Kamas, UT Office

James Herring is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He worked at Goldman, Sachs & Co. for 35 years prior to joining UBS in 2024. Outside of his advisory role, he serves as President of the Board of Directors for two New York City apartment cooperatives and is Chair of the Board for Redeemer City to City, a global church planting ministry. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform that includes proprietary research, capital markets services, and affiliated banking programs.

Barry Porter is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved with the National Longhouse of the Comanche Tribe, where he manages dues collection and expense payments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research resources to support its advisory network.