Experience Makes all the difference

The team has over 150 years combined experience in the financial industry. Drawing on their individual experience and the vast financial resources available through UBS, the Pacific Investment Group provides a broad range of investment management, financial planning, and consulting services for individuals, corporations, foundations and trusts.

Kenneth Schley

First Vice President - Wealth Management
Senior Portfolio Manager
831-622-0222
kenneth.schley@ubs.com
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Ken Schley graduated from Stanford University in 1965 with a degree in history. He held several positions in the financial services sector and professional motor sports before joining Kidder, Peabody in 1977. Over the years, Ken has built a large network of both users and providers of advanced financial services, including areas such as corporate incentive stock options and block trading. He has been a student of capital markets for most of his life and understands how they function in the real world.


Registered States:
AZ, CA, CO, FL, GA, ID, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA


David Rutberg

Senior Vice President - Wealth Management
Senior Portfolio Manager
831-626-2380
david.rutberg@ubs.com
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David Rutberg graduated from the University of California at Los Angeles with a B.A. degree in political science - international relations. David began his career in 1988, in Los Angeles, working with the division of Security Pacific National Bank that provided fixed income investments and expertise to institutional, corporate, municipal and retail clients. During his tenure at Security Pacific, David developed an extensive understanding of the fixed income markets with an emphasis toward municipal securities.


Registered States:
AZ, CA, CO, FL, GA, ID, IL, MA, MD, ME, MI, MN, NC, NH, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA


Crystaline Kopriva

Account Vice President
Financial Advisor
831-626-2347
crystaline.kopriva@ubs.com
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Crysty Webster graduated with a Bachelor of Science degree in Business Administration emphasizing Finance from California State University at Monterey Bay.  She joined UBS in 2006 and the Pacific Investment Group in 2009.  Crysty collaborates with clients to provide superior financial planning, portfolio allocation construction, and investment performance analysis.  Her experience in the financial services industry and her knowledge of UBS's capabilities and services enable her to identify the right solutions for clients' wealth management needs.  Working closely with the highly experienced Pacific Investment Group has given Crysty the resources and insight to the view the financial world with a well-rounded perspective.

 


Registered States:
AL, AZ, CA, CO, FL, GA, ID, IL, MA, MD, ME, MI, MN, NC, NH, NV, NY, OK, OR, PA, TX, UT, VA, WA


Furman Sheppard Jr.

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
831-626-2345
furman.sheppard@ubs.com
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Furman Sheppard began his financial services career with Kidder, Peabody in 1979. Prior to this he attended the Massachusetts Institute of Technology and graduated from the U.S. Naval Academy. He holds Master of Science degrees in Mechanical Engineering and Financial Management. His naval career included being Chief Engineer of a fleet ballistic missile nuclear powered submarine. Furman manages a wide array of domestic, regional and global balanced portfolios. He has the expertise and resources to offer an understanding of a complete financial picture and advise you on the changing market.


Registered States:
AZ, CA, CO, FL, GA, ID, IL, KY, MA, MD, ME, MI, MN, NC, NH, NV, NY, OK, OR, PA, TX, UT, VA, WA


Rose Rausch

Senior Client Service Associate
831-626-2373
rose.rausch@ubs.com

Rose Rausch has worked with the Pacific Investment Group for over 20 years as a Senior Client Service Associate. She lends her knowledge and experience by supporting her Financial Advisors in helping their clients pursue their financial goals and needs. By providing exceptional daily service and administrative support, she gives the level of service our clients deserve and have come to expect.


Jacob Alexander Calderon

Client Service Associate
831-626-2363
jacob.calderon@ubs.com

Jacob Calderon recently joined the Pacific Investment Group as a Client Service Associate after graduating with a Bachelor of Science degree in Business Administration with an emphasis on International Business and Management from California State University at Monterey Bay.  Jacob is dedicated to building relationships with the team's clients and providing the highest level of assistance, service, and attention.