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.

Mountaintop observatory

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

    • image
    • image
    • 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
    • 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

          • image
          • image
          • 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
              • Katie Tocquigny

                Katie Tocquigny

                Executive / Team Assistant

                • image
                • image

                  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

                        • image
                        • image
                        • 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

                              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

                            Chart

                            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

                            Backed by the strength of our parent company, UBS AG

                            $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

                            Insights

                            This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                            Go to privacy settings