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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

  • Krunch Kloberdanz Profile Photo

    D. Krunch Kloberdanz

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • NC
    • ND
    • NJ
    • NY
    • OH
    • OK
    • SC
    • TN
    • TX
    • VA

    Krunch is a Senior Vice President with UBS Private Wealth Management and a principle of the Odyssey Wealth Management team. Prior to joining UBS in 2015, Krunch has spent his 18 year career in the financial industry with Suntrust Securities, Lehman Brothers, and Credit Suisse. As the senior member of the team, Krunch focuses on our family office customized solutions, traditional and alternative investments, asset allocation, and hedging and monetization strategies.

    He currently holds the Chartered Financial Analyst CFA ® designation, an MBA in Finance from Vanderbilt's Owen Graduate School of Management, and a BS from Vanderbilt University with a dual major in Economics and Human & Organizational Development. Krunch and his wife, along with their three children, are active members throughout the Atlanta community. His personal interests include golf, music, and he is an avid Oklahoma Sooners fan. Krunch has won multiple U.S. junior national tennis championships, and has also been recognized by Barron's as one of the nation's top advisors.

      • Vanderbilt's Owen Graduate School of Management, MBA in Finance
      • Vanderbilt University, BS in Economics and Human & Organizational Development
      • Chartered Financial Analyst®
      3280 Peachtree Road NE
      21st floor
      Atlanta, GA 30305
    • Justin Runager Profile Photo

      M. Justin Runager

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • LA
      • MA
      • MD
      • NC
      • ND
      • NJ
      • NY
      • OH
      • OK
      • SC
      • TN
      • TX

      Justin is a Vice President with UBS Private Wealth Management and a principle of the Odyssey Wealth Management team. Prior to joining UBS in 2015, Justin has spent his 9 year career in the financial industry as an Analyst in the Private Investment Management division with Lehman Brothers and Associate in the Private Banking division with Credit Suisse. Justin focuses on tactical trading strategies and implementation, investment and market research, business development, and oversees our manager analysis and selection process.

      Originally from Atlanta, Justin graduated from the University of South Carolina with a major in corporate finance and received an MBA from the University of Georgia. His personal interests include golfing, traveling, and attending collegiate athletic events. He is a board member of the Young Alumni Board for the Darla Moore School of Business at the University of South Carolina. Additionally, Justin, his wife and daughter, are active members of Peachtree Presbyterian Church and enjoy volunteering at local charities around Atlanta.

        • University of South Carolina, Corporate Finance
        • University of Georgia, MBA
          3280 Peachtree Road NE
          21st floor
          Atlanta, GA 30305

        Wealth, from your point of view

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        $3.3 trillion

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        As of 12/31/2021

        51 countries

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