Your wealth. For generations.

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John is a Senior Vice President – Investments, Senior Portfolio Manager and Institutional Consultant at UBS. John is the Director of Investments at the Arbor Group at UBS. He has been in the investment field for 38 years and is in his sixteenth year at UBS. John is a Certified Investment Management Analyst® and a CERTIFIED FINANCIAL PLANNER™.

He has a Master's degree in Management (MSM) and a Master's in Financial Services (MsFS) from the American College in Bryn Mawr, PA. John is a frequent speaker at conservation conferences, is on the Finance Committee and Global Advisory Group of Birdlife International, and is a longstanding member of Seattle Rotary Club #4.

John lives in the Seattle area with his wife Andrea. He is an avid hiker and kayaker and enjoys wildlife photography, birding and playing classical guitar. He is passionate about sustainability issues, which is grounded in his love of his family and community.

• American College in Bryn Mawr, PA., Master's degree in Management (MSM) and a Master's in Financial Services (MsFS)

• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®

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• CA
• CO
• CT
• DC
• FL
• GA
• HI
• ID
• IL
• IN
• MA
• MD
• MN
• MO
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• NJ
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• OR
• PA
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• UT
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• WA

Mike possesses a passion for entrepreneurship and appreciates the work ethic required to be a successful business owner. As a financial advisor, he cultivated a practice of private clientele through hard work, perseverance and a little bit of luck. Mike's sixteen years of financial services experience have given him the capability and knowledge to guide business owners as they transition out of their companies. He has a keen interest in working with companies and their owners in the technology, agriculture and energy sectors.

Mike is a graduate of the University of Washington where he studied economics. In 2011, he earned the CERTIFIED FINANCIAL PLANNER™ designation. Outside of work, Mike enjoys running, skiing, scuba diving, reading and traveling with his family.

• University of Washington, Major in Economics

• CERTIFIED FINANCIAL PLANNER™
• Portfolio Manager

• AK
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• CA
• CO
• CT
• FL
• GA
• HI
• ID
• IN
• MA
• MD
• MN
• MT
• NH
• NJ
• NV
• NY
• OH
• OR
• RI
• SC
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• UT
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• WA

Gary is a Senior Vice President - Investments, and Portfolio Manager at UBS. He has over 30 years of experience in the wealth management field, and is in his 15th year with UBS, where he focuses on wealth management solutions, investment, estate, and philanthropic planning for affluent clients. Gary has held the Certified Investment Management Analyst (CIMA) designation since 1996 through the Investment and Wealth Institute and the Wharton School of Business, University of Pennsylvania. 

In addition to his professional work at UBS, Gary is passionate about animals and the natural environment. He serves on the BOD of the Gorilla Doctors 501(c)(3) and is active in multiple philanthropic efforts focusing on wildlife conservation, animal welfare, and ecosystem sustainability throughout the world. In Gary's personal life, he enjoys actively cycling, rock-climbing, skiing, the documentary film industry, and organizing conservation efforts in the wilds of Africa.

• Certified Investment Management Analyst®
• Portfolio Manager
• Wealth Advisor

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• CA
• CO
• CT
• FL
• GA
• HI
• IL
• IN
• MA
• MD
• MN
• NH
• NJ
• NM
• NV
• NY
• OR
• SC
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• TN
• UT
• VT
• WA

Jack is a Financial Advisor and has been with The Arbor Group at UBS for six years and specializes in financial planning for private clients, as well as asset allocation and investment manager selection for institutional clients. Jack is a CERTIFIED FINANCIAL PLANNER™ and a Certified Investment Management Analyst®. 

Jack has a Bachelor of Science degree in Finance from Portland State University. He grew up in Southeast Michigan and currently lives with his wife in Beacon Hill, Seattle. In addition to his work as a Financial Advisor, Jack is the Treasurer for two Seattle-based nonprofits. In his spare time, he enjoys backpacking, scuba diving, yoga, and live music.

• Portland State University, Bachelor of Science degree in Finance

• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®

• GA
• MA
• NY
• WA

Louise is a Team Administrator with the Arbor Group at UBS. Louise joined the financial industry in 2011 after graduating with a Bachelor of Science in Management from the Georgia Institute of Technology. She holds her Series 7, 66 and insurance licenses. Louise grew up in Atlanta, GA, and lives in West Seattle with her husband, Jon, and rescue dog, Calvin. They moved to Seattle in 2018. She enjoys reading, exploring local parks, and traveling along the West Coast.

• Georgia Institute of Technology, Bachelor of Science in Management

• WA

Jonathan is a Wealth Strategy Associate with the Arbor Group at UBS. He joined UBS in 2016 after spending time as a professional caddie. Jonathan has a Bachelor of Arts degree in International Relations from the University of Redlands. He holds his series 7 and 66 licenses and is a CFA Level II candidate. Jonathan grew up in Tacoma, WA and currently resides in Beacon Hill. In his spare time he enjoys exercising, golfing and reading.

• University of Redlands, Bachelor of Arts degree in International Relations

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• TX

Erika is a Senior Registered Client Service Associate with 11 years of financial services experience with UBS. She oversees the operational and administrative functions for institutional and private clients. Outside of the office, Erika enjoys time adventuring outdoors with her family.

Ryan is a Customer Service Associate with the Arbor Group at UBS. He serves as a client service interface for UBS clients that use Arbor Group investment strategies. Ryan holds Series 7 license and joined the financial industry in 2022 after graduating with a Bachelor of Science in Finance from the University of Washington

Ryan lives in Mukilteo and is a competitive basketball player. He led the Mariner Varsity team as Captain in 2017-18. He is a PADI-certified diver and enjoys snowboarding, golfing, and travelling.