Experience

Mark attended the University of Alabama and holds a B.A. in Finance with a minor in International Economics. Mark began his financial consulting career in 1995 and joined UBS in February of 2008. From 1998 to 2008, Mark was with Citigroup Smith Barney International in Miami, FL where he focused on the wealth management needs of institutional and private clients in South America and the Caribbean. In 2008, Mark switched his area of focus to corporate executive and ultra-high net worth individuals in the United States. 

Godfrey earned his B.B.A. in Accounting from The University of Georgia, and was awarded his CPA certificate in 1982 while working at Ernst & Whinney. Later, he earned his M.B.A. from the Darden School of Business Administration at the University of Virginia. Godfrey worked in Corporate Finance at Jefferies and Company, Inc. for over a decade advising investment management firms on raising capital through the structured finance market. Godfrey transitioned to Wealth Management in 2005, first with Morgan Stanley and later came to UBS. Godfrey now uses his capital markets experience to focus on advising ultra-high net worth individuals, families, and foundations on their investment and planning needs.

JB graduated from Emory University with a B.B.A. in Finance and a B.A. in Mathematics. He joined UBS as an intern in 2011, starting full-time in 2013, and now serves as Head of Research and Portfolio Strategy for Alpha Partners. In 2017, JB earned the Chartered Financial Analyst (CFA®) designation – widely regarded as the gold standard in investment management.  In 2020, JB obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the recognized standard of excellence in personal financial planning. With deep expertise in security analysis, portfolio construction, and financial planning, JB brings a disciplined, research-driven approach to helping individuals and families achieve their long-term wealth goals.

David graduated from Emory University with a B.A. in Political Science and Community Development. Prior to joining UBS, he worked as an associate for Anchor Financial Partners to help create and implement financial plans. With Alpha Partners, David focuses on developing structured and individualized financial plans, and also aids in research and portfolio management. He is pursuing the CFA charter and currently a CFA Level III candidate to further his knowledge and sharpen his skills in investment management and decision-making.

Kit joined UBS in 2018 and handles the day-to-day operations for the team. Kit has over 25 years of investment operations experience, and prior to joining UBS, he worked as the Operations Manager at Caldwell & Orkin, Inc. handling institutional accounts. Kit oversees the day-to-day workflow of the team and now helps maintain accounts for high and ultra-high net worth individuals.