Let's move forward. Together.

Team Photo 2023

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.

Boardwalk ocean

  • Michael Crotty

    Michael Crotty

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • UT
    • VA
    • WA
    • WV
    • WY

    Michael Crotty understands the intricacies of Multi-Generation Family Financial Consulting. He grew up under the guidance of his father who was a Financial Advisor at Merrill Lynch. Michael learned the importance of consulting to families, rather than just their wealth. Michael officially began his financial career in 1994 at Fidelity Investments. Michael joined his father at Merrill Lynch in 1998, taking over the leadership of the Crotty Group in 2005. Mike worked at Morgan Stanley starting in 2009 and moved to UBS in 2021.  He enjoys helping clients set and achieve their financial goals through proper planning solutions and investment strategies.

    Michael earned a B. A. in Economics from Dartmouth College, with undergraduate work at Oxford University. He has attended investment management classes at Harvard University and the Financial Leadership Program at the Wharton School at the University of Pennsylvania.

    Mike lives in Lafayette, Colorado with his wife and three children, three dogs and a cat. Together they enjoy the beauty of the Rocky Mountains and summers at the New Jersey Shore. A former collegiate athlete, Mike likes any competitive game, especially basketball where he wins more often than not. He’s also very adept at falling off surf boards in the summer and crossing ski tips in the winter. More recently, Mike is coaching middle school boys basketball and he is the girl’s varsity high school tennis coach for his daughter’s team. He is an avid reader and loves spending time with his family and friends.

    He is active with the Dartmouth Alumni Association and the Christian Brothers Academy Alumni Association.

          1801 13th Street
          Suite 100
          Boulder, CO 80302
          michael.crotty@ubs.com
          Michael Crotty
          1801 13th Street,Boulder,CO,80302
        • John Mowry

          John Mowry

          Senior Wealth Strategy Associate

          • image
          • image
          • image
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IL
          • MA
          • MD
          • MI
          • MO
          • MS
          • NC
          • NH
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • UT
          • VA
          • WA
          • WV
          • WY

          As a research strategist, John uses technical analysis and a comprehensive, detailed approach to provide value for our clients. He has found that using UBS Wealth Way allows him to better understand clients' needs, goals, and risk tolerances.

          John served in the U.S. Marine Corps before obtaining his B.A. in Business Administration from Belmont University. His passion for finance and helping others achieve their financial goals led him to move from Nashville, TN to Boulder, CO and join the Polner Wealth Management Group in November 2014. 

          John is an outdoor enthusiast. He enjoys skiing, rafting, hiking, and camping with his wife Emily and their daughters Ella James and Elizabeth. John and Emily successfully completed their first sprint-distance triathlon in June 2018 and are looking forward to their next adventure.

                1801 13th Street
                Suite 100
                Boulder, CO 80302
                john.mowry@ubs.com
                John Mowry
                1801 13th Street,Boulder,CO,80302
              • annika

                Annika Lee

                Senior Wealth Strategy Associate

                • image
                • image
                • AZ
                • CA
                • CO
                • CT
                • DC
                • FL
                • GA
                • IL
                • KS
                • MA
                • MD
                • MI
                • MO
                • MS
                • NC
                • NH
                • NJ
                • NM
                • NY
                • OH
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                • WV
                • WY

                Annika is a Senior Wealth Strategy Associate who focuses on financial planning.

                Annika earned the CERTIFIED FINANCAL PLANNER™ certification, pursuing this designation to combine her love of finance with a desire to help others.  Her goal is to build trusted relationships with clients, taking the time to listen and understand their specific circumstances and values.  She is experienced in helping clients navigate such topics as risk management, retirement planning, estate planning, cash flow management, and investment planning.             

                Originally from Maryland, Annika received her B.S. in Business Administration and Finance from the University of Florida.  Before joining UBS, she worked as an Investment Specialist and Financial Advisor with Merrill Lynch in Florida as well as a Senior Registered Client Service Associate at Morgan Stanley.

