Managing Director–Wealth Management
Financial Advisor
Joe is a Managing Partner of The Raskin Loftus Group. He started in the financial service industry in 1998 at Royal Bank of Canada (RBC). Joe has managed client's futures through seven market corrections since joining UBS in 2004. Joe and Ken Raskin have built The Raskin Loftus into one of the country's top wealth management practices. Joe leads the portfolio management team and oversees the group's investment strategies for the more than $1 billion in assets under management. He holds a B.A. in finance from the University of St. Thomas and a M.B.A. from the University of St. Thomas Opus College of Business. Joe also has his Corporate Stock Benefit Consultant designation which focuses on corporate executive equity compensation services and holistic wealth planning. He relentlessly seeks knowledge to stay equipped to address the issues that impact his clients. He resides in Deephaven, MN with his wife Jessica and three daughters; Jackie, Kelsey, and Vivian. Joe enjoys spending his free time with his family, going to the Guthrie theater, skiing, and playing basketball/golf.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Wealth Strategy Associate
Johnathan is a Senior Wealth Strategy Associate for the Raskin Loftus Group. He has more than 10 years experience in the financial services industry and holds Series 7 and 63 licenses from FINRA. He attended St Cloud State University where he earned his BS in Finance with a minor in Economics. Jon resides in Richfield, MN with his wife Emily and their two daughters.
Education
Financial Advisor
AJ assists with financial planning and client administration for Raskin Loftus Group. AJ has more than 10 years experience in the financial services industry and has earned his Series 7 and 66 licenses. Prior to joining UBS AJ worked with Dougherty & Company LLC in Fargo, ND and Minneapolis, MN. He received a B.A. in Business and Communication Public Relations from Concordia College in Moorhead, MN. Away from the office AJ enjoys snowmobiling, cycling and spending time at the lakes with his wife Christine and his son Carter
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Financial Advisor
Aaron serves as a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ for the Raskin Loftus Group. Prior to joining the team, Aaron spent two years as a Financial Advisor with the UBS home office located in Weehawken, NJ, working with clients around the country. He helped develop financial plans, implement investment portfolios and advise corporate employees on their equity awards. Prior to starting his career in wealth management, Aaron earned his CPA license and worked as an auditor with Grant Thornton for two years. Aaron received a degree in accounting from the University of Massachusetts, Amherst and a Masters of Accountancy from the University of Minnesota. Aaron lives in Minneapolis, MN, where he enjoys running around the lakes. He has completed several marathons and also enjoys golfing, traveling and spending time with family and friends.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Client Associate
Casey is a Registered Client Service Associate for the Raskin Loftus Group. She has more than 6 years of experience in the financial services industry and has earned her Series 7 and 66 licenses. Prior to joining UBS, she spent 5 years at RBC in operations. She received a B.A. in Political Science and Criminal Justice from the University of Wisconsin-Oshkosh. She resides in Minneapolis, MN with her husband Rick and their three daughters. Casey enjoys spending her free time with her family, reading and running on the Minneapolis lake trails.