Sunday, September 27, 2015 THE NEW MEXICAN
C-5
Congratulations
Photo credit: Jennifer Esperanza
Photo credit: Jennifer Esperanza
Jacob Michael Tolk, CFA®, CRPC®
Manuel J. Monasterio, CPWA®, AAMS®
Vice President–Wealth Management Portfolio Manager
Vice President–Wealth Management Branch Manager Wealth Advisor
Jacob M. Tolk, CFA®, CRPC®, and Manuel J. Monasterio, CPWA®, AAMS®, of UBS in Santa Fe, NM, recently earned the Chartered Financial Analyst® (CFA®) charter and Certified Private Wealth Advisor® (CPWA®) designations, respectively. The two are members of Vazquez Monasterio Tolk Wealth Management in the Santa Fe Branch. The CFA® program, which is administered by CFA Institute, the global not-for-profit association of investment professionals, sets a standard that is acknowledged around the world for measuring the competence and integrity of financial analysts, portfolio managers and investment advisors. Mr. Tolk is a summa cum laude graduate of New Mexico Tech, has worked at UBS since 2009 and serves as a Portfolio Manager for his group’s client investment accounts. He successfully received the CFA® charter, the most respected and recognized investment credential in the world, which represents a tradition of upholding the highest standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals and investors as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.
The CPWA® designation, delivered by Investment Management Consultants Association® (IMCA®), is the only advanced designation designed for financial advisors and consultants who work with high net worth clients on the life cycle of wealth. Mr. Monasterio is a graduate of Duke University, has worked at UBS since 2008 and is responsible for delivering wealth management services to his group’s clients. He successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business and passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning and estate planning.
We commend Jacob Tolk and Manuel Monasterio on their respective achievements. Vazquez Monasterio Tolk Wealth Management UBS Financial Services Inc. 141 East Palace Avenue Coronado Building Santa Fe, NM 87501 505-989-5135 505-989-5111
Photo credit: Jennifer Esperanza
ubs.com/team/vazquez Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. CFA® and Chartered Financial Analyst® are trademarks owned by the CFA Institute. Accredited Asset Management SpecialistSM and AAMS® are registered service marks of the College for Financial Planning®. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning®. CPWA® is a service mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide. ©UBS 2015. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. 1.00_Ad_11.625x21_KK0917_MonM
IS1503648 Exp. 9/23/2015