The advisors are Gregg Palmer and Jason Kaimer, of Nautilus Wealth Management Group. They are joined by client service associate Saba Lak.

“This team brings deep experience managing both sides of the balance sheet and they employ tailored investment strategies as well as commercial and personal lending to deliver a broad range of sophisticated solutions to clients,” Justin Frame, market head for the Pacific Desert market at UBS, said. 

Prior to joining UBS, Palmer worked at First Republic for nearly 12 years where he held the titles of managing director and wealth advisor. Before that, he spent 16 years with Wells Fargo working with high net worth families after beginning his financial services career with Nicolas Applegate Capital Management in San Diego. 

Kaimer, who is also joining as a financial advisor, has more than 30 years of experience working in financial services. He spent the past 24 years at First Republic, where he was senior MD who initially spearheaded the firm’s residential construction lending department, before transitioning into private banking and wealth management 

Lak also comes from First Republic Private Bank, where she spent five years as a preferred banker. Before that, she was with Wells Fargo as a personal banker for nearly seven years.