Senior Vice President–Wealth Management
Financial Advisor
Ken joined UBS in April 2009 and has over 20 years experience in the financial services industry. As a Partner in the Rodeo Wealth Management Group, he provides customized investments solutions to ultra-high net worth individuals, institutions and family offices. Prior to joining UBS, Ken was a Sr. Vice President at Wells Fargo Investments in the Private Client Services division. Ken sits on numerous non-profit Boards mostly related to children. Ken and his wife Lisa live in Cheviot Hills with their two daughters Natalie and Stella. Ken's interests include triathlon, skiing and golf.
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
Senior Vice President–Wealth Management
Financial Advisor
Ken joined UBS in April 2009 and has over 20 years experience in the financial services industry. As a Partner in the Rodeo Wealth Management Group, he provides customized investments solutions to ultra-high net worth individuals, institutions and family offices. Prior to joining UBS, Ken was a Sr. Vice President at Wells Fargo Investments in the Private Client Services division. Ken sits on numerous non-profit Boards mostly related to children. Ken and his wife Lisa live in Cheviot Hills with their two daughters Natalie and Stella. Ken's interests include triathlon, skiing and golf.
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
Senior Vice President–Wealth Management
Financial Advisor
Nikolas Adell has been with UBS Financial Services since 2004 and started his career in the Financial Services Industry with major wire houses in 1998. He is Vice-President Investments and holds Series 3,63,65 & 7 as well as California Life & Health Licenses. Outside of the office he enjoys playing golf, skiing,
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
Senior Vice President–Wealth Management
Financial Advisor
Nikolas Adell has been with UBS Financial Services since 2004 and started his career in the Financial Services Industry with major wire houses in 1998. He is Vice-President Investments and holds Series 3,63,65 & 7 as well as California Life & Health Licenses. Outside of the office he enjoys playing golf, skiing,
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
Senior Wealth Strategy Associate
Andrew Mason is driven by his passion for creating a seamless and valuable client experience. As part of the Rodeo Wealth Management Group, Andrew is responsible for the operational needs of the team through client account administration, securities transactions, and cash management. Andrew is focused on what provides the highest standard of client service to those who have entrusted Rodeo Wealth Management to be their partner in their financial journey. Andrew graduated with his MBA in Finance and BA in Business Management from Azusa Pacific University and holds the Series 7 and 66 securities licenses. He has lived in the Los Angeles area for the past ten years and enjoys spending time with his fiancée Katie, family and friends, hiking, Jiu Jitsu, and running.
Senior Wealth Strategy Associate
Andrew Mason is driven by his passion for creating a seamless and valuable client experience. As part of the Rodeo Wealth Management Group, Andrew is responsible for the operational needs of the team through client account administration, securities transactions, and cash management. Andrew is focused on what provides the highest standard of client service to those who have entrusted Rodeo Wealth Management to be their partner in their financial journey. Andrew graduated with his MBA in Finance and BA in Business Management from Azusa Pacific University and holds the Series 7 and 66 securities licenses. He has lived in the Los Angeles area for the past ten years and enjoys spending time with his fiancée Katie, family and friends, hiking, Jiu Jitsu, and running.
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
