Senior Vice President–Wealth Management
Financial Advisor
Crysty Kopriva graduated with a Bachelor of Science degree in Business Administration emphasizing Finance from California State University at Monterey Bay. She joined UBS in 2006 and the Pacific Investment Group in 2009. Crysty collaborates with clients to provide superior financial planning, portfolio allocation construction, and investment performance analysis. Her experience in the financial services industry and her knowledge of UBS's capabilities and services enable her to identify the right solutions for clients' wealth management needs. Working closely with the highly experienced Pacific Investment Group has given Crysty the resources and insight to the view the financial world with a well-rounded perspective.
Senior Vice President–Wealth Management
Financial Advisor
Crysty Kopriva graduated with a Bachelor of Science degree in Business Administration emphasizing Finance from California State University at Monterey Bay. She joined UBS in 2006 and the Pacific Investment Group in 2009. Crysty collaborates with clients to provide superior financial planning, portfolio allocation construction, and investment performance analysis. Her experience in the financial services industry and her knowledge of UBS's capabilities and services enable her to identify the right solutions for clients' wealth management needs. Working closely with the highly experienced Pacific Investment Group has given Crysty the resources and insight to the view the financial world with a well-rounded perspective.
Senior Wealth Strategy Associate
Jacob Calderon joined the Pacific Investment Group in 2018 after graduating with a B.S. in Business Administration with an emphasis on International Business and Management from California State University, Monterey Bay. Surrounded by experienced Financial Advisors, Jacob has progressed quickly with his career in the financial industry and currently holds the Series 7, Series 66, and CA State Insurance licenses. He specializes in strategizing for each client’s unique situation and navigating them through the dynamic financial markets. Jacob is dedicated to building relationships with the team's clients and providing the highest level of assistance, service, and attention.
Senior Wealth Strategy Associate
Jacob Calderon joined the Pacific Investment Group in 2018 after graduating with a B.S. in Business Administration with an emphasis on International Business and Management from California State University, Monterey Bay. Surrounded by experienced Financial Advisors, Jacob has progressed quickly with his career in the financial industry and currently holds the Series 7, Series 66, and CA State Insurance licenses. He specializes in strategizing for each client’s unique situation and navigating them through the dynamic financial markets. Jacob is dedicated to building relationships with the team's clients and providing the highest level of assistance, service, and attention.
Senior Client Associate
Rose Rausch has worked with the Pacific Investment Group for over 20 years as a Senior Client Service Associate. She lends her knowledge and experience by supporting her Financial Advisors in helping their clients pursue their financial goals and needs. By providing exceptional daily service and administrative support, she gives the level of service our clients deserve and have come to expect.
Senior Client Associate
Rose Rausch has worked with the Pacific Investment Group for over 20 years as a Senior Client Service Associate. She lends her knowledge and experience by supporting her Financial Advisors in helping their clients pursue their financial goals and needs. By providing exceptional daily service and administrative support, she gives the level of service our clients deserve and have come to expect.
Client Associate
Max Rutberg joined the Pacific Investment Group under the title of Client Service Associate upon graduation from Colorado State University, Fort Collins. Over the course of his college career Max spent two summers as an intern here at UBS, working closely with the members of the Pacific Investment Group. Max graduated with a Bachelor of the Arts degree in economics with a minor in business, and is committed to assisting our clients in any way and providing them with the level of service they deserve.
Client Associate
Max Rutberg joined the Pacific Investment Group under the title of Client Service Associate upon graduation from Colorado State University, Fort Collins. Over the course of his college career Max spent two summers as an intern here at UBS, working closely with the members of the Pacific Investment Group. Max graduated with a Bachelor of the Arts degree in economics with a minor in business, and is committed to assisting our clients in any way and providing them with the level of service they deserve.
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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