Knowledge

Marcus has over two decades of experience in the financial services industry primarily in corporate lending, credit analysis and credit ratings at UBS Investment Bank, Moody's Investors Service and The Bank of New York.  Marcus has an impressive ability to provide insights, gauge trends and communicate the implications.  He graduated from UC Berkeley and has an MBA from Columbia University. Marcus and his wife, Jean, are parents of five children. In his spare time Marcus is an avid runner, reader and music lover.

Dawn has worked as a Team Associate for the Legacy Partners Wealth Management group since 2007. While she graduated with a Bachelor of the Arts in Humanities from San Jose State University, she started working in the finance industry in 2006 and quickly join the team thereafter.

Dawn enjoys getting to know the clients and helping them to get accurate answers to everyday, and not so every day, questions. 

When not working, Dawn enjoys spending time with her family and friends.

Kathie Fordham is a Senior Registered Client Service Associate and has been with the team for nearly 20 years.  She attended Chico State University and San Diego State University and received her degree in the Arts.  She started her career in finance in 1984 with a short 2 year break after her third child was born.  Kathie has three grown children and just became a grandmother last year. She enjoys being outdoors, hiking and spending time with her new granddaughter.

Vince received his Bachelor's Degree in American and English Literature from Boston University. He joined the team after living in New York where he worked in Digital Advertising developing marketing campaigns. 

After moving back to his hometown in the Bay Area, he started working for the team and has now been working as a Client Associate for over 3 years.

Outside of work, he enjoys cooking, reading and spending time with friends and family.

Theresa has nearly 15 years of experience in various sectors of the banking industry. Prior to joining UBS, Theresa was with Corporate & Investment Banking at Wells Fargo as a Lead Business Relationship Support Specialist managing Corporate Technology clients. She graduated from San Jose State University with a degree in Business Administration and Management. In her free time, she enjoys baking, crafting, hiking and hosting game nights.