Managing Director
Mike is a Managing Director and has advised ultra high-net-worth families for 22 years. He joined UBS in 2003 after having spent 6 ½ years as a Vice President in the Investment Management Division at Goldman, Sachs & Co. Earlier in his career, Mike worked for Kimberly-Clark Corporation in Columbus, Ohio. He holds an MBA from Cornell SC Johnson Graduate School of Management and a BS degree in Finance from The Ohio State University. He resides in Orinda with his wife, Janine, and three children: Dylan, Abby and Hannah.
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
Managing Director
Mike is a Managing Director and has advised ultra high-net-worth families for 22 years. He joined UBS in 2003 after having spent 6 ½ years as a Vice President in the Investment Management Division at Goldman, Sachs & Co. Earlier in his career, Mike worked for Kimberly-Clark Corporation in Columbus, Ohio. He holds an MBA from Cornell SC Johnson Graduate School of Management and a BS degree in Finance from The Ohio State University. He resides in Orinda with his wife, Janine, and three children: Dylan, Abby and Hannah.
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
Managing Director
David is a Managing Director with almost 25 years of experience working with both high-net-worth individuals and sophisticated institutional clients. He joined UBS in 2003 after having spent 6 ½ years as a Vice President in the Investment Management Division at Goldman, Sachs & Co. Prior to joining Goldman Sachs, David worked in Credit Suisse First Boston’s Fixed Income Division. He holds an MBA from UCLA Anderson School of Management and a BA from the University of California, Berkeley. David and his wife, Monique, live in Orinda with their three sons: Drew, Kyle and Brett.
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
Managing Director
David is a Managing Director with almost 25 years of experience working with both high-net-worth individuals and sophisticated institutional clients. He joined UBS in 2003 after having spent 6 ½ years as a Vice President in the Investment Management Division at Goldman, Sachs & Co. Prior to joining Goldman Sachs, David worked in Credit Suisse First Boston’s Fixed Income Division. He holds an MBA from UCLA Anderson School of Management and a BA from the University of California, Berkeley. David and his wife, Monique, live in Orinda with their three sons: Drew, Kyle and Brett.
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
Director
Senior Wealth Strategy Associate
Eddie is an Associate Director, Sr. Wealth Strategy Associate with 16 years of experience advising clients at UBS. Eddie is responsible for investment portfolio construction, monitoring, and performance attribution in addition to overseeing team operations. Prior to joining UBS in 2005, he worked for Argus Information and Advisory Services in White Plains, New York. Eddie graduated from Harvard University with a BA in Computer Science and holds the Chartered Financial Analyst® designation. He resides in Burlingame with his wife Dan and son Alex.
Education
Credentials
Director
Senior Wealth Strategy Associate
Eddie is an Associate Director, Sr. Wealth Strategy Associate with 16 years of experience advising clients at UBS. Eddie is responsible for investment portfolio construction, monitoring, and performance attribution in addition to overseeing team operations. Prior to joining UBS in 2005, he worked for Argus Information and Advisory Services in White Plains, New York. Eddie graduated from Harvard University with a BA in Computer Science and holds the Chartered Financial Analyst® designation. He resides in Burlingame with his wife Dan and son Alex.
Education
Credentials
Associate Director
Senior Wealth Strategy Associate
Katherine is a Senior Wealth Strategy Associate with ten years of experience working with high-net-worth clients. Prior to joining UBS, she worked at Merrill Lynch Private Bank with wealthy families and foundations. She graduated from the University of Texas at Austin with a BS degree in Communication Sciences and Disorders. Katherine and her husband live in San Francisco with their family.
Education
Associate Director
Senior Wealth Strategy Associate
Katherine is a Senior Wealth Strategy Associate with ten years of experience working with high-net-worth clients. Prior to joining UBS, she worked at Merrill Lynch Private Bank with wealthy families and foundations. She graduated from the University of Texas at Austin with a BS degree in Communication Sciences and Disorders. Katherine and her husband live in San Francisco with their family.
Education
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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