Experience

Harvey graduated from UCLA with a Bachelor's of Science in Engineering and continued with master studies in business. After working in the engineering field for several years, he became a financial advisor and was a founding partner of Wellbourne Associates, a financial services firm. He has been with UBS Financial Services and its predecessor, PaineWebber, for over thirty years, holding positions that include sales and branch manager. As a top financial advisor, he has been named to UBS's prestigious President's Council. He has three children and enjoys traveling, sports, reading and music.

Daniel attended the University of California, Berkeley where he graduated Phi Beta Kappa with a Bachelor's of Science degree in Business Administration from the Haas School of Business. He began working as a Financial Advisor for PaineWebber in 1999 and has recently earned the designation "UBS Wealth Advisor." Some of his interests include running marathons, triathlons, photography, and oil painting. His personal accomplishments include being a certified E.M.T., holding a Black Belt in karate, and playing collegiate ice hockey for the California Berkeley Golden Bears. He lives in Westwood, CA with wife, Haley and family.

Shirley Krum has been with UBS Financial Services since 2000. She is a graduate of Penn State University with an Associate Degree in Business Management. Shirley has over 20 years experience in the banking industry and transitioned to the Financial Services industry in 1995 as a Registered Representative with Met Life. Upon relocating to California, she became a Senior Client Service Associate with UBS Financial Services, Inc. Shirley and husband live in Sherman Oaks, CA and she enjoys playing tennis.