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Ubs — UBS Financial Services — Business Owner Webinar Series (June 2024)
6 slides from Ubs's conference presentation, June 2024
Slide 1: Business Owner Webinar Series
Public Business Owner Webinar Series Hosted by The Hilton Group at UBS Financial Services Inc. Carter Morse & Goodrich Duffy & Sweeney, LTD
Slide 2: James A. Hilton, Sr., CEPA®
James A. Hilton, Sr., CEPA® James A. Hilton, Sr. – Private Wealth Advisor Jamie began The Hilton Group at UBS in 1991. Working with a select group of affluent families, he and his team serve as their clients’ personal chief financial officers. His goal is to help clients make smart financial decisio
Slide 3: Christopher Reenock
Christopher Reenock Christopher Reenock – Director Chris Reenock has spent his investment banking career advising family and founder- owned businesses and corporate management teams across a variety of engagements in the middle-market. Prior to joining CMG, Chris was a Director at boutique investmen
Slide 4: Michael F. Sweeney
Michael F. Sweeney Michael F. Sweeney – Founding Partner and Shareholder Michael Sweeney is the president and co-founding shareholder of Duffy & Sweeney, a leading boutique business law firm headquartered in Providence. Known as a savvy deal-maker and negotiator, Mike leads the mergers and acquisiti
Slide 5: Ramsey W. Goodrich
Ramsey W. Goodrich Ramsey W. Goodrich – Managing Partner Ramsey W. Goodrich is a Managing Partner at Carter Morse & Goodrich and brings more than 25 years of experience advising business owners of privately held middle market companies on M&A and capital transactions. Over the course of his career,
Slide 6: Disclaimer
Disclaimer Duffy & Sweeney, LTD, Carter Morse & Goodrich, and UBS Financial Services Inc. are not affiliated. CEPA® is a certification mark owned by the Exit Planning Institute. The featured spokesperson/business is not a client nor implying sponsorship or endorsement of UBS or its products and serv
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