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.

  • Mitch Markley

    Mitch Markley

    Executive Director

    Market Executive

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • ID
    • KS
    • MA
    • MT
    • NM
    • NV
    • TN
    • TX
    • UT

    Mitch Markley has been in the Wealth Management industry for 15 years serving roles in both Leadership and as an Advisor. In 2011 after 7 years as a Financial Advisor with Morgan Stanley in Denver Mitch transitioned to be the Business Development Manager for Colorado, Utah and New Mexico. In 2015, he was promoted to Branch Manager in La Jolla, California. During his tenure in California Mitch built out the Private Wealth Management and Graystone Consulting businesses in the San Diego market. In 2018 Mitch’s responsibilities expanded to include all North San Diego county for Morgan Stanley. Mitch joined UBS Wealth Management in March of 2020 as the Market Head in Colorado overseeing 210 employees in Denver, Boulder, Cherry Creek, Fort Collins, Greeley and Colorado Springs

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          Lindsey Langhans

          Authorized Officer

          Market Administrative Officer

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          • CO

                4600 South Ulster Street
                Suite 700
                Denver, CO 80237
              • UBS Rockies Executive Team Assistant

                Kara Fontaine

                Executive / Team Assistant

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                  Kara began her career with Chase Bank in 2004. First working as a teller, she held several positions including Assistant Branch Manager in both Colorado and Washington State. She joined UBS in January 2023 as an Executive Team Assistant. Kara lives in southwest Denver with her two dogs, Hank and Margo. A foodie at heart, she enjoys cooking, gardening and trivia.

                        4600 South Ulster Street
                        Suite 700
                        Denver, CO 80237
                      • UBS Denver Administrative Manager

                        Christa Lupton

                        Authorized Officer

                        Admin Manager

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                        • CO

                        Christa joined UBS in February 2023. Previous to UBS, Christa has been in the financial industry for 10 years, serving in roles in both brokerage and banking sectors. Most recently, Christa managed a team of brokers for an emerging FinTech company. Christa grew up in Amarillo, Texas, and graduated from West Texas A&M University. In her free time, Christa enjoys traveling with her husband and their Australian Shepherd, Auss, and spending time at a family property in Grand Lake, CO.

                              4600 South Ulster Street
                              Suite 700
                              Denver, CO 80237
                            • UBS Rockies Market Supervisory Officer

                              Erin Zuckerman

                              Director

                              Market Supervisory Officer

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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 recently joined UBS after 14 years with Merrill Lynch. She was the Senior Market Supervision Manager of the SD Financial Center Complex, managing multiple New York City branch offices. Erin recently relocated to Colorado with her husband, Justin, and their son Stone, to be closer to the mountains. They enjoy snowboarding, hiking, and all the outdoor activities Colorado has to offer.

                                    4600 South Ulster Street
                                    Suite 700
                                    Denver, CO 80237
                                  • scott-collins

                                    Scott Collins

                                    Associate Director

                                    Branch Operations Manager

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                                    • CO
                                    • ID
                                    • NM
                                    • NV
                                    • UT

                                    Scott Collins is a graduate of UCLA with a degree in Economics. He has 20 years of industry experience and joined UBS Financial Services in 2017 as an Administrative Manager in the Denver Tech Center. In 2018 he moved into the Market Service Manager Role supporting the Rockies Market.

                                          4600 South Ulster Street
                                          Suite 700
                                          Denver, CO 80237
                                        Tree

                                        UBS and Credit Suisse—stronger than ever

                                        compass

                                        A way forward

                                        The unique needs of athletes and entertainers

                                        The unique needs of athletes and entertainers

                                        Managing wealth is our craft

                                        We’re committed to understanding what wealth means for you.

                                        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                                        As of 11/07/2023

                                        51 countries

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