Experience

UBS Private Wealth Advisor Les Brunker of Brunker Wealth Management, there’s nothing more important than helping his clients navigate their complex financial lives to achieve better outcomes. Les provides comprehensive, consultative investment management and multigenerational wealth planning for sophisticated families. Accessing the extensive resources of UBS Private Wealth Management, Asset Management and Investment Bank, and working closely with clients’ trust and estate attorney and CPA for implementation, Les creatively tailors asset allocation solutions with tax efficiency. In a constantly changing world, he hopes clients can feel confident about their decisions and the legacies they’re building.

 “I’m grateful to have the opportunities, tools and resources that help me deliver the solutions my clients need and deserve.”

— Lester A. Brunker

Professional experience

• UBS Private Wealth Management, 2009 – present
• Citigroup Global Markets, 1989 – 2009
• US Bank, 1985 – 1989

Credentials

• Certified Financial Planner™ (CFP®) professional
• Certified Investment Management Analyst® (CIMA®)

Education

• Wharton Executive Education CIMA® program
• B.S., economics, minor in statistics, University of Minnesota

Personal life

• Les served the Courage Kenny Foundation from 2013 – 2019 as treasurer and as finance committee chair.
• He served the Courage Foundation from 2005 – 2013 as treasurer, investment committee chair and Foundation Board Chair.
• He was active in the United States Ski Association (USSA) Region 1 Board 2015 – 2017.
• Les was a member of the Team Gilboa Board from 2015 – 2017.
• Former Edina ECFE Board.
• Les enjoys spending time with his family and friends at their mountain home in Wyoming.
• He loves anything outdoors, including yoga, hiking, cycling, alpine and nordic skiing.
• He is a passionate supporter of his wife, Theresa, who teaches English to immigrants in Jackson, WY via Central Wyoming College. 

Jaime works as a Senior Wealth Strategy Associate focused on providing comprehensive and personalized service to our team’s clients. Now in his 14th year with UBS, Jaime holds a Series 7, Series 66, and insurance license. He has also completed the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) & Retirement Management Advisor® (RMA®) Education Programs at Chicago Booth.

Born in the suburbs of Chicago, Jaime spent his formative years in Mexico City before returning to Chicago for college, graduating from Loyola University Chicago with a Bachelor of Business Administration in 2010. He also lived in Tokyo where he attended Sophia University through a study abroad program at Loyola. Jaime speaks fluent Spanish and is conversant in Japanese.

Jaime currently lives in Chicago's West Town neighborhood with his wife Lucia and dog Donatello. They enjoy traveling and getting to know people from all over the world. In his spare time, Jaime volunteers as a docent at the Chicago Architecture Center where he gives tours on the city’s history and architecture.