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Rodeo Wealth Management Group
Rodeo Wealth Management Group
310-281-3807
310-281-3808
310-281-3811 fax
Send us an e-mail: RodeoWMG@ubs.com
Team Members:
Kenneth "Ken" Josefsberg
Senior Vice President - Investments
ken.josefsberg@ubs.com

Andrew Archer, CFA
Technical Analyst
andrew.s.archer@ubs.com

Sean R. O'Donnell, AAMS
Senior Vice President - Investments
sean.odonnell@ubs.com

Grant Takeshi Ponder
Client Service Associate
grant.ponder@ubs.com

At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones we bring to the table whenever we discuss your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.

Throughout our relationship, we will listen to the expert on your situation: you. That’s the key to understanding where you are, where you want to be and your risk tolerance for getting there. This understanding, combined with our knowledge, will help us effectively work together toward your goals for today and in the future. 

Learn about Our Team
Investment Insights
Our Perspective
The Strength of UBS strength_ubs.pdf (184kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
The UBS Monthly Market Outlook Call market_watch_wednesday.pdf (115kb)
UBS Mortgage Jumbo Loan Rate Circular mrc.pdf (293kb)
Cashin's Comments cashin_comments.pdf (108kb)
Municipal Spotlight Municipal_Spotlight.pdf (615kb)
Dividend ruler stocks Dividend_ruler_stocks.pdf (300kb)
Investment Strategy Guide investment_strategy_guide.pdf (1431kb)
The Decade Ahead the_decade_ahead.pdf (1778kb)
Financial Goal Analysis Brochure financial_goal_analysis.pdf (234kb)
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