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.

Upcoming events

Date Time Event
April 21, 2016 12:00 PM PST Arbor Group Spring Economic Update 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
Institutional Consultant, UBS Institutional Consulting
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Investment Management Analyst (CIMA®)
Jason Hamlin, CIMA®, CRPC

First Vice President – Wealth Management
Wealth Advisor
Institutional Consultant, UBS Institutional Consulting
Stephanie L. Keeton Honan, CFP®

Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wealth Advisor
Kristopher Bryan "Kris" Paschal

Financial Advisor
James Allen "Allen" Kent

Team Administrator
Deena Fuller, Sr.

Senior Registered Client Service Associate
Laurie Shaye Paschal

Client Service Associate
Michael Scott Frantz, CFP®

Account Vice President
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Portfolio Manager
Jack Anthony O'Connor

Wealth Strategy Associate
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