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.

Education and credentials

• B.S.B.A. University of California, Berkeley
• M.B.A. Yale University
• Licenses and Certifications: Series 7 and 66; CA State Insurance #0H11686
• More than 28 years of industry experience

Margie develops tailored plans and strategies based on an understanding of client needs, goals, and risk tolerance. Leveraging both the firm’s resources and her expertise in financial planning, tax and investment strategies, insurance, estate planning, and cash flow management, she delivers comprehensive client solutions. She manages fixed income and equity transactions, restricted stock settlement and general client services functions. Her specialties include trading, tax and estate planning, philanthropy, and retirement accounts/management. As a dedicated team member, Margie serves as a proactive resource, supporting the implementation and optimization of processes and procedures. Margie lives in the Bay Area with her husband, where they have raised four children. Her interests include hiking, traveling, and cooking for family and friends.

• B.S in Business with a Finance Concentration, Golden Gate University
• Yale School of Management, Wealth Management Theory & Practice
• CERTIFIED FINANCIAL PLANNER® professional, ACCREDITED ASSET MANAGEMENT SPECIALIST® professional, CERTIFIED PRIVATE WEALTH ADVISOR® professional
• Licenses and Certifications: Series 7 and 66
• More than 32 years of experience

Ariana joined UBS Financial Services, Inc. in 2004 and applies her 20+ years of experience to support clients with various client service needs. She is attentive, detail oriented and she takes great pride in delivering excellent service while staying true to the core values of UBS. A skillful problem-solver, Ariana is a tremendous resource for all operational questions and issues, drawing upon her deep knowledge of the financial industry to access the best solution for each situation. Ariana is dedicated to providing exceptional service to clients and excels at providing solutions to achieve customer satisfaction. Ariana currently resides in Tracy, California with her daughter Averie. In her free time, Ariana likes to travel, explore new restaurants, and spend quality moments with her friends and family.