Your future is our business

The proof is in our numbers

700,000,000

Assets under management

6 person

seasoned team

130

Collective years of experience

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Start the conversation

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Edmund G. Nasief Jr.

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MO
- NC
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Ed has 40 years of experience in the financial services industry. He holds his Series 3, 5, 7, 63, 65, health and life insurance licenses, and is a past Chairman of the UBS Financial Advisor Advisory Committee. To Ed, the best part this business is having ongoing client contact and the ability to nurture good friendships. Ed stays current with the many different disciplines that wealth management addresses, including investing, economics, estate and retirement planning and changing investor demographics. Ed has a B.S. from the University of Louisville and an M.B.A. from Southern Illinois University.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Matthew Powell, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MT
- NC
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Matt joined UBS in 2004 because of a lifelong passion for the stock market and investing. Matt considers himself a natural “numbers and analysis” guy and he focuses primarily on asset allocation modeling and financial planning for the team. He holds his Series 7, 66 and insurance licenses. He is a graduate of the University of Kentucky with a B.S. degree in business finance and management, Matt enjoys traveling, working out and playing sports.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Renee Elizabeth Curtis, CFP

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- NC
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WV
Renee joined the team in January of 2015 to start her career in the financial services industry. She enjoys the planning aspect of wealth management and takes pride in the high quality service the team is able to offer to clients. She graduated from the University of Kentucky, where she received her B.A. in business finance and management. She holds her CFP® designation, Series 7 and 66, as well as life and health insurance licenses. When she is not at the office, you can find her spending time with family, friends, and her dog.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Ann Lesshafft, CFP

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- NY
- OH
- OR
- PA
- TN
- UT
- VA
- WA
- WV
Ann has been serving the needs of our clients for the past 18 years, and assists with the asset allocation and financial planning process. Ann received a B.S. in biology and chemistry from the University of Alabama-Birmingham. She holds her CFP® designation, Series 7, 63, and 66 securities licenses, as well as health and life insurance licenses.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Shannon Render

Client Associate Senior
View bio
- FL
- IN
- KY
Shannon has over 23 years of experience in the financial services industry. She began her career at UBS in 1996 in the operations department. She decided to make the switch to the client facing side of the business in 2016, when she joined our team. Her vast operations experience allows us to deliver a greater level of service to our clients. She currently holds her Series 7 securities license. She is a Louisville native, who loves to scrapbook and vacation with her life-long friends. She also enjoys spending time with her husband, also named Shannon, and her two sons, Jared and Jorden.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Bethany Yates

Client Associate
View bio
- FL
- IN
- KY
- OH
Bethany is a graduate of the University of Kentucky and has served the financial industry since 2014. She joined the Nasief Powell Curtis Wealth Management Group in November 2021 and is excited to continue partnering with clients to achieve their goals with this successful and impactful team at UBS. She currently holds her Series 7, 66, health and life insurance licenses, and is enrolled in the Kaplan College of Financial Planning seeking her CFP® designation. Outside of the office, she loves to travel, see live music, garden, and play with her two dogs, Otis and Luna.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

Edmund G. Nasief Jr.

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MO
- NC
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Ed has 40 years of experience in the financial services industry. He holds his Series 3, 5, 7, 63, 65, health and life insurance licenses, and is a past Chairman of the UBS Financial Advisor Advisory Committee. To Ed, the best part this business is having ongoing client contact and the ability to nurture good friendships. Ed stays current with the many different disciplines that wealth management addresses, including investing, economics, estate and retirement planning and changing investor demographics. Ed has a B.S. from the University of Louisville and an M.B.A. from Southern Illinois University.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Matthew Powell, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MT
- NC
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
Matt joined UBS in 2004 because of a lifelong passion for the stock market and investing. Matt considers himself a natural “numbers and analysis” guy and he focuses primarily on asset allocation modeling and financial planning for the team. He holds his Series 7, 66 and insurance licenses. He is a graduate of the University of Kentucky with a B.S. degree in business finance and management, Matt enjoys traveling, working out and playing sports.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Renee Elizabeth Curtis, CFP

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- NC
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WV
Renee joined the team in January of 2015 to start her career in the financial services industry. She enjoys the planning aspect of wealth management and takes pride in the high quality service the team is able to offer to clients. She graduated from the University of Kentucky, where she received her B.A. in business finance and management. She holds her CFP® designation, Series 7 and 66, as well as life and health insurance licenses. When she is not at the office, you can find her spending time with family, friends, and her dog.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Ann Lesshafft, CFP

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- NY
- OH
- OR
- PA
- TN
- UT
- VA
- WA
- WV
Ann has been serving the needs of our clients for the past 18 years, and assists with the asset allocation and financial planning process. Ann received a B.S. in biology and chemistry from the University of Alabama-Birmingham. She holds her CFP® designation, Series 7, 63, and 66 securities licenses, as well as health and life insurance licenses.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Shannon Render

