Experience

Makes all the difference

Crystaline Kopriva

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
200 Clock Tower Place
Suite C-100
Carmel, CA 93923

Email Me

crystaline.kopriva@ubs.com
Crystaline Kopriva
200 Clock Tower Place,Carmel,CA,93923

Jacob Calderon

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.
 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
200 Clock Tower Place
Suite C-100
Carmel, CA 93923

Email Me

jacob.calderon@ubs.com
Jacob Calderon
200 Clock Tower Place,Carmel,CA,93923

Rose Rausch

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.

200 Clock Tower Place
Suite C-100
Carmel, CA 93923

Email Me

rose.rausch@ubs.com
Rose Rausch
200 Clock Tower Place,Carmel,CA,93923

Max Rutberg

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. ­

200 Clock Tower Place
Suite C-100
Carmel, CA 93923

Email Me

maxwell.rutberg@ubs.com
Max Rutberg
200 Clock Tower Place,Carmel,CA,93923