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$6B Advisor Team Joins UBS Private Wealth Management

bynadine
February 20, 2020
in People

UBS Private Wealth Management has hired Denis J. Cleary and Gregory M. Devine, along with analysts Abigail Harris, Seamus O’Neill, Mindi Chen and Christopher Carbone.

Cleary and Devine will maintain offices in both Boston and Los Angeles.
They operate one of the fastest growing Private Wealth Management teams in the industry, with more than $20 million in production and $6 billion assets under supervision.

With clients located in more than 25 states across the US, Cleary and Devine will maintain their commitment to the local communities in Boston and Los Angeles by having offices in both locations, to serve their growing, national client base.

“With their entrepreneurial focus, productivity and national footprint, Denis, Greg and their team are a strong addition to our Private Wealth Management business. Known for being one of the largest teams in the country under the age of 50, we’re proud to have them on board here at UBS to bring a differentiated view for our clients,” said John Mathews, head of Ultra-High Net Worth Americas and Private Wealth Management at UBS.

Cleary began his career as a corporate attorney at an international law firm, before moving into the private wealth management industry in 2006, where he quickly became known for his innovative expertise in advising business owners and entrepreneurs. He has a particular focus in serving clients from technology, healthcare, family business and real estate sectors.

Devine started his career in the private wealth management industry in 2004. Having previously worked in Silicon Valley, he brought experience and expertise to clients in the technology, private equity, venture capital, and family business sectors.

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