Experience Makes all the difference

High Desert Institutional Consulting is dedicated to institutional consulting and includes a team of advisors with over 85 years of experience in financial services, banking and investment consulting. We focus on providing investment strategies customized to best meet each client's particular situation and needs-regardless of complexity. Our team has built a successful practice by focusing on delivering strategies to corporate defined benefit and defined contribution plans, Taft Hartley plans, endowments and foundations, tribal groups, as well as high net worth individuals.

C.B. "Pete" Edmonds, CIMA®

Senior Vice President - Investments
Financial Advisor
505-880-2703

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Over 40 years of financial services and banking experience.
B.A New Mexico State University
CIMA®, Wharton School of Business
Named in "Top Ranked Advisors in America," Research Magazine, 2006


Registered States:
AZ, CA, CO, FL, GA, IA, KS, MA, MI, NJ, NM, NV, NY, OK, TX, WA, WI, WY


David Bruner, CFP®, CIMA®

Senior Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Portfolio Manager
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505-880-2704

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Over 18 years of financial services experience
Graduate of the United States Military Academy at West Point (USMA)
CERTIFIED FINANCIAL PLANNNER™


Registered States:
AZ, CA, CO, FL, GA, HI, IA, IL, KS, LA, MA, MD, MO, NJ, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA, WI, WV, WY


Michael DiGrazia, CFP®, CIMA®

Senior Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Senior Retirement Plan Consultant
Portfolio Manager
480-443-5443

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Mike has navigated his clients through wealth management consulting in some of the most volatile market conditions in our nation's history, spanning portions of three decades Mike has been a Director at UBS since 2009 and holds the Portfolio Manager and Retirement Plan Consultant titles. He is a Certified Financial Planner™ certificant and holds the Certified Investment Management Analyst and Accredited Retirement Plan Consultant designations. Mike graduated from Bentley University in Waltham, MA and he is a member of the Financial Planning Association and the Investment Management Consultants Association. He is past president of the Exchange Club of Norwalk, and the American Diabetes Association - Fairfield County Advisory Council and past board member of the Scottsdale Museum of Contemporary Art (SMoCA). Mike and his wife Lucy, along with their 5 daughters, stay very active in the Southwest.

 


Registered States:
AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, KS, MA, MI, MN, NH, NJ, NM, NV, NY, OK, OR, SC, TX, WA, WI, WY