$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
A Wisconsin native, Rolf brings more than 25 years experience in the financial services industry to the team. Rolf strives to help clients pursue their dreams and to minimize the stress of managing their finances so they can enjoy things in their life that are important.
Rolf joined UBS in January of 2009. He began his financial services career with Merrill Lynch in 1994 as a Financial Advisor, and spent seven years as a producing Resident Director of Merrill Lynch's Summerlin, Nevada branch office. Rolf carries the prestigious designation of Certified Investment Management Analyst (CIMA®) sponsored by Investment Management Consultants Association. He also holds the Chartered Retirement Planning Counselor and is a Portfolio Manager, in the UBS Portfolio Management Program (PMP). Rolf is a graduate of UNLV and 2011 Leadership Las Vegas.
Rolf and his wife Malinda enjoy time with their three adult children and beautiful granddaughter. Rolf and Malinda enjoy cycling with friends in their spare time.
Malinda began her financial services career with Merrill Lynch in 1991, in Birmingham, Alabama. She joined UBS in 2009 with her husband, Rolf Maile. Malinda graduated from the University of Alabama in 1991. She completed a Master's in Education in 1997. Malinda is a 2012 graduate of Leadership Las Vegas and an active member of the Las Vegas Chamber of Commerce.
Malinda is committed to enhancing the client service experience. Her experience encompasses all aspects of client servicing. She is particularly attuned to the nuances and requirements that make each client family distinctive.
In her free time, she is an avid cyclist, enjoys traveling and spending time with her family.
With over 20 years experience in the financial service industry. Justin applies his extensive experience in the derivatives markets to the portfolio design process. Focusing on pre-liquidity planning, he believes that careful planning proceeds portfolio construction and manager analysis. Prior to joining UBS, Justin served as Vice President with Bear Sterns in New York City and with the Private Client division of CIBC Oppenheimer.
Justin earned a B.S. in business administration with a concentration in finance from Cl Poly State University, San Luis Obispo. He attended New York University's School of Professional Studies, focusing on international finance and financial planning. He is a graduate of Columbia University's ACPM Program earning the Certified Portfolio Manager designation.
A native of San Luis Obispo, California, Justin and his family manage a working cattle ranch and avocado grove of the central coast. As a licensed pilot, Justin volunteers with Angel Flight West as a Command Pilot and is also a member of the board. The organization arranges free, non-emergency air travel for children and adults with serious medical conditions and other compelling needs.
Justin is a career-path mentor to military veterans as part of American Corporate Partners, which aims to ease the transition from the military to the civilian workforce. ACP is the only nonprofit organization engaged in national corporate career counseling for our returning military.
Dan analyzes the risks and advantages/disadvantages of various client investment opportunities in light of the client's individual financial circumstances, with special attention paid to investment strategies that are suitable for their particular financial status, objectives, risk tolerance, and other investment needs.
As a Certified Divorce Financial Analyst, Dan focuses on helping clients navigate the financial impact of divorce. He works with clients before, during and after such challenging situations.
Prior to joining UBS in 2009, Dan practiced law at Los Angeles area firms in a wide variety of disciplines including rust and estates, corporation litigation , family law, and liability defense, however does not perform this function at UBS.
Born and raised in Los Angeles, Dan earned a B.A. in sociology from the University of California, Santa Cruz, and a J.D. from the University of California, Hastings College of the Law. He holds FINRA Series 7 and 66 securities licenses, is a Certified Divorce Financial Analyst, and is a member in good standing with the California Bar Association.
A Wisconsin native, Rolf brings more than 25 years experience in the financial services industry to the team. Rolf strives to help clients pursue their dreams and to minimize the stress of managing their finances so they can enjoy things in their life that are important.
Rolf joined UBS in January of 2009. He began his financial services career with Merrill Lynch in 1994 as a Financial Advisor, and spent seven years as a producing Resident Director of Merrill Lynch's Summerlin, Nevada branch office. Rolf carries the prestigious designation of Certified Investment Management Analyst (CIMA®) sponsored by Investment Management Consultants Association. He also holds the Chartered Retirement Planning Counselor and is a Portfolio Manager, in the UBS Portfolio Management Program (PMP). Rolf is a graduate of UNLV and 2011 Leadership Las Vegas.
Rolf and his wife Malinda enjoy time with their three adult children and beautiful granddaughter. Rolf and Malinda enjoy cycling with friends in their spare time.
Malinda began her financial services career with Merrill Lynch in 1991, in Birmingham, Alabama. She joined UBS in 2009 with her husband, Rolf Maile. Malinda graduated from the University of Alabama in 1991. She completed a Master's in Education in 1997. Malinda is a 2012 graduate of Leadership Las Vegas and an active member of the Las Vegas Chamber of Commerce.
Malinda is committed to enhancing the client service experience. Her experience encompasses all aspects of client servicing. She is particularly attuned to the nuances and requirements that make each client family distinctive.
In her free time, she is an avid cyclist, enjoys traveling and spending time with her family.
With over 20 years experience in the financial service industry. Justin applies his extensive experience in the derivatives markets to the portfolio design process. Focusing on pre-liquidity planning, he believes that careful planning proceeds portfolio construction and manager analysis. Prior to joining UBS, Justin served as Vice President with Bear Sterns in New York City and with the Private Client division of CIBC Oppenheimer.
Justin earned a B.S. in business administration with a concentration in finance from Cl Poly State University, San Luis Obispo. He attended New York University's School of Professional Studies, focusing on international finance and financial planning. He is a graduate of Columbia University's ACPM Program earning the Certified Portfolio Manager designation.
A native of San Luis Obispo, California, Justin and his family manage a working cattle ranch and avocado grove of the central coast. As a licensed pilot, Justin volunteers with Angel Flight West as a Command Pilot and is also a member of the board. The organization arranges free, non-emergency air travel for children and adults with serious medical conditions and other compelling needs.
Justin is a career-path mentor to military veterans as part of American Corporate Partners, which aims to ease the transition from the military to the civilian workforce. ACP is the only nonprofit organization engaged in national corporate career counseling for our returning military.
Dan analyzes the risks and advantages/disadvantages of various client investment opportunities in light of the client's individual financial circumstances, with special attention paid to investment strategies that are suitable for their particular financial status, objectives, risk tolerance, and other investment needs.
As a Certified Divorce Financial Analyst, Dan focuses on helping clients navigate the financial impact of divorce. He works with clients before, during and after such challenging situations.
Prior to joining UBS in 2009, Dan practiced law at Los Angeles area firms in a wide variety of disciplines including rust and estates, corporation litigation , family law, and liability defense, however does not perform this function at UBS.
Born and raised in Los Angeles, Dan earned a B.A. in sociology from the University of California, Santa Cruz, and a J.D. from the University of California, Hastings College of the Law. He holds FINRA Series 7 and 66 securities licenses, is a Certified Divorce Financial Analyst, and is a member in good standing with the California Bar Association.
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.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our September House View live conversation, featuring insights from David Lefkowitz, Head of Equities, CIO Americas, and Kurt Reiman, Head of Fixed Income and Municipal Securities, CIO Americas.
05 September 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Investment insights on the US elections
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager