An experienced and committed team

Michael S. Jankiewicz

Managing Director–Wealth Management

Private Wealth Advisor

Michael S. Jankiewicz is a Managing Director - Wealth Management, Private Wealth Advisor, and co-founder of North Point Partners (California Insurance License # 0A60964). Michael (Mike) joined UBS's predecessor, PaineWebber, in 1985, where he gained substantial experience in fixed income securities while working on the municipal trading desk. In 1993, he served as the Assistant Market Head in UBS's Wealth Management division. He has extensive experience in managing the complex financial needs of multi-generational families, bringing clarity and confidence to his clients.

Mike graduated from the University of California, Los Angeles with a Bachelors in Economics.

In his free time, Mike likes to stay active in his local community and serves on the Board of Volunteers for the Napa Valley Baseball Club. He and his wife Robin, have been married since 1991 and have two children: Alexandra and Michael. Mike grew up and lives in Napa, California.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023The 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.

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

Education

  • University California, Los Angeles, Bachelor of Arts, Economics

Credentials

  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Investing
Multi-generational families
Business owners
Estate planning strategies
Exit planning
Professional athletes
Entrepreneurs
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

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Norman A. Epstein

Senior Vice President–Wealth Management

Private Wealth Advisor

Norman A. Epstein is a Senior Vice President - Wealth Management and Private Wealth Advisor with North Point Partners (California Insurance License # 0B01773). Prior to joining UBS in 2016, he was a Director at Credit Suisse for 17 years. Norman brings a disciplined ability to analyze data and break complex problems down into simple, efficient solutions for clients. Working closely with entrepreneurs and executives, he takes a proactive approach to collaborate with an ecosystem of experienced advisors increasing his clients’ ability to focus on what they do best.

Norman received his Bachelors in Economics from the University of California, Santa Barbara.

A lifelong resident of California, Norman likes to stay engaged with his community coaching youth soccer, working with local Jewish Community outreach programs, and volunteering with American Corporate Partners (ACP) to help military veterans transition into the civilian workforce. Norman and his wife, Karen, live on the Peninsula and have two children: Samantha and Leo.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.

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

Education

  • University of California, Santa Barbara, Bachelor of Arts, Economics

Credentials

  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Custom portfolios
Alternative investments
Multi-generational families
Entrepreneurs
Corporate executives
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

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Diane L. McMinds

Senior Vice President–Wealth Management

Financial Advisor

Diane L. McMinds is a Senior Vice President - Wealth Management with North Point Partners (California Insurance License # 0E75879). Diane began her career at Montgomery Securities in 1992 before joining UBS in 2003. Establishing herself as a true partner and advocate for women in charge of their finances, Diane brings her personal passions and insights to the Team through her commitment to empowering her clients. From optimizing investment portfolios to engaging in complex planning, Diane strives to maximize families’ impact and legacy.

Diane graduated from the University of California, Santa Barbara with a Bachelors in Economics.

In her free time, Diane enjoys cycling, live music, and quilting. She is an active volunteer with the SIFMA Foundation, focused on expanding financial literacy in schools. Diane is also a certified Mental Health First Aider at Work volunteer through the National Council for Behavioral Health. She and her husband, Scott, live in Napa with her children, Natalie and Owen.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes America's Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The 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.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

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

Education

  • University of California, Santa Barbara, Bachelor of Arts, Economics

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Cash management
Securities-backed lending
Financial planning
Education planning
Long-term care planning
Women investors
703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558

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Eavenson S. Horter

Senior Vice President–Wealth Management

Financial Advisor

Eavenson (Eaven) S. Horter is a Senior Vice President-Wealth Management with North Point Partners (California Insurance License # 4240728). Drawing on over 20 years of industry experience, Eaven works closely with entrepreneurs and executives as their Financial Advisor to manage concentrated risk and provide holistic investment and planning advice.  Client education and organization are core elements to his approach, which is why many clients utilize his team as a strategic sounding board across their balance sheet.  His guidance emphasizes the importance of developing action plans and identifying impactful planning opportunities. 

Prior to joining UBS in 2019, Eaven was an Executive Director for J.P. Morgan Private Bank in Northern California, where he spent nearly a decade helping lead their Growth Equity practice, advising entrepreneurs and executives on investment and wealth planning opportunities. Eaven began his career in Goldman, Sachs & Co.'s Private Wealth Management group in 2000 and spent most of 2009 at a boutique investment firm as a senior research analyst, portfolio strategist and financial commentator on international news broadcasts.

Eaven received his BBA in Finance from Emory University's Goizueta Business School. In his free time, he enjoys competitive sailing, surfing and volunteering for charities that support homeless and youth programs. He and his wife Natalie live in San Francisco with their daughter, Beatrix.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV
  • WY

Education

  • Emory University, Goizueta Business School, Bachelor of Business Administration, Finance

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Cash management
Philanthropy
Exit planning
Alternative investments
Entrepreneurs
Family Offices
Corporate executives
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

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Eileen H. Rowley, CFP®, AWMA

Account Vice President

Financial Advisor

Eileen H. Rowley is an Account Vice President with North Point Partners (California Insurance License #0M90839). Prior to co-founding North Point Partners, she was a Wealth Planning Associate at UBS working closely with top financial advisors in Northern California to deliver sophisticated wealth planning strategies. Eileen has broad experience across investment management and research, single stock concentration issues, wealth planning and tax optimization.  

Eileen is a Certified Financial Planner™, Accredited Wealth Management Advisor℠ and Certified Public Accountant (Inactive). 

Prior to joining UBS, Eileen worked at The Capital Group and Cooley LLP. She graduated from the University of Southern California with a Masters in Accounting, and holds a Bachelors in Economics. She is a member of the California Society of CPAs and the USC Alumni Association. She also serves as a Board Member of the University of Southern California's Leventhal School of Accounting, Recent Alumni Board and is Chair of the Curriculum Committee.

In her free time, she enjoys travelling, cooking, and volunteering with charities supporting early childhood literacy in the Bay Area. Eileen grew up in Danville, California and currently resides in San Francisco.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The 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.

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

Education

  • University of Southern California, Master of Accounting

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor℠

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Financial planning
Estate planning strategies
Exit planning
Business succession
Multi-generational families
Business owners
Women investors
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

J. D. Deming

First Vice President–Wealth Management

Financial Advisor

John D. Deming (J. D.) is a First Vice President – Wealth Management collaborating with North Point Partners (California Insurance License #0B54432).  J. D. joined UBS in 2012 after 18 years at Morgan Stanley. He focuses on holistic personal and wealth management advice to multi-generational families. J. D. began his career with the U.S. State Department working on Capitol Hill, giving him a unique and broad geopolitical perspective to long term investing.

J. D. received his Master’s degree in International Relations from Cambridge University (England) and holds a B.A. from the University of California, Los Angeles in Political Science and History.

He lives on the Nevada side of sparkling Lake Tahoe with his New Zealander wife, Frances Melhop, who is a noted global fashion photographer and runs her own nomadic contemporary art gallery.  J. D. has four children who are thriving in careers from D.C. to Europe.

Registered States:
  • CA
  • CO
  • GA
  • MO
  • NV
  • NY
  • UT
  • VA
  • WA

Education

  • Master's in International Relations, Cambridge University (England)
  • B.A. in Political Science and History, UCLA
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

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Bonnie Copeland

Senior Client Associate

Registered States:
  • AZ
  • CA
  • CO
  • MN
  • NH
  • NV
  • OR
  • TX
  • WA
703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558

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Trish A. Risso

Senior Client Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

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Margaret Parker

Client Associate

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me