Experience Makes all the difference

INSTITUTIONAL CONSULTING

Your organization has many responsibilities—to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.

PRIVATE WEALTH MANAGEMENT

Focused on you, your wealth and your future.

By integrating our experience, education and commitment to integrity, we provide relevant financial advice to help our clients make appropriate investment decisions. Backed by the array of resources available at UBS, we offer investment advice tailored to your personal and professional goals. We strive to understand your history, the values that inspire you, and how to get you to where you want your wealth to take you.

Louise A. Emerson, CIMA®

Senior Vice President - Investments
Certified Investment Management Analyst (CIMA®)
248-645-3935

email



Mrs. Emerson has worked in investment consulting for over 20 years. Mrs. Emerson serves as co-partner on more than 20 Defined Contribution plans representing over $920 million in assets under management as off September 2012 and over 15,000 participants. Her duties included all aspects of Defined Contribution management including proposal requests/responses, fiduciary/employee education, employee communications, investment reporting/evaluation, ERISA reviews, 401k daily operation and industry analysis. Mrs. Emerson holds a Bachelor of Science degree from Oakland University.


Registered States:
AZ, CA, CT, FL, GA, ID, IL, IN, KS, MA, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WA, WI


Craig A. Brass, CIMA®

First Vice President - Investments
Certified Investment Management Analyst (CIMA®)
248-645-3936

email



Craig Brass has been in the field of investment consulting for 20-years. Mr. Brass serves as co-partner on more than 20 Defined Contribution plans representing over $920 million in assets under management as of September 2012 and over 15,000 participants. Mr. Brass provides fiduciary/employee education, works with providers on investment screening, provider screening, selection/monitoring services; concentrating on research, individual asset allocation recommendations and new business. Mr. Brass holds a Bachelor of Science from Bowling Green State Univ. and a Masters degree from MSU.


Registered States:
AZ, CA, CT, FL, GA, ID, IL, IN, KS, MA, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WI


Joseph Bartell

Certified Investment Management Analyst (CIMA®)
248-645-7037

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Joe works with clients providing holistic wealth management services and individual attention. He tailors solutions for each client and their family; creating a financial plan, developing proper investment allocation, and regularly monitoring performance towards established goals. Joe joined UBS in 2010, and holds both Series 7 and Series 66 securities licenses. He lives in Plymouth and is a proud graduate of Wayne State University in Detroit. Away from the office, he is an avid road racer and yogi, and an advocate for many local charities. Joe serves on the board of Eden Gives, which provides food and healthy lifestyle education to malnourished families of Detroit, and he supports Food Gatherers of Ann Arbor, the Michigan Women's Foundation, and Team Red White & Blue.


Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MA, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WI


Jennifer Blandford

Wealth Strategy Associate
248-645-3937

email



Jennifer joined the Emerson Brass Group in October of 2004. On a daily basis Jennifer assists 401(k) participants with inquiries pertaining to loans, distributions, investment allocation and performance. Additionally, Jennifer is responsible for coordinating and conducting individual and group employee education, as well as the New Employee Orientations. Jennifer is a graduate from Central Michigan University.


Registered States:
GA, IL, KS, MI, OH