William Madden
Financial Advisor, UBS Wealth Management
Advises high-net-worth individuals and their families from Boston and across New England on investment management and wealth planning, including tax, estate, and cash flow. The UBS platform includes state-specific municipal bonds and fixed income, algorithmic equity tax-loss harvesting, thematic equity, and alternative strategies, both drawdown and evergreen. He will partner with a family office on the whole relationship or on a single asset class.
- Services
- Investment Oversight, Private Markets Advisory, Tax Coordination, Estate & Succession
- Focus
- Public Markets, Private Equity, Fixed Income, Municipal Bonds, Direct Lending, Real Estate
- Geography
- North America
- Cities served
- Boston
- Client size
- $2m to $100m+ — including next-generation family members; flexible on account size
- Based in
- Boston, MA
- Firm size
- 20+ advisors
- Languages
- English
William "Bill" Madden is a Financial Advisor with UBS on the Kolton Wood Wealth Management team in Boston. He works with high-net-worth individuals and their families on investment management and wealth planning across generations. His team manages over $1.8 billion for their clients.
He has been a financial advisor in Boston since 2011. He graduated from Harvard, served in the infantry and reconnaissance fields as a Captain in the United States Marine Corps, and earned his MBA from the Tuck School of Business at Dartmouth. He started his post-MBA career at McKinsey, then moved into wealth management 15 years ago.
Bill lives in southern New Hampshire and commutes into Boston five days a week. His team works with $100 million families and with next-generation family members. He can also work a single asset class across fixed income, algorithmic equity tax-loss harvesting, thematic equity, and alternative investments, including private equity, secondaries, infrastructure, private credit, and real estate, both drawdown and evergreen.
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