Lasting relationships

• CA
• FL
• MA
• NY
• TX
• WA

Eric is an Executive Director and Market Director for the Bellevue, Everett and Bellingham, Washington offices in the Pacific Northwest Market.

He is a graduate of the University of Cincinnati with a B.S. in Finance and International Business. While in college, Eric started his trading career in 1997 in Cincinnati and continued after graduation as an arbitrage trader in Chicago. In 2004 he joined Bank of America Investments as a Financial Advisor for Premier Banking and Investments. After building a successful practice, he was named Sales Manager of the Palm Beach Market in 2006.

After nearly a decade of successful experience at Bank of America/Merrill Lynch, Eric joined UBS in 2012 where he has worked as a Financial Advisor, Regional Sales Manager, Assistant Market Head and Branch Manager. In November of 2020, Eric accepted the role as Branch Manager for Bellevue Wealth Management and Private Wealth Management.

Eric is passionate about community involvement and volunteering. He serves as a mentor for military veterans with American Corporate Partners and is a supporter of the Bellevue Chamber of Commerce. Eric is married with three children, one daughter (21) and two sons (19 and 15).  He enjoys running, hiking, mountain biking, skiing, fishing and travel.

• University of Cincinnati, B.S. Finance

• AK
• ID
• MT
• WA

David Wright is the Administrative Manager for the Pacific Northwest Market and is responsible for the operations, compliance and administrative functions of the Market. David has been in the financial services industry over 10 years and joined UBS in 2016. He holds a B.A. in Finance from the University of Washington. David also holds FINRA licenses Series 7,66, 9 and 10 as well as Washington State insurance licenses.

David grew up in Jamaica, migrated to the United States in 2000 and currently resides in Bellevue, Washington. He enjoys snowboarding, playing football, hiking and traveling.

• University of Washington, B.A. Finance

• AK
• ID
• MT
• OR
• WA

Janna is the Market Supervisory Officer for the Pacific Northwest Market. Her responsibilities include business risk management and compliance. Janna has been in the financial services industry for 37 years.  She began her career at Piper Jaffray Inc. and was there for 22 years before joining UBS Financial Services Inc. in 2006 where she has held several roles including Regional Administrative Officer and Complex Administrative Manager.  Janna holds FINRA licenses Series 7, 8, 63 and 66 as well as her Washington State insurance license.

Janna graduated from Western Washington University with a BA in Finance and a minor in Economics.  She currently resides in Edmonds, Washington with her husband and two daughters. In her free time, Janna enjoys traveling, hiking, reading, and spending time with family and friends.