An experienced and committed team

David Rutberg graduated from the University of California at Los Angeles with a Bachelor of Arts degree in Political Science/International Relations. He began his career in 1988, working with the fixed income division of Security Pacific National Bank providing expertise to institutional, corporate, municipal, and retail clients. He then joined UBS in 1998.

Currently, David oversees fixed income portfolios utilizing municipal, government, corporate bonds and short term cash alternatives. He also utilizes managed equity portfolios to help clients reach their goals. His comprehensive financial planning approach includes: retirement planning, education planning, insurance, and estate considerations. David delivers innovative solutions to help meet clients' goals.

CA Insurance License #0A37821

Crysty Kopriva graduated with a Bachelor of Science degree in Business Administration emphasizing Finance from California State University at Monterey Bay.  She joined UBS in 2006 and the Pacific Investment Group in 2009.  Crysty collaborates with clients to provide superior financial planning, portfolio allocation construction, and investment performance analysis.  Her experience in the financial services industry and her knowledge of UBS's capabilities and services enable her to identify the right solutions for clients' wealth management needs.  Working closely with the highly experienced Pacific Investment Group has given Crysty the resources and insight to the view the financial world with a well-rounded perspective.

CA Insurance License #0H12797

Jacob Calderon joined the Pacific Investment Group in 2018 after graduating with a B.S. in Business Administration with an emphasis on International Business and Management from California State University, Monterey Bay. Surrounded by experienced Financial Advisors, Jacob has progressed quickly with his career in the financial industry and currently holds the Series 7, Series 66, and CA State Insurance licenses. He specializes in comprehensive wealth management and personal financial planning strategies. By focusing on clear communication, long term growth, and sound financial principles, he partners with families, individuals, and businesses to meet their financial goals.

CA Insurance License #4195386

Rose Rausch has worked with the Pacific Investment Group for over 20 years as a Senior Client Service Associate. She lends her knowledge and experience by supporting her Financial Advisors in helping their clients pursue their financial goals and needs. By providing exceptional daily service and administrative support, she gives the level of service our clients deserve and have come to expect.

Max Rutberg joined the Pacific Investment Group under the title of Client Service Associate upon graduation from Colorado State University, Fort Collins. Over the course of his college career Max spent two summers as an intern here at UBS, working closely with the members of the Pacific Investment Group. Max graduated with a Bachelor of the Arts degree in economics with a minor in business, and is committed to assisting our clients in any way and providing them with the level of service they deserve. ­