Honolulu, HI Bishop St Office

Kenneth Lai is a financial advisor with UBS Financial Services in Honolulu, Hawaii, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he serves as the board treasurer for the Liliha Square Association of Apartment Owners. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services.

Jenny Do is a Series 66-licensed financial advisor with six years of industry experience. She currently works at UBS Financial Services Inc. and has previously held roles at Bank of America, Merrill, and Wells Fargo. Outside of her advisory work, she serves on the board of directors for the Waikiki Yacht Club in Honolulu. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and research-driven portfolio strategies.

Tracy Nakashima is a financial advisor with UBS Financial Services in Honolulu, HI, holding a Series 66 designation and 26 years of industry experience. She has been with UBS since 2007. Nakashima has served as treasurer and board member for nonprofit organizations focused on children's health and welfare as well as youth charity activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Ryan Kuroiwa is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he worked at First Hawaiian Bank for six years and held positions at Lyft and the Pearl Harbor Naval Shipyard. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Darren Yoshioka is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2004 and holds a Series 66 designation. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Matthew Megorden is a financial advisor at UBS Financial Services with 30 years of industry experience and holds Series 63 and Series 65 designations. He has been with UBS since 2009. Outside of his advisory role, he is involved in managing rental real estate through a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Matthew Costa is a financial advisor with UBS Financial Services in Honolulu, HI, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2019, he worked for Xerox Corporation from 2015 to 2019 and Makino Chaya from 2007 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ian Rhee is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Payden & Rygel for nine years. He holds the Series 66 designation and is based in Honolulu, HI. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans to clients’ goals and risk tolerances.

Daniel Shiu is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as an intermediate soccer coach at Iolani School and is the secretary of the Hawaii Chapter of the Securities Industry Financial Markets Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from UBS Global Research.

Victoria Clausen is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services. She previously worked at The Vanguard Group for ten years. Outside of her advisory role, she owns an e-commerce business that has not yet launched. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including principal trading and market-making, alongside a broad range of capital markets and custody services.

John Miyamasu is a financial advisor at UBS Financial Services with 53 years of industry experience. He has been with UBS since 1976 and holds the Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

Kyle Yoneshige is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for University Health Partners of Hawaii, a nonprofit organization focused on education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Susan Morikawa is a Series 66 licensed financial advisor with UBS Financial Services, based in Honolulu, HI. She has seven years of industry experience, including ten years with UBS and four years previously at Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management.

Scott Butera is a financial advisor with UBS Financial Services in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 2010. Outside of advisory work, he manages Positive Living LLC, a motivational website and related media business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor financial plans aligned with clients’ goals and risk tolerances.

Lori Ann Shizuko Nishimura is a financial advisor with UBS Financial Services in Honolulu, Hawaii, holding a Series 66 designation and possessing 20 years of industry experience. She has been with UBS since 2014. Nishimura serves as President and a member of the Board of Directors for the Kapahulu Center, a community organization focused on supporting individual dignity and independence. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to cater to a wide range of client needs.