$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Professional History
Prior to joining UBS in 2009, Matt spent 13 years at Smith Barney in both the San Francisco and Honolulu offices. He has built a successful business largely focused on high-net-worth entrepreneurs, as well as executives in the technology sector. Matt positions himself as your counsel and as your confidant surrounding the touchy subject of money and investments. He meets you where you are, and supports you by organizing and managing the finance and investment related issues that demand attention - now and in the future. Every family is different, and Matt leverages UBS’s resources to meet his clients’ unique needs as their lives and families evolve.
Licenses and Education
Matt has been a Certified Financial Planner (CFP) since 2007 and earned the Certified Investment Management Analyst (CIMA) designation in 2003. Matt received his B.A. in English Literature at the University of California, Berkeley.
Personal Interests and Affiliations
Matt enjoys surfing, mountain biking, cooking, trying new restaurants and outdoor activities with his wife, Malia, and their Rhodesian Ridgebacks. Matt and Malia have a daughter, Kela, who lives and works in the San Francisco Bay Area and a son, Ryan, who is attending CU Boulder in Colorado
CA Insurance: 0A88810
Professional History
Born a Floridian, travel has taken Mike around the country and landed him in Hawaii in the early 1980s. He joined UBS as an advisor in 1987 when it was then PaineWebber. Mike's practice has now come full circle and takes him once again across the country to work with small business owners, foundations and high net worth families. Mike's financial planning process involves in-depth information gathering, development of a sound investment solution incorporated into a customized "life plan". With Mike's approach to planning, clients obtain peace of mind knowing he will be with them to receive the result of his guidance.
Licenses and Education
Mike earned the prestigious CIMA designation in 2010 after completing the final course work at the Wharton School of Business and Economics.
Personal Interests and Affiliations
In the local community, Mike is active with USA Swimming, US Masters Swimming, and assists with Alumni Associations of Sigma Alpha Epsilon Fraternity, and the Princeton High School Alumni.
CA Insurance: 0H89180
Professional History
Prior to joining UBS in 2019, Todd spent 6 years at Morgan Stanley in the Honolulu office. Since entering the industry in 2006, Todd has deepened his focus on collaborating with clients to provide meaningful solutions. Some of his responsibilities include:
- Connecting families through wealth transfer
- Simplifying Estate Planning
- Translating complex financial opportunities into easily understood solutions
- Retirement income strategies
- Providing a Financial road map for every stage of life
Licenses and Education
Todd is FINRA-registered and holds the Series 7, 66 securities licenses as well as life, accident and health, variable annuity and long term care insurance in Hawaii.
He received a B.A. in Economics and Psychology from the University of Michigan, Ann Arbor.
Personal Interests and Affiliations
Todd enjoys coaching, running and serving Hawaii.
Since 2007, he has held various roles as coach of the Punahou Cross Country and Track Team. Todd's mother Carole was a teacher at Punahou for 27 years. Shortly after her retirement, he began coaching to continue her vision of positively collaborating with young people.
The young people Todd coaches are often referred to as his "kids" and he is thankful to coach them. His work with them is a tribute to his mom. Todd currently serves as the head Track and Field coach for JV and Varsity Boys and the assistant coach on the cross country team.
In addition to coaching, he also serves on various boards.
CA Insurance: 0N10732
Professional History
Joy began her career in Financial Services in 2000 and started at UBS in 2008. Her focus is collaborating with family groups and complex financial planning. From wealth transfer to tax-awareness, Joy focuses on the big picture and utilizes our resources at UBS to secure the family legacy.
Licenses and Education
Joy is FINRA registered and holds the Series 7, 63 and 65 securities licenses as well as life, accident and health, variable annuity and long term care insurance licenses for Hawaii.
Joy has a BA from the University of Hawaii and attended Graduate Studies at University of California, Berkeley
Personal Interests and Affiliations
Born and raised here in Hawaii, Joy is grateful to have a career here after living in the Bay Area. She enjoys spending time with her husband Aaron and daughter Grace. In her free time she enjoys the outdoors and loves to be on the water.
Professional History
Prior to joining UBS in 2021, Miriam spent 11 years in financial services in Ontario, Canada, as an Associate with RBC Dominion Securities and later as a Financial Planner with the Royal Bank of Canada. Miriam's experience in holistic financial planning encompasses investment, retirement, risk management, estate, and wealth-transfer strategies.
