Lasting relationships

• MA
• NH
• TX

As Branch Manager for the UBS Wellesley office, Brittany serves as a partner and coach for her Financial Advisors, helping them grow their businesses and create scalable and repeatable business and service models. She believes in the importance of maintaining a collaborative and culturally positive environment in her branch focused on creating the best client and employee experience.

Brittany began her career with UBS as a member of the WM Americas Graduate Talent Program, a two year rotational management program designed to provide broad exposure to various business areas throughout UBS. She then served as a field consultant partnering with Financial Advisors to develop tailored wealth planning strategies to meet the complex needs of their high net worth clients and providing education on financial planning strategies and techniques, with a particular focus on estate planning and wealth transfer strategies. Before joining the Wellesley office, Brittany was the UBS Branch Manager for Concord and Manchester, NH. Prior to that she served as the Assistant Complex Director for the Metro Boston Complex.

Brittany graduated from Bowdoin College with a B.A. in Economics. In her professional career she has attained the CERTIFIED FINANCIAL PLANNER(TM) certification, Certified Investment Management Analyst® designation, Chartered Retirement Planning Counselor(SM) designation, and Chartered Life Underwriter® designation. She and her husband, Jeff, live in Lexington with their two children and golden doodle.

• Bowdoin College, B.A. in Economics

• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Chartered Life Underwriter®

• CT
• FL
• MA

• CA
• CT
• FL
• MA
• ME
• NH
• NJ
• NY
• RI
• VT

Ken is one of the Assistant Market Heads in the Greater New England Market for UBS Wealth Management Americas, where he is responsible for a four state market with 11 offices.  He works with approximately 250 Financial Advisors entrusted with roughly $35 billion in client assets.  With an unwavering conviction to lead by example, Ken prides himself on being client centric and always wants to deliver the best possible service.

Background/Experience

Ken joined UBS in 2013 and has spent his time in various leadership roles including being the Operations Manager and Processing Manager for the New England and Upstate NY Markets. Prior to UBS, Ken held the position of Senior Business Service Manager with Morgan Stanley in Boston and the South Shore offices overseeing both the Support Staff and Operations. This experience along with Ken’s reputation for hard work, honesty and commitment, has added immense value to the Advisors and clients he works with every day.

Community and Family

As a community person, Ken has volunteered at the Relay for Life, and the Greater Boston Food Bank. He believes that supporting the community is essential to personal and professional development.
He and his wife, Aileen, reside in Cumberland, RI, with their 3 children where he spends time at the hockey rink, tennis court, and swimming pool to support his kids’ activities.  He also likes camping with the family, playing pickleball, and is an avid Boston Sports Fan.

Education and Licenses

Ken received a B.S. in Finance from The University of Massachusetts, Amherst, graduating with honors. He has his Series 3, 4, 7, 9, 10, 24, and 66 securities licenses along with his CEPA designation.

• AZ
• CA
• CT
• DC
• DE
• FL
• MA
• MD
• ME
• NH
• NJ
• NY
• PA
• RI
• SC
• VA
• VT
• WA

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, legal and regulatory items for the entire Market consisting of 200 advisors. Susan works directly alongside Advisors, Support Staff and Supervisory Officers to deliver our clients the utmost satisfaction while ensuring compliance with firm and regulatory guidelines and policies. Susan has shifted her energy from volunteering to promoting our internal networking group known as All Bar None.  The mission is to educate, engage and empower women within the organization. Susan serves as Co-Chair Field Connectors for All Bar None Chapters across US branch and is Co-Chair of the Greater Boston All Bar None Chapter.

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 32 years, reside in Lynnfield, MA. They have two children, Jenelle and Robinson, and one granddaughter. They will be welcoming their second grandchild this year. Susan enjoys spending quality time gardening, photography, volunteering for local community organizations and traveling.

Jackie is the Digital Specialist for the UBS Greater New England Market. Jackie focuses on training and educating Financial Advisors and clients on technology platforms. Her primary role is to showcase features, functionality, and benefits of UBS technology thereby increasing awareness and utilization.

Jackie began her career at UBS in 2012 as the Executive Team Assistant for the New England Regional Team in Boston, Massachusetts. In 2016, Jackie became the New England Region Business Strategist before moving into the Digital Specialist role.

Prior to joining UBS, Jackie earned her bachelor's degree in Communication from Boston College in Chestnut Hill, MA where she also served as the President for a coed hip-hop dance group on campus. Jackie and her husband, Sean, reside in Needham, MA, with their one year old son, Logan. Jackie enjoys spinning, skiing and barre fitness classes in her free time.