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.

The Arbor Group is now hosting a "Green Bag" Socially Responsible Investment seminar once every quarter and will post detailed information on our seminar calendar.

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Upcoming events

Date Time Event
July 23, 2015 12:00 PM PST Arbor Group Quarterly Economic Luncheon RSVP

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The Arbor Group

925 4th Avenue
20th And 21st Floors
Seattle, WA 98104

206-689-3134
800-426-7531
855-299-1236 fax


John S. Adams, CFP®, CIMA®

Senior Vice President – Wealth Management
Jason Hamlin, CIMA®, CRPC

Vice President – Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Certified Investment Management Analyst (CIMA®)
Wealth Advisor
Stephanie L. Keeton Honan, CFP®

Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Thomas K. "Tom" Mentele

Financial Advisor
Kristopher Bryan "Kris" Paschal

Financial Advisor
James Allen "Allen" Kent

Team Administrator
Thomas Aguirre

Senior Registered Client Service Associate
Deena Fuller, Sr.

Senior Registered Client Service Associate
Krystle Sumner McEntire

Wealth Strategy Associate
Laurie Shaye Paschal

Client Service Associate
Karishma Gupta

Client Service Associate
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