Let's move forward. Together.

The-Megorden-Group

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.

3 Generations or Males

Pursuing your goals together

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.

  • Matt

    Matt Megorden, CFP, CIMA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY

    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

    • Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • University of California, Berkeley, B.A. English Literature
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    733 Bishop Street
    Suite 1600
    Honolulu, HI 96813
  • Mike

    Michael W. Miller

    Senior Vice President–Wealth Management

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    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IN
    • MA
    • MI
    • MO
    • OH
    • OR
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    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

      • Morehead State University, B.A.
      • Wealth Advisor
      • Retirement Plan Consultant
      733 Bishop Street
      Suite 1600
      Honolulu, HI 96813
    • Todd-Iacovelli-Profile-Photo

      Todd Iacovelli

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • MA
      • MD
      • MI
      • MO
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WY

      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.

      • Make-A-Wish Hawaii – Board of Directors
      • Diamond Head Theatre – Board of Directors
      • Montessori Community School – Board of Trustees
      • Punahou Alumni Association of Hawaii- Board Member 

      CA Insurance: 0N10732 

        • University of Michigan, Ann Arbor, B.A. Economics and Psychology
          733 Bishop Street
          Suite 1600
          Honolulu, HI 96813
        • Joy-Kodama-Profile-Photo

          Joy Kodama, CFP

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • HI
          • MI
          • MT
          • NC
          • NV
          • OH
          • TN
          • TX

          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. 

            • University of Hawaii, B.A.
            • University of California, Berkeley, Graduate Studies
            • CERTIFIED FINANCIAL PLANNER™
            733 Bishop Street
            Suite 1600
            Honolulu, HI 96813
          • Miriam

            Miriam Fuerst

            Wealth Strategy Associate

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            • CA
            • HI
            • NY

            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. 

                  733 Bishop Street
                  Suite 1600
                  Honolulu, HI 96813
                • Mich

                  Michelyn Koseki

                  Senior Wealth Strategy Associate

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                  • CA
                  • CO
                  • GA
                  • HI
                  • IN
                  • MI

                   

                  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.

                    • University of Hawai'i at Manoa, B.A. Journalism
                      733 Bishop Street
                      Suite 1600
                      Honolulu, HI 96813

                    Private Wealth Management

                    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.

                    Multigenerational planning

                    Multigenerational planning

                    Investment management

                    Investment management

                    Our Philosophy

                    Our Philosophy

                    What's your vision?

                    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.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $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

                    Insights