Managing Director–Wealth Management
Matt focuses on working with clients to create long-term, personalized financial plans in addition to overseeing the portfolio design.
Matt is a Senior Portfolio Manager and has spent the last 24 years at UBS serving high-net-worth investors and their families. He graduated from the University of St. Thomas in 1991 with a BA in Business Administration Entrepreneurship.
Matt lives in St. Louis Park, MN and is very involved in the community by sitting on the board of directors for a local nonprofit, Minneapolis Next. In his free time Matt enjoys golf, skiing, and spending time with his family and friends.
Education
Credentials
Managing Director–Wealth Management
Matt focuses on working with clients to create long-term, personalized financial plans in addition to overseeing the portfolio design.
Matt is a Senior Portfolio Manager and has spent the last 24 years at UBS serving high-net-worth investors and their families. He graduated from the University of St. Thomas in 1991 with a BA in Business Administration Entrepreneurship.
Matt lives in St. Louis Park, MN and is very involved in the community by sitting on the board of directors for a local nonprofit, Minneapolis Next. In his free time Matt enjoys golf, skiing, and spending time with his family and friends.
Education
Credentials
Wealth Strategy Associate
Jack and the Twin Cities Wealth Management Team provide comprehensive wealth management services, including retirement planning, investment management, estate planning, and risk management. Jack builds long-lasting relationships with clients based on trust, integrity, and transparency. He believes in gaining a deep understanding of client’s goals in order to provide personalized financial advice. Whether you are an entrepreneur looking to exit a business, a high net worth individual looking to pass down generational wealth, or a corporate executive with a stock compensation plan, Jack will help you on your financial journey every step of the way.
Jack started his professional career with UBS after graduating from the University of Wisconsin-Whitewater in 2016, receiving a degree in Finance.
When not in the office, Jack can be found on the golf course, fishing, or spending time with family and friends. Jack lives in St. Louis Park with his fiancé, Sarah, and dog, Blueberry.
Education
Wealth Strategy Associate
Jack and the Twin Cities Wealth Management Team provide comprehensive wealth management services, including retirement planning, investment management, estate planning, and risk management. Jack builds long-lasting relationships with clients based on trust, integrity, and transparency. He believes in gaining a deep understanding of client’s goals in order to provide personalized financial advice. Whether you are an entrepreneur looking to exit a business, a high net worth individual looking to pass down generational wealth, or a corporate executive with a stock compensation plan, Jack will help you on your financial journey every step of the way.
Jack started his professional career with UBS after graduating from the University of Wisconsin-Whitewater in 2016, receiving a degree in Finance.
When not in the office, Jack can be found on the golf course, fishing, or spending time with family and friends. Jack lives in St. Louis Park with his fiancé, Sarah, and dog, Blueberry.
Education
Registered Client Associate
Isaac joined UBS and the Twin Cites Wealth Management team in 2024, after graduating from the University of St. Thomas and beginning his career in the financial industry with two years in retail banking. In his role as a Registered Client Associate, Isaac strives to provide excellent service to clients and support the operations of the team efficiently and effectively.
Isaac lives in St. Paul, Minnesota, and enjoys a variety of hobbies outside of work, including ski racing, sailing, reading, and traveling.
Education
Registered Client Associate
Isaac joined UBS and the Twin Cites Wealth Management team in 2024, after graduating from the University of St. Thomas and beginning his career in the financial industry with two years in retail banking. In his role as a Registered Client Associate, Isaac strives to provide excellent service to clients and support the operations of the team efficiently and effectively.
Isaac lives in St. Paul, Minnesota, and enjoys a variety of hobbies outside of work, including ski racing, sailing, reading, and traveling.
Education
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.
Email Me
