A plan for today, tomorrow and generations to come

• ME
• MI
• NH
• SC
• TX

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

• ME

I focus on collaboration by teaming with field leaders, financial advisors and branch employees to make a bigger impact on our clients lives and our local community. Whether promoting digital platform adoption, planning UBS wellness challenges, client symposiums or Center-of-Influence networking events, my goal remains the same. Create an environment that cultivates strong thinkers, game changers and a place where people want to work and do business every day

• MA
• NH
• VT

Cynthia manages operational risk for the Concord and Manchester branches on a daily basis. She began her career in the financial services industry in 1983 at PaineWebber. Cynthia reviews and acts on daily trade and risk reports. She also addresses all compliance and legal inquiries, as well as reviews and approves all branch correspondence. A Concord native, Cynthia resides in Canterbury with her husband, Mark. Her interests outside of the office include gardening, cooking, bird watching and dogs.

• ME
• NC
• NH
• NJ
• NY
• TX
• VA
• VT

Andrea manages the administrative teams for the Manchester UBS office. She has over 16 years of experience in the wealth management field, leading client associates in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018, she spent over 14 years at Scottrade as the branch manager for Vermont and upstate New York. When not at work Andrea enjoys spending time with her family, hiking and gardening. Andrea currently holds the FINRA Series 7, 9, 10, 63, and 66 licenses.