                Annika and her husband, Bryce, moved to Colorado in 2021 from Jacksonville, FL, drawn by the chance to pursue their love of hiking, camping and all things outdoors. She enjoys traveling, cooking, and is an avid reader; she can often be found cuddled up with her cats, Dagny & Flynn, her dogs, Odin & Murphy, and a good book, or spending time with friends and family.

                      1801 13th Street
                      Suite 100
                      Boulder, CO 80302
                      annika.lee@ubs.com
                      Annika Lee
                      1801 13th Street,Boulder,CO,80302
                    • Caroline Steiger

                      Caroline Steiger

                      Authorized Officer

                      Senior Client Associate

                      • image
                      • image
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • FL
                      • NC
                      • NJ
                      • NY
                      • OR
                      • PA
                      • SC
                      • TN
                      • UT
                      • WA

                      Caroline is a Registered Client Associate who has been with UBS since 2013. She has over 15 years experience in the financial services industry and is responsible for all aspects of client service for the Crotty Group.

                      Caroline earned a Master’s degree in Counseling at Loyola Marymount in California and a B.S. in Business Administration from the University of Maryland. She holds the Series 7, 9, 10, and 66 licenses.

                      Caroline grew up in Spring Lake Heights, NJ and now resides in Wall, NJ with her husband and cat.  In between that time, she managed to live in New York City, Los Angeles, and Philadelphia. She loves to travel and has visited over 20 countries.  

                      If you had to guess where Caroline is, the top places would be Spring Lake beach, The Stone Pony Summer Stage in Asbury Park for music or the Pilates studio. Live music and working out are top of the list along with spending time with family and friends.

                            2107 Route 34
                            Suite 102
                            Wall, NJ 07719
                            caroline.steiger@ubs.com
                            Caroline Steiger
                            2107 Route 34,Wall,NJ,07719
                          • Laura Kurtz

                            Laura Kurtz

                            Senior Client Associate

                            • image
                            • image
                            • image
                            • AZ
                            • AZ
                            • CA
                            • CA
                            • CO
                            • CO
                            • CT
                            • CT
                            • DC
                            • DC
                            • FL
                            • FL
                            • IL
                            • IL
                            • MA
                            • MA
                            • MI
                            • MI
                            • MS
                            • MS
                            • NJ
                            • NJ
                            • NM
                            • NM
                            • NY
                            • NY
                            • OR
                            • OR
                            • SC
                            • SC
                            • TN
                            • TN
                            • UT
                            • UT
                            • WA
                            • WA
                            • WY
                            • WY

                            Laura specializes in anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. With over 17 years of client-focused experience in the financial services industry, she uniquely resolves complex issues quickly and builds and maintains genuine relationships with our clients through enthusiasm, sincerity and attention to details.

                            Laura's professional background includes service in the US Armed Forces and she earned her B.A. in English from SUNY Potsdam, NY.  Laura enjoys crocheting, gardening, hiking and camping in her adopted home state of Colorado. She is a volunteer with the Leukemia and Lymphoma Society and the Louisville Community Food Share. She lives in Golden, CO with her husband John and their two cats, Meow and Boxtop.

                                  1801 13th Street
                                  Suite 100
                                  Boulder, CO 80302
                                  laura.kurtz@ubs.com,laura.kurtz@ubs.com
                                  Laura Kurtz
                                  1801 13th Street,Boulder,CO,80302,1801 13th Street,Boulder,CO,80302

                                A focus on personalized access and service

                                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                Why does A.I. in space matter?

                                Your lifelong financial plan. UBS Wealth Way

                                Your lifelong financial plan. UBS Wealth Way

                                A team approach

                                A team approach

                                Global Wealth Report 2024

                                Crafted wealth intelligence

                                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                Gain additional insights into the trends shaping wealth in the US and around the world.

                                Download the report

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $5.8+ trn

                                UBS Group invested assets
                                As of 03/31/2024

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a leading and truly global wealth manager

                                Insights