Personalized planning. Tailored advice.

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Ed started his career in wealth management in 1991 on Wall Street in New York City.  He moved to Portland early in his career and is proud to say he has served his clients at the same firm for the entirety of his career.

As a Managing Director at UBS Wealth Management, Ed provides investment oversight and management of the Lang Wealth Management Team. His expertise includes comprehensive financial planning for both individuals and corporations.  In addition to financial planning, Ed is the Senior Portfolio Manager for Lang Wealth Management. 

Prior to UBS, Ed graduated Cum Laude from the University of Portland with a BBA in Management and holds an MBA in Finance and Marketing from the University of Notre Dame. His previous experience includes managing sales and distribution in the Northern European Market for Lattice Semiconductor.  

Ed and his wife, Becky, reside in Vancouver, WA. He enjoys traveling, basketball, and tennis.  They are proud parents of their daughter, Hannah, who is a Nurse in Portland and son, Matthew, who is in graduate school at the University of Arizona where he also plays on the men's basketball team. 

Professional accomplishments:

• BBA Management, University of Portland
• MBA Finance and Marketing, University of Notre Dame
• Series 7, General Securities Representative Exam, FINRA
• Series 66, Uniform Combined State Law Exam, FINRA 
• Life, Health, and Annuity Insurance Licenses 
• CA Insurance License # 0I65591

• Barron's Top 1,200 Financial Advisors, 2018, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• University of Portland, BBA Management
• University of Notre Dame, MBA Finance and Marketing

• Corporate Stock Benefit Consultant
• Senior Portfolio Manager

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Enthusiasm and hard work
Bob has over 35 years of wealth management experience, focusing primarily on portfolio management, financial planning, and working with business owners, corporate officers and complex estates. His clients are diverse and include entrepreneurs, small business owners, affluent individuals, retired individuals and families. He serves each client with a great work ethic, high standards and a sharp attention to detail—all with high energy and enthusiasm.

Helping others
Everything Bob does, he does with passion. From helping people make better investment decisions to competitive cycling, family gatherings, and gardening, Bob gives more than 100%.

Outside UBS
Bob and his wife of nearly 45 years, Susan, live in Hillsboro and have four grown children. Bob loves to spend time with his eight grandchildren: Livia (born 2010); Yvaine (born 2015); Stella (born 2017), Zola (born 2018), Mavis (born 2019) and Isla (born 2020) Bodhi (born 2023) and Riven (born 2023).

In his leisure time, Bob enjoys cycling, individually, the Portland Velo cycling club, and the Desert Bicycle Club. He also loves gardening, where he focuses on growing dahlias and heirloom tomatoes, and watching Oregon State football games.

• Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Oregon State University, B.S. Business Administration

• Senior Portfolio Manager
• Wealth Advisor
• CA Insurance License No : 0A30110

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A commitment to excellence

For more than 30 years, Jon has provided comprehensive financial advice. His goal is to build long-term relationships which enable him to provide insight on every aspect of a client's financial life. Jon takes a personal approach to provide individualized and attentive service. The advice and planning solutions he provides for individuals and their families, business owners and institutions reflect true partnerships.

Industry recognition

Jon is a CERTIFIED FINANCIAL PLANNER™, a Certified Private Wealth Advisor®  (CPWA®) and has earned the Certified Investment Management Analyst (CIMA®) designation. Jon is committed to lifelong learning.

Professionally, Jon has served as Co-Chair of the firm's distinguished Financial Advisor Advisory Committee (FAAC). The FAAC acts and serves in an advisory capacity to UBS's Wealth Management Americas CEO and management leadership team based in New York. The FAAC addresses critical issues and concerns that ultimately help all of UBS better serve our clients.

Outside UBS

Jon serves or has served on a number of boards and committees including as Chair of Donate Life Northwest, Portland Youth Soccer Association, American Corporate Partners, Literary Arts, and Start Making a Reader Today (SMART). He and his wife Sheila also support many local organizations.

Jon originally hails from the Boston area and is a lifelong New England sports fan. He graduated with a Bachelor of Science from the School of Natural Resources at the University of Vermont. Jon and his wife Sheila along with their two daughters Charlotte and Erin live in Portland. Jon enjoys Portland Timbers games, alpine skiing, cycling, reading, cooking, and is a member of the Oregon Wine Brotherhood.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• School of Natural Resources at the University of Vermont, B.S.
• CA Insurance License No: 0D49058

• Private Wealth Advisor
• Institutional Consultant, UBS Institutional Consulting Program
• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®
• Senior Portfolio Manager

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A lifetime at UBS:

Monica began her career here 25 years ago (at PaineWebber) as a financial advisor. From 2002-2022 she worked at UBS Asset Management on an investment team that oversaw approximately $150 billion in assets. Her role on the team was communicating investment views directly with family offices, business owners, institutions, financial advisors, and at UBS industry events. She has referred to her role as a financial translator – making the complex easier to understand. She is an experienced public speaker who could be heard regularly giving portfolio updates or doing educational sessions on UBS Wealth Management USA’s national call network.