Licenses and Education
Miriam is FINRA registered and holds the Series 7 and 66 securities licenses. She became securities licensed in Canada in 2010 and has attained the PFP (Personal Financial Planner) and CFP (Certified Financial Planner) designations in Canada.
She received a B.A. in English and Sociology from the University of New Brunswick.
Personal Interests and Affiliations
When not working Miriam loves reading, listening to podcasts, cooking, hosting visiting family, and enjoying outdoor activities with her husband Andrew.
Professional History
Michelyn joined UBS in 2009 and has over 20 years of experience in our industry. In 2001, she began her career at Merrill Lynch as a Client Associate. She joined Matt at Smith Barney in 2005 and has been an essential member of the team ever since. Michelyn provides trading execution and unparalleled service and support to our clients. She manages the initial client on-boarding process and ensures a smooth transition. Thereafter, Michelyn is the primary point of contact for administrative tasks such as banking related requests, fund disbursements and account updates.
Licenses and Education
Michelyn has held her series 7 and 66 licenses since 2007. She received her B.A. in Journalism from the University of Hawai'i at Manoa.
Personal Interests and Affiliations
In her ‘spare’ time, Michelyn enjoys quiet evenings at home with a good book and cookies in the oven (don’t be fooled, it’s her husband who bakes). She loves watching her daughter play soccer and enjoys listening to her son’s informative lectures on dinosaurs and Godzilla.
Matt joined The Megorden Group in 2019 and provides administrative support to our clients. He manages the account opening and maintenance processes. Matt is the primary point of contact for administrative inquiries such as banking related requests, fund disbursements and account updates. Matt is Series 7 and 66 Licensed. In his free time, he enjoys spending time with his wife Lindsey and their families.
Trish has been in the financial services industry since 1998 and joined UBS in 2017. She provides administrative support to our clients and manages the account opening and maintenance processes. Trish is the primary point of contact for administrative inquiries such as banking related requests, fund disbursements and account updates. In her free-time, she enjoys traveling and going on outings with her family.
Professional History
Prior to joining UBS in 2009, Matt spent 13 years at Smith Barney in both the San Francisco and Honolulu offices. He has built a successful business largely focused on high-net-worth entrepreneurs, as well as executives in the technology sector. Matt positions himself as your counsel and as your confidant surrounding the touchy subject of money and investments. He meets you where you are, and supports you by organizing and managing the finance and investment related issues that demand attention - now and in the future. Every family is different, and Matt leverages UBS’s resources to meet his clients’ unique needs as their lives and families evolve.
Licenses and Education
Matt has been a Certified Financial Planner (CFP) since 2007 and earned the Certified Investment Management Analyst (CIMA) designation in 2003. Matt received his B.A. in English Literature at the University of California, Berkeley.
Personal Interests and Affiliations
Matt enjoys surfing, mountain biking, cooking, trying new restaurants and outdoor activities with his wife, Malia, and their Rhodesian Ridgebacks. Matt and Malia have a daughter, Kela, who lives and works in the San Francisco Bay Area and a son, Ryan, who is attending CU Boulder in Colorado
CA Insurance: 0A88810
Professional History
Born a Floridian, travel has taken Mike around the country and landed him in Hawaii in the early 1980s. He joined UBS as an advisor in 1987 when it was then PaineWebber. Mike's practice has now come full circle and takes him once again across the country to work with small business owners, foundations and high net worth families. Mike's financial planning process involves in-depth information gathering, development of a sound investment solution incorporated into a customized "life plan". With Mike's approach to planning, clients obtain peace of mind knowing he will be with them to receive the result of his guidance.
Licenses and Education
Mike earned the prestigious CIMA designation in 2010 after completing the final course work at the Wharton School of Business and Economics.
Personal Interests and Affiliations
In the local community, Mike is active with USA Swimming, US Masters Swimming, and assists with Alumni Associations of Sigma Alpha Epsilon Fraternity, and the Princeton High School Alumni.
CA Insurance: 0H89180
Professional History
Prior to joining UBS in 2019, Todd spent 6 years at Morgan Stanley in the Honolulu office. Since entering the industry in 2006, Todd has deepened his focus on collaborating with clients to provide meaningful solutions. Some of his responsibilities include:
- Connecting families through wealth transfer
- Simplifying Estate Planning
- Translating complex financial opportunities into easily understood solutions
- Retirement income strategies
- Providing a Financial road map for every stage of life
Licenses and Education
Todd is FINRA-registered and holds the Series 7, 66 securities licenses as well as life, accident and health, variable annuity and long term care insurance in Hawaii.
