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Home
About
Our Portfolio
Private Equity & Debt Holdings
Our Team
Financial Services
Financial Services Home
UWC Distribution
UWC Insurance
UWC Securities
UWC REI
UWC Wealth Management
Home
About
Our Portfolio
Private Equity & Debt Holdings
Our Team
Financial Services
Financial Services Home
UWC Distribution
UWC Insurance
UWC Securities
UWC REI
UWC Wealth Management
The UWC Team
Joe Dolce
jdolce@uwcpeg.com
Chief Strategic Officer
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John Harline
jharline@uwcpeg.com
Chief Executive Officer
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Ken Rivera
krivera@uwcpeg.com
Chief Operations Officer
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Michael Coffee
mcoffee@uwcpeg.com
Chief Investment Officer - Real Estate
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Alex Green
alex.g@administratum.xyz
Executive Consultant - Portfolio Manager
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Bill Ogle
bogle@uwcpeg.com
Executive Consultant - Investment Committee Member
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Chad Bystedt
cbystedt@uwcpeg.com
Chief Financial Officer
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Chad Christensen
chad@caboose.llc
Executive Consultant - Capital Advisor & Government Relations
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Chat Goben
cgoben@uwcpeg.com
Executive Vice President - Operations, Logistics & Technology
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Dan Williams
dwilliams@uwcpeg.com
Executive Consultant - Wealth Management
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Darci Severinsen
dseverinsen@uwcpeg.com
Senior Vice President - Operations, Logistics & Technology
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Hannah Phillippi
hphillippi@uwcpeg.com
Assistant Vice President - Wholesale Distribution
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Jacob Pacini
jpacini@uwcpeg.com
Chief Investment Officer - Specialized Equities and Derivatives
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Jake Martin
jmartin@uwcpeg.com
President of UWC Wealth Management
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Jeff Wallner
jeff@euldora.com
Executive Consultant- Strategic Capital Advisor
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John Jenkins
jjenkins@uwcpeg.com
Executive Consultant - Capital Advisor
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John Williams
jwilliams@uwcpeg.com
Executive Consultant - Mergers & Acquisitions
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Lisa Harline
lharline@uwcpeg.com
Executive Vice President- Controller
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Mark Hammond
mhammond@uwcpeg.com
Executive Consultant - Capital Advisor
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Mark Prossner
mprossner@uwcpeg.com
Senior Vice President - Strategic Capital
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Mason Harline
mharline@uwcpeg.com
Vice President - Operations, Logistics & Technology
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Megan Knee
mknee@uwcpeg.com
Vice President - Real Estate Operations
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Michael Iscove
miscove@gmspcorpfin.com
Strategic Capital Advisor
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Patrick Laning
planing@uwcpeg.com
Vice President - Wholesale Distribution
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Simeon Nestorov
sn@berkeleysquare.co
Executive Consultant - Capital Advisor
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Sue Crismon
scrismon@uwcpeg.com
General Counsel
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Tom Zheng
tzheng@uwcpeg.com
Executive Consultant
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UWC REI
UWC Wealth Management
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