Experience

Makes all the difference

The Arbor Group

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

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

Credentials

  • Certified Investment Management Analyst®
  • CERTIFIED FINANCIAL PLANNER®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Philanthropy
Legacy planning
Sustainable investing
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

thearborgroup@ubs.com,Louise.Callura@ubs.com
The Arbor Group
225 108th Avenue NE,Bellevue,WA,98004

Michael Frantz

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

Louise.Callura@ubs.com,thearborgroup@ubs.com
Michael Frantz
925 Fourth Avenue,Seattle,WA,98104

Gary L. Kilbourn, CIMA

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VT
  • WA
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

Email Me

gary.kilbourn@ubs.com
Gary L. Kilbourn, CIMA
6900 South McCarran Boulevard,Reno,NV,89509

Jack O'Connor

Financial Advisor

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035

Email Me

jack.oconnor@ubs.com
Jack O'Connor
5300 Meadows Road,Lake Oswego,OR,97035

Jonathan Moore

Financial Advisor

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VT
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

jonathan-za.moore@ubs.com
Jonathan Moore
925 Fourth Avenue,Seattle,WA,98104

Elizabeth Callura

Team Administrator

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, son, and rescue dog. They moved to Seattle in 2018. She enjoys reading, exploring local parks, and traveling along the West Coast.

Registered States:
  • GA
  • MA
  • NY
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

louise.mcmahon@ubs.com
Elizabeth Callura
925 Fourth Avenue,Seattle,WA,98104

Ryan Santosuosso

Client Associate

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.

Registered States:
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

ryan.santosuosso@ubs.com
Ryan Santosuosso
925 Fourth Avenue,Seattle,WA,98104