Lasting relationships. For all that matters

Mountain climbers reaching the summit

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.

Three generations in front yard

Pursuing your goals together

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

    Ian MacNeill

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    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.

          One Post Office Square
          35th floor
          Boston, MA 02109
          ian.macneill@ubs.com
          Ian MacNeill
          One Post Office Square,Boston,MA,02109
        • Susan

          Susan Wolff

          Director

          Market Supervisory Officer

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          • CT
          • MA
          • NH
          • PA
          • SC

          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.

                One Post Office Square
                32nd and 33rd floors
                Boston, MA 02109
                susan.wolff@ubs.com
                Susan Wolff
                One Post Office Square,Boston,MA,02109
              • Lili Trudeau

                Lili Trudeau

                Director

                Supervisory Officer

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                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.

                      One Post Office Square
                      35th floor
                      Boston, MA 02109
                      lili.trudeau@ubs.com
                      Lili Trudeau
                      One Post Office Square,Boston,MA,02109
                    • Mark

                      Mark Oles

                      Director

                      Associate Market Executive

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                      • CA
                      • CT
                      • MA
                      • ME
                      • NH

                      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.

                            One Post Office Square
                            35th floor
                            Boston, MA 02109
                            mark.oles@ubs.com
                            Mark Oles
                            One Post Office Square,Boston,MA,02109
                          • Andrea

                            Andrea Kelley

                            Associate Director

                            Branch Operations Manager

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                            • MA
                            • NY
                            • VT

                            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.

                                  Home Worker VT
                                  Home Worker VT, VT 000
                                  andrea.chamberlain@ubs.com
                                  Andrea Kelley
                                  Home Worker VT,Home Worker VT,VT,000

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                                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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