Experience

Makes all the difference

We are committed to providing the utmost in service and advice for each of our clients. By acting in the best interest of our clients, their prosperity will lead to our success. We will perform to the best of our abilities such that you will proudly recommend us to friends and family without reservation. We will give a portion of our time, talent and support to the communities in which we live. Throughout this process, we will consistently demonstrate the highest ethical and professional standards.

John Moran

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IN
  • MD
  • ME
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • TN
  • TX

Education

  • Santa Clara University, MBA in Finance
355 Santana Row
Suite 2050
San Jose, CA 95128

Email Me

john.j.moran@ubs.com
John Moran
355 Santana Row,San Jose,CA,95128

Lisa Odsander Gronowski

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.

Registered States:
  • CA
  • LA
  • MD
  • OR
  • PA
  • SC
  • TX
  • WA

Education

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

Email Me

lisa.gronowski@ubs.com
Lisa Odsander Gronowski
750 University Ave.,Los Gatos,CA,95032