Director
Financial Advisor
Evan joined UBS from Janney Montgomery Scott where he was previously in Institutional Fixed Income sales. He will be based out of the Denver Tech Center and will be part of our Institutional & Middle Market Fixed Income Group. He serves clients including investment advisors, money managers, bond funds, insurance companies, banks, and trusts. Evan’s previous experience includes trading, portfolio management, interest rate hedging, and underwriting.
Evan holds a BA in Economics from the University of Colorado at Boulder and has been involved in the fixed-income industry since 2003.
Director
Financial Advisor
Evan joined UBS from Janney Montgomery Scott where he was previously in Institutional Fixed Income sales. He will be based out of the Denver Tech Center and will be part of our Institutional & Middle Market Fixed Income Group. He serves clients including investment advisors, money managers, bond funds, insurance companies, banks, and trusts. Evan’s previous experience includes trading, portfolio management, interest rate hedging, and underwriting.
Evan holds a BA in Economics from the University of Colorado at Boulder and has been involved in the fixed-income industry since 2003.
Senior Client Associate
Karen re-joined UBS in 2020 as a Senior Client Service Associate. She has 16 years of experience in the financial services industry, working for firms including Morgan Stanley as well as UBS in Cincinnati. She holds both the Series 7 & 63 licenses. Karen, her husband Sam, and their Labrador, moved to Colorado from Ohio to enjoy the lifestyle of Colorado. They are outdoor enthusiasts and avid hikers, looking forward to tackling all of the 14ers.
Senior Client Associate
Karen re-joined UBS in 2020 as a Senior Client Service Associate. She has 16 years of experience in the financial services industry, working for firms including Morgan Stanley as well as UBS in Cincinnati. She holds both the Series 7 & 63 licenses. Karen, her husband Sam, and their Labrador, moved to Colorado from Ohio to enjoy the lifestyle of Colorado. They are outdoor enthusiasts and avid hikers, looking forward to tackling all of the 14ers.
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
Email Me