More recently, she has focused on the growing area of Sustainable, Responsible and Impact investing. She recently attended an eight-week course sponsored by the University of Cambridge’s Sustainable Leadership Institute, served on UBS AM’s Global Sustainable Engagement committee, and will be sitting for her ESG CFA Certification next year. She joined the Vista Group in October of 2022 and is excited to be a part of the team.

Outside of UBS:

Monica and her husband Josh are both second generation Portland natives. You will often find them, along with their daughter, in Lincoln City on the weekends. They enjoy the great outdoors year-round; favorites are kayaking on Devils Lake, pulling kids on tubes behind their boat, and watching the amazing coastal wildlife. Their family manufacturing business in Oregon keeps them on their toes, as any business owner will attest to! They are active members of the Catlin Gabel community and Monica is a Portland Royal Rosarian. They are huge fans of Willamette Wine Country (also local ciders), love Halloween, and always try to live their biggest life possible.

Community Involvement:

• Oregon Historical Society Board Member
• Lincoln City Sustainable Committee
• Catlin Gabel PFA Executive Committee
• Portland Royal Rosarian
• UBS Women in Wealth Coordinator (Oregon)

• University of Puget Sound - Bachelor of Arts in Finance
• Endowment & Foundation Consultant
• CSRIC® - Chartered Sustainable & Responsible Investing Counselor®
• Central Catholic alumni
• Portland Royal Rosarian

• Endowment & Foundation Consultant
• Chartered SRI Counselor℠
• Certified Exit Planning Advisor

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Lindsey started her career in wealth management as a Financial Advisor in 2005 and began working at UBS in 2007. At UBS, she worked as a client service associate and then transitioned into her current role as a Senior Wealth Strategy Associate in 2014. She has been working with the Lang Wealth Management team since 2009.

Lindsey's role with Lang Wealth Management includes client outreach and engagement, portfolio management, business development, and comprehensive financial planning. She obtained her Chartered Retirement Planning Counselor (CRPC) designation in 2014.

Lindsey moved around a bit as a child and has lived in several states throughout her lifetime. She graduated from Florida State University in 2004 with a bachelor's degree in Business with an emphasis in Accounting. She made her way to Portland in 2007 and has considered Oregon home ever since. Outside of work, Lindsey enjoys traveling and yoga. She is also a proud mom of two young children. 

Professional accomplishments:

• B.A. Business, Florida State University
• Chartered Retirement Planning Counselor (CRPC)
• Series 7, General Securities Representative Exam, FINRA
• Series 66, Uniform Combined State Law Exam, FINRA
• Oregon State Life, Health, and Annuity Insurance Licenses

• Florida State University, B.A. Business

• Chartered Retirement Planning Counselor
• Corporate Stock Benefit Consultant

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Detailed and diligent

With more than seventeen years of financial services experience, Joe specializes in helping families, individuals, and businesses reach their financial goals through sound advice, attention to detail and diligent planning.

Degrees and designations

Joe holds the prestigious Certified Invest Management Analyst ® (CIMA®) certification and the Chartered Retirement Planning Counselor (CRPC®) designation. He graduated from Oregon State University with a degree in business administration, with concentrations in accounting, management as well as a Japanese minor. He currently holds the Series 7 and Series 66 securities licenses as well as life, health, and annuities insurance licenses.

Outside UBS

Joe and his wife Melissa live in Portland along with their two daughters Mallory and Margot and their chocolate Labrador Porter. Outside of the office, Joe enjoys spending time with family, travel, and cheering on the Trailblazers, Timbers, and Beavers . Joe is an avid cyclist and member of Portland Velo Cycling Club. His personal cycling goal is to log over 10,000 miles per year.

• Oregon State University, B.A. Business Administration

• Certified Investment Management Analyst®
• Chartered Retirement Planning Counselor
• Certified Exit Planning Advisor

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Finding the right solutions

Josh began his financial services career at UBS in 2003.  Working primarily with professionals, retirees and small businesses, he believes that taking a financial planning approach – looking at all areas of a client’s financial life – helps him provide the best solutions. 

Josh has expertise working with individuals going through life transitions.  Marriage, having a child, divorce, retiring, or losing a loved one brings unique challenges and opportunities to someone’s financial life.  Josh enjoys helping and educating people during these times of change. 

Degrees and designations

Josh received a B.S. in mechanical engineering from Tufts University.  He currently holds Series 7 and 66 securities licenses as well as life, health insurance and annuity licenses, he holds a Certified Financial Planner™ (CFP®) designation, as well as a Certified Divorce Financial Analyst (CDFA®) designation.   

