Lasting relationships. For all that matters

UBS Boulder, CO

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Erin Zuckerman

    Erin Zuckerman

    Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Erin joined UBS in August 2022 after a distinguished 14-year career with Merrill Lynch. She served as Senior Market Supervision Manager for the SD Financial Center Complex, overseeing multiple New York City branch offices. In 2022, she relocated to Colorado and joined UBS becoming the Market Supervisory Officer for the Mountain West Market. Her leadership and expertise led to her promotion in 2025 to Associate Market Executive for the Mountain West Market. She was promoted to Market Director in 2026 and now manages Boulder, CO, Idaho and Utah.

    Erin is a proud alumna of Villanova University. Erin resides in Boulder with her husband and their two children. Outside of work, she is passionate about the outdoors and enjoys snowboarding, skiing, hiking, and traveling.

          1801 13th Street
          Suite 100
          Boulder, CO 80302
          erin.zuckerman@ubs.com
          Erin Zuckerman
          1801 13th Street,Boulder,CO,80302
        • Karl Schlierf

          Karl Schlierf

          Associate Director

          Admin Manager

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          • CO
          • ID
          • NM
          • NV
          • UT

          As the Administrative Officer, Associate Director at UBS, Karl brings over a decade of experience in the financial services industry. In this role, he leads and develops a team of representatives, driving a culture focused on exceptional client service, asset growth, and revenue generation.

          Karl is deeply committed to helping clients and advisors navigate complex financial needs by delivering thoughtful, tailored solutions aligned with individual goals. With a strong foundation in both leadership and client relationship management, he has held progressive roles across leading financial institutions, including Merrill Lynch and E*TRADE from Morgan Stanley, where he consistently strengthened client relationships, improved satisfaction, and generated new business opportunities.

          Throughout his career, Karl has demonstrated a passion for solving client challenges, conducting strategic prospecting conversations, and building long-term relationships rooted in trust. His approach centers on empowering both clients and financial professionals with the knowledge, tools, and confidence needed to make informed financial decisions.

                2155 Louisiana Blvd NE
                Suite 10000
                Albuquerque, NM 87110
                karl.schlierf@ubs.com
                Karl Schlierf
                2155 Louisiana Blvd NE,Albuquerque,NM,87110
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                Renee Johnson

                Director

                Supervisory Officer

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                • CO
                • TX

                      370 17th Street
                      Suite 4100
                      Denver, CO 80202
                      renee.johnson@ubs.com
                      Renee Johnson
                      370 17th Street,Denver,CO,80202
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                    Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                    When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

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