Experience

As a Certified Financial Planner professional and Certified Investment Management Analyst, Braydon possesses strengths in the areas of financial planning and equity portfolio analysis. His 20 years of experience, along with his post-graduate work at the Wharton School of Business, enable him to filter through the wide range of investment options to help clients build diversified portfolios that are customized to each investor’s unique financial plan. Braydon, his wife Allison, and daughters Brooklynn and Reagan, make their home in Scripps Ranch, California. A graduate of San Diego State University School of Finance, his passions outside of family and work are being an active member of the Juvenile Diabetes Research Foundation and playing golf.

CA License #0B43748

Prior to joining the team, Stephen was the Chief Operations and Chief Compliance Officer of Alethea Capital Management, LLC. He brings a wealth of experience working with founders, executives, and family offices to simplify their financial lives so they can focus on the people and causes they care about most. Stephen received his M.B.A. from the Wharton School at the University of Pennsylvania, graduating with honors. He holds a bachelor of science degree in economics and a bachelor of arts degree in mathematics from Duke University (from which he graduated magna cum laude). Stephen is married with two daughters and is an active member in the San Diego theatre community.

CA license #0F93746

Kim is a Financial Advisor with her CFP® certification who focuses on providing investment solutions tailored to each family's individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families, and nonprofit organizations. She is also the President of local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity. Kim earned a B.A. in Economics with an emphasis in Accounting at the University of California, Los Angeles. In addition, she holds the Series 7 and 66 securities licenses and is an Accredited Wealth Management Advisor. In her spare time she enjoys volunteering, running, and practicing karate at a local studio in Encinitas.

As Financial Advisor and head of the team’s investment platform, Colin’s 11 years of experience in the financial services industry has spanned both coasts, and has specialized in efficient portfolio construction, management, and analysis for Ultra High Net Worth clients. Prior to joining UBS, he was a portfolio manager and investment strategist at Bank of America Merrill Lynch in New York. In that role, Colin was focused on the fixed income universe, where he created and managed tailored portfolios for private clients and institutions across municipal, corporate, and cross-asset strategies. He is a Chartered Financial Analyst (CFA) Charterholder and member of the CFA Institute and CFA Society San Francisco. He holds a Bachelor of Arts from Villanova University. A New England native, Colin and his wife Natalie enjoy traveling to see family, golfing, and spending time at the beach.

Casey manages all operational aspects of the practice from client on-boarding through implementation and ensures the highest quality service standards for clients’ operational and administrative needs. She joined UBS in 2004 after working as a fund accountant at BISYS Hedge Fund Services. Casey holds an M.S. in investment management from Boston University and a B.A. in economics and classical studies from Rollins College.

Rozie primarily focuses on managing Paradigm Group’s investment platform. She began at UBS in 2021 as part of the selective Global Wealth Management Graduate Talent Program. During her years in the program, Rozie worked with Private Wealth Management teams all across the firm, gaining experience in investment management, ultra high net worth client solutions, research, lending, and sustainable investing. Rozie grew up in Rhode Island and graduated Summa Cum Laude from Boston College, where she studied psychology and finance. Rozie holds her series 7 & 66 licenses.

Jenny works closely with Casey to execute administrative tasks and maintain quality service for clients, with a focus on leading marketing initiatives for the team. She began at UBS in 2022 as a client service associate in the Century City office and joined Paradigm Group in early 2024. She is passionate about understanding what is important to clients and finding ways to reach their financial goals so they can focus on the things they care about most. Jenny holds her series 7 and 66 licenses and graduated Cum Laude from the University of Southern California with a B.A. in Communication. She hopes to become a Court Appointed Special Advocate (CASA) for a child in foster care. In her free time, she enjoys traveling, spending time with family, and going to the beach.