A wealth of experience

Tom’s extensive 35-year career has encompassed international banking in French-speaking Europe, currency trading in New York City, and investment banking and portfolio management in the Pacific Northwest. His dedication to guiding clients and their portfolios through numerous economic and market cycles over the years has only strengthened Tom's belief that building friendships and relationships is key to understanding and serving our clients' needs.

The personal approach

Tom joined UBS in 2006. As Senior Portfolio Manager, his primary focus is on developing and managing investment portfolios tailored to each client's personal objectives and risk tolerances.  In an era when index funds and passive management increasingly dominate the investment landscape, Tom leads his team's embrace of active management and portfolios comprised largely of carefully chosen individual stocks.  "We like to know what we own," summarizes his investment philosophy, and as a result, our clients know exactly where we have invested for them, and why.

Tom and his multigenerational team understand the life stages that each client typically passes through, and how those passages shape that client's needs and concerns over time. This understanding is reflected in the highly personal approach our team takes in caring for each client.

Giving back

Tom is an Executive Board Member as well as Chair of the Governance Committee of the Court Appointed Special Advocates (CASA) of Oregon, whose mission is to serve as a voice/advocate for foster children. His wife is an active CASA volunteer as well.

Outside UBS

Tom believes that relationships with family and friends reflect what's important in life. He and Anna Maria have four adult children—two of his sons work at The Savinar Group—and now, a grandson.  Tom loves spending free time with his wife, family, and black lab, Oliver—their 3^rd black lab—at their house at Cannon Beach.  When not at the Oregon coast he enjoys traveling (especially to French-speaking destinations), upland bird hunting, and running marathons—at last count, ten in countries around the world.

At a glance

• Senior Vice-President, Senior Portfolio Manager, Wealth Advisor
• Develops and manages client portfolios
• Industry expertise in community and investment banking
• Series 7, 24 and 63 securities licenses
• M.A. International Affairs/Business, American University
• B.A. Political Science and French, Middlebury College
• Speaks fluent French
• Based in Portland, Oregon

Registered States:
AZ, CA, CO, FL, GA, ID, MA, MD, MI, MT, NC, NV, NY, OR, TN, TX, WA, WY

Building long-term relationships

For Alex, nothing is more rewarding than being the first person a client calls when contemplating a major life decision. He is dedicated to building long-term relationships with clients who range from emerging professionals to well-established executives.  His goal is to act as his clients’ “personal CFO,” a title that best describes the vital role he plays on their advisory team.  His clients understand the importance of partnering with a well-rounded advisor to build and secure their financial future.

Finding the right balance

Alex has always loved family and building relationships, so he was naturally drawn to a multigenerational business in which he could work with his family and where helping others is essential. After seven years in the Colorado oil and gas industry, where he gained a deep understanding of the unique needs of energy industry professionals, Alex joined UBS in 2015.

Alex believes that every relationship starts with a comprehensive financial plan. Whether the outcome is building assets, deriving income during retirement or preserving and passing a legacy to the next generation, he focuses on designing an individualized plan, striking that right balance of risk and return that brings peace of mind to clients.

Giving back

Alex is based in Colorado and active in his community. He sits on the board of the Denver Court Appointed Special Advocates (CASA), whose mission is to serve as a voice/advocate for foster children. He is also on the board of the Denver chapter of the University of Colorado Alumni Association, where he works to promote the university and raise money to provide children with scholarships.

Outside UBS

Alex and his wife, Nicole—an elementary school teacher –have a young son, Owen, and an equally rambunctious black lab, Chauncey. The family enjoys traveling, skiing, camping, and just being outdoors. Both avid sports fans, Alex and "Nic" met at the University of Colorado and still attend every home football game.

At a glance:

• Financial planning and business development
• CERTIFIED FINANCIAL PLANNER™
• Accredited Wealth Management Advisor¿
• Series 7 and 66 securities licenses; life/ health insurance license, and long-term care insurance
• Completion of International Business program at IPAG University in Nice, France
• B.A., French, University of Colorado.
• Fluent in French
• Based in Denver, Colorado

Registered States:
AZ, CA, CO, FL, GA, ID, MA, MD, MI, MT, NC, NV, NY, OR, TN, TX, WA, WY

Clarity and confidence

Tim knows that as clients pursue their busy routines, they welcome someone who can bring order and direction in their financial lives. He is passionate about working with them to create a customized financial management strategy that allows them to have clarity and confidence in their professional, family and retirement goals.  

