Managing Director–Wealth Management
Senior Portfolio Manager
Maurice Nissim has spent more than thirty years helping clients in making sense of their finances, through calm and volatile markets. He joined UBS in 1991, where he has played a key role in shaping what is now called Atlas Financial Group. Here, Maurice is known for his strategic mindset and calm presence, focusing on building portfolios and plans that align with each individual’s long-term goals.
Maurice’s objective, from day one, has been the same: to bring clarity, discipline, and confidence to clients facing important life decisions. As one of a select group of Senior Portfolio Managers at UBS, he leads Atlas Financial group’s investment strategy with an emphasis on planning, preparation, and perspective. Maurice has been recognized on both Barron’s and Forbes top advisor lists for his commitment to excellence. More than anything, Maurice believes that good financial guidance should give people the freedom to focus on their families, careers, and passions without worrying about what the markets are doing.
Experience:
Experience & Credentials:
Outside of UBS:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Senior Portfolio Manager
Maurice Nissim has spent more than thirty years helping clients in making sense of their finances, through calm and volatile markets. He joined UBS in 1991, where he has played a key role in shaping what is now called Atlas Financial Group. Here, Maurice is known for his strategic mindset and calm presence, focusing on building portfolios and plans that align with each individual’s long-term goals.
Maurice’s objective, from day one, has been the same: to bring clarity, discipline, and confidence to clients facing important life decisions. As one of a select group of Senior Portfolio Managers at UBS, he leads Atlas Financial group’s investment strategy with an emphasis on planning, preparation, and perspective. Maurice has been recognized on both Barron’s and Forbes top advisor lists for his commitment to excellence. More than anything, Maurice believes that good financial guidance should give people the freedom to focus on their families, careers, and passions without worrying about what the markets are doing.
Experience:
Experience & Credentials:
Outside of UBS:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Certified Exit Planning Advisor
When it comes to building portfolios, Paul Atkinson helps people create investment strategies that reflect their goals, timelines, and values. For him, creating strong relationships rooted in trust and clarity is the foundation of a secure wealth management plan. That connection is what turns a strategy into something that really supports someone’s financial life.
With professional backgrounds ranging from investment planning to fixed income strategy, Paul brings both depth and adaptability to the Atlas Financial Group. He takes pride in fostering a culture of diverse perspectives and dynamic strength to better serve each clients individual needs. At the end of the day, Paul is focused on delivering strategies that not only work, but make sense for the people they’re built for.
Experience:
Education & Credentials:
Outside UBS:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Certified Exit Planning Advisor
When it comes to building portfolios, Paul Atkinson helps people create investment strategies that reflect their goals, timelines, and values. For him, creating strong relationships rooted in trust and clarity is the foundation of a secure wealth management plan. That connection is what turns a strategy into something that really supports someone’s financial life.
With professional backgrounds ranging from investment planning to fixed income strategy, Paul brings both depth and adaptability to the Atlas Financial Group. He takes pride in fostering a culture of diverse perspectives and dynamic strength to better serve each clients individual needs. At the end of the day, Paul is focused on delivering strategies that not only work, but make sense for the people they’re built for.
Experience:
Education & Credentials:
Outside UBS:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
First Vice President–Wealth Management
Financial Advisor
Karalee Artzer believes that great financial planning starts with a genuine connection. She understands how personal financial decisions can be, and approaches the financial planning process with both strategy and empathy. Whether it’s helping someone plan for retirement, navigate through a major life change, or simply trying to feel more confident about the future, Karalee creates a personalized experience where every client feels heard, supported and cared for.
As part of the Atlas Financial Group, Karalee specializes in comprehensive planning, using cash flow analysis and goal-based strategies to create structured and effective wealth management plans for her clients. Ever since she joined UBS in 2014, she has brought a client-first mindset to every interaction, driving a team culture built around diligence, excellence, and meaningful relationships. She is known to continually raise the standard for what exceptional service looks like in wealth management.
Experience:
Education & Credentials:
Outside of UBS:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Karalee Artzer believes that great financial planning starts with a genuine connection. She understands how personal financial decisions can be, and approaches the financial planning process with both strategy and empathy. Whether it’s helping someone plan for retirement, navigate through a major life change, or simply trying to feel more confident about the future, Karalee creates a personalized experience where every client feels heard, supported and cared for.
