Experience That inspires confidence

Where vision meets strategy

At UBS Honolulu Institutional Consulting Group, we work with endowments, foundations, corporations, and successful individuals and families. Our goal is to help our clients pursue and sustain financial independence.

Our process:

– Developing an intimate understanding of your organization or family

– Tailoring a long-term plan to your objectives

– Designing a sophisticated investment policy to achieve your goals

 

We bring strategic thinking to your situation, leveraging best practices and the latest insights.

Our highly credentialed team strives to earn your trust through our knowledge and skill, high-touch service and commitment to our values. 

Randall "Randy" Kaya, CIMA®

First Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Institutional Consultant, UBS Institutional Consulting
Visit my personal page
808-526-6975

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Registered States:
CA, HI, NY

Brandon Park, CFP®, CPWA®, CIMA®

Senior Vice President - Wealth Management
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
808-526-6950

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Registered States:
CA, DC, DE, FL, HI, IN, MD, NC, NJ, NV, NY, PA, SC, TN, TX, VA

Tracy Nakashima

Vice President - Wealth Management
Financial Advisor
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808-526-6904

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Registered States:
CA, DC, DE, HI, MD, NC, NV, OR, VA, WA

Akemi Fukunaga Kaplan

Client Service Associate

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Registered States:
HI

Marilyn C. Esplana

Client Service Associate

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Leah Marie Jastillana Castro

Client Service Associate
808-526-6941

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