Lasting relationships

Understanding what matters most to you

Meeting with presenter

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.

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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.

  • Bart Helfet

    Bart Helfet

    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

    Bart is the Market Director for UBS Wealth Management in the Denver Tech Center, where he leads a team of Financial Advisors focused on strategic growth, client engagement, and practice development. Bart joined UBS in April 2023, initially helping oversee the firm’s four-state, thirteen-branch wealth management business.

    He began his career at Morgan Stanley in 2011, starting in operations before moving into roles across risk, private banking, and business analytics. In 2014, he transitioned into a business metrics and analytics role in Los Angeles, and from 2016 to 2019 served as a Business Development Manager for Greater Los Angeles—driving strategic partnerships, platform engagement, and broader product utilization. In 2019, Bart relocated to the Bay Area to help manage the North and East Bay wealth management markets. He left Morgan Stanley in August 2021 to take an 11-month sabbatical with his wife, traveling through 23 countries spanning three continents.

    Bart studied Economics and History at Tulane University in New Orleans. Outside of work, he’s an avid mountaineer and has climbed extensively around the world—including in Tibet, Myanmar, Thailand, Chile, Peru, Switzerland, Italy, and France. He has summited Mount Kilimanjaro, the Grand Teton, and 24 of Colorado’s 54 peaks over 14,000 feet.

    He lives in Denver with his wife Nancy and their two children, Theodora and Ford.

          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
          bart.helfet@ubs.com
          Bart Helfet
          4600 South Ulster Street,Denver,CO,80237
        • Erin Zuckerman

          Erin Zuckerman

          Director

          Associate Market Executive

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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.

          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.

                4600 South Ulster Street
                Suite 700
                Denver, CO 80237
                erin.zuckerman@ubs.com
                Erin Zuckerman
                4600 South Ulster Street,Denver,CO,80237
              • Ben Carringotn

                Ben Carrington

                Authorized Officer

                Associate Market Executive

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                • AZ
                • CA
                • CO
                • FL
                • GA
                • ND
                • NH
                • NM
                • NY
                • OK
                • PA
                • SC
                • TX
                • UT

                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.

                      4600 South Ulster Street
                      Suite 700
                      Denver, CO 80237
                      benjamin.carrington@ubs.com
                      Ben Carrington
                      4600 South Ulster Street,Denver,CO,80237
                    • Katie Tocquigny

                      Katie Tocquigny

                      Executive / Team Assistant

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                        Kaitlyn (Katie) Tocquigny joined UBS in September 2025. She began her career at Aon Risk Services in Atlanta, GA as a commercial insurance broker and moved into account management with Aon after relocating to Denver, CO in 2011. She later pivoted her career to digital marketing for financial planners in 2017 when she started a family.

                        Katie now serves as an Executive Team Assistant with UBS in the Denver Tech Center and supports the Mountain West Market Leadership Team. Her strong organization, communication skills, and ability to think on her feet and problem solve are assets that help her support the market.

                        When she’s not working, Katie enjoys running, yoga, traveling, and spending time with her family. She has two young children and a pet goldendoodle.

                              4600 South Ulster Street
                              Suite 700
                              Denver, CO 80237
                              kaitlyn.tocquigny@ubs.com
                              Katie Tocquigny
                              4600 South Ulster Street,Denver,CO,80237
                            • Jennifer McCan

                              Jennifer McCann

                              Associate Director

                              Supervisory Officer

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

                              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.

                                    4600 South Ulster Street
                                    Suite 700
                                    Denver, CO 80237
                                    jennifer.mccann@ubs.com
                                    Jennifer McCann
                                    4600 South Ulster Street,Denver,CO,80237
                                  Mountain climbers on peak at sunrise

                                  A leading global wealth manager

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                                  Clarity in a rapidly changing world

                                  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.

                                  A leader in wealth management

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                                  As of 12/31/2025

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                                  UBS is a leading and truly global wealth manager

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