Local focus. Global access.

One relationship. All of UBS.


Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.


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.

  • John Moran Profile Photo

    John Moran

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • FL
    • GA
    • HI
    • ID
    • IN
    • MD
    • ME
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • TN
    • TX

    John is a proven leader with our clients. He has spent more than 25 years helping them achieve their long-term goals with integrity and honesty. John's primary area of focus is building investment portfolios for families with significant net worth using the principles of asset allocation employed by large foundations and endowments. A considerable portion of each day is spent researching markets and economies worldwide. A graduate of the School of Engineering at Cal Poly, San Luis Obispo, John later earned his MBA in Finance from Santa Clara University. John is married to Angela and they have two teenage sons.

      • Santa Clara University, MBA in Finance
        355 Santana Row
        Suite 2050
        San Jose, CA 95128
        John Moran
        355 Santana Row,San Jose,CA,95128
      • Lisa Odsander Gronowski Profile Photo

        Lisa Odsander Gronowski

        Wealth Strategy Associate

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        • CA
        • LA
        • MD
        • OR
        • PA
        • SC
        • TX
        • WA

        Lisa has been a valuable employee of UBS since 2017. She graduated from the Stockholm University School of Business with a Masters degree in Finance. She holds the Claritas Investment Certificate from the CFA Institute and obtained a Social Media Marketing specialization from Northwestern University.

        In sum, Lisa has more than 11 years of work experience in financial services, including asset management, at 3 major banks.

        Lisa and her husband are the doting parents of two middle-school aged sons.  In her free time, Lisa has a passion for design and home renovations.

          • Stockholm University School of Business, Masters degree in Finance
            750 University Ave.
            Suite 250
            Los Gatos, CA 95032
            Lisa Odsander Gronowski
            750 University Ave.,Los Gatos,CA,95032

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          Global Wealth Report 2024

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          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.

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