The Moran~Namm Group is a team of experienced wealth management professionals at UBS Financial Services Inc. in San Jose, CA. With a focus on local communities and personalized service, they offer global access to the resources and opportunities provided by UBS, one of the world's largest wealth management firms.
Led by Senior Vice President John Moran, who has over 25 years of experience in helping clients achieve their long-term financial goals, the team specializes in building investment portfolios for families with significant net worth. They employ the principles of asset allocation used by large foundations and endowments, and stay up-to-date on global markets and economies through extensive research. Lisa Odsander Gronowski, a Wealth Strategy Associate, brings over 11 years of financial services experience to the team, with expertise in asset management. Together, they provide quality strategies customized to clients' needs, aiming to be their primary source of financial advice.
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