As part of the Atlas Financial Group, Karalee specializes in comprehensive planning, using cash flow analysis and goal-based strategies to create structured and effective wealth management plans for her clients. Ever since she joined UBS in 2014, she has brought a client-first mindset to every interaction, driving a team culture built around diligence, excellence, and meaningful relationships. She is known to continually raise the standard for what exceptional service looks like in wealth management.
Experience:
Education & Credentials:
Outside of UBS:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Michael helps individuals and families plan for the long term while managing the financial details that come with each stage of life. He focuses on longevity planning, wealth transfer strategies, charitable giving strategies, and liability management. He also works closely with clients on cash flow planning and managing concentrated stock positions, helping ensure each part of their plan fits together with purpose. His goal is to understand your needs and better prepare you for the future that you envision.
Education & Credentials:
Outside of UBS:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Michael helps individuals and families plan for the long term while managing the financial details that come with each stage of life. He focuses on longevity planning, wealth transfer strategies, charitable giving strategies, and liability management. He also works closely with clients on cash flow planning and managing concentrated stock positions, helping ensure each part of their plan fits together with purpose. His goal is to understand your needs and better prepare you for the future that you envision.
Education & Credentials:
Outside of UBS:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Patrick brings a diverse background to his role at Atlas Financial Group, blending military discipline, entrepreneurial experience, and nearly two decades in financial services. Before joining UBS in 2005, Pat spent over a decade helping build and lead Bula, an outdoor apparel company where he served as an executive overseeing international sales and marketing. That hands-on business experience shaped how he works with clients today—focused, practical, and deeply client-centered.
As a financial advisor, Pat works closely with individuals and families to develop long term strategies that align with their goals and bring clarity to complex financial decisions. He specializes in portfolio constructions, asset transfer planning, debt management, and retirement strategies.
Experience:
Outside of UBS
Senior Vice President–Wealth Management
Financial Advisor
Patrick brings a diverse background to his role at Atlas Financial Group, blending military discipline, entrepreneurial experience, and nearly two decades in financial services. Before joining UBS in 2005, Pat spent over a decade helping build and lead Bula, an outdoor apparel company where he served as an executive overseeing international sales and marketing. That hands-on business experience shaped how he works with clients today—focused, practical, and deeply client-centered.
As a financial advisor, Pat works closely with individuals and families to develop long term strategies that align with their goals and bring clarity to complex financial decisions. He specializes in portfolio constructions, asset transfer planning, debt management, and retirement strategies.
Experience:
Outside of UBS
Authorized Officer
Team Administrator
Dawnell plays a vital role in keeping the Atlas Financial Group running smoothly. With a career that spans over four decades, she brings deep experience, operational expertise, and a calm, reliable presence to both clients and the team. Her work is thoughtful, organized, and rooted in commitment to service.
She began her financial career in 1983 in trading, gaining experience across over-the-counter, institutional, and wholesale markets. Since joining UBS in 2001 as a Registered Client Service Associate, Dawnell has been instrumental in supporting the client experience and team operations. In 2020, she earned the designation of Team Administrator in recognition of her leadership, precision, and dedication behind the scenes.
Experience:
Outside of UBS:
Education
Authorized Officer
Team Administrator
Dawnell plays a vital role in keeping the Atlas Financial Group running smoothly. With a career that spans over four decades, she brings deep experience, operational expertise, and a calm, reliable presence to both clients and the team. Her work is thoughtful, organized, and rooted in commitment to service.
She began her financial career in 1983 in trading, gaining experience across over-the-counter, institutional, and wholesale markets. Since joining UBS in 2001 as a Registered Client Service Associate, Dawnell has been instrumental in supporting the client experience and team operations. In 2020, she earned the designation of Team Administrator in recognition of her leadership, precision, and dedication behind the scenes.
