$2.8 trillion
In invested assets globally
As of 06/30/2022
Lou entered the financial services industry in 1992 and offers clients a personalized approach to managing their investment portfolios. Lou works with clients' attorneys, CPAs and other professional counsel to ensure their full spectrum of personal and financial needs are addressed. He then prepares customized portfolio and product recommendations to ensure each client's retirement, estate planning and other financial goals become a reality.
Lou is a member of the Investment Management Consultants Association and has earned membership in the prestigious UBS Chairman's Council. He holds an economics degree from the University of Minnesota. Active in the community, Lou currently serves on the Board of Directors for Bolder Options, a youth mentoring organization. Previously, he has served on the Advisory Board for the University of Minnesota's Athletic Department as well as on board of the One Percent Club. He has coached a girls travel basketball team in Wayzata, and was a councilmember at his church, Oak Knoll Lutheran. He and his wife, Jill have three daughters and currently reside in Orono. California Non-Resident Insurance License #0J24824
Chris is one of the lead Financial Advisors of our team located in the Wayzata, Minnesota Office. Chris has a passion for providing affluent families in-depth advice, helping clients manage generational wealth and providing clients the solutions for challenging problems that ultra-high net worth clients face. Chris also works with business owners in preparing for a strategic exit planning utilizing the firm’s global resources and works to assist clients with commercial real estate lending.
Prior to joining the team, Chris spent several years in Management at UBS and leverages his past management experiences to help our clients access the extensive global resources of UBS.
Chris is proud to be involved in a number of local charities serving the needs of children and the underprivileged.
David is a Managing Director within the Wealth Management Group of UBS. David and his team provide comprehensive investment planning and wealth management services to affluent families. He started his career in the financial services industry with Piper Jaffray in 1983 and transferred to UBS Financial Services in 2006 when UBS acquired the Wealth Management business of Piper Jaffray.
David graduated from Miami University in 1979 earning his undergraduate Bachelor of Science Degree in Business. David is active in his local community, currently serving on the Board of Directors for Ascension Catholic Academy, a consortium of Catholic schools serving highly diverse neighborhoods in the Minneapolis/St Paul metropolitan area. David is also an active member of the Ascension Church in North Minneapolis and has previously served as Chair for the United Way Committee at Piper Jaffray. David and his wife Miriam have 2 children and live in Eden Prairie, MN. California Non-Resident Insurance License #0D11576
Elizabeth is a Senior Vice President-Wealth Management and a Senior Portfolio Manager. Her experience and knowledge enable her to offer customized wealth management advice, financial planning, insurance reviews and efficient wealth transfer strategies.
Elizabeth is committed to furthering her financial education as evidenced by her advanced designations that include earning the Certified Retirement Planning Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®) designations.
She has a B.S. in Business from The Leeds School of Business, University of Colorado, Boulder. Elizabeth supports the community through her involvements as an active member of the Junior League of Minneapolis. She enjoys cooking, skiing, skating and spending time with her husband, John, and their two children. She and her family live in Eden Prairie, Minnesota. California Insurance License #4109223
Kelli is a Senior Vice President – Wealth Management and a Portfolio Manager. She takes pride in developing wealth strategies that her clients find valuable as they navigate life’s financial decisions.
Kelli earned the advanced designation of CERTIFIED FINANCIAL PLANNER™ by meeting rigorous experience and ethical requirements of the CFP Board, as well as, passing the CFP® certification exam.
Kelli received a B.S. in Business from The Carlson School of Management, University of Minnesota. She was a dedicated member of the University’s Golf Team (Go Gophers) and still enjoys the game. Kelli lives in Minnetonka, Minnesota with her husband, Ben, and two daughters. California Non-Resident Insurance License #0H91141
Jamal focuses on providing comprehensive financial planning and wealth management to families and businesses. In his previous role at UBS, Jamal specialized in financial planning. Specifically, he supported clients with retirement, estate, philanthropic, and business succession planning. Jamal is a CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, and a Certified Exit Planning Advisor (CEPA®).
Jamal attended the University of Minnesota where he earned his Bachelor of Arts Degree in Business and Marketing. While at the University of Minnesota, Jamal was a two-time captain on the Gopher Men’s Basketball Team. After college, he continued his basketball career overseas where he played three years professionally in various countries.
Jamal is the founder of JAS Elite Training, LLC – a basketball training business where he works with youth, high school, and college athletes on skill development. He is involved with The Big Brother and Big Sister program, a member of the Police Activities League of Minneapolis Board of Directors, and he serves as an Assistant Coach for the Blake Boys Varsity Basketball Team. In his personal time, Jamal enjoys playing basketball, golfing, reading, traveling, and spending quality time with friends and family. Jamal lives in Plymouth with his wife, Jill and their daughter, Reiss. California Non-Resident Insurance License #4261946
Lou entered the financial services industry in 1992 and offers clients a personalized approach to managing their investment portfolios. Lou works with clients' attorneys, CPAs and other professional counsel to ensure their full spectrum of personal and financial needs are addressed. He then prepares customized portfolio and product recommendations to ensure each client's retirement, estate planning and other financial goals become a reality.