Outside UBS

Josh is as passionate about rafting as he is about planning.  He has served on the board of the Oregon Whitewater Association, and has rafted over 30 different rivers in Oregon, Washington, Idaho and British Columbia.  He lives in Vancouver, Washington with his fiancé Kim, and their 2 dogs. 

• Tufts University, B.S. Mechanical Engineering

• Certified Divorce Financial Analyst
• CERTIFIED FINANCIAL PLANNER®

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Kyle began his career in wealth management when he joined UBS Financial Services in 2014 while participating in a summer internship program for college students. Following his graduation in 2015 from Linfield College, Kyle was hired full time where he provided operational support and client service on behalf of various UBS advisors and teams before joining Lang Wealth Management in 2016.

Kyle’s role with Lang Wealth Management includes client and account service, portfolio management, business development, and comprehensive financial planning. In August of 2019, Kyle obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Kyle grew up in the west Portland metropolitan area and attended Westview high school. He graduated from Linfield College with a Bachelor of Science degree in Finance, as well as a minor in Coaching. While in College, Kyle played wide receiver on the Linfield Football team and is now a proud alumna of one of the most consistently successful college football programs in the country. He married his high school sweetheart, Kayla, in 2018 and together they reside Beaverton with their beloved dog, Phoebe. In his free time, Kyle enjoys playing in his slow pitch softball and flag football leagues, as well as skiing in the winter.

Professional accomplishments:

• B.S. Finance, Minor in Coaching, Linfield College
• CERTIFIED FINANCIAL PLANNER™ (CFP®) – CFP Board
• Series 7, General Securities Representative Exam, FINRA
• Series 66, Uniform Combined State Law Exam, FINRA
• Oregon State Life, Health, and Annuity Insurance Licenses

• Linfield College, B.S. Finance, Minor in Coaching

• CERTIFIED FINANCIAL PLANNER®
• Corporate Stock Benefit Consultant

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Friendly and proactive

Kathe's been in the financial services business for over 25 years. Her friendly, proactive approach to service and open communication affords the Vista team the ability to anticipate client needs. She takes client privacy very seriously and hopes to create an environment in which clients feel comfortable sharing their personal lives, so that the Vista team can do their best to help them reach their goals.

Degrees and designations

Kathe is a Wealth Management Associate and Financial Paraplanner Qualified Professional^TM. She graduated magna cum laude with a B.B.A. from Western Michigan University. Kathe has since obtained her insurance and NASD supervisory licenses, in addition to the Series 7, 63 and 65 securities licenses.

Outside UBS

Kathe enjoys baking (and sharing the finished product), ice hockey, Tae Kwon Do, spending time outdoors and traveling. After visiting other US cities, she appreciates Portland’s many eclectic neighborhoods with great food, entertainment and cool, sometimes hidden, public staircases to climb.

• Western Michigan University, B.B.A., magna cum laude

• Financial Paraplanner Qualified Professional™

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Amy joined UBS Financial Services, Inc. in 2010. A native Oregonian, Amy has 24 years of experience in the industry. Her career began in 1992 working with a leading local law firm Stoel Rives. Amy worked as a research assistant with Scudder in New York followed by 4 years with Bear Stearns on the institutional equity trading desk in Boston. Amy also worked in investor relations for MGM Resorts International in Las Vegas. She is Series 7 and 63 licensed. Her interests include hiking, gardening and spending time with her family and three dogs.

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Supportive client service

Natalie is a Client Service Associate and has worked in the financial services industry since 2018. She strives to enhance the client experience by servicing and building client relationships, anticipating client’s needs, and proactively providing solutions. As the newest member of our team, she looks forward to the opportunity to work with all of our clients.

Outside UBS

Natalie lives in Southeast Portland and enjoys the great restaurants and parks in her neighborhood. Growing up in San Diego, Natalie had to adjust to the Oregon winters but she has learned to enjoy cross country skiing and snowshoeing and in the summer you can find her hiking or camping. 

• University of Oregon, B.S. Economics

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High standards

Caitlin's enthusiasm and drive shows in everything she does. From summiting South Sister at 10,358ft to spending three months backpacking the Pacific Crest Trail, she is driven to achieving the highest standards. As a Client Service Associate since 2013, Caitlin is responsible for management and service of client needs. Within the team she is valued for her commitment to quality and the meaningful relationships she builds with clients.

Outside UBS

In her backyard, you won't look far to notice another passion—her love for animals. Her eight chickens roost in the shelter she built herself and she's rescued three cats and a dog from local animal shelters. One day she hopes to add pygmy goats and bees to her farm. Additionally she enjoys being outdoors, gardening, hiking, and traveling with her husband.

• University of Oregon, B.A.