Experience:
Outside of UBS:
Education
Senior Registered Client Associate
With more than 25 years in the financial industry, Christi brings a deep understanding of client service and genuine love for building lasting relationships. She held a variety of roles throughout her career, giving her a well-rounded perspective and the ability to adapt to what each client and situation calls for. Whether she’s assisting with day-to-day needs or supporting long-term planning efforts, Christi is known for her reliability, warmth, and attention to detail.
As part of the Atlas Financial Group, she strives for clients to trust and rely on her. She brings heart and consistency to interactions and is focused on making sure clients feel heard, supported and valued.
Experience:
Outside of UBS:
Senior Registered Client Associate
With more than 25 years in the financial industry, Christi brings a deep understanding of client service and genuine love for building lasting relationships. She held a variety of roles throughout her career, giving her a well-rounded perspective and the ability to adapt to what each client and situation calls for. Whether she’s assisting with day-to-day needs or supporting long-term planning efforts, Christi is known for her reliability, warmth, and attention to detail.
As part of the Atlas Financial Group, she strives for clients to trust and rely on her. She brings heart and consistency to interactions and is focused on making sure clients feel heard, supported and valued.
Experience:
Outside of UBS:
Wealth Strategy Associate
Rochelle plays a crucial role in the Atlas Financial Group's day-to-day operations, combining technical skill with a warm, client-focused approach. After earning her series 7 and 66 licenses with Morgan Stanley in 2020, she joined UBS n 2022, bringing energy and enthusiasm to every task, from account coordination to helping clients meet their financial goals.
Rochelle is the go-to person on the team when it comes to simplifying complex processes and ensuring everything runs smoothly behind the scenes. Her work empowers clients by giving them clarity, confidence, and a true sense of financial progress.
Experience:
Education & Credentials:
Outside of UBS:
Credentials
Wealth Strategy Associate
Rochelle plays a crucial role in the Atlas Financial Group's day-to-day operations, combining technical skill with a warm, client-focused approach. After earning her series 7 and 66 licenses with Morgan Stanley in 2020, she joined UBS n 2022, bringing energy and enthusiasm to every task, from account coordination to helping clients meet their financial goals.
Rochelle is the go-to person on the team when it comes to simplifying complex processes and ensuring everything runs smoothly behind the scenes. Her work empowers clients by giving them clarity, confidence, and a true sense of financial progress.
Experience:
Education & Credentials:
Outside of UBS:
Credentials
Senior Registered Client Associate
Ute brings over two decades of experience in the financial industry, with background in both operations management and client service. She rejoined UBS in 2023, where she works closely with both clients and advisors to ensure that account-related processes run smoothly. Ute quickly became an essential part of the team's support structure. She understands the importance of getting things done right and takes pride in providing a seamless experience behind the scenes so clients can focus on their financial goals with confidence.
Experience:
Outside of UBS:
Senior Registered Client Associate
Ute brings over two decades of experience in the financial industry, with background in both operations management and client service. She rejoined UBS in 2023, where she works closely with both clients and advisors to ensure that account-related processes run smoothly. Ute quickly became an essential part of the team's support structure. She understands the importance of getting things done right and takes pride in providing a seamless experience behind the scenes so clients can focus on their financial goals with confidence.
Experience:
Outside of UBS:
Senior Client Associate
Jennifer has been a part of the financial services industry for over 29 years. She began her career in 1991 as an Administrative Assistant at Meridian Investment Management and joined UBS in 1999. Throughout her career, she has focused on delivering reliable, high-quality client service and supporting the operational side of the business with consistency and care.
Her in-depth understanding of operational processes allows her to provide a seamless and efficient client experience. Jennifer takes pride in her ability to handle the details, answer questions, and ensure that every client feel supported at every step
Experience:
Outside of UBS:
Senior Client Associate
Jennifer has been a part of the financial services industry for over 29 years. She began her career in 1991 as an Administrative Assistant at Meridian Investment Management and joined UBS in 1999. Throughout her career, she has focused on delivering reliable, high-quality client service and supporting the operational side of the business with consistency and care.
Her in-depth understanding of operational processes allows her to provide a seamless and efficient client experience. Jennifer takes pride in her ability to handle the details, answer questions, and ensure that every client feel supported at every step
Experience:
Outside of UBS:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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