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.
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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