Your life's goals

Wealth management to help you get there

Our team’s objective is to help you embrace your financial future with confidence.

Success must be clearly defined; we are here to listen closely; help you identify the intentions for your money and clarify what you are trying to accomplish with your wealth.

Success is also purposeful; together we will build a plan as we guide you through life’s many milestones.

With clarity and purpose, we can eliminate financial blind spots and cast a path toward certainty in your result, while focusing your attention on the things that matter most to you and your family.

Talk to us about how we can help you embrace your financial future with confidence.

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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.

  • Robert Bosco Photo

    Robert Bosco, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
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    • GA
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    Rob joined UBS in 2004, and he offers more than 28 years of wealth management experience focusing on investment and retirement planning for high net worth individuals, executives, and small business owners. He is a Senior Portfolio Manager, and has been a CERTIFIED FINANCIAL PLANNER™ since January of 2008. Prior to joining UBS, he spent eight years at Morgan Stanley and two years at Prudential Securities.

    Rob is a graduate of the Isenberg School of Management at the University of Massachusetts in Amherst with a degree in finance. Rob has three children, and lives with his wife in Mansfield, MA. He is a board member of the University of Massachusetts Club, and is involved in many community activities.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Wealth Advisor
      One Post Office Square
      35th floor
      Boston, MA 02109
    • James G. Fair Photo

      James G. Fair, CFP

      Managing Director–Wealth Management

      Financial Advisor

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      • AR
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      • CA
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      • DE
      • FL
      • GA
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      Jim joined UBS in 2006. Jim focuses on serving the wealth management needs of executives and business owners. Jim is a CERTIFIED FINANCIAL PLANNER™, and holds UBS’s distinctive Managing Director title. 

      Prior to joining UBS, he held senior management positions, including leading and managing the buyout of a 25-person Internet marketing company.

      Jim graduated from Holy Cross College with a degree in economics and was recognized as an Academic All American in Soccer. Jim earned an M.B.A. from Babson College. He is on the board of his nephew Patrick’s foundation. He lives in Winchester, MA with his wife and two sons in college, and one son graduated. 

      • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • CERTIFIED FINANCIAL PLANNER™
        • Wealth Advisor
        One Post Office Square
        35th floor
        Boston, MA 02109
      • Peter C. Farrington Photo

        Peter C. Farrington

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • MA
        • MD
        • ME
        • MN
        • NC
        • ND
        • NH
        • NJ
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TX
        • VA
        • VT
        • WI

        Peter joined UBS in 2007 and has been providing clients with wealth management services since 2004, focusing on both financial and retirement planning. 

        He earned a Bachelor of Science degree from the University of Massachusetts. Peter is active in running a scholarship and golf tournament in his late brother’s name. He is also an advisory board member for Camp Harbor View, a summer camp on one of the Boston Harbor Islands that provides a day camp experience for children in Boston. Peter lives in Boston with his wife Hillary and son Oliver.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Wealth Advisor
          One Post Office Square
          35th floor
          Boston, MA 02109
        • Kate Photo

          Kate Higginson, AWMA, CFP

          Wealth Strategy Associate

          CERTIFIED FINANCIAL PLANNER™

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          • CA
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          • MA
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          • NC
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          • RI
          • SC
          • VA
          • WV

          Kate joined UBS in 2016. Kate works closely with Rachel to provide exceptional client service and operational support to our clients. Kate holds the series 7 and 66 licenses, and is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Wealth Management Advisor™.

          Kate graduated from Roanoke College in Virginia with a degree in Business Administration and a minor in Psychology.

          Kate lives in Canton, MA with her husband. During her spare time, she enjoys running and traveling.

              • CERTIFIED FINANCIAL PLANNER™
              • Accredited Wealth Management Advisor℠
              One Post Office Square
              35th floor
              Boston, MA 02109
            • Emily Barno

              Emily Barno

              Client Associate

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              • CA
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              • MD
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              • MN
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              • WV

              Emily joined UBS in 2021 and is a Registered Client Associate. Emily provides exceptional client service with purpose to help each client achieve their financial goals. Emily holds the Series 7 and 66 licenses. 

              Prior to joining the team, Emily graduated from Bentley University with a Bachelor of Science in Finance and is passionate about investing. While there, Emily managed a portion of the Bentley University Endowment after being selected as a lead analyst in the Sustainable Investment Group. Emily lives in Boston, MA and enjoys spending time with family and friends, staying active, and traveling.

                    One Post Office Square
                    35th floor
                    Boston, MA 02109
                  • Emily Lesher Picture

                    Emily Lesher

                    Senior Client Associate

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                    • CA
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                    • FL
                    • MA
                    • MD
                    • ME
                    • NC
                    • NH
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                    • NY
                    • OH
                    • PA
                    • RI
                    • TX
                    • VA
                    • WI
                    • WV

                    Emily joined UBS in 2023 after serving as a Registered Client Associate at Wells Fargo Advisors for five years. She also spent two years working as a Global Markets Analyst for BNP Paribas while living in Manhattan prior to moving to Boston in 2017. Emily currently holds her Series 7 & 66 registrations as well as her Life & Health Insurance Licenses.

                    Emily graduated from Muhlenberg College with a Bachelor of Science in Mathematics with a minor in Economics. During her four years there, she also played on the Varsity Women’s Basketball team, and remains an avid lover of all things health and fitness.

                    Emily grew up in Lewisburg, PA as the middle child of five siblings. She currently resides in Beacon Hill. Outside of the office, she enjoys spending time with her family and friends, running, reading, and volunteering at her local church. 

                          One Post Office Square
                          35th floor
                          Boston, MA 02109
                        • Delaney Markham

                          Delaney Markham

                          Client Associate

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                            Delaney recently graduated from Trinity College with a Bachelor of Science in Economics and a minor in Applied Mathematics. While at Trinity, she was a captain of the Women’s Soccer team and founded the Trinity Women in Business club.

                            Delaney grew up in Winchester, MA and currently resides there. In her spare time, she enjoys trying different workouts, reading, and traveling.

                                  One Post Office Square
                                  35th floor
                                  Boston, MA 02109

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                                UBS and Credit Suisse—stronger than ever

                                Managing wealth is our craft

                                We’re committed to understanding what wealth means for you.

                                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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