Christopher Dillon

Background

About Christopher Dillon

Chris joined UBS in 2012 and is a Managing Director of Wealth Management at UBS. Chris combines investment expertise with long-term strategic planning, enabling him to address complex issues and see the broader picture for his clients. At The Dillon Group, he collaborates with attorneys, accountants, and philanthropic organizations to optimize and streamline investment strategies and planning. Chris specializes in working with multi-generational families on exit strategy planning for family-owned businesses. His deep understanding of succession planning, retirement planning, tax considerations, philanthropy, and pre-sale estate planning is informed by his experience as a Financial Advisor in a family business. The Dillon Group typically engages early in the process to leverage all available resources effectively. Chris is a graduate of the Villanova School of Business, where he earned a B.S. in Finance. He has earned his Portfolio Manager designation and is a Certified Financial Planner(TM) professional with The Dillon Group. Chris has a passion for mentoring and is currently mentoring a student at the University of Villanova Business School as well as a Graduate Training Program intern at UBS. In his free time, Chris enjoys watching the Patriots, Celtics, and Villanova Basketball, as well as golfing, surfing, and hiking. He divides his time between Boston, MA, and Newport Beach, CA, with his wife, Michelle, and their children, Teddy and are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**