Joseph P. Drier Iii, Cepa, Cfp
About Joseph P. Drier Iii, Cepa, Cfp
Joseph P. Drier III is a Senior Vice President of Investments at UBS Wealth Management, with over 26 years of experience in the financial industry. He holds multiple licenses and designations, including Certified Exit Planning Advisor (CEPA), and has served in various leadership roles within the community and healthcare organizations.
Work at UBS
Joseph P. Drier III serves as Senior Vice President - Investments at UBS Wealth Management, a position he has held since 2007. He is based in Rockland, MA, and has been an integral part of the firm for 17 years. Drier is a founding member of Hingham Street Partners, a specialized team within UBS. He is recognized for his expertise in investment strategies and has earned the Certified Exit Planning Advisor (CEPA) designation, distinguishing him among his peers.
Previous Experience at Morgan Stanley
Before joining UBS, Joseph P. Drier III worked at Morgan Stanley as First Vice President - Investments from 1999 to 2007. During his eight years at Morgan Stanley, he developed a strong foundation in investment management and client relations, contributing to his extensive industry experience.
Education and Expertise
Drier studied at Merrimack College from 1987 to 1991, where he earned a Bachelor's degree in Finance and Economics. He also attended Mount Saint Charles Academy from 1981 to 1987. His educational background supports his deep understanding of financial markets and investment strategies, complemented by various securities licenses including Series 7, 31, 63, and 65.
Professional Licenses and Designations
Joseph P. Drier III holds multiple professional licenses, including life, health, and long-term care insurance licenses. He is one of the few advisors at UBS to have earned the Certified Exit Planning Advisor (CEPA) designation, showcasing his expertise in business transitions and financial planning.
Community Involvement and Leadership Roles
Drier has held several leadership positions in community organizations. He served as the Past President of the Northern RI American Cancer Society and is currently the Chairman of the Foundation Board of Governors at Signature Healthcare. Additionally, he is the Vice Chairman of the Signature Healthcare Board of Trustees and Chairman of the Signature Healthcare Finance Committee, reflecting his commitment to community service and healthcare initiatives.