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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.

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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.

Kreg Pearless

Executive Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- 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
Kreg originally joined UBS in 2005 and has been leading the Greater Boston Private Wealth Management business since 2024. As Market Director, Kreg's role is to work with our Private Wealth Advisors to offer all of the firm's capabilities and expertise to ultra high net worth clients. Kreg is passionate about understanding a client's total balance sheet and delivering on the unique needs of each family. Prior to re-joining the Boston business, Kreg spent thirteen years with UBS PWM/WM in Southern California, Texas, & Boston, serving in various capacities including, Complex Director, Branch Manager, and Assistant Market Head. Previously, Kreg held positions at the Private Banking & Investment Group at Merrill Lynch and with an Independent RIA.

A Massachusetts native, Kreg and his wife Kathleen reside in Wellesley, MA with their two boys. They are both avid supporters of land conservation and fighting food insecurity. In his free time Kreg enjoys golf, basketball, and downhill skiing. On weekend mornings he can usually be found manning the griddle in search of pancake approval from his kids.
One Post Office Square
35th floor
Boston, MA 02109

kreg.pearless@ubs.com

Kreg Pearless

One Post Office Square,Boston,MA,02109
Maxwell Bardeen

Managing Director

Market Director
View bio
- 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 Square
35th floor
Boston, MA 02109

maxwell.bardeen@ubs.com

Maxwell Bardeen

One Post Office Square,Boston,MA,02109
Laura Arico

Director

Market Administrative Officer
View bio
- 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
Brittany Manganaro

Executive Director

Associate Market Executive
View bio
- CT
- DC
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- PA
- VT
One Post Office Square
35th floor
Boston, MA 02109

brittany.manganaro@ubs.com

Brittany Manganaro

One Post Office Square,Boston,MA,02109
Susan Wolff

Director

Market Supervisory Officer
View bio
- 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

Kreg Pearless

Executive Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- 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
Kreg originally joined UBS in 2005 and has been leading the Greater Boston Private Wealth Management business since 2024. As Market Director, Kreg's role is to work with our Private Wealth Advisors to offer all of the firm's capabilities and expertise to ultra high net worth clients. Kreg is passionate about understanding a client's total balance sheet and delivering on the unique needs of each family. Prior to re-joining the Boston business, Kreg spent thirteen years with UBS PWM/WM in Southern California, Texas, & Boston, serving in various capacities including, Complex Director, Branch Manager, and Assistant Market Head. Previously, Kreg held positions at the Private Banking & Investment Group at Merrill Lynch and with an Independent RIA.

A Massachusetts native, Kreg and his wife Kathleen reside in Wellesley, MA with their two boys. They are both avid supporters of land conservation and fighting food insecurity. In his free time Kreg enjoys golf, basketball, and downhill skiing. On weekend mornings he can usually be found manning the griddle in search of pancake approval from his kids.
One Post Office Square
35th floor
Boston, MA 02109

kreg.pearless@ubs.com

Kreg Pearless

One Post Office Square,Boston,MA,02109
Maxwell Bardeen

Managing Director

Market Director
View bio
- 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 Square
35th floor
Boston, MA 02109

maxwell.bardeen@ubs.com

Maxwell Bardeen

One Post Office Square,Boston,MA,02109
Laura Arico

Director

Market Administrative Officer
View bio
- 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
Brittany Manganaro

Executive Director

Associate Market Executive
View bio
- CT
- DC
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- PA
- VT
One Post Office Square
35th floor
Boston, MA 02109

brittany.manganaro@ubs.com

Brittany Manganaro

One Post Office Square,Boston,MA,02109
Susan Wolff

Director

Market Supervisory Officer
View bio
- 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

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.

Turn possibilities into a plan

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.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

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.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How will we work together?

Pursuing your goals together

Kreg Pearless

Maxwell Bardeen

Laura Arico

Brittany Manganaro

Susan Wolff