Experience

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

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 

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 and received his B.A. in Business from the University of Hawai'i at West Oahu. In his free time, he enjoys spending time with his wife Lindsey and their families.

Emily joined UBS in 2008 and has over 20 years of experience in our industry.  She started her career in 2001 and worked at Robert W.Baird and A.G. Edwards prior to UBS.   Emily obtained her Series 7 & 66 licenses in 2005 and has a Bachelor's of Science from Iowa State University. Always wearing a smile Emily is client focused and results driven and takes great pleasure in assisting clients find answers to their questions.  Emily brings her "Iowa nice" to the team and hopes that blends well with the spirit of Aloha. Emily is a native Iowan and recently moved to Hawaii to be close to her partner Tim.  She  enjoys paddle boarding, working out at the beach, reading, watching documentaries and spoiling her two Boston Terriers, Olive and Milo. 

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.