$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.
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.
Ian MacNeill is the Market Director for Downtown Boston and North Shore in the Greater Boston Market. In this role, Ian is driving firm initiatives and goals while collaborating, coaching and recruiting the best Wealth Advisors in the industry to help them achieve their professional and personal goals. Before joining the Downtown office, Ian was the Northeast Divisional Sales Manager at UBS Financial Services. In that role, he drove business growth by connecting wealth management professionals and their clients to the firm’s unparalleled resources, insights, and intellectual capital. Previously, Ian was the UBS Branch Manager in Springfield, MA. Ian began his career at Morgan Stanley in the Private Wealth Management Group. As part of a larger team, he was a Private Wealth Advisor and later started his field leadership in Boston, MA as a Sales Manager.
Susan Wolff is a Director and Market Supervisory Officer for the UBS Greater Boston Market, GWM Americas. As Market Supervisory Officer, Susan is responsible for overseeing compliance, risk, legal and regulatory items for the entire Market consisting of 200+ advisors. Susan works directly alongside Advisors, their teams and Supervisory Officers to deliver our clients the utmost satisfaction while ensuring compliance with firm and regulatory guidelines and policies. Susan also focuses her energy promoting our internal networking group known as All Bar None. The mission is to educate, engage and empower women within the organization. Susan currently serves as Co-Chair of the local Chapter of All Bar None Boston, she previously served a Co-Chair Field Connectors for All Bar None Chapters across US branches.
Prior to Susan's role as Market Supervisory Officer, she served as Market Administrative Officer working on managing operational and administrative matters for the Market. She previously led volunteer activities, organizing and implementing event as well as driving participation. She has made an impact in the community and strengthened the working relationships and team culture within our offices. Prior to joining the Greater Boston Market, Susan was with the Hartford, Connecticut UBS location, formerly PaineWebber, as Complex/Risk Officer and Branch Administrative Manager.
Susan attended Temple University and holds FINRA Series 7, 8, 63, and 65 licenses. Susan and her husband, Brian of 35 years. They have two children, and two grandchildren. Susan enjoys spending quality time with family as well as gardening, photography, and traveling.
Lili Trudeau is a Director and Supervisory Officer for the UBS Greater Boston Market, GWM Americas. As a Supervisory Officer, Lili coordinates with the Market Supervisory Officer to assist in the overseeing compliance, legal and regulatory items for the entire Market consisting of 200 advisors. Lili works alongside Advisors, Support Staff and Branch Managers to help ensure compliance with firm and regulatory guidelines and policies. Prior to Lili's role as Supervisory Officer, she served as Complex Administrative Officer working on managing operational and administrative matters.
Lili stated her career in the Boston Office, formerly Paine Webber Jackson and Curtis, as a Client Service Associate. Wanting to transition into the management side of the business she transferred to the Providence RI office as an Operations Manager then to the position of Complex Administrative Manager. During a regional restructure she transferred back to the Boston office as a Supervisory Officer.
Lili attended Wesleyan College in Macon, GA and holds FINRA Series 7, 9,10, 66 and insurance licenses. Lili and her husband, David of 31 years, reside in Cumberland, RI. They have two children, Emily and Charlie. Lili enjoys spending time volunteering at the local library book store and is a 25 year member with a women’s service and friendship sorority supporting local non-profit organizations.
Mark has been with UBS for over 20, originally joining PaineWebber in the Wellesley office in 1999. Since that time he has had a variety of field leadership roles, most recently as the Administrative Manager for the Greater Boston Market.
In his present role as Market Administrative Manager, he supervises and manages the market's support staff. Mark focuses his efforts on assuring that he hires, develops and retains the best professional support staff in the industry as well as execute and evolve the administrative processes in a way that assures high client satisfaction. His experience with many successful Advisors, CSAs, WSAs and managers allow him to bring great perspective and value to his role.
Mark earned his BA in Business Administration from Westfield Sate College in Westfield, MA. He is FINRA-registered and holds his Series 7, 9, 10, 63, 65 and Life insurance licenses.
Mark and his wife, Christy, reside in Walpole, MA with their two children, Zachary and Katelyn. In his spare time, Mark enjoys coaching youth sports, playing rooting for all the Boston Sports teams.
Andrea has over 20 years of experience in the wealth management field leading teams in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018 she was a branch manager at Scottrade for over 14 years. When not at work Andrea enjoys spending time with her family, gardening and hiking. Andrea currently holds FINRA Series 7,9,10,63,66.
