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Four-Person Advisor Team Joins UBS in Santa Barbara, CA
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UBS Wealth Management USA announced the addition of a four-person advisor team in Santa Barbara, California. Led by Mark Brenner, CIMC®, the team includes Kip Paulson, CFA®, Shawn Hill, CFP®, and Nathan Cha. They will serve high-net-worth clients focusing on holistic wealth management. This expansion aims to strengthen UBS's presence in the Santa Barbara market. Brenner brings over 30 years of experience, while Paulson has 18 years, including roles in equity research. Hill and Cha also offer extensive client service expertise.
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Expansion of UBS's advisory team enhances service offerings in Santa Barbara.
Team members bring significant experience in wealth management and investment.
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SANTA BARBARA, Calif.--(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 Chajoins 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).
