Experience

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.

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.

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.