Experience

John Lupario joined UBS as a Senior Wealth Strategy Associate in September, 2020. Prior to joining UBS, John was an Associate at Bernstein Private Wealth Management, where he worked on a team of Associates, supporting Robert Stoker’s practice, alongside four additional Financial Advisors. Prior to Bernstein, John was an Analyst at Spruce Laker Partners, a small Private Equity firm in Denver, Colorado. John graduated from the University of Colorado, Boulder, with a B.S.B.A with dual emphases in Finance and Accounting and a Minor in Economics.

In John’s free time, he enjoys exercising, skiing, traveling, watching basketball, and spending time with friends and family.

Sophie joined UBS as a Client Associate in 2024 after graduating from the University of British Columbia where she majored in Finance. During her studies, Sophie gained professional experience working as an Intellectual Property Intern at a boutique law firm as well as a Finance and Accounting Intern at a biotech company.

Sophie has a special interest in Investment Policy, which focuses on the construction and analysis of financial models to evaluate portfolio returns. Her ability to incorporate technical financial theories, along with her aptitude in a relationship-based role, led Sophie to pursue a career in wealth management.

In her free-time, Sophie enjoys traveling, swimming, surfing, rock climbing, and learning new languages.