Paul K Addo III, CFA

First Vice President–Wealth Management

Financial Advisor

With over 17 years of experience in financial advisory services, Paul is a Private Wealth Advisor at UBS primarily for a select group of very successful business owners and professionals. His team is dedicated to helping families navigate the complexities of wealth management.

Specializing in tailored investment strategies and comprehensive financial planning, Paul provides personalized solutions to achieve financial goals and secure legacies for future generations. As a trusted advisor, Paul prioritizes building long-term relationships based on transparency, integrity, and a deep understanding of clients' unique needs.

Paul graduated from Rutgers University and holds a Chartered Financial Analyst (CFA) designation.

Outside of work, he enjoys community involvement such as: prior Treasurer of Denver’s Art District on Santa Fe - Non-Profit, many years as a volunteer Financial Literacy Instructor through Operation Hope, and member of Phi Gama Delta. For fun he plays bass guitar daily (funk/blues), trains Brazilian Jiu-Jitsu, plays pickleball & table tennis, and enjoys snowboarding and cycling.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • ID
  • IL
  • IN
  • MA
  • MI
  • MT
  • NE
  • NV
  • NY
  • SC
  • TX
  • UT
  • WY
205 N Detroit Street
5th Floor
Denver, CO 80206

Email Me

paul.addo@ubs.com
Paul K Addo III, CFA
205 N Detroit Street,Denver,CO,80206

James 'Wes' Carrington

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CO
  • FL
  • IL
  • TX
  • WY
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

wes.carrington@ubs.com
James 'Wes' Carrington
4600 South Ulster Street,Denver,CO,80237

Jill Schmieding

Authorized Officer

Wealth Strategy Associate

Jill has built a successful career spanning nearly two decades in the financial services industry. Her work with Ultra high-net-worth clients has cultivated a strong sense of responsibility and a commitment to delivering exceptional service that prioritizes both accuracy and efficiency. She provides day-to-day client support, assisting with every detail when it comes to account management. She has her FINRA registrations including Series 7 and 66.

Jill is originally from Lincoln, NE where she received her BS in Business Management from University of Nebraska. In 2014, she traded the flatlands for the mountains and relocated to Denver. Jill cherishes time with her partner, Nick, and her closest friends. She finds joy in the outdoors, walking, biking and off-roading. She also enjoys hosting gatherings with friends focused on authentic conversation and shared experiences, which also gives her an opportunity for a favorite passion which is to bake!

Registered States:
  • AZ
  • CO
  • FL
  • TX
  • WY
205 N Detroit Street
5th Floor
Denver, CO 80206

Email Me

jill.schmieding@ubs.com
Jill Schmieding
205 N Detroit Street,Denver,CO,80206

Kimberly Byrne

Senior Registered Client Associate

Kim, a proud Colorado native, is a Senior Registered CSA at UBS.  She has over 37 years of experience in financial services, holds her Series 7 and 66 Licenses, insurance license, and is a Certified Employee Benefits Specialist.  She holds a Bachelor of Science in Business Administration with a concentration in Finance from Colorado State University.

Kim enjoys spending time with her sons Connor (21) and Brendan (19), cooking, baking, live music, golf, travel and sports.  Her son Connor will be a senior at CU Boulder in the Leeds School of Business, and Brendan is a 2nd degree blackbelt in Tai Kwon Do, an avid electric guitar player, and will be attending a music production school in Arizona this year.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • MA
  • MT
  • NC
  • NJ
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY
205 N Detroit Street
5th Floor
Denver, CO 80206

Email Me

kimberly.a.byrne@ubs.com
Kimberly Byrne
205 N Detroit Street,Denver,CO,80206

Mariana Picans

Senior Registered Client Associate

Mariana is a native of Miami, Florida. She moved to Toulouse, France where she completed a French immersion program for six months. Subsequently, Mariana completed her undergraduate studies in economics and global business administration at the Institut Catholique de Toulouse. Upon graduation she returned to Miami where she worked at Oppenheimer & Co. Inc. with a team focused on foreign bond arbitrage with international clients and options trading with institutional investors. Eager to be close to family, she moved to Denver and joined UBS in January 2017. Passionate about the great outdoors, the move to Denver was a natural fit. Mariana enjoys cycling, hiking and watching live music. Mariana is fluent in Spanish, French and English and holds her Series 7 and Series 66 registrations.

Registered States:
  • CO
205 N Detroit Street
5th Floor
Denver, CO 80206

Email Me

mariana.picans@ubs.com
Mariana Picans
205 N Detroit Street,Denver,CO,80206

Our resources

  • Bill

    Bill Majewski

    NMLS #947868

    Senior Wealth Management Banker, UBS Bank USA

    Current role and areas of expertise

    Bill joined UBS Bank USA in November 2011 and he is currently a Senior Wealth Management Banker covering the Rockies Market in Colorado and the Desert Market in Utah.

    Bill has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

    Professional history

    Bill has over 20 years of experience in finance and lending.  In addition to his role with UBS, Bill has past experience in business & commercial banking, securities backed lending, residential appraisal, real estate broker and wealth management.

    Education and professional licenses

    In Bill’s role as Senior Wealth Management Banker his NMLS# 800454. He holds his Series 7, 63 and 66 securities licenses. He also received a MBA Finance from San Diego State University and a BA in Sociology from University of California Los Angeles.

    Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

  • Laura Chooljian

    Executive Director

    Senior Wealth Strategist

    Introduction

    Laura works with UBS ultra-high net worth clients and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Laura assists families in the development of estate plans that match their personal values and goals for their legacy.

    Professional History

    Prior to joining UBS, Laura was a member of the Private Client Services group of the law firm Greenberg Glusker Fields Claman and Machtinger, focusing her practice on estate planning and charitable planning for high net worth individuals. Laura started her career as a member of the corporate department at K&L Gates LLP.

    Education

    Laura earned a B.A. from UCLA, a J.D. from UC Davis School of Law and an LL.M. (Master of Laws) in Taxation from Loyola Law School, Los Angeles.

    Affiliations

    Member, Trusts and Estates Section and Taxation Section of California Lawyers Association
    Member, Accion Opportunity Fund SoCal Regional Advisory Board

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