Scott joined UBS Wealth Management in 1980 with a Business Degree from the University of Southern California and has been with the firm ever since. A native of Southern California, he is a Senior Vice President-Investments and a Senior Portfolio Manager. Scott is responsible for the day to day investment management of the portfolios, as well as working together with Jude and Marie in developing allocation strategies for clients. Scott is married with two children and lives in Manhattan Beach.

Registered States:
AK, AZ, CA, CO, DC, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI, WY

Marie, a New York native, began her career in 1992 and joined the team at UBS in 2016.  A graduate of George Mason University, she is a CERTIFIED FINANCIAL PLANNER™(CFP®), a Chartered Financial Analyst (CFA®), and works with Jude and Scott testing portfolio implementation strategies and developing comprehensive financial plans.  She lives in Redondo Beach with her husband, two daughters and Evie, a rescue mutt.

Registered States:
AK, CA, CO, FL, HI, ID, IL, KS, MA, MD, MI, MN, MO, NE, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WY

Raised in southern California and Portland, Oregon, Judi danced professionally for Pasadena Dance Theater and international touring show Disney on Parade for over ten years before beginning her career in financial services. In the ensuing 39 years she has worked in all facets of operations and branch technology. Today Judi is our Service Concierge, responsible for the day to day administrative and operational aspects of the team. She spends considerable time as a Docent at the Los Angeles Zoo & Botanical Gardens where she helps plan educational events and lectures to training classes and magnet school students, among other things. Judi lives in Arcadia.

Registered States:
AK, CA, CO, FL, HI, ID, IL, KS, KY, MD, MN, NE, NJ, NM, NV, NY, OR, PA, TX, VA, WA