Experience That inspires confidence

Andrew Ferguson serves as the First Vice President of Advisory and Brokerage Services at UBS – the world's largest global wealth manager. Andrew has over 15 years of experience in the financial service industry, and provides high level financial advising to a diverse clientele. Andrew prioritizes building strong relationships, in order to tailor services to every need.  By utilizing his extensive knowledge and industry experience, Andrew has built a thriving community of influential clients, including many Silicon Valley executives. Andrew graduated with a Bachelor of Arts in Business Management from Marietta College, and currently holds his Series 7, 66, and insurance licenses.

Andrew also focuses on philanthropy and public service. His dedication towards helping youth has inspired him to found the Lucifer Puer Organization, a 75 member charitable men's group focused on fund raising for the benefit of children in the Silicon Valley. Andrew also founded Threshold Racing, an event management company that promotes health and wellness by managing three charitable youth triathlons in the Bay Area, serving 3000 kids per year. In addition, Andrew has served on multiple boards and associations including: the Los Gatos Education Foundation Board, Marietta College Alumni Association, and YMCA Camp Campbell Board.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor, Account Vice President

San Jose, CA

September 2002 - Present

ADC Photonics

Global Account Manager

San Jose, CA

January 2001 - August 2002

Gould Fiber Optics

Western Region Sales Manager

San Jose, CA

August 1999 - January 2001

AMP Incorporated (Tyco Intl.)

Sales Engineer

Cupertino, CA

April 1996 - August 1999

Accomplishments

  • Founder Lucifer Puer, a charitable men's group focused on fund raising for the benefit of children it the silicon valley.
  • UBS Milestone - $100,000,000 Assets Under Management

Education

  • Golden Gate University Masters of Business Administration 2002
  • Marietta College 5 Time Deans List; 9 time Dean List Qualifier
  • 3.5 GPA MBA
  • Marietta College Bachelor of Arts Business Management 1995

Licenses

  • Series 7
  • Series 66
  • Insurance License

Personal & Community

  • Former Los Gatos Education Foundation Board of Director
  • Current Marietta College Board of Trustee; Former Chairman Marietta College Alumni Association
  • Former YMCA Camp Campbell Board of Director
  • Entrepreneur, founder of Threshold Racing, a company that manages charitable kids triathalons in the Bay Area
  • Ironman Finisher; Boston Marathon Finisher; Triathlon World Championship Qualifier; Multiple Yearly US Triathlon National Championship Qualifier

Registered States:

AZ, CA, CO, FL, GA, KY, LA, MA, MN, NC, NM, OH, OR, PA, TX, WA