He received a B.A. in Economics and Psychology from the University of Michigan, Ann Arbor.
Personal Interests and Affiliations
Todd enjoys coaching, running and serving Hawaii.
Since 2007, he has held various roles as coach of the Punahou Cross Country and Track Team. Todd's mother Carole was a teacher at Punahou for 27 years. Shortly after her retirement, he began coaching to continue her vision of positively collaborating with young people.
The young people Todd coaches are often referred to as his "kids" and he is thankful to coach them. His work with them is a tribute to his mom. Todd currently serves as the head Track and Field coach for JV and Varsity Boys and the assistant coach on the cross country team.
In addition to coaching, he also serves on various boards.
CA Insurance: 0N10732
Professional History
Joy began her career in Financial Services in 2000 and started at UBS in 2008. Her focus is collaborating with family groups and complex financial planning. From wealth transfer to tax-awareness, Joy focuses on the big picture and utilizes our resources at UBS to secure the family legacy.
Licenses and Education
Joy is FINRA registered and holds the Series 7, 63 and 65 securities licenses as well as life, accident and health, variable annuity and long term care insurance licenses for Hawaii.
Joy has a BA from the University of Hawaii and attended Graduate Studies at University of California, Berkeley
Personal Interests and Affiliations
Born and raised here in Hawaii, Joy is grateful to have a career here after living in the Bay Area. She enjoys spending time with her husband Aaron and daughter Grace. In her free time she enjoys the outdoors and loves to be on the water.
Professional History
Prior to joining UBS in 2021, Miriam spent 11 years in financial services in Ontario, Canada, as an Associate with RBC Dominion Securities and later as a Financial Planner with the Royal Bank of Canada. Miriam's experience in holistic financial planning encompasses investment, retirement, risk management, estate, and wealth-transfer strategies.
Licenses and Education
Miriam is FINRA registered and holds the Series 7 and 66 securities licenses. She became securities licensed in Canada in 2010 and has attained the PFP (Personal Financial Planner) and CFP (Certified Financial Planner) designations in Canada.
She received a B.A. in English and Sociology from the University of New Brunswick.
Personal Interests and Affiliations
When not working Miriam loves reading, listening to podcasts, cooking, hosting visiting family, and enjoying outdoor activities with her husband Andrew.
Professional History
Michelyn joined UBS in 2009 and has over 20 years of experience in our industry. In 2001, she began her career at Merrill Lynch as a Client Associate. She joined Matt at Smith Barney in 2005 and has been an essential member of the team ever since. Michelyn provides trading execution and unparalleled service and support to our clients. She manages the initial client on-boarding process and ensures a smooth transition. Thereafter, Michelyn is the primary point of contact for administrative tasks such as banking related requests, fund disbursements and account updates.
Licenses and Education
Michelyn has held her series 7 and 66 licenses since 2007. She received her B.A. in Journalism from the University of Hawai'i at Manoa.
Personal Interests and Affiliations
In her ‘spare’ time, Michelyn enjoys quiet evenings at home with a good book and cookies in the oven (don’t be fooled, it’s her husband who bakes). She loves watching her daughter play soccer and enjoys listening to her son’s informative lectures on dinosaurs and Godzilla.
Matt joined The Megorden Group in 2019 and provides administrative support to our clients. He manages the account opening and maintenance processes. Matt is the primary point of contact for administrative inquiries such as banking related requests, fund disbursements and account updates. Matt is Series 7 and 66 Licensed. In his free time, he enjoys spending time with his wife Lindsey and their families.
Trish has been in the financial services industry since 1998 and joined UBS in 2017. She provides administrative support to our clients and manages the account opening and maintenance processes. Trish is the primary point of contact for administrative inquiries such as banking related requests, fund disbursements and account updates. In her free-time, she enjoys traveling and going on outings with her family.
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
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.
Money management that puts your best interests first
Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.
A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.
Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.
Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.
We do more than manage money.
We optimize potential.
We have decades of experience in portfolio management, but we’re also excellent at spotting talent. And by "talent," we mean people who know what they have and are willing to think creatively and resourcefully to express it in ways that not only surprise and delight themselves, but also can change the world.
We count those people among our most stellar clients—and also among the happiest people we’ve ever met. Because when you decide to leverage what you have to your highest purpose, your life takes on a new meaning.
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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