Director
Associate Market Executive
For over 20 years Patrick has been helping Financial Advisors grow their practices. Today he is leading the UBS businesses in New Hampshire, where he serves as partner and coach to Financial Advisors to help them provide world class solutions to clients through a comprehensive wealth management approach.
Patrick began his career with Scudder Investments as Manager of Sales Support and Client Services. After serving in various sales and service roles at Scudder, he relocated to New England in 2005 and spent 4 years at Smith Barney as Manager of Operations.
Patrick joined the UBS team in 2009 and ran the Operations group for the Northern New England Complex, supporting the UBS offices in Maine, New Hampshire and Vermont. In 2013 he was promoted to Complex Administrative Manager, where he led the supervision and support teams. Patrick's group focused on providing the highest level of operational and administrative support to meet the needs of each Financial Advisor's unique business.
Patrick is a graduate of Columbia College Chicago with a degree in Management. He currently holds the FINRA Series 7, 9, 10, 66 and 24 licenses. When not working, Patrick and his wife Meredith can be found with their family and friends on ski slopes or at the lake.
Director
Associate Market Executive
For over 20 years Patrick has been helping Financial Advisors grow their practices. Today he is leading the UBS businesses in New Hampshire, where he serves as partner and coach to Financial Advisors to help them provide world class solutions to clients through a comprehensive wealth management approach.
Patrick began his career with Scudder Investments as Manager of Sales Support and Client Services. After serving in various sales and service roles at Scudder, he relocated to New England in 2005 and spent 4 years at Smith Barney as Manager of Operations.
Patrick joined the UBS team in 2009 and ran the Operations group for the Northern New England Complex, supporting the UBS offices in Maine, New Hampshire and Vermont. In 2013 he was promoted to Complex Administrative Manager, where he led the supervision and support teams. Patrick's group focused on providing the highest level of operational and administrative support to meet the needs of each Financial Advisor's unique business.
Patrick is a graduate of Columbia College Chicago with a degree in Management. He currently holds the FINRA Series 7, 9, 10, 66 and 24 licenses. When not working, Patrick and his wife Meredith can be found with their family and friends on ski slopes or at the lake.
Director
Admin Manager
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.
Director
Admin Manager
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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