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 Consultant^SM, 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 20 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, CFP^®, CPWA^®, and CPA (inactive) professional certifications.

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.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM, and CFP^® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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.