Senior Vice President–Wealth Management
Financial Advisor
Ira started in the financial services industry in 1982 and has been with UBS Financial Services Inc. since 2007.
Ira is very active in the community and serves on the boards of the Bakersfield Symphony Orchestra and Bakersfield North Rotary. Ira is interested in health and fitness and has been a daily exerciser his entire life. Ira and his wife Carole live in Bakersfield and have 3 grown children and 8 grandchildren.
Professional Experience:
Education:
Education
Senior Vice President–Wealth Management
Financial Advisor
Ira started in the financial services industry in 1982 and has been with UBS Financial Services Inc. since 2007.
Ira is very active in the community and serves on the boards of the Bakersfield Symphony Orchestra and Bakersfield North Rotary. Ira is interested in health and fitness and has been a daily exerciser his entire life. Ira and his wife Carole live in Bakersfield and have 3 grown children and 8 grandchildren.
Professional Experience:
Education:
Education
Senior Vice President–Wealth Management
Financial Advisor
Jason has worked in the financial services industry since 2000 and has been with UBS since 2007.
Jason is very active in the community. He has served on the Boards of the Boys and Girls Clubs of Kern County as well as their Foundation and Legacy Board, the Ronald McDonald House at Memorial Hospital, Memorial Hospital Foundation, West Rotary, The Laurne Stroope/West Rotary Foundation and Stockdale Country Club’s Board of Directors. Jason enjoys spending time with his family and friends. He has four children.
Professional Experience
Education:
Education
Senior Vice President–Wealth Management
Financial Advisor
Jason has worked in the financial services industry since 2000 and has been with UBS since 2007.
Jason is very active in the community. He has served on the Boards of the Boys and Girls Clubs of Kern County as well as their Foundation and Legacy Board, the Ronald McDonald House at Memorial Hospital, Memorial Hospital Foundation, West Rotary, The Laurne Stroope/West Rotary Foundation and Stockdale Country Club’s Board of Directors. Jason enjoys spending time with his family and friends. He has four children.
Professional Experience
Education:
Education
Account Vice President
Senior Wealth Strategy Associate
Chris has been in the financial services industry since 2005 and has been with UBS Financial Services Inc. and The Cohen Group since 2013.
Chris is a native of Bakersfield with strong ties to the community. Chris is active with the Bakersfield Youth Lacrosse, Keep Kern Beautiful, Boy Scout Troop 125, Rotary Club of Taft, and Taft Union High School Oil Tech Academy. Chris also coaches youth lacrosse and baseball. Chris enjoys spending his weekends with family, cycling, and traveling. Chris and his wife Michelle live in Bakersfield and have 2 young children.
Professional Experience:
Education:
Education
Account Vice President
Senior Wealth Strategy Associate
Chris has been in the financial services industry since 2005 and has been with UBS Financial Services Inc. and The Cohen Group since 2013.
Chris is a native of Bakersfield with strong ties to the community. Chris is active with the Bakersfield Youth Lacrosse, Keep Kern Beautiful, Boy Scout Troop 125, Rotary Club of Taft, and Taft Union High School Oil Tech Academy. Chris also coaches youth lacrosse and baseball. Chris enjoys spending his weekends with family, cycling, and traveling. Chris and his wife Michelle live in Bakersfield and have 2 young children.
Professional Experience:
Education:
Education
Team Administrator
Cori has worked in the financial services industry since 2005 and has been with UBS since 2007.
Cori handles many of the day-to-day operations for the team and strives to provide the highest quality of client service. Cori enjoys volunteering, spending time with her family, and traveling.
Professional Experience:
Education
Team Administrator
Cori has worked in the financial services industry since 2005 and has been with UBS since 2007.
Cori handles many of the day-to-day operations for the team and strives to provide the highest quality of client service. Cori enjoys volunteering, spending time with her family, and traveling.
Professional Experience:
Education
Client Associate
Romany is a talented and ambitious young professional who enjoys expanding her knowledge in the financial industry.
After earning her Bachelor’s degree in business administration with a concentration in finance from Cal State Bakersfield she joined The Cohen Group. She is skilled at creating a welcoming, relaxed atmosphere for clients, making them feel at ease from the moment they connect. Whether it’s answering questions or finding the best solutions, she’s here to help.
On her free time she enjoys exercising, trying new cuisines and spending quality time with family.
Education
Client Associate
Romany is a talented and ambitious young professional who enjoys expanding her knowledge in the financial industry.
After earning her Bachelor’s degree in business administration with a concentration in finance from Cal State Bakersfield she joined The Cohen Group. She is skilled at creating a welcoming, relaxed atmosphere for clients, making them feel at ease from the moment they connect. Whether it’s answering questions or finding the best solutions, she’s here to help.
On her free time she enjoys exercising, trying new cuisines and spending quality time with family.
Education
Financial Advisor
Shane is a Bakersfield native, born and raised in Kern County. He graduated from Garces Memorial High School and continued his education at California State University, Bakersfield, receiving a Bachelor of Arts Degree in Political Science.
Shane joined UBS in July 2022 as a Financial Advisor. He is a CERTIFIED FINANCIAL PLANNER (tm) PROFESSIONAL - CFP(r) and licensed in investments. He previously worked for Trovato Wealth Management, Charles Schwab, and Morgan Stanley before bringing his strong financial analyst skills, knowledge and experience.
Shane is married with 2 kids, and is actively involved in serving his community. In 2019, he was awarded "Man of The Year" by the Leukemia & Lymphoma Society - Central Chapter for his philanthropic contributions to their organization.
Financial Advisor
Shane is a Bakersfield native, born and raised in Kern County. He graduated from Garces Memorial High School and continued his education at California State University, Bakersfield, receiving a Bachelor of Arts Degree in Political Science.
Shane joined UBS in July 2022 as a Financial Advisor. He is a CERTIFIED FINANCIAL PLANNER (tm) PROFESSIONAL - CFP(r) and licensed in investments. He previously worked for Trovato Wealth Management, Charles Schwab, and Morgan Stanley before bringing his strong financial analyst skills, knowledge and experience.
Shane is married with 2 kids, and is actively involved in serving his community. In 2019, he was awarded "Man of The Year" by the Leukemia & Lymphoma Society - Central Chapter for his philanthropic contributions to their organization.
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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