Senior Vice President–Wealth Management
Private Wealth Advisor
About Evan Bloomberg
Evan delivers dedicated leadership guiding you to achieve your most important financial outcomes with integrity, confidence, and purpose. For the past decade, Evan has advised a diverse group of clients across the country ranging from innovative business owners, Fortune 1000 corporate executives, experienced hedge fund investors and private equity partners. He works intimately with each client and is known for getting things done by facilitating our team of UBS specialists alongside a preferred group of trusted investment, accounting, and estate planning partners.
As the author of “The 7 Principles of the Essentialist Investor,” Evan delivers personalized wealth management solutions to each client. At the core of these principles is a planning approach called outcome-based wealth management. This planning process focuses on compounding wealth and enhancing your probability of achieving goals through highly selective investment criteria. Evan identifies the best solutions for client portfolios by diligently measuring returns, risks, costs, taxes and sustainability for each investment.
Experience
Designations & Registrations
Media
Community Leadership
Education
Recognized as an industry leader:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Private Wealth Advisor
About Evan Bloomberg
Evan delivers dedicated leadership guiding you to achieve your most important financial outcomes with integrity, confidence, and purpose. For the past decade, Evan has advised a diverse group of clients across the country ranging from innovative business owners, Fortune 1000 corporate executives, experienced hedge fund investors and private equity partners. He works intimately with each client and is known for getting things done by facilitating our team of UBS specialists alongside a preferred group of trusted investment, accounting, and estate planning partners.
As the author of “The 7 Principles of the Essentialist Investor,” Evan delivers personalized wealth management solutions to each client. At the core of these principles is a planning approach called outcome-based wealth management. This planning process focuses on compounding wealth and enhancing your probability of achieving goals through highly selective investment criteria. Evan identifies the best solutions for client portfolios by diligently measuring returns, risks, costs, taxes and sustainability for each investment.
Experience
Designations & Registrations
Media
Community Leadership
Education
Recognized as an industry leader:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
About Lauren Srour
Lauren delivers conscientious solutions to help you navigate and optimize your financial journey. Always leading with a client-centric mindset, Lauren seamlessly combines financial expertise with a personalized approach, ensuring your experience is both effective and tailored to your individual goals.
In addition to her planning responsibilities, Lauren also leads the team’s investment due diligence efforts, so that she can assess the quality of each investment in clients’ portfolios. Explaining sophisticated investments with clear and straightforward language builds clients’ trust and confidence. To her, wealth management should always focus on helping ensure your portfolio is aligned with your overall goals.
Experience
Designations & Registrations
Education
Education
Credentials
Senior Wealth Strategy Associate
About Lauren Srour
Lauren delivers conscientious solutions to help you navigate and optimize your financial journey. Always leading with a client-centric mindset, Lauren seamlessly combines financial expertise with a personalized approach, ensuring your experience is both effective and tailored to your individual goals.
In addition to her planning responsibilities, Lauren also leads the team’s investment due diligence efforts, so that she can assess the quality of each investment in clients’ portfolios. Explaining sophisticated investments with clear and straightforward language builds clients’ trust and confidence. To her, wealth management should always focus on helping ensure your portfolio is aligned with your overall goals.
Experience
Designations & Registrations
Education
Education
Credentials
Wealth Strategy Associate
About Kris Hargraves
Kris delivers dynamic connections to share an exceptional experience, profound ideas and out-of-the-box insights. Kris is a Wealth Strategy Associate responsible for running daily operations of business and serves as the direct point of contact for all service requests. He enjoys leveraging his extensive operational experience, solving client problems and delivering personalized service to help clients achieve desired outcomes with ease. In addition, Kris has expertise in trading equities and options. Because of his commitment to excellence and personalized service, UBS recently acknowledged Kris as part of our Peak Performers program.
Experience
Designations & Registrations
Education
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Strategy Associate
About Kris Hargraves
Kris delivers dynamic connections to share an exceptional experience, profound ideas and out-of-the-box insights. Kris is a Wealth Strategy Associate responsible for running daily operations of business and serves as the direct point of contact for all service requests. He enjoys leveraging his extensive operational experience, solving client problems and delivering personalized service to help clients achieve desired outcomes with ease. In addition, Kris has expertise in trading equities and options. Because of his commitment to excellence and personalized service, UBS recently acknowledged Kris as part of our Peak Performers program.
Experience
Designations & Registrations
Education
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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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