A plan for today, tomorrow and generations to come

• ME
• MI
• NH
• SC
• TX
• VT

Jad and his team work to help their colleagues achieve their goals in an environment that is supportive, collegial and marked by excellence. While leading the firm's businesses in Northern New England, Jad tries to spend as much of his time as possible focused on his "Why" – "Fostering a culture of passion and empathy so that people feel good about who they are and what they do." Above all else, Jad believes that culture is the most important component to employee satisfaction, and employee satisfaction is the most important component to client satisfaction. With this premise at the forefront of the management team's leadership efforts, the group strives to foster people before business – and good results seem to follow.

Jad developed this "culture first" approach over the course of his 25 year career. His previous roles include Branch Manager for the UBS offices in Bethesda MD and Columbus OH, as well as Head of Field Integration during the firm's acquisition of Piper Jaffray. Prior to joining UBS he held various management positions at Prudential Securities and was a Financial Consultant with Merrill Lynch.

Jad is a graduate of the University of Notre Dame with a Bachelors in Business Administration, and he has an MBA from Wheeling Jesuit University. In addition, he has attended several executive education programs including Harvard's High Potentials Leadership Program and the Authentic Leadership Development Program, Stanford's Interpersonal Dynamics for High Performing Executives, and the Securities Industry Institute at the Wharton School.

He is a past president of the Yarmouth Football Program. He is also a current volunteer for Habitat for Humanity and enjoys supporting members of his office in their fundraising efforts for various causes including Tri for a Cure and Susan G. Komen. He is also a Board Member for Make a Wish Foundation of Maine and Chairman of the Board for Big Brothers-Big Sisters of Southern Maine.

• University of Notre Dame, Bachelors in Business Administration
• Wheeling Jesuit University, MBA

• Certified Exit Planning Advisor

• FL
• MA
• ME
• NH
• NY
• VT

• MA
• ME
• NH
• VT

For over 17 years, Patrick has been helping Financial Advisors and Client Service Associates maximize the efficiency of their business. He began his career with Scudder Investments as Manager of Sales Support and Client Services. He relocated to Portland, Maine in 2005 and spent 4 years at Smith Barney in operational roles. Patrick joined the UBS team in 2009 as the Operations Manager for the Northern New England Complex, and is now the Administrative Manager for the UBS offices in Maine and New Hampshire. Patrick's team is focused on providing the highest level of operational and administrative support to meet the needs of each Financial Advisor's unique business.

Patrick graduated from Columbia College with a degree in Management. He currently holds his Series 7, 9, 10, 66, 63 and 24 licenses. Patrick and his wife live in Maine and can be found on the ski slopes in the winter, and on their lake in the summer.

• Columbia College, Management