$7 trn
UBS Group invested assets
As of 12/31/2025
Understanding what matters most to you
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.
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.
Mitch Markley is the Market Executive for UBS Wealth Management overseeing the Mountain West Market encompassing Colorado, Nevada, Utah, Idaho, and New Mexico. Prior to joining UBS in 2020, Mitch spent 16 years with Morgan Stanley as a Financial Advisor and then serving in various positions in Management throughout Colorado and California.
Mitch is a proud native of Colorado. He received a Bachelor of the Arts in Economics from the University of Colorado-Boulder. Mitch resides in Littleton, Colorado with his wife and two children.
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.
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.
Ben began serving as an Associate Market Executive in the Mountain West Market in 2025, where he helps oversee the wealth management business across five states and sixteen branches. Prior to this role, Ben joined UBS in 2023 in a financial planning capacity, where he was able to craft and deliver personalized plans alongside experienced financial advisors. The strong relationships he built with advisors in the market as a financial planner played a significant part in his promotion to the leadership team.
Ben is a proud alumna of the University of Colorado, where he earned both a Bachelor’s degree and, in 2023, a Master of Science in Finance. Beyond his professional achievements, Ben enjoys spending free time golfing, cooking, exercising, and traveling.
Jen joined UBS in April 2014 and has spent time as a Control/Supervisory Officer, a Team Associate and Administrative Officer in the Mountain West and Texas Markets over those years. At Merrill Lynch and Banc of America Investments she held Supervisory and Administrative Manager roles after working through Client Services, Client Associate, Management Team Associate and Associate Admin Manager roles. While having gotten into this business quite by accident, it is a business she loves the intricacies of and the impact it has on clients.
Jen grew up in the area and while business has taken her all over the country, this role offered the opportunity to come home after 22 years away from the front range. She and her German shepherd mixes Annie and Ember are regularly outdoors enjoying the natural beauty of the Denver basin and Colorado at large.
Mitch Markley is the Market Executive for UBS Wealth Management overseeing the Mountain West Market encompassing Colorado, Nevada, Utah, Idaho, and New Mexico. Prior to joining UBS in 2020, Mitch spent 16 years with Morgan Stanley as a Financial Advisor and then serving in various positions in Management throughout Colorado and California.
Mitch is a proud native of Colorado. He received a Bachelor of the Arts in Economics from the University of Colorado-Boulder. Mitch resides in Littleton, Colorado with his wife and two children.
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.
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.
Ben began serving as an Associate Market Executive in the Mountain West Market in 2025, where he helps oversee the wealth management business across five states and sixteen branches. Prior to this role, Ben joined UBS in 2023 in a financial planning capacity, where he was able to craft and deliver personalized plans alongside experienced financial advisors. The strong relationships he built with advisors in the market as a financial planner played a significant part in his promotion to the leadership team.
Ben is a proud alumna of the University of Colorado, where he earned both a Bachelor’s degree and, in 2023, a Master of Science in Finance. Beyond his professional achievements, Ben enjoys spending free time golfing, cooking, exercising, and traveling.
Jen joined UBS in April 2014 and has spent time as a Control/Supervisory Officer, a Team Associate and Administrative Officer in the Mountain West and Texas Markets over those years. At Merrill Lynch and Banc of America Investments she held Supervisory and Administrative Manager roles after working through Client Services, Client Associate, Management Team Associate and Associate Admin Manager roles. While having gotten into this business quite by accident, it is a business she loves the intricacies of and the impact it has on clients.
Jen grew up in the area and while business has taken her all over the country, this role offered the opportunity to come home after 22 years away from the front range. She and her German shepherd mixes Annie and Ember are regularly outdoors enjoying the natural beauty of the Denver basin and Colorado at large.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.
March 05, 2026
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.

We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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