Senior Vice President–Wealth Management
Ed joined UBS during the autumn of 2002, totaling over 30 years of experience as a Financial Advisor in the industry. He focuses on the relationship using custom tailored portfolio construction and management. He believes in the power of equities, dividends, and the wisdom of sector allocation. Ed is a graduate of Michigan State University and father of three. His free time passions include family, music, art, military history, and hockey.
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
Colleen has 15 years of financial industry experience with UBS. She has an extensive background in Operations. Colleen is committed to ensuring all client daily account needs are managed properly.
Senior Wealth Strategy Associate
Arthur joined UBS in 1999 as a Financial Advisor and subsequently as a Senior Registered Client Services Associate. He has his Series 7, 63, and 65 Securities Licenses as well as his Life and Health Insurance Licenses. Arthur's knowledge of a broad range of financial services and products, and his commitment to customer service helps him seek the trust and respect of management, co-workers, and most importantly, clients.
Kathryn joined UBS in 1998 as an Investment Associate. She holds the Certified Financial Planner designation. Kathryn specializes in Advanced Planning and Investment Management. She and her husband, Jonas, have two sons; Jacob and Joshua.
Clark joined UBS in 2021 as a Financial Advisor holding the Series 7 and 66 securities licenses. He received his Bachelor’s degree from the Elliott School of International Affairs at The George Washington University. Before joining UBS, Clark spent 10 years working in the private sector in Hong Kong. He and his wife, Stephanie, have three children; Drake, Pierce and Rhodes.