Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Credentials
Senior Wealth Strategy Associate
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.
Education
Managing Director–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials