Experience

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.

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.

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.

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.