Ian MacNeill is the Market Director for Downtown Boston and North Shore in the Greater Boston Market. In this role, Ian is driving firm initiatives and goals while collaborating, coaching and recruiting the best Wealth Advisors in the industry to help them achieve their professional and personal goals. Before joining the Downtown office, Ian was the Northeast Divisional Sales Manager at UBS Financial Services. In that role, he drove business growth by connecting wealth management professionals and their clients to the firm’s unparalleled resources, insights, and intellectual capital. Previously, Ian was the UBS Branch Manager in Springfield, MA. Ian began his career at Morgan Stanley in the Private Wealth Management Group. As part of a larger team, he was a Private Wealth Advisor and later started his field leadership in Boston, MA as a Sales Manager.
Susan Wolff is a Director and Market Supervisory Officer for the UBS Greater Boston Market, GWM Americas. As Market Supervisory Officer, Susan is responsible for overseeing compliance, risk, legal and regulatory items for the entire Market consisting of 200+ advisors. Susan works directly alongside Advisors, their teams and Supervisory Officers to deliver our clients the utmost satisfaction while ensuring compliance with firm and regulatory guidelines and policies. Susan also focuses her energy promoting our internal networking group known as All Bar None. The mission is to educate, engage and empower women within the organization. Susan currently serves as Co-Chair of the local Chapter of All Bar None Boston, she previously served a Co-Chair Field Connectors for All Bar None Chapters across US branches.
Prior to Susan's role as Market Supervisory Officer, she served as Market Administrative Officer working on managing operational and administrative matters for the Market. She previously led volunteer activities, organizing and implementing event as well as driving participation. She has made an impact in the community and strengthened the working relationships and team culture within our offices. Prior to joining the Greater Boston Market, Susan was with the Hartford, Connecticut UBS location, formerly PaineWebber, as Complex/Risk Officer and Branch Administrative Manager.
Susan attended Temple University and holds FINRA Series 7, 8, 63, and 65 licenses. Susan and her husband, Brian of 35 years. They have two children, and two grandchildren. Susan enjoys spending quality time with family as well as gardening, photography, and traveling.
Lili Trudeau is a Director and Supervisory Officer for the UBS Greater Boston Market, GWM Americas. As a Supervisory Officer, Lili coordinates with the Market Supervisory Officer to assist in the overseeing compliance, legal and regulatory items for the entire Market consisting of 200 advisors. Lili works alongside Advisors, Support Staff and Branch Managers to help ensure compliance with firm and regulatory guidelines and policies. Prior to Lili's role as Supervisory Officer, she served as Complex Administrative Officer working on managing operational and administrative matters.
Lili stated her career in the Boston Office, formerly Paine Webber Jackson and Curtis, as a Client Service Associate. Wanting to transition into the management side of the business she transferred to the Providence RI office as an Operations Manager then to the position of Complex Administrative Manager. During a regional restructure she transferred back to the Boston office as a Supervisory Officer.
Lili attended Wesleyan College in Macon, GA and holds FINRA Series 7, 9,10, 66 and insurance licenses. Lili and her husband, David of 31 years, reside in Cumberland, RI. They have two children, Emily and Charlie. Lili enjoys spending time volunteering at the local library book store and is a 25 year member with a women’s service and friendship sorority supporting local non-profit organizations.
Mark has been with UBS for over 20, originally joining PaineWebber in the Wellesley office in 1999. Since that time he has had a variety of field leadership roles, most recently as the Administrative Manager for the Greater Boston Market.
In his present role as Market Administrative Manager, he supervises and manages the market's support staff. Mark focuses his efforts on assuring that he hires, develops and retains the best professional support staff in the industry as well as execute and evolve the administrative processes in a way that assures high client satisfaction. His experience with many successful Advisors, CSAs, WSAs and managers allow him to bring great perspective and value to his role.
Mark earned his BA in Business Administration from Westfield Sate College in Westfield, MA. He is FINRA-registered and holds his Series 7, 9, 10, 63, 65 and Life insurance licenses.
Mark and his wife, Christy, reside in Walpole, MA with their two children, Zachary and Katelyn. In his spare time, Mark enjoys coaching youth sports, playing rooting for all the Boston Sports teams.
Andrea has over 20 years of experience in the wealth management field leading teams in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018 she was a branch manager at Scottrade for over 14 years. When not at work Andrea enjoys spending time with her family, gardening and hiking. Andrea currently holds FINRA Series 7,9,10,63,66.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our November House View live conversation, featuring insights from Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead; Jay Dobson, Energy and Utilities Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist.
07 November 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager