A plan for today, tomorrow and generations to come

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

  • Joseph "Jad" Dieterle, III Profile Photo

    Joseph "Jad" Dieterle, III

    Executive Director

    Market Director

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    • 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 collaborative. 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. 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
      1 City Center
      10th Floor
      Portland, ME 04101
      jad.dieterle@ubs.com
      Joseph "Jad" Dieterle, III
      1 City Center,Portland,ME,04101
    • Patrick Henning Profile Photo

      Patrick Henning

      Director

      Market Director

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      • CT
      • MA
      • ME
      • NH
      • VT

       

      For over 20 years, Patrick has been helping Financial Advisors grow their businesses. Today he is the Associate Market Executive for the UBS Northern New England business.  In this role, Patrick serves as a leader to the UBS Financial Advisors and support staff in the Maine, Vermont, and New Hampshire offices.  His goal is to cultivate a collaborative environment so Financial Advisors can have a bigger impact in the lives of clients.

       

      Patrick began his career with Scudder Investments as Manager of Sales Support and Client Services in their Chicago office.  After serving in various roles at Scudder, Patrick relocated to New England in 2005 and spent 4 years at Smith Barney as an operations manager.

       

      Patrick joined the UBS team in 2009 and where he ran the Operations group for the Northern New England Complex.  In 2013 he was promoted to Complex Administrative Manager where he led the supervision and support teams.  Patrick's groups focused on providing highest level of operational and administrative support to meet the needs of each Financial Advisor's unique business.

       

      Patrick graduated from Columbia College Chicago with a degree in Management and currently holds the Series 7, 9, 10, 66 and 24 licenses.  Patrick and his wife Meredith are avid skiers, and enjoy spending time on the lake with family and friends.

       

        • Columbia College, Management
          1155 Elm Street
          Suite 501
          Manchester, NH 03101
          patrick.henning@ubs.com
          Patrick Henning
          1155 Elm Street,Manchester,NH,03101
        • jeff hs

          Jeffrey Houdlette

          Director

          Admin Manager

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          • FL
          • MA
          • ME
          • NH
          • NY
          • VT

          Jeff began his career in the financial services industry in 2004. He spent the first 9 years of his career at a competing firm working as a Client Service Associate for a successful wealth management team in coastal Connecticut. Shortly after joining UBS in 2013, he was presented with an opportunity to join the management team in Northern New England and eagerly took on the role. In his current position as Administrative Officer, Jeff’s primary responsibility is leading and supporting the Client Service Associate team while striving to provide UBS clients with the best possible service.

          Other than a 9-year stint in Connecticut, Jeff is a lifelong Maine resident and currently resides in Kennebunk with his wife Laura, daughter Simone, son Nate, and dog Maui. In his free time, he enjoys skiing, mountain biking, cooking, lifting weights and sitting by a campfire.

                1 City Center
                7th Floor
                Portland, ME 04101
                jeffrey.houdlette@ubs.com
                Jeffrey Houdlette
                1 City Center,Portland,ME,04101

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