Experience

Keith has been a part of the financial services industry and UBS since 1977.  As a Senior Portfolio Manager in the firm's Portfolio Management Program, Keith is responsible for research, analysis and management of client portfolios.  Keith earned a B.S. in economics from Portland State University.  In 2001, he was awarded the Chartered Financial Analyst^® (CFA^®) professional designation, recognized around the world as the premier designation in the investment profession.  Active with Friends of the Children and other local nonprofits, Keith also spent years coaching kids' sports programs.  He and his wife, Greta, have two grown children and four grandchildren.

Curtis began his career as a Financial Advisor in 2005 with Piper Jaffray prior to its merger with UBS.  As a Senior Portfolio Manager in the UBS Portfolio Management Program, Curtis's daily responsibilities include researching and critiquing suitable investments for client portfolios.  He enjoys educating clients on what investments they own and why they own them.  Curtis earned a B.A. from the University of Portland.  He has been a fundraising committee member for Legacy Emanuel Medical Center and Randall Children's Hospital and currently coaches for Southeast Soccer Club.  Curtis and his wife, Carrie, enjoy spending their weekends immersed in the activities of their son and daughter.

Prior to entering the financial services industry at UBS in 2001, Shelley worked as a credit analyst at Ford Motor Credit.  By leveraging her extensive experience and knowledge of financial planning and relationship management, Shelley helps clients navigate the ever-changing financial landscape.  Shelley received a B.S. in management from the University of Oregon, and in 2008, she earned the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation.  She and her husband, Jeff, enjoy spending time at the Oregon Coast with their two boys.

Henri's high level of interest in investments and his enjoyment of interacting with people have served him well since he joined UBS in July 1994.  He offers a comprehensive approach while working primarily with retirees, professionals and business owners.  Henri earned a B.A. in history from the University of Wisconsin, Oshkosh.  He has served as a board member for the Boys & Girls Club and the Rotary Foundation, and is also a member of the Vancouver Rotary.  Henri enjoys running, golfing, traveling, and spending time with friends and family.  His favorite travel companion is his daughter.

John joined UBS in 2016.  Working collaboratively, John enjoys helping clients pursue their goals through comprehensive financial planning.  Prior to that, he was a portfolio manager for a private investment fund.  John's diverse professional background also includes work as a senior manager at a middle-market business, as well as service in the New York City Police Department as a detective and patrol officer.  John earned his B.A. in political science from Columbia University.  His previous community service roles include: chairman and board member, Board of Managers for Chinatown YMCA; four-time puppy raiser for the Guide Dog Foundation for the Blind; and volunteer EMT for the Central Park Medical Unit.

Stephen joined UBS in 2021.  His prior experience in the financial services industry includes work as a high net worth account manager with Vanguard, and as a portfolio evaluation analyst with Fisher Investments.  He received a B.S. in Finance and History from Florida State University, and holds Series 7, 63, and 65 securities licenses.  When he is not working with clients to achieve their financial goals Stephen can be found volunteering with the Second Harvest food bank, reading, exploring the Pacific Northwest, and spending time with friends and family.

Tiffany has been a part of the financial services industry and UBS since March of 1997.  She oversees the day-to-day operations for the entire team and strives to deliver efficient and effective results.  Tiffany earned a B.S. in psychology from Portland State University and holds Series 7 and 66 securities licenses.  She and her husband, Chris, have two sons.  Tiffany loves to watch sporting events, especially when her sons are playing.

Melissa began her career in financial services in 1980, working in the banking industry until 2008.  At that time, she transitioned to an operational role in brokerage services.  Melissa joined UBS in 2014 and enjoys the opportunity to interact with clients.  She received a B.S. in business administration from Concordia University in Portland and holds Series 7 and 66 securities licenses.  Melissa and her husband, Dennis, have two adult children. In her free time, Melissa volunteers at the Shenandoah Food Pantry.

Kelsey joined UBS in 2022 as a branch client associate serving the Portland and Lake Oswego offices. Prior to her time with UBS, Kelsey worked as a shift manager for a retail company and honed her client-focused approach to her work. In her time as a branch client associate, Kelsey developed a strong background in operations and had many opportunities to interact with UBS clients as a first point of contact for branch visits. She brings an strong work ethic and helper’s mindset to every situation she handles for her clients. In her spare time she is an avid tennis player, takes any opportunity to travel, and enjoys spending time with family.