Current role and areas of expertise
Banking and Lending are an integral part of the value clients receive at UBS. Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan.
That’s where we come in. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Kevin provides expertise in the following areas:
Securities Backed Lending solutions
Residential Lending - SFRs to 4-unit properties (including investment properties)
Commercial Real Estate
Deposit solutions
UBS Premier Credit Cards
Senior Wealth Management Bankers can also offer the following services:
Art, aircraft and yacht financing
Asset-Based lending
Small Business lending
Agricultural lending
Professional history
Kevin has 23 years of experience in banking and financial services. In addition to his six years with UBS, Kevin’s experience in banking includes Regional Manager with a top national broker/dealer, wholesaler, and direct lender. Throughout his career Kevin has advised Financial Advisors, RIA's, mortgage brokerage firms, and clients on liability management solutions throughout Northern California and the western U.S.
Education and personal information
Series 7, Series 66 securities licenses
NMLS mortgage license
University of Arizona, Communications and Business
Kevin resides in the Bay Area with his wife and two sons. He enjoys mountain biking, skiing, son’s baseball, basketball, and spending time with family and friends.