Josh Pierce

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Catalyst Financial Partners LLC is a wealth management company that combines institutional caliber investment management with integrated planning services and innovative technology. The private company is based in Boston, MA and was founded in 2018. The company helps clients manage their wealth at every stage of life, building long-term relationships and understanding their goals. Thomas Neal O'Connor has been the CEO of the company since 2018.

Boston Wealth Strategies Inc. offers financial and wealth management services. The private company is located in the US.