Kurt joined UBS in 2015, having started in the financial services industry in 1983. He & his team provide customized advice, solutions and wealth management to entrepreneurs both pre as well as post liquidity.  With a network of contacts built over decades, he has the ability to connect business owners to capital, tax, estate and legal professionals in addition to handling the daily management of client assets. 

Prior to UBS, Kurt was a Director at Credit Suisse and a Senior Vice President at Lehman Brothers as well as Hambrecht & Quist in San Francisco. He resides in Marin County, is an enthusiastic skier, mountain biker, sailor and chef and is involved with the Special Olympics as well as other charitable organizations in Northern California.  A native Californian, Kurt graduated from Golden Gate University with a Masters degree in Financial Planning and an Economics degree from University of California Santa Barbara.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, MN, NC, NE, NV, NY, OR, RI, SC, TX, VI, VT, WA

Chris brings more than 30 years of financial industry experience and focuses on advising individuals and families on estate planning, tax strategy, asset allocation, asset & liability management and philanthropy. He started his career at the Pacific Stock Exchange where he managed the Exchange's Listing Department. In 1985, he founded and managed (for 15 years) the Options Sales and Trading Department at Hambrecht and Quist where he developed and executed risk management, leveraged trading and corporate put writing programs. In addition, he covered institutional accounts in the US and Europe where he developed and executed risk management and enhanced equity income and index option strategies. Following his tenure at H&Q, Chris was a Portfolio Manager/Analyst at a $240 million hedge fund (with anchor funding from Sir John Templeton) running global technology long/short and US relative value equity portfolios. Chris later joined Lehman Brothers where he began advising individuals and families.  In 2008, Chris and his team were recruited by Credit Suisse where their practice expanded. They joined UBS in 2015.

Chris holds a Bachelor of Science in Business Management from San Francisco State University and has completed additional coursework from the New York Institute of Finance in Complex Derivatives. He is a former member of the Ethics & Business Conduct Committee at the Pacific Stock Exchange and served on the SFSU College of Business, Dean's Development Council from 2008 to 2019. Since 2010, Chris has served on the Board of Compass Family Services of San Francisco which provides critical support services for at-risk and homeless families. Chris was elected Treasurer in 2015 and Board Chair in 2017 and 2019 and currently serves on the Finance and Executive Committees.

Registered States:
CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, MN, NC, NE, NV, NY, OR, RI, SC, TX, VI, VT, WA

John has more than 18 years of experience in the Financial Services Industry and has been a member of the 360 Financial team for more than 17 years.  John is committed to delivering an exceptional client service experience, and is responsible for tasks such as daily operational issues, onboarding clients, trade executions, performance and tax reporting, implementing 10b5-1 plans, and managing restricted stock sales.  With an attention to detail, John helps the team manage client cash flows and proactively communicates with clients to ensure all of their needs are met.  Prior to joining UBS in 2015, John has held positions at Hambrecht & Quist, Lehman Brothers and Credit Suisse. 

 John attended Sonoma State University where he studied Philosophy and Business Management and currently lives in Orinda with his wife, Nicole, and their three kids.

Registered States:
AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MA, MD, MI, MN, MT, NC, ND, NH, NV, NY, OR, RI, TX, VI, VT, WA, WY