Let's move forward. Together.

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Michael is a Senior Vice president and Portfolio Manager. He is a 34 year veteran of the financial services and wealth management industry. With over three decades of experience, Michael has mastered the art of portfolio management through a spectrum of market trends for executives and small businesses. He joined UBS in January, 2012 after 30 years at Merrill Lynch. Michael's accounts are actively managed with a holistic approach that includes retirement planning, estate planning and personalized portfolio management. He received the Chartered Retirement Plan Consultant (CRPC) designation and holds Series 7 and 66 securities licenses.

Michael earned his Bachelor of Science Business Degree at Youngstown State University, Ohio. He has two college graduate children, Tony and Carly. Michael currently resides in Pasadena, California, which is close to his hometown of Eagle Rock. He gives back to his community by volunteering as an active board member of the Cancer Support Community of Pasadena.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Youngstown State University, Ohio, Bachelor of Science Business Degree

• Chartered Retirement Planning Counselor

• AL
• AZ
• CA
• CO
• CT
• FL
• GA
• HI
• ID
• IL
• IN
• MA
• MI
• MN
• MT
• NC
• NH
• NV
• NY
• OH
• OR
• RI
• SD
• TN
• TX
• VA
• WA

Matthew began his wealth management and advisory career in 1998. With almost two decades of experience, Matthew has successfully advised executives, small businesses and retirees through a variety of market cycles. He joined UBS Financial Services in January, 2012 after 14 years at Merrill Lynch. Matthew's focus has always been what is best for his clients, including retirement and estate planning or personalized portfolio management. In order to provide exceptional service, Matthew continues to grow his knowledge through education. He earned his Certified Investment Management Analyst (CIMA) and Chartered Retirement Plan Consultant (CRPC) designations to build off his Series 7 and 66 securities licenses.

Matthew received his Bachelor of Science in Finance from California State University of Northridge. He currently resides in La Canada, California with his wife, Allison, and their two sons, Chase and Liam. Matthew finds great importance in giving back to the community. He is a board member of the Kiwanis Club of La Canada and chairs the annual toy drive for the organization. He volunteers as a referee and coach for his children's various sporting interests and serves on the Dad's committee for his son's elementary school.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• California State University of Northridge, Bachelor of Science in Finance

• Certified Investment Management Analyst®
• Chartered Retirement Planning Counselor

• CA

Jeanne began her career in the financial services industry in 1994 amassing 20 years at Smith Barney, later becoming Morgan Stanley, as an Assistant Vice President - Relationship Manager. In December 2013, Jeanne decided to bring her expertise to UBS where it would be paralleled with her brother, Michael Naples. Jeanne is the team's administrator and operations specialist, providing exceptional service to our clients. Her focus is maintaining client relationships, product inquiries, general account management and asset consolidation.

Jeanne was born and raised in the Eagle Rock area of Los Angeles. She currently resides in San Dimas and has two adult sons, Casey and Courtney. Jeanne is FINRA- registered and holds her Series 7, 66, 9, and 10 securities licenses. In her free time she likes to attend programs at the Grammy Museum or visit two of the other Museums that she is a member of: Japanese American National Museum and the Los Angeles County Museum of Art.