Our professional experience provides the perspective to help you confidently prepare for opportunities and address financial challenges for the high net worth individual or family, C-Suite Executive and Corporate Retirement Plans. From potential growth and wealth preservation strategies to estate and legacy planning, we offer a consultative process that can help you address all aspects of your planning needs.
Through careful analysis and tailored guidance, we are dedicated to providing tactical solutions as you face life's important transitions and financial decisions. We believe that a full suite of services not only tackles the complex issues you face today but also helps you plan for the future you envision.
Colin Murphy is a Senior Portfolio Manager who has managed client's futures over the last 20 years, human-to-human. The first decade of Colin's career was spent as an institutional bond trader in Denver, Chicago and New York. He knows that proper planning drives continued prosperity and it relates to more than just investments. It's how well you connect with the heart-beating people you're trying to help and communicate your understanding back to them. Colin challenges conventional thinking and seeks knowledge relentlessly to keep his practice inspired, exploring every opportunity and generating creative solutions.
After leaving New York, Colin led the Charles Schwab bond desk in Denver before embarking on a career in wealth management at Merrill Lynch. He joined UBS in 2008. He has landed coverage in Financial Times and has been named Financial Times Top 401 Retirement Plan Advisors for two consecutive years; 2017 and 2018.
Colin holds a BS in Marketing from Metropolitan State University of Denver and his MBA in Finance and Accounting from Regis University.
AZ, CA, CO, DE, FL, IL, LA, MA, MD, MS, NC, NE, NJ, NM, NV, NY, OH, OK, PA, TX, WA, WI, WY
Mike is the senior member of the team with over 29 years of experience in the financial services industry. Mike focuses on equity and alternative investment research and manager selection for our clients. Prior to joining UBS, Mike spent 23 years as a Senior Financial Advisor with Merrill Lynch. Mike earned his B.S. in business administration and marketing from the University of Northern Colorado. He is a Colorado native and has many interests including, skiing, hunting, fishing, squash, ice hockey and golf.
AR, AZ, CA, CO, FL, ID, IL, LA, MA, MD, MI, MS, NC, NE, NJ, NM, NV, NY, OH, OK, PA, TX, WA, WI, WY
Kevin primariliy focuses on the Financial and Estate Planning needs of our clients. With over 24 years of experience in the financial services industry, Kevin specializes in estate and philanthropic planning strategies. Prior to joining UBS, he was a Regional Financial Planning Specialist for Merrill Lynch. Kevin earned his B.S. from Colorado State University, his MBA in Finance from Regis University and is a CERTIFIED FINANCIAL PLANNER™.
AZ, CA, CO, FL, MA, NM, TX
Mariana is a native of Miami, Florida. She moved to Toulouse, France where she completed a French immersion program for six months. Subsequently, Mariana completed her undergraduate studies in economics and global business administration at the Institut Catholique de Toulouse. Upon graduation she returned to Miami where she worked at Oppenheimer & Co. Inc. with a team focused on foreign bond arbitrage with international clients and options trading with institutional investors. Eager to be close to family, she moved to Denver and joined UBS in January 2017. Passionate about the great outdoors, the move to Denver was a natural fit. Mariana enjoys cycling, hiking and watching live music. Mariana is fluent in Spanish, French and English and holds her Series 7 and Series 66 registrations.