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Build a plan for the future you envision

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What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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.

  • Maxwell D. Bardeen Jr.

    Maxwell Bardeen

    Managing 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
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Max Bardeen is the Private Wealth Management (PWM) Market Director for the Greater Boston Region, and is responsible for facilitating and maintaining relationships with ultra-high net worth families and family offices within the area.

    Max sits on the Board of Directors of the Big Sister Association of Boston, the Board of Directors of Horizons for Kids and the Board of Directors of the Francis Ward Paine Foundation. Max is also a Member of Corporation at the Perkins School for the Blind. He has served as Co-Chair of the Annual Fund for the Dedham Country Day School and for the Noble and Greenough School. Max and his wife, Beth, live in Dedham, MA and have two children.

    Max is a graduate of the General Electric Experienced Management Development Course and completed the Darden School for Executive Education – Leadership and Management Program in 1998. He has been a member of the UBS Director’s Council, and was a 2002 recipient of UBS’s Ed Connolly Leadership award. Max is a graduate of Lafayette College in Easton, PA.

          One Post Office Sq.
          35th Floor
          Boston, MA 02109
        • Laura Arico

          Laura Arico

          Director

          Market Administrative Officer

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          • MA

                One Post Office Square
                35th floor
                Boston, MA 02109
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                Brittany Manganaro

                Executive Director

                Associate Market Executive

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                • MA
                • NH

                      One Post Office Square
                      35th floor
                      Boston, MA 02109
                    • Susan Wolff

                      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, legal and regulatory items for the entire Market consisting of 200 advisors. Susan works directly alongside Advisors, Support Staff and Supervisory Officers to deliver our clients the utmost satisfaction while ensuring compliance with firm and regulatory guidelines and policies. Susan has shifted her energy from volunteering to promoting our internal networking group known as All Bar None.  The mission is to educate, engage and empower women within the organization. Susan serves as Co-Chair Field Connectors for All Bar None Chapters across US branch and is Co-Chair of the Greater Boston All Bar None Chapter.

                      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 lives with her husband, Brian of 33 years. They have two children, Jenelle and Robinson, and two grandchildren. Susan enjoys spending quality time gardening, photography, volunteering for local community organizations and traveling.

                            One Post Office Square
                            32nd and 33rd floors
                            Boston, MA 02109

                          A focus on personalized access and service

                          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          51 countries

                          Our global footprint

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                          UBS is a world-leading wealth manager

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