Senior Vice President–Wealth Management
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.
Education
Senior Vice President–Wealth Management
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.
Education
Wealth Strategy Associate
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.
Education
Wealth Strategy Associate
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.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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