A wealth of insight

Tim joined UBS in 2011. His unique perspective has been shaped by more than 25 years of public policy experience in Washington, D.C., as a senior congressional aide for both the U.S. House of Representatives and the U.S. Senate, including the Senate Committee on the Budget, and as the head of a federal agency (USDA's Foreign Agricultural Service). He has also worked extensively on issues involving the federal budget, tax policy, agriculture, conservation, and trade, and has served as the Public Member on the Oregon Wheat Commission.  Tim’s experience has given him a wealth of insight into the economic and budget forces that shape the financial outlook for his clients and their families.

Outside UBS

As a resident of Bend, Oregon, Tim is a committed conservationist and member of Trout Unlimited, The Nature Conservancy, the Deschutes River Conservancy, and the Deschutes Land Trust. He and his wife, Karen Berky, have two grown children, Foley and Conor.  He enjoys fly-fishing, kayaking, upland bird hunting (with his Welsh Springer Spaniel, Lily), tennis, bridge, and travel. 

At a glance:

• Financial planning/investment portfolios for individuals
• Series 7 and 66 securities licenses; life/health insurance license, and long-term care insurance
• M.S., Accounting, School of Business, Georgetown University
• B.A., Public Affairs (Economics), School of Public and International Affairs, George Washington University

Based in Bend, Oregon

Registered States:
AZ, CA, CO, FL, GA, ID, MA, MD, MI, MT, NC, NV, NY, OR, TN, TX, WA, WY

Clients Come First

For Michelle, getting to know each client and their family is essential to anticipating and responding to their needs promptly and thoroughly.  Her ability to handle a range of account servicing requestss reflects extensive experience and a commitment to putting clients first.

Attention to Detail

In addition to working directly with clients, Michelle is the administrative point person for our team of advisors--tracking deadlines, ensuring that compliance requirements are met, preparing client materials, and coordinating schedules.  In this regard, her ogranizational skills and attention to detail make her role indispensible.

Outside of UBS

Michelle and her husband have 3 children, one dog and 3 cats.  Her family-centered activities include camping, beach trips, rafting, drive-in movies, family dinners and "Game Night" with family and friends.

At a glance

• Series 7 Securities License
• With UBS since 2012
• Based in Portland

Leadership, Depth, and Experience

As the founder of the Family Office Group, Jay has spent the entirety of his 20-year career working with ultra high net worth clients and their family offices.  Serving the complex needs of a highly select group, he provides a deep understanding of global markets and direct access to the elite resources of UBS Private Wealth Management. 

Jay focuses on exceptional families and individuals who need an institutional level of investment guidance.  Dividing his time between clients in Memphis, New York and the West Coast, Jay specializes in balance sheet management and strategies that use illiquid long-term investment solutions to help them reach their goals.

Jay and his team joined UBS in 2008, and he served two years as a lead in the UBS Global Family Office.  He began his career at Goldman Sachs, followed by five years at U.S. Trust Bank of America Private Wealth Management. 

Outside UBS

Jay lives in Memphis, Tennessee, with his wife, Susie, and two labs, Ellie and Blue.  He has three adult children:  Allie, Harrison, and Julia.  Jay enjoys cycling, traveling with his family, attending his son's track meets, hunting, and cooking in his outdoor kitchen.

At a Glance

• Forbes Best-In-State Wealth Advisors, 2019
• Barron's Top 1,200 Advisors, 2019 and 2018
• Financial Times' Top 400 Advisors in the U.S., 2018 and 2017
• Series 3, 7, 31, 63 and 65 securities licenses
• B.A., political science with a minor in economics, Texas A&M University
• Studied European economics and politics in Vienna, Austria 

Registered States:
AK, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MS, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY