Director
Market Director
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.
Director
Market Director
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.
Associate Director
Admin Manager
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.
Associate Director
Admin Manager
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.
Director
Supervisory Officer
Director
Supervisory Officer
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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