patrick's Promise, a foundation focused on raising funds and awareness for charitable and cultural organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Brittany Manganaro is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with 21 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Anne Martin is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Waldron H. Rand & CO, Windsor Private Wealth, and Beauport Hospitality Group. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Martha Spaeth is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation. Prior to joining UBS, she has worked in various educational roles and spent time at AM Best. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Christopher Herlihy is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, he is a private investor in Maggie Louise Confections, a luxury chocolate company founded by family members. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor solutions. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Rafael Williamson is a financial advisor at UBS Financial Services in Boston, MA, with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at UBS since 2015, following roles at LCG PCG, International Assets Investment Management, Commerce Wealth Advisers, and Gunnallen Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans to clients’ goals and risk tolerances.

Haley Tyrrell is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with five years of industry experience. She has been with UBS since 2019 and previously worked at Northeastern University for four years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client solutions.

Allen Sussman is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.