Neil joined UBS in 2012 as a Portfolio Manger and Micro Strategist. He focuses on enhanced portfolio performance utilizing customized equity portfolios and various option strategies to augment results. Neil creates and manages alternative investment portfolios for sophisticated investors. He earned a B.S. in accounting at the University of Idaho and his Graduate M.P.H. from Loma Linda University, School of Public Health. Prior to becoming involved in Wealth Management in 2004, Neil spent 25 years in healthcare as a CFO, COO and CEO. Recently, he served as a Board Chair of the Cancer Support Community and was, also, Chair of their World Wide Board of Directors Neil is FINRA registered and holds the Series 7,33 and 66 securities licenses in all 50 states as well as licenses for life insurance, LTC and annuities in nearly all 50 states
Neil grew up in Jackson Hole, Wyoming and Idaho Falls, Idaho, and has lived in Scottsdale, Arizona for the past 21 years. His wife, Mary Beth, is an Executive Vice President for Blood Systems, Incorporated.
Neil and Mary Beth enjoy spending time with their children and grandchildren in Southern California and Hawaii.
Neil also volunteers at Mission of Mercy, a volunteer organization that provides primary care services to those unable to pay. He is also involved with the Foundation for Blind Children.
Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY