Four-Person Advisor Team Joins UBS in Santa Barbara, CA
August 30 2021 - 9:00AM
Business Wire
UBS Wealth Management USA announced today that a four-person
advisor team have joined the firm in Santa Barbara, California. The
team is led by Financial Advisor Mark Brenner, CIMC®, and also
includes Financial Advisor Kip Paulson, CFA®, Senior Wealth
Strategy Associate Shawn Hill, CFP®, and Registered Client
Associate Nathan Cha. Together, they will focus on serving the
holistic wealth management needs of high-net-worth clients,
executives and business owners in Santa Barbara, as well as other
locations across the U.S.
“We’re pleased to welcome Mark, Kip, Shawn, and Nathan to UBS as
we continue to grow our presence in the Santa Barbara market,” said
Jaron Singletary, West Los Angeles Market Head at UBS Wealth
Management USA. “Their level of professionalism and dedication to
helping clients build and maintain multi-generational wealth is
exceptional and will help us further our commitment to serving the
Santa Barbara community.”
Mark Brenner joins UBS as a Financial Advisor and Portfolio
Manager, after more than twelve years at Merrill Lynch. He has more
than 30 years of industry experience and prides himself on helping
clients define their wealth as the experiences they have and the
legacy they leave. Brenner holds a Bachelor’s degree from
Westminster College in Aerospace Aviation and holds the Certified
Investment Management Consultant (CIMC®) designation. He is a
competitive skier and an active member of the community with his
wife and two children.
Kip Paulson joins UBS as a Financial Advisor and Portfolio
Manager, after previously serving in a similar role for nearly four
years at Merrill Lynch. Paulson has roughly 18 years of industry
experience, including 10 years as a sell-side equity research
analyst covering tech and media stocks at Cantor Fitzgerald. He
began his career as a public accountant and valuation consultant in
the Bay Area at Deloitte, and holds the Certified Financial Analyst
(CFA®) designation. Paulson graduated magna cum laude with a
Bachelor’s degree in Business Economics and Philosophy from U.C.
Santa Barbara, with election to Phi Beta Kappa. He was born and
raised in San Jose and lives in Santa Barbara with his wife and two
daughters.
Shawn Hill joins UBS as a Senior Wealth Strategist and has been
with the team for more than 14 years, most recently as a Registered
Senior Wealth Management Client Associate at Merrill Lynch. He is
primarily focused on developing and delivering tailored financial
plans to clients, but is also involved in portfolio management and
the construction of client portfolios. Hill holds the Certified
Financial Planner designation (CFP®), as well as Series 7 and 66
FINRA licenses. He graduated from San Diego State University in
2006 with a Bachelor’s degree in Financial Services and a minor in
Economics.
Nathan Cha joins UBS as a Registered Client Service Associate
and has been with the team since 2018, previously serving as in a
similar role at Merrill Lynch. Cha is actively engaged in all
levels of client service, technology enablement, and other
administrative/day-to-day operations for the team. He holds the
Series 7 and 66 FINRA licenses. Cha graduated from Westmont College
with a Bachelor’s degree in Economics and Business, and was a
member of the economics honor society, Omicron Delta Epsilon.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending, and institutional
and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS's strategy is centered on our leading
global wealth management business and our premier universal bank in
Switzerland, enhanced by Asset Management and the Investment Bank.
The bank focuses on businesses that have a strong competitive
position in their targeted markets, are capital efficient, and have
an attractive long-term structural growth or profitability
outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 31% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 20% in Asia
Pacific. UBS Group AG employs over 68,000 people around the world.
Its shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS
are among the registered and unregistered trademarks of UBS.
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Pat Burek | Financial Profiles pburek@finprofiles.com
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