Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Matt Megorden, CFP®, CIMA®

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
808-526-6923

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Professional History

Prior to joining UBS in 2009, I spent 13 years at Smith Barney in both the San Francisco and Honolulu offices.  Over the past 20 years, I've built a successful business focused on high-net-worth entrepreneurs and executives in the technology sector.

Licenses and Education

- B.A. in English Literature at the University of California, Berkeley.

- Certified Financial Planner (CFP®)

- Certified Investment Management Analyst (CIMA®) designation through The Wharton School at the University of Pennsylvania. 

- Pacific Century Fellow, Class of 2012

- I'm FINRA-registered and hold the Series 7, 63 and 65 securities licenses as well as life, accident and health, variable annuity and long term care insurance licenses for both Hawaii (Lic. 306385) and California (Lic. 0A88810).

Personal Interests and Affiliations

I regularly volunteer with AccesSurf Hawaii.

I volunteer my time as a member of American Corporate Partners, a group dedicated to assisting retiring military service members who are transitioning into the financial services industry.

I enjoy surfing, mountain biking, cooking, trying new restaurants and outdoor activities with my wife, Malia, our two children, Kiki and Ryan, and our Rhodesian Ridgeback, Zenny.


Registered States:
AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, MA, MD, MI, MO, MT, NH, NV, NY, OR, PA, TN, TX, VA, VT, WA


Michael Miller, CIMA®

Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Retirement Plan Consultant
Portfolio Management Program Financial Advisor
Visit my personal page
808-526-6905

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Born a Floridian, travel has taken Mike around the country and landed him in Hawaii in the early 1980s.  He joined UBS as an advisor in 1987 when it was then PaineWebber. He went on to earn the prestigious CIMA designation in 2010 after completing the final course work at the Wharton School of Business and Economics.  His practice has now come full circle and takes him once again across the country to work with small business owners, foundations and high net worth families.  Mike's financial planning process involves in-depth information gathering, development of a sound investment solution incorporated into a customized "life plan".  With Mike's approach to planning, clients obtain peace of mind knowing he will be with them to receive the result of his guidance. 

 

In the local community, Mike is active with First Presbyterian Church at Ko'olau, USA Swimming, US Masters Swimming, and assists with Alumni Associations of Sigma Alpha Epsilon Fraternity, and the Princeton High School Alumni.

 

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President –- Wealth Management

Honolulu, HI

February 1987 - Present

 

Accomplishments

  • CIMA Designation from IMCA
  • Portfolio Management Professional
  • UBS Wealth Advisor Program
  • UBS Retirement Plans Consultant

Education

  • BA from Morehead State University
  • CIMA coursework from the Wharton School of Business and Economics

Licenses

  • Series 7, 65, 63
  • Life and Health


Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IN, KY, MA, MD, MI, MO, MT, NV, OH, OR, PA, SC, TN, TX, VA, WA


Todd Iacovelli

Account Vice President
Financial Advisor
808-526-6922

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Professional History

Prior to joining UBS in 2019, I spent 6 years at Morgan Stanley in the Honolulu office. 

Over the past 12 years, I've deepened my focus on collaborating with my client's to provide meaningful solutions.  Some of my responsibilities include:

- Connecting families through wealth transfer
- Simplifying Estate Planning
- Translating complex Financial opportunities in to easily understood solutions
- Retirement income strategies
- Providing a Financial road map for every stage of life

 

Licenses and Education

I'm FINRA-registered and hold the Series 7, 66 securities licenses as well as life, accident and health, variable annuity and long term care insurance in Hawaii.

I received my B.A. in Economics and Psychology from the University of Michigan, Ann Arbor.

 

Personal Interests and Affiliations

I enjoy coaching, running and serving Hawaii.

Since 2007, I held various roles as coach of the Punahou Cross Country and Track Team.  My mother Carole was a teacher at Punahou for 27 years.  Shortly after her retirement, I began coaching to continue her vision of positively collaborating with young people. 

The young people I coach are often referred to as "My kids" and I am thankful to coach them.  My work with them is a tribute to my mom. There is no better way to thank her for the impact she has had on my life.  I currently serve as the head Track and Field coach for JV and Varsity Boys and the assistant coach on the cross country team.

In addition to coaching, I also serve on various boards.

  • Make-A-Wish Hawaii – Board of Directors
  • Diamond Head Theatre – Board of Directors
  • Montessori Community School – Board of Trustees
  • Blue Planet Foundation – Ambassador Board
  • Outrigger Canoe Club – Swim Committee


Registered States:
AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, MA, MD, MI, MT, NH, NV, NY, OR, PA, TN, TX, VA, VT, WA


Joy Kodama, CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
808-526-6965

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Professional History

I began my career in Financial Services in 2000 and started at UBS in 2008.  I focus on collaborating with family groups and complex financial planning.  From wealth transfer to tax-awareness, I focus on the big picture and utilize our resources at UBS to secure the family legacy.

 

Licenses and Education

  • BA from University of Hawaii
  • Graduate Studies at University of California, Berkeley
  • FINRA registered and hold the Series 7, 63 and 65 securities licenses as well as life, accident and health, variable annuity and long term care insurance licenses for Hawaii.

 

Personal Interests and Affiliations

Born and raised here in Hawaii, I am so grateful to have a career here after living in the Bay Area.  I enjoy spending time with my husband Aaron and daughter Grace.  In my free time, I enjoy the outdoors and love to be on the water. 


Registered States:
AZ, CA, HI, MI, NV, TN, TX


Luke Kudray

Senior Wealth Strategy Associate
808-526-6910

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How Luke helps our Clients

As an analytic professional, Luke leverages intellectual capital both inside and outside UBS to provide customized risk management and investment portfolio solutions.

 

Professional History

Prior to joining UBS in January 2015, Luke spent time at the Bank of Hawai’i working with commercial loans, corporate loans and private banking.

 

Education and Licenses

Luke received a B.B.A. in Finance from the University of Hawai'i at Manoa with a focus on portfolio management and corporate banking. Before completing his education in Hawai’i, Luke attended Montana State University at Bozeman. Luke received his Series 7 and 66 licenses in 2015.

 

Affiliations and Personal Interests

Luke is an avid sailor, hiker and reader. He's passionate about environmental sustainability and technology and how their intersection can help preserve our oceans and mountains for future generations.


Registered States:
CA, HI, MI, TX


Michelyn Koseki

Wealth Strategy Associate
808-526-6927

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How Michelyn helps our clients

As a Wealth Strategy Associate, Michelyn provides trading execution and unparalleled service and support to our clients.  She manages the initial client on-boarding process and ensures a smooth transition. Thereafter, Michelyn is the primary point of contact for administrative tasks such as banking related requests, fund disbursements and account updates.

 

Professional History

Michelyn joined UBS in 2009 and has 18 years of experience in our industry. In 2001, she began her career at Merrill Lynch as a Client Associate. She joined me at Smith Barney in 2005 and we've worked together ever since.

 

Licenses and Education

Michelyn has held her series 7 and 66 licenses since 2007. She received her B.A. in Journalism from the University of Hawai'i at Manoa. 

 

Personal Interests

In her spare time, Michelyn loves spending time with her family at soccer games, trying new restaurants or fishing.  Their new favorite family vacation is relaxing at a beach house where they enjoy crabbing, playing board games and eating smores.     


Registered States:
CA, CO, GA, HI, IN, MI


Matthew Costa

Client Service Associate

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