One commitment. All of UBS.

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Kenneth is a Senior Vice President of Wealth Management and Institutional Consultant who has served in the financial services industry for over 30 years. He earned the designation of Certified Investment Management Analyst® (CIMA®) from the prestigious Wharton School of the University of Pennsylvania and holds degrees in business and economics from Wofford College. Of the 7,000 UBS consultants nationwide, he and his team are among the 85 members of the firm’s exclusive Institutional Consulting division, of which he was one of 13 founding members of the Council for Religious Organizations.

Kenneth's experience as a consultant for high net worth families and some of the largest endowments in the Southeast has led to numerous speaking engagements for nonprofit agencies and private associations nationwide. His areas of expertise include concentrated position strategies, behavioral finance, strategic philanthropy, predictable endowment income, money manager analysis, asset allocation and risk management.

Kenneth is a native of Greenwood, SC. He is a lucky husband and the proud father of two daughters. Kenneth serves on various boards, is active in leadership development for recent college graduates, and is an elder at Mitchell Road Presbyterian Church.

• Barron's Top 1,000 Financial Advisors, 2009, 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, 2018, 2019, 2022
  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, 2019, 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.
• 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.

• Wofford College, Business and Economics

• Certified Investment Management Analyst®

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Bert graduated from Bob Jones University with a B.S. in financial management. Bert completed his postgraduate studies through the College for Financial Planning in Denver, CO and became a Certified Financial PlannerTM professional. His background is in the areas of investment management, asset allocation, sustainable income and estate preservation. He conducts educational seminars for high net worth families as well as for nonprofit agencies and associations nationwide and this experience has led to his participation in statewide telecasts over the ETV network, which are archived in libraries throughout South Carolina. He is a frequent speaker on topics such as estate and tax planning, planned giving strategies and methods for achieving predictable income. 

Bert is a native of Macon, GA and has worked in the financial services industry for more than 25 years. He currently serves as a board member for numerous nonprofit organizations and foundations and is on the advisory committee for the South Carolina Christian Foundation. He gives back to the community by speaking annually to high school and university business students about economics and finance, and leads the college student ministry at his local church. He enjoys spending time with his wife and four children.

• Barron's Top 1,200 Financial Advisors, 2015, 2017, 2019, 2020, 2021, 2022, 2023
  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, 2019, 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.
• 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.

• Bob Jones University, B.S. Financial Management

• CERTIFIED FINANCIAL PLANNER™

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Will is a graduate of Covenant College with a B.A. in business administration and finance. He has over 17 years of experience in the industry servicing the unique needs of endowments and foundations and high net worth families. Will has diverse experience in commercial real estate, investment analysis, family legacy planning, endowment development, investment policy and spending policy structure and retirement planning. His work with a New York marketing firm, focusing on cause-related marketing for multiple Fortune 100 and 500 clients, is a valuable resource for our institutional clients.

Will is the former chairman of the board for the Roper Mountain Science Center. He is active in the National Leadership Forum on Faith and Values in Washington, DC. 

Will continues to work with several state governors to conduct student forums in the public arena and is active in the work of the International Foundation and the President’s Prayer Breakfast. He and his wife attend and serve at Downtown Presbyterian Church in Greenville and are now the proud parents of four young children. Will enjoys golf, fly fishing, hunting and flying.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2019, 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.
• 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.

• Covenant College, B.A. Business Administration and Finance