Managing Director–Wealth Management
Mark has been a part of the financial services industry for nearly 29 years, having started with E.F. Hutton in 1986. He conducts the performance analysis on the universe of private and public portfolio managers and is an accredited Private Wealth Advisor for UBS. He also serves on the board or UBS’s Alternative Investment Advisory Council. In 2008, Mark was honored among a select group of advisors in the country for UBS’s “Winner’s Circle.” Read full biography
Education
Credentials
Managing Director–Wealth Management
Mark has been a part of the financial services industry for nearly 29 years, having started with E.F. Hutton in 1986. He conducts the performance analysis on the universe of private and public portfolio managers and is an accredited Private Wealth Advisor for UBS. He also serves on the board or UBS’s Alternative Investment Advisory Council. In 2008, Mark was honored among a select group of advisors in the country for UBS’s “Winner’s Circle.” Read full biography
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Jason joined the financial services industry and UBS in 2006. He works with small business owners, entrepreneurs and professionals, assisting them with portfolio management, goal-based financial planning and risk mitigation. Jason graduated with a bachelor of science degree in science, with honors from the University of Illinois in Urbana-Champaign, IL. Read full biography
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Jason joined the financial services industry and UBS in 2006. He works with small business owners, entrepreneurs and professionals, assisting them with portfolio management, goal-based financial planning and risk mitigation. Jason graduated with a bachelor of science degree in science, with honors from the University of Illinois in Urbana-Champaign, IL. Read full biography
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Ruben is a Client Service Associate at the Encino, California office of UBS Financial Services Inc. Ruben started his career in the operations department at Smith Barney where he worked for 10 years, and later as a Client Service Associate at Merrill Lynch’s Private Banking Group. Ruben served his country as a Legal Yeoman in the US Navy for 8 years. Ruben was awarded the following commendations while in the military: Navy Achievement Medal, Armed Forces Expeditionary Medal, Navy Expeditionary Medal, Good Conduct Medal, Navy “E” Ribbon, (two) Meritorious Unit Commendations.
Senior Client Associate
Ruben is a Client Service Associate at the Encino, California office of UBS Financial Services Inc. Ruben started his career in the operations department at Smith Barney where he worked for 10 years, and later as a Client Service Associate at Merrill Lynch’s Private Banking Group. Ruben served his country as a Legal Yeoman in the US Navy for 8 years. Ruben was awarded the following commendations while in the military: Navy Achievement Medal, Armed Forces Expeditionary Medal, Navy Expeditionary Medal, Good Conduct Medal, Navy “E” Ribbon, (two) Meritorious Unit Commendations.
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Client Associate
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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