Max Bardeen is the Private Wealth Management (PWM) Market Head for the New England Region, and is responsible for facilitating and maintaining relationships with ultra-high net worth families and family offices within the area.

Max sits on the Board of Directors of the Big Sister Association of Boston, the Board of Directors of Horizons for Kids and the Board of Directors of the Francis Ward Paine Foundation. Max is also a Member of Corporation at the Perkins School for the Blind. He has served as Co-Chair of the Annual Fund for the Dedham Country Day School and for the Noble and Greenough School. Max and his wife, Beth, live in Dedham, MA and have two children.

Max is a graduate of the General Electric Experienced Management Development Course and completed the Darden School for Executive Education – Leadership and Management Program in 1998. He has been a member of the UBS Director’s Council, and was a 2002 recipient of UBS’s Ed Connolly Leadership award. Max is a graduate of Lafayette College in Easton, PA.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Mario Rivera serves as the Assistant Market Head for Private Wealth Management in Boston. Mario started his career at UBS in 2011 as part of the Graduate Talent Program where he rotated through several areas of the firm. He placed out onto the Banking Sales Desk in 2013, and then moved to Boston in 2015 for his current role within Private Wealth Management. Mario holds his 7, 66, 9 & 10 licenses, as well as his Certified Private Wealth Advisor ® designation.

Mario is a graduate of Cornell University with a degree in Applied Economics & Management. Originally from New Jersey, he currently resides in Boston with his wife, Myriam, and their dog, Carmelo.

Registered States:
AL, AR, AZ, CA, CO, FL, LA, MA, MI, MS, NE, NH, NJ, NM, NY, PA, SC, UT, VT, WY

Registered States:
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Diana Rogers joined UBS Private Wealth Management in June 2016 after 25 years at Credit Suisse. As the Market Supervisory Officer, she is responsible for supervision and compliance in the Boston PWM market. She is a graduate of Providence College and has her Series 3, 7, 9, 10, 63 and 65 licenses. She lives in Charlestown, MA.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Brendan Burke joined UBS Private Wealth Management in March 2015 with over 20 experience working in the areas of Operations, Trading, Compliance and Risk Management. Brendan is a graduate of Boston College with a degree in Finance, and has lived and worked in the Financial Services Industry in Washington DC, San Francisco and Boston. Brendan has his series 3, 7, 9, 10  and 66 licenses.