\nUBS<\/a> today announced that Luke Naes has joined the firm as a Financial Advisor in its Boulder, Colorado office. He joins the UBS<\/a> Mountain West Market, led by Market Executive Mitch Markley and Senior Market Director Tyler Hutchens.<\/p>\n
\nLuke joins UBS<\/a> 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.<\/p>\n \n\u201cLuke brings a thoughtful, client-focused approach and deep experience advising sophisticated clients through complex financial decisions,\u201d said Mitch Markley, Market Executive at UBS. \u201cHis 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.\u201d<\/p>\n \nLuke 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\u2019s personal and financial priorities.<\/p>\n \n\u201cLuke\u2019s experience guiding clients through pivotal moments \u2013 from preparing for a transaction to managing wealth afterward \u2013 aligns well with how we serve clients at UBS,\u201d said Tyler Hutchens, Senior Market Director at UBS. \u201cWe are pleased to welcome him to the team and look forward to supporting his continued growth and success at the firm.\u201d<\/p>\n \nLuke has served clients since 2015 and holds registrations as a general securities representative and investment adviser representative.<\/p>\n \nA 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.<\/p>\n \nNotes to Editors<\/p>\n \nAbout UBS \nhttps:\/\/www.ubs.com<\/a><\/p>\n \n\u00a9 UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.<\/p>\n View source version on businesswire.com: https:\/\/www.businesswire.com\/news\/home\/20260430357028\/en\/<\/a><\/p>\n
\n
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).<\/p>\n<\/p>\n