Lasting relationships

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Courtney is a Managing Director-Wealth Management for UBS. For nearly two decades, Courtney has been providing financial and wealth management services to her high-net-worth clients. 

Her practice includes concentrated stock strategies, liability management, estate planning services, and institutional money management. Courtney has built a dedicated team of professionals to serve the diverse and dynamic needs of high-net-worth individuals, families, foundations, and businesses. She has appeared on both national and local television and radio to discuss wealth management related issues.  Courtney holds the Chartered Retirement Planning Counselor SM designation. She received her undergraduate degree from the University of Southern California where she studied finance and civil engineering.

Courtney believes in community service. She has been involved in numerous community activities that include the San Diego Economic Development Corporation, the University of California, San Diego Cardiovascular Center; the U.S. Navy League, the Girl Scouts of America, the San Diego Symphony, and Patrons of the Prado, which supports the local arts, among others. In 2007, Courtney received the YWCA Tribute to Women & Industry award for her leadership in San Diego business. She was named San Diego Woman of the Year in 1996 by the Leukemia Society of America. As the spouse of a Marine reserve officer activated for combat operations during Operation Iraqi Freedom, Courtney received a Congressional Certificate of Appreciation by the Congress of the United States for her support of the Marine Corp Key Volunteer Network.

CA Insurance License 0B11672

• Barron's Top 1,200 Financial Advisors, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Women Advisors, 2021, 2023The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
• Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2019, 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.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• University of Southern California, Finance and Civil Engineering

• Private Wealth Advisor
• Chartered Retirement Planning Counselor

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Bill is exceptionally service-oriented, staying in close contact with each client. Bill strives to provide superior customer service by taking a personalized and proactive approach. He provides clients with account administration and maintenance solutions.

Bill graduated with an Associate degree in Business Administration from Grossmont College. He is fluent in Portuguese. Bill is a fishing enthusiast and enjoys taking advantage of everything San Diego has to offer with his family.

• Grossmont College, Associates, Business Administration

• Chartered Retirement Planning Counselor

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• HI
• ID
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• MA
• MD
• ME
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• NC
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• OR
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Helena joined UBS in 2009 after beginning her career in the Financial Services industry at Wachovia Securities then later Wells Fargo Advisors. Prior to joining the Liddy Group, Helena served the needs of high net worth individuals and families as a Client Service Associate overlooking performance reporting and assisting in asset allocation analysis, due diligence and risk management.

Helena graduated with a BS Degree in Management Science and a BA degree in Communication at University of California-San Diego and studied Public Finance at The London School of Economics. Helena's key areas of focus lie in business analytics and development with an emphasis on providing comprehensive wealth management services to clients though developing customized financial plans.

• University of California-San Diego , B.A. Communications

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Joshua started with UBS in 2013. He comes from a 10 year background in customer service, and treats each client like family. Joshua assists clients with account questions and support, drawing on his years of financial and banking experience. He is happy to be an integral part of The Liddy Group at UBS. Joshua graduated with a Bachelor's degree in Liberal Studies from California State University Fresno. He is a automobile enthusiast and you can find him at many of the local automobile events. He also enjoys exploring the San Diego area by driving the many beautiful backroads the city has to offer.

• California State University Fresno, B.A., Liberal Studies

• CA

Tania worked as an intern for The Liddy Group since 2016 prior to graduating from Berkeley’s Haas School of Business on a full scholarship with a bachelor's degree in Business Administration and a Spanish minor. As a Gates Millennium Scholar, funded by the Bill & Melinda Gates Foundation, Tania is continuously giving back to her community. As a student, she was involved in YWCA, where she provided financial literacy lessons to educate young women in finance and increase their financial independence and economic success. She was also part of Volunteer Income Tax Assistance, where she helped low- and moderate-income earning individuals and families prepare their tax returns.

Prior to joining our team Tania studied abroad in Madrid, Spain where she studied Spanish and traveled to seven different countries. On her free time, Tania enjoys cheering on her Golden Bears and exploring San Diego with family and friends.

Tania joined our team in 2020 as a Client Service Associate and has received her Series 7 and Series 66 licenses.

• University of California, Berkeley, Business Administration and a Spanish minor

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Matt grew up in Orange county where he attended St Margaret's Episcopal School which led to pursuing a Bachelor's in finance at Arizona State University. He was a member of the Sigma Chi Fraternity, through which he volunteered for the Halle Heart Children's museum and the annual Phoenix Rummage Sale which generates around $100,000 each year for nonprofit programs. Since 2016, Matt has spent his summer vacations interning and learning the industry at UBS with The Liddy Group. During his free time, you will likely find Matt golfing, working out, or attending European car events with his friends.

Matt joined our team in 2020 as a Client Service Associate and has received his Series 7 and Series 66 licenses.

• Arizona State University, B.S., Finance