Lou is a member of the Investment Management Consultants Association and has earned membership in the prestigious UBS Chairman's Council. He holds an economics degree from the University of Minnesota. Active in the community, Lou currently serves on the Board of Directors for Bolder Options, a youth mentoring organization. Previously, he has served on the Advisory Board for the University of Minnesota's Athletic Department as well as on board of the One Percent Club. He has coached a girls travel basketball team in Wayzata, and was a councilmember at his church, Oak Knoll Lutheran. He and his wife, Jill have three daughters and currently reside in Orono. California Non-Resident Insurance License #0J24824
Chris is one of the lead Financial Advisors of our team located in the Wayzata, Minnesota Office. Chris has a passion for providing affluent families in-depth advice, helping clients manage generational wealth and providing clients the solutions for challenging problems that ultra-high net worth clients face. Chris also works with business owners in preparing for a strategic exit planning utilizing the firm’s global resources and works to assist clients with commercial real estate lending.
Prior to joining the team, Chris spent several years in Management at UBS and leverages his past management experiences to help our clients access the extensive global resources of UBS.
Chris is proud to be involved in a number of local charities serving the needs of children and the underprivileged.
David is a Managing Director within the Wealth Management Group of UBS. David and his team provide comprehensive investment planning and wealth management services to affluent families. He started his career in the financial services industry with Piper Jaffray in 1983 and transferred to UBS Financial Services in 2006 when UBS acquired the Wealth Management business of Piper Jaffray.
David graduated from Miami University in 1979 earning his undergraduate Bachelor of Science Degree in Business. David is active in his local community, currently serving on the Board of Directors for Ascension Catholic Academy, a consortium of Catholic schools serving highly diverse neighborhoods in the Minneapolis/St Paul metropolitan area. David is also an active member of the Ascension Church in North Minneapolis and has previously served as Chair for the United Way Committee at Piper Jaffray. David and his wife Miriam have 2 children and live in Eden Prairie, MN. California Non-Resident Insurance License #0D11576
Elizabeth is a Senior Vice President-Wealth Management and a Senior Portfolio Manager. Her experience and knowledge enable her to offer customized wealth management advice, financial planning, insurance reviews and efficient wealth transfer strategies.
Elizabeth is committed to furthering her financial education as evidenced by her advanced designations that include earning the Certified Retirement Planning Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®) designations.
She has a B.S. in Business from The Leeds School of Business, University of Colorado, Boulder. Elizabeth supports the community through her involvements as an active member of the Junior League of Minneapolis. She enjoys cooking, skiing, skating and spending time with her husband, John, and their two children. She and her family live in Eden Prairie, Minnesota. California Insurance License #4109223
Kelli is a Senior Vice President – Wealth Management and a Portfolio Manager. She takes pride in developing wealth strategies that her clients find valuable as they navigate life’s financial decisions.
Kelli earned the advanced designation of CERTIFIED FINANCIAL PLANNER™ by meeting rigorous experience and ethical requirements of the CFP Board, as well as, passing the CFP® certification exam.
Kelli received a B.S. in Business from The Carlson School of Management, University of Minnesota. She was a dedicated member of the University’s Golf Team (Go Gophers) and still enjoys the game. Kelli lives in Minnetonka, Minnesota with her husband, Ben, and two daughters. California Non-Resident Insurance License #0H91141
Jamal focuses on providing comprehensive financial planning and wealth management to families and businesses. In his previous role at UBS, Jamal specialized in financial planning. Specifically, he supported clients with retirement, estate, philanthropic, and business succession planning. Jamal is a CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, and a Certified Exit Planning Advisor (CEPA®).
Jamal attended the University of Minnesota where he earned his Bachelor of Arts Degree in Business and Marketing. While at the University of Minnesota, Jamal was a two-time captain on the Gopher Men’s Basketball Team. After college, he continued his basketball career overseas where he played three years professionally in various countries.
Jamal is the founder of JAS Elite Training, LLC – a basketball training business where he works with youth, high school, and college athletes on skill development. He is involved with The Big Brother and Big Sister program, a member of the Police Activities League of Minneapolis Board of Directors, and he serves as an Assistant Coach for the Blake Boys Varsity Basketball Team. In his personal time, Jamal enjoys playing basketball, golfing, reading, traveling, and spending quality time with friends and family. Jamal lives in Plymouth with his wife, Jill and their daughter, Reiss. California Non-Resident Insurance License #4261946
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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Learn more what drives Elizabeth and the the kind of attention, acumen and depth of advice that she brings to each client relationship.
Kelli's shares her ability to collaborate and problem-solve, always putting clients first and empowering them to pursue what matters most to them.
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Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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