Lasting relationships

Understanding what matters most to you

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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.

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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.

  • James Ducey Profile Photo

    James Ducey

    Managing Director

    Market Executive

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • 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
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    • TN
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    • VA
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    • VT
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    • WY

    Jim is the Market Executive for Greater Boston WM & PWM of UBS Global Wealth Management Americas where he oversees the domestic business within 5 offices in and surrounding Boston, with satellite offices located in the New England area. He oversees approximately 225 financial advisors and over $80 billion in client assets. With a focus on providing unparalleled service to both employees and clients, Jim has worked to create a culture that he refers to as "the Best Place in Town." The Best Place reflects the best most competent Financial Advisors, the best most competent Client Service Associates, the best most tenured operations team, the most supportive and responsive management team, and lastly the most professional facility and environment. Jim's aim for the Greater Boston Market is to be the firm of choice for Wealth Management advice in the communities we serve.

    Jim joined UBS in 2009 as the Complex Director of the 200 Park Avenue, New York office. Jim has over 35 years' experience in the financial services industry. Jim held numerous roles including, Client Service Associate, Financial Advisor, Sales Manager, Branch Manager, and Complex Director. After 14 years as a club level producer Jim decided he was more passionate about coaching and helping his employees reach their full potential.

    Jim received his Bachelor of Science in Finance from the University of Connecticut in 1983. Jim and his wife, of 39 years, Maureen, reside in Hingham, MA. Jim has three children, Meghan, Michael, and Stephen and three grandchildren, Madison, Sawyer, and Jameson. Jim sees his career as a means to end and works diligently to balance his commitments to both UBS and his family. Jim enjoys spending quality time with his family, skiing, boating, and vacationing together.

          james.ducey@ubs.com
          James Ducey
        • Ian Macneill

          Ian MacNeill

          Executive Director

          Market Director

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          • AK
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          • 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.

            • Fairfield University, BA in Economics
              One Post Office Square
              35th floor
              Boston, MA 02109
              ian.macneill@ubs.com
              Ian MacNeill
              One Post Office Square,Boston,MA,02109
            • Susan Wolff Profile Photo

              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
                  • Mark Oles Profile Photo

                    Mark Oles

                    Director

                    Associate Market Executive

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                    • CA
                    • CT
                    • MA
                    • ME
                    • NH

                    Mark has been with UBS for over 25 years, 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 Associate Market Executive for the Greater Boston Market.

                    In his present role as Assistant Market Head - tasked with developing business strategy while working with internal and external partners to deliver tools and resources that Advisors (and their teams) need to best grow their business and serve their clients.

                    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 golf, and rooting for all the Boston Sports teams.

                      • Westfield Sate College in Westfield, MA, BA in Business Administration
                        One Post Office Square
                        35th floor
                        Boston, MA 02109
                        mark.oles@ubs.com
                        Mark Oles
                        One Post Office Square,Boston,MA,02109
                      • Laura Arico

                        Laura Arico

                        Director

                        Market Administrative 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

                              One Post Office Square
                              35th floor
                              Boston, MA 02109
                              laura.arico@ubs.com
                              Laura Arico
                              One Post Office Square,Boston,MA,02109
                            • Melissa

                              Melissa Baird

                              Authorized Officer

                              Executive / Team Assistant

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                              • MA

                              Melissa joined the UBS team in 2017 as Executive Team Assistant. She works closely with Jim Ducey and the Greater Boston Market Management Team in a variety of capacities to support the smooth operation of team functionality and assist with the overall execution of Market objectives. Prior to UBS, Melissa spent 10 years in Branch Operation roles at several brokerage firms. Outside of work, Melissa and her husband Patrick enjoy spending time outdoors at their home in Merrimack, NH. Melissa currently holds FINRA license Series 7, 24 and 66.

                                    One Post Office Square
                                    35th floor
                                    Boston, MA 02109
                                    melissa.baird@ubs.com
                                    Melissa Baird
                                    One Post Office Square,Boston,MA,02109

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