Vice President–Wealth Management
Bruce is a Vice President of Wealth Management and Senior Partner of the team, with over 23 years of experience working as a financial advisor at the firm. Bruce and his team provide comprehensive wealth management and investment planning to affluent families and institutions. Bruce graduated with a MS and BS from the University of Minnesota and is both a Portfolio Manager and Retirement Plan Consultant at UBS. Bruce has extensive knowledge of the financial markets, coupled with a long career history in the industry, which is invaluable in delivering strategies to each client's unique financial needs.
Bruce lives in Falcon Heights, Minnesota with his wife of 43 years, Jane, and enjoys spending time at the lake cabin, practicing yoga, and spending time with his grandkids.
Senior Vice President–Wealth Management
Erin is an account Vice President, and an integral Partner of the team, specializing in sophisticated planning, investment and overall relationship management to affluent individuals, families and institutions. She works closely with her clients to develop a Financial Plan, which addresses all aspects of the client's financial objectives, such as asset allocation, spending strategies, and risk management. The plan is continually monitored and updated as circumstances change, throughout all stages of the wealth planning process - accumulation, preservation, distribution and legacy planning.
Erin received a BA from the University of Minnesota, with extensive coursework through Carlson School of Management. Since joining UBS in 2007, Erin has earned a Chartered Plan Retirement Specialist (CRPS) and Retirement Plan Consultant designations. Erin lives in Orono, MN with her husband Joe, enjoys traveling, running marathons, and spending time on the lake.