Experience

Don manages cash and fixed income for private clients and foundations. Don concentrates on structuring and overseeing both taxable and tax-exempt bond portfolios for maximum safety. Don considers issuer credit, interest levels, inflation expectations, yield curve shape, and sector exposures. Don's seasoned approach is supported by an extensive credit, quantitative, and economic research platform. He is considered one of the firm's top fixed income advisors and was selected to serve on the UBS Asset Management national financial advisory board. Don lives with his wife in Mill Valley and enjoys golf, skiing, gardening, cooking and his dog Jake.

• B.S., University of Notre Dame
• Licenses and Certifications: Series 7, 63 and 66; CA State Insurance #0I79773
• More than 40 years of industry experience

Joe provides wealth preservation and growth advice for corporate executives, entrepreneurs, families and foundations. He has expertise in managing wealth resulting from IPO, merger, and private liquidity events. Joe delivers personalized wealth management through a tax-efficient investment process featuring rebalancing, portfolio reporting, and a goals-based approach to asset allocation. He also structures and executes client philanthropic goals. Joe and his wife live in San Francisco where they raised two children. He has been active over the years in Scouting and the St. Vincent de Paul Men's Club board. Most recently, Joe served for seven years on the board of a global fine wine company with land and facilities across Napa, Sonoma, and Oregon.

• B.S.B.A., University of California, Berkeley
• M.B.A., Yale University
• Certified Exit Planning Advisor
• Licenses and Certifications: Series 7 and 66; CA State Insurance #0H11686
• More than 26 years of experience

Margie builds tailored plans and strategies based on an understanding of client needs, goals, and risk tolerance by using the tools and resources of the firm, knowledge of financial planning, tax and investing strategies, insurance, estate plans and cash flow management. She manages fixed income and equity trading, restricted stock settlement and general client services functions. Her specialties include trading, tax and estate planning, philanthropy, and retirement accounts/management. She works within the team as a proactive resource supporting change processes and procedures. Margie resides in the Bay Area with her husband where they have raised four children. She enjoys hiking, traveling, and cooking for friends and family.

• B.S in Business (Finance concentration) Golden Gate University
• Yale School of Management, Wealth Management Theory & Practice
• Certified Private Wealth Advisor ® professional
• Licenses and Certifications: Series 7 and 66
• More than 30 years of experience

Ariana began her career with UBS in 2004. She believes in the value of prompt response and solutions to any needs and concerns that clients may have. Ariana brings great experience from her years of service in the financial industry and is known for her in-depth understanding of operations and her attention to detail.