Managing Director–Investments
Financial Advisor
Craig has dedicated his 30 years in the financial services industry to consulting on Private Foundation / Endowments, Non-Profits and Corporate Retirement Plans. After earning his BBA from Louisiana State University in 1987, Craig began his career at Merrill Lynch as a Senior Investment Consultant. He joined UBS (formerly PaineWebber) in 1997 where he has maintained many of his original relationships. Craig assists clients in articulating Committee goals through an investment policy statement; developing a long-term asset allocation plan; selecting investments with appropriate risk profiles and monitoring the plan's progress towards meeting stated goals.
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.
Managing Director–Investments
Financial Advisor
Craig has dedicated his 30 years in the financial services industry to consulting on Private Foundation / Endowments, Non-Profits and Corporate Retirement Plans. After earning his BBA from Louisiana State University in 1987, Craig began his career at Merrill Lynch as a Senior Investment Consultant. He joined UBS (formerly PaineWebber) in 1997 where he has maintained many of his original relationships. Craig assists clients in articulating Committee goals through an investment policy statement; developing a long-term asset allocation plan; selecting investments with appropriate risk profiles and monitoring the plan's progress towards meeting stated goals.
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.
Financial Advisor
Beau joined UBS and the Rathjen Consulting Group in 2017 after earning his BA in Psychology from Rice University. He assists in all aspects of the consulting process with a focus on investment manager due diligence, capital market research and special projects.
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.
Financial Advisor
Beau joined UBS and the Rathjen Consulting Group in 2017 after earning his BA in Psychology from Rice University. He assists in all aspects of the consulting process with a focus on investment manager due diligence, capital market research and special projects.
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.
Wealth Strategy Associate
Jake joined UBS and the Rathjen Consulting Group in 2018 after earning his BS in Geology from
Texas A & M Univeristy. He assists in all aspects of the administrative and consulting process for the team.
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.
Wealth Strategy Associate
Jake joined UBS and the Rathjen Consulting Group in 2018 after earning his BS in Geology from
Texas A & M Univeristy. He assists in all aspects of the administrative and consulting process for the team.
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.
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.
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.
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