Key Terms



private wealth management

financial

A personalized service that helps wealthy individuals manage and grow their money by combining investment advice, tax and estate planning, retirement strategy, and risk management. It matters to investors because it tailors a long-term plan to protect and increase assets—like having a financial concierge who builds a custom roadmap and selects investments and safeguards that fit your goals and life circumstances, rather than using one-size-fits-all advice.



liquidity events

financial

A liquidity event is an action that converts ownership in a business or an asset into cash or publicly tradable shares, such as a sale, merger, or initial public offering. Investors care because it’s the moment holders can actually realize the value of their stake—similar to selling a house to access the money tied up in it—and the price and timing of that event determine how much and when they get paid.



pre-liquidity event planning

financial

Preparation carried out before an upcoming opportunity to convert equity into cash, such as a sale or public listing. It bundles legal, tax, financial reporting, ownership and communications steps—like staging and fixing a house before you put it on the market—to reduce surprises, preserve value and maximize what shareholders receive. Investors care because good planning can speed exit timing, lower costs and boost net returns.



post-liquidity event wealth management

financial

Post-liquidity event wealth management is the financial planning and investment process that follows a major cash windfall from selling shares, an IPO, or a business sale; it covers taxes, investing, debt management, estate planning and cash flow so a one-time payout becomes sustainable wealth. It matters to investors because without steps like diversifying holdings, managing tax liabilities and setting spending rules, a sudden large sum can quickly lose value or create unnecessary risk—like winning a prize but having no plan to keep it.












04/30/2026 – 10:42 AM

BOULDER, Colo.–(BUSINESS WIRE)–
UBS today announced that Luke Naes has joined the firm as a Financial Advisor in its Boulder, Colorado office. He joins the UBS Mountain West Market, led by Market Executive Mitch Markley and Senior Market Director Tyler Hutchens.

Luke joins UBS Private Wealth Management from Bank of America Private Bank, where he advised high-net-worth individuals, families, business owners and institutions on portfolio management and wealth planning strategies. He brings a decade of experience helping clients navigate evolving market conditions while aligning investment strategies with their financial goals, risk tolerance and liquidity needs.

“Luke brings a thoughtful, client-focused approach and deep experience advising sophisticated clients through complex financial decisions,” said Mitch Markley, Market Executive at UBS. “His background working with business owners and executives, particularly around liquidity events, makes him a strong addition to our Boulder office and the broader Mountain West region.”

Luke primarily works with successful business owners and executives, with a particular focus on pre-liquidity event planning and post-liquidity event wealth management. He partners closely with clients to help them navigate the decisions that come before, during and after a major transaction, building long-term, collaborative relationships grounded in trust, clear communication and a deep understanding of each client’s personal and financial priorities.

“Luke’s experience guiding clients through pivotal moments – from preparing for a transaction to managing wealth afterward – aligns well with how we serve clients at UBS,” said Tyler Hutchens, Senior Market Director at UBS. “We are pleased to welcome him to the team and look forward to supporting his continued growth and success at the firm.”

Luke has served clients since 2015 and holds registrations as a general securities representative and investment adviser representative.

A Colorado native, Luke grew up in Parker and earned his undergraduate degrees in Accounting and Finance, as well as his MBA, from the University of Colorado Boulder.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 7 trillion dollars of invested assets as per the fourth quarter 2025. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.

Media Contact:

Christina Aquilina

Christina.aquilina@ubs.com

Source: UBS Financial Services Inc.