Client Associate Senior
View bio
- FL
- IN
- KY
Shannon has over 23 years of experience in the financial services industry. She began her career at UBS in 1996 in the operations department. She decided to make the switch to the client facing side of the business in 2016, when she joined our team. Her vast operations experience allows us to deliver a greater level of service to our clients. She currently holds her Series 7 securities license. She is a Louisville native, who loves to scrapbook and vacation with her life-long friends. She also enjoys spending time with her husband, also named Shannon, and her two sons, Jared and Jorden.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Bethany Yates

Client Associate
View bio
- FL
- IN
- KY
- OH
Bethany is a graduate of the University of Kentucky and has served the financial industry since 2014. She joined the Nasief Powell Curtis Wealth Management Group in November 2021 and is excited to continue partnering with clients to achieve their goals with this successful and impactful team at UBS. She currently holds her Series 7, 66, health and life insurance licenses, and is enrolled in the Kaplan College of Financial Planning seeking her CFP® designation. Outside of the office, she loves to travel, see live music, garden, and play with her two dogs, Otis and Luna.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

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.

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Business transition and succession planning

Helping women take charge

Wealth planning

Understanding your needs at every phase of life

Our team’s extensive wealth management background brings an experienced perspective to the intersection of family, business and finance.

We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture:

Retirement and lifetime income planning. With a focus on retirement income planning, health cost planning and long-term care insurance, our team can work with you to preserve your lifestyle and livelihood in retirement.
Insurance coverage and review. Our team views insurance as a tool to protect your family’s assets, replace income, prepare for long-term care and create a legacy for future generations and philanthropic beneficiaries.
Trust and estate planning strategies. We have the experience and the network to address the complexities of your estate and legacy planning needs.
Liability management. We’ll work with you to find solution to both sides of your balance sheet so you can get credit you can count on, whether you need securities-backed lending or other banking and lending services.
Multigenerational strategies for your family’s wealth. We understand the connections between wealth and family, and we’re positioned to address your family’s needs, ranging from growth strategies to wealth transfer and preservation to philanthropic pursuits.

The power of planning
Matt Powell, Renee Curtis and Ann Lesshafft are Certified Financial Planner™ professionals. They have met rigorous requirements to obtain these certifications and provide a depth of planning acumen that can help enrich our clients’ personal and professional lives.

Investment management

Helping to achieve your goals through a crafted investment strategy

We focus on building investment strategies that help preserve wealth, allows for sensible growth and focuses on mitigating risk.

Serving as your portfolio manager or working with select third party investment managers, we offer timely perspectives and a customized, fully-integrated suite of financial solutions.

Your needs come first. Our team takes financial oversight and transparency very seriously. While it’s important for us to help you grow and preserve your wealth, it’s just as important to understand how your responsibilities and risk are evolving. We look at how events in your life unfold so that we understand how your real-world concerns that can affect your investment strategy.

Prudent asset allocation and risk management. Through our comprehensive due diligence and planning process, we can determine your family’s goals and tolerance for risk. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Active portfolio management. We can provide a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks.

Personalized service

Building the kind of confidence that leads to long-lasting relationships

Our team’s concierge, high-touch service goes above and beyond the expected, offering a personalized experience that is responsive and flexible to your needs.

Attention with a personal touch. Our entire team is highly accessible, offering a level of service that maintains consistent communication, personal touch points and ongoing reviews. We aim to be involved in all aspects of your family’s life and any financial decision, large or small. By scheduling regular meetings—monthly , quarterly, semiannually, or annually depending on what works best for you—we help keep you on track to meeting your goals and objectives.

Your network of professionals. We have built strong relationships with a wide array of professionals, both inside and outside of UBS. In addition, we will work closely with your team of accountants and estate attorneys, leading the effort to develop one integrated approach.

The stability of a global wealth manager. In today’s unpredictable economy, you can count on the global presence of UBS, one of the world’s leading wealth managers, built on a 150-year tradition of serving some of today’s wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm’s global perspective, insights and resources.

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Your future is our business

The proof is in our numbers

Your primary source for financial advice

Edmund G. Nasief Jr.

Matthew Powell, CFP, CEPA

Renee Elizabeth Curtis, CFP

Ann Lesshafft, CFP

Shannon Render

Bethany Yates

Edmund G. Nasief Jr.

Matthew Powell, CFP, CEPA

Renee Elizabeth Curtis, CFP

Ann Lesshafft, CFP

Shannon Render

Bethany Yates

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Education

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A focus on personalized access and service

UBS and Credit Suisse—stronger than ever

Business transition and succession planning

Helping women take charge

Wealth planning

Investment management

Personalized service

Insights

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