Experience Makes all the difference

Drawing on their individual experience and the vast financial resources available through UBS, the Pacific Investment Group provides a broad range of investment management, financial planning, and consulting services for individuals, corporations, foundations and trusts.

Kenneth Schley

First Vice President - Wealth Management
Senior Portfolio Manager
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831-622-0222

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Ken Schley graduated from Stanford University in 1965 with a degree in history. He held several positions in the financial services sector and professional motor sports before joining Kidder, Peabody in 1977. Over the years, Ken has built a large network of both users and providers of advanced financial services, including areas such as corporate incentive stock options and block trading. He has been a student of capital markets for most of his life and understands how they function in the real world.


Registered States:
AZ, CA, CO, FL, GA, ID, IL, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OK, OR, PA, TX, UT, VA, WA


David Rutberg

Senior Vice President - Wealth Management
Senior Portfolio Manager
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831-626-2308

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David Rutberg graduated from the University of California at Los Angeles with a B.A. degree in political science - international relations. David began his career in 1988, in Los Angeles, working with the division of Security Pacific National Bank that provided fixed income investments and expertise to institutional, corporate, municipal and retail clients. During his tenure at Security Pacific, David developed an extensive understanding of the fixed income markets with an emphasis toward municipal securities.


Registered States:
AZ, CA, CO, FL, GA, ID, IL, KY, MA, MD, ME, MI, MN, MT, NC, NH, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA


Crystaline Kopriva

Vice President - Wealth Management
Financial Advisor
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831-626-2347

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Crysty Kopriva graduated with a Bachelor of Science degree in Business Administration emphasizing Finance from California State University at Monterey Bay.  She joined UBS in 2006 and the Pacific Investment Group in 2009.  Crysty collaborates with clients to provide superior financial planning, portfolio allocation construction, and investment performance analysis.  Her experience in the financial services industry and her knowledge of UBS's capabilities and services enable her to identify the right solutions for clients' wealth management needs.  Working closely with the highly experienced Pacific Investment Group has given Crysty the resources and insight to the view the financial world with a well-rounded perspective.

 


Registered States:
AL, AZ, CA, CO, FL, GA, ID, IL, MA, MD, ME, MI, MN, MT, NC, NH, NV, NY, OK, OR, PA, TX, UT, VA, WA


Rose Rausch

Senior Client Service Associate
831-626-2373

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Rose Rausch has worked with the Pacific Investment Group for over 20 years as a Senior Client Service Associate. She lends her knowledge and experience by supporting her Financial Advisors in helping their clients pursue their financial goals and needs. By providing exceptional daily service and administrative support, she gives the level of service our clients deserve and have come to expect.


Jacob Alexander Calderon

Client Service Associate
831-626-2363

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Jacob Calderon recently joined the Pacific Investment Group as a Client Service Associate after graduating with a Bachelor of Science degree in Business Administration with an emphasis on International Business and Management from California State University at Monterey Bay.  Jacob is dedicated to building relationships with the team's clients and providing the highest level of assistance, service, and attention.