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Peter Sherlock brings deep expertise in advising family offices, private business owners, and multi-generational families on investment strategy, estate planning, and wealth transfer. As a Managing Director and Private Wealth Advisor with UBS Private Wealth Management, Peter is a member of Enduring Wealth Partners, where he helps clients navigate the complexities of wealth stewardship and business transition.

Peter’s career spans leadership roles at Cresset Capital, Bank of America Private Bank and J.P. Morgan, where he led the energy team for the Rocky Mountain Region and worked with some of the largest energy families in the area. His approach is highly consultative, integrating investment management with clients’ legal, tax, and philanthropic goals to deliver cohesive, long-term strategies.

Peter holds a bachelor’s degree in economics and political science from Emory University, a master’s in international business from the University of St. Andrews in Scotland, and a law degree from Emory University. He is licensed to practice law in Georgia and Colorado. Peter actively supports Christ in the City and volunteers at St. Vincent de Paul Catholic Church. He lives in Denver with his wife, Laurie, and their four children.

• Emory University, BA, JD
• St. Andrews University, M. Litt

• Private Wealth Advisor

• AR
• AZ
• CA
• CO
• CT
• FL
• GA
• ID
• IL
• KS
• MA
• MT
• ND
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• PA
• SC
• TN
• TX
• UT

Gus Spaulding is a Senior Vice President, Private Wealth Advisor with UBS Private Wealth Management and a member of Enduring Wealth Partners in Denver. He and his team specialize in serving business owners, entrepreneurs, and family offices, guiding them through the complexities of personal wealth management and business transition planning.

With over 15 years of experience advising UHNW clients, Gus is committed to delivering exceptional service, strategic problem-solving, and multi-generational planning tailored to the unique needs of wealth creators and legacy builders. His approach is highly collaborative, working closely with clients’ tax, legal, and business advisors to ensure every strategy is cohesive, forward-looking, and aligned with long-term goals.

At the core of Gus’s work is a commitment to helping clients define their purpose, protect their legacy, and make confident decisions across generations. Whether navigating liquidity events, succession planning, or philanthropic strategies, Gus and his team bring clarity and confidence to every stage of wealth stewardship.

Gus holds the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute (EPI) and earned a bachelor’s degree in Economics from Bowdoin College in Brunswick, ME.

He lives in Princeton, NJ, with his Founder/CEO wife Dana and their two children, Maelyn and JB. Outside of work, Gus enjoys golf, strength training, and traveling with his family.

• Bowdoin College

• Certified Exit Planning Advisor
• Private Wealth Advisor

• AR
• AZ
• CA
• CO
• CT
• FL
• GA
• ID
• IL
• KS
• MA
• MT
• ND
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• PA
• SC
• TN
• TX
• UT

Chase Rodawig is a member of Enduring Wealth Partners at UBS. As a Private Wealth Advisor, he is qualified  to serve business owners, entrepreneurs, and ultra-high net worth families. His focus is on building tailored investment portfolios that reflect each family’s unique goals, values, and legacy.

Prior to UBS, Chase worked at Cresset Capital in Denver alongside his current team at UBS.  Before that, Chase co-founded a Registered Investment Advisor firm in Denver, serving as Partner and Chief Compliance Officer, and sat on the firm’s Investment Committee. He began his career at J.P. Morgan’s Private Bank, advising UHNW families and helping oversee more than $5 billion in client assets.

Chase graduated magna cum laude with a bachelor’s degree in finance from Southern Methodist University, specializing in alternative asset management. He lives in Denver with his wife, Baird, and their two sons. Outside of work, Chase enjoys golf and spending time in the mountains with family and friends.

• Southern Methodist University (SMU)

• Portfolio Manager
• Private Wealth Advisor

Taylor Morton is a Client Associate at UBS and a valued member of the Enduring Wealth Partners team. She is passionate about building meaningful, long-term relationships and is dedicated to providing clients with personalized, top-tier service and unwavering support.

Holding a Bachelor’s in Business Administration from the University of Colorado Denver, Taylor blends her strong business foundation with a genuine dedication to client care. She’s skilled at facilitating clear communication, understanding the unique needs of high-net-worth individuals, and strives to meet each client’s needs with precision and care.

In her free time, Taylor enjoys going to concerts, trying new restaurants, and spending time with family and friends.

• University of Colorado Denver