A partnership to pursue what matters most



The Arbor Group at UBS provides multi strategy, fee-based asset management for foundations, endowments and high net worth families. The Arbor Group Portfolio Management is part of the UBS Portfolio Management Program (PMP) and specializes in socially and environmentally responsible, globally diversified investments.

The Arbor Group is a member of UBS Institutional Consulting Services. Services include Investment Policy, Asset Allocation, Independent Manager Search, Performance Monitoring and Board Review. The Arbor Group works globally with conservation trust funds and endowments.


Upcoming Seminars: The Arbor Group Monthly Brownbag

The Arbor Group is now hosting a monthly economic overview lunch seminar every month. We will hold our "Brown Bag" economic lunch seminars on the third Thursday of every month. We will also host a "Green Bag" Socially Responsible Investment seminar once every quarter and will post detailed information on our seminar calendar.


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The Arbor Group

UBS Financial Services, Inc.
925 4th Avenue
20th And 21st Floors
Seattle, WA 98104
206-689-3134
800-426-7531
855-299-1236 fax
Contact Us get directions


John S. Adams, CFP, CIMA
Senior Vice President Wealth Management
Thomas Aguirre
Senior Registered Client Service Associate
Deena Fuller, Sr.
Senior Registered Client Service Associate
Jason Hamlin, CIMA, CRPC
Financial Advisor
Stephanie Keeton Honan, CFP
Account Vice President
Krystle Sumner McEntire
Team Administrator
Laurie Shaye Paschal
Client Service Associate
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