$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Mark is Senior Vice President - Wealth Management and (Portfolio Manager) at UBS. With over 30 years of experience, Mark is dedicated to providing clients with the finest individually-tailored approach to wealth management. At the heart of Mark's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service. Mark takes a personal role in following through for clients to help make sure their needs are always handled with the highest degree of professional attention, and that strategies are accurately implemented.
CA Insurance License #: 0A22698
Mark received a Bachelor's degree from Westminster College in Aerospace Aviation and holds the designation of Certified Investment Management ConsultantSM, CIMC®. Outside of the office, Mark has a strong passion for skiing, road biking, and hiking. He participated as a competitive skier for eight years. He was also a member of the University of Utah ski team and raced on the Canadian American National Ski Circuit. Mark is an active member of his community with his wife, Michelle and two children, Sam and Paige.
Kip is a Financial Advisor and Portfolio Manager with the Brenner Wealth Management Group at UBS. Previously he was a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch, where he joined the Brenner team in February 2018. He has 19 years of financial services experience, including 10 years as a sell-side equity research analyst covering tech & media stocks in New York, most recently as SVP and Senior Analyst for internet & digital media names at Cantor Fitzgerald. He started his career as a public accountant and valuation consultant in the Bay Area at Deloitte, and he holds CFA, CPWA®, and CPA (inactive) professional designations.
Kip graduated magna cum laude, with election to Phi Beta Kappa, from U.C. Santa Barbara with a B.A. in Business Economics and Philosophy. He was born and raised in San Jose, and now lives in Santa Barbara with his wife and two daughters.
*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA® Institute.
CA Insurance License #0M49258
Shawn is a Senior Wealth Strategist with the Brenner Wealth Management Group at UBS. He’s been on the Brenner team for over 14 years, most recently as a Registered Senior Wealth Management Client Associate at Merrill Lynch. He holds the Certified Financial Planner® designation, as well as Series 7 and 66 FINRA registrations. Shawn is primarily focused on developing and delivering tailored financial plans to clients. This allows him to help coordinate and simplify clients income sources and expense needs to help meet their lifestyle goals. He is also involved in portfolio management and construction of client portfolios. He graduated from San Diego State University in 2006 with a B.S. in Financial Services and a minor in Economics. Shawn played competitive golf while attending San Marcos High School.
Nathan is a Registered Client Service Associate with the Brenner Wealth Management Group at UBS. He was previously a Registered Wealth Management Client Associate at Merrill Lynch, after joining the Brenner team in March 2018. Nathan is actively engaged in all levels of client service, technology enablement, and other administrative/day-to-day operations for the team. He holds Series 7 and 66 FINRA licenses. He graduated from Westmont College in May 2018 with a B.A. in Economics and Business, and was a member of the economics honor society, Omicron Delta Epsilon.
Mark is Senior Vice President - Wealth Management and (Portfolio Manager) at UBS. With over 30 years of experience, Mark is dedicated to providing clients with the finest individually-tailored approach to wealth management. At the heart of Mark's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service. Mark takes a personal role in following through for clients to help make sure their needs are always handled with the highest degree of professional attention, and that strategies are accurately implemented.
CA Insurance License #: 0A22698
Mark received a Bachelor's degree from Westminster College in Aerospace Aviation and holds the designation of Certified Investment Management ConsultantSM, CIMC®. Outside of the office, Mark has a strong passion for skiing, road biking, and hiking. He participated as a competitive skier for eight years. He was also a member of the University of Utah ski team and raced on the Canadian American National Ski Circuit. Mark is an active member of his community with his wife, Michelle and two children, Sam and Paige.
Kip is a Financial Advisor and Portfolio Manager with the Brenner Wealth Management Group at UBS. Previously he was a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch, where he joined the Brenner team in February 2018. He has 19 years of financial services experience, including 10 years as a sell-side equity research analyst covering tech & media stocks in New York, most recently as SVP and Senior Analyst for internet & digital media names at Cantor Fitzgerald. He started his career as a public accountant and valuation consultant in the Bay Area at Deloitte, and he holds CFA, CPWA®, and CPA (inactive) professional designations.
Kip graduated magna cum laude, with election to Phi Beta Kappa, from U.C. Santa Barbara with a B.A. in Business Economics and Philosophy. He was born and raised in San Jose, and now lives in Santa Barbara with his wife and two daughters.
*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA® Institute.
CA Insurance License #0M49258
Shawn is a Senior Wealth Strategist with the Brenner Wealth Management Group at UBS. He’s been on the Brenner team for over 14 years, most recently as a Registered Senior Wealth Management Client Associate at Merrill Lynch. He holds the Certified Financial Planner® designation, as well as Series 7 and 66 FINRA registrations. Shawn is primarily focused on developing and delivering tailored financial plans to clients. This allows him to help coordinate and simplify clients income sources and expense needs to help meet their lifestyle goals. He is also involved in portfolio management and construction of client portfolios. He graduated from San Diego State University in 2006 with a B.S. in Financial Services and a minor in Economics. Shawn played competitive golf while attending San Marcos High School.
Nathan is a Registered Client Service Associate with the Brenner Wealth Management Group at UBS. He was previously a Registered Wealth Management Client Associate at Merrill Lynch, after joining the Brenner team in March 2018. Nathan is actively engaged in all levels of client service, technology enablement, and other administrative/day-to-day operations for the team. He holds Series 7 and 66 FINRA licenses. He graduated from Westmont College in May 2018 with a B.A. in Economics and Business, and was a member of the economics honor society, Omicron Delta Epsilon.
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
Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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