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Street Smarts: UBS brings new wealth management team to Santa Barbara

By   /   Friday, September 3rd, 2021  /   Comments Off on Street Smarts: UBS brings new wealth management team to Santa Barbara

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UBS continues to raise its profile in the region, recruiting a new wealth management group for its Santa Barbara office. Leading the UBS effort are Mark Brenner, financial advisor and portfolio manager and First Vice President Harrison Croff.

According to a UBS news release, Brenner is a 30-year veteran of the industry who joined UBS from Merrill Lynch. Croff is an Army veteran and UCSB alum who has been at UBS since 2013; his philanthropic work includes working with Mixtec families in northern Santa Barbara County and serving on the board of UCSB’s Gretler Foundation.

Joining Brenner’s four-person team are financial advisor Kip Paulson, wealth strategist Sean Hill and client associate Nathan Cha.

CHOOSING THE BEST BEERS

It’s a wrap. On Aug. 22 at Barrelhouse 101, judges for Casa Pacifica’s 8th Annual Best in Fest Brewery Competition chose their winner.

Pedals and Pints finished first for its Single Speed American Light Lager. Firestone Walker’s Mind Haze and Twisted Oak Tavern’s Take Her Home Belgian Tripel earned honorable mentions.

All 11 brews from the competition will be available for tasting at the 28th Annual Casa Pacifica Angels Wine, Food & Brew Festival on Sept. 26 at CSU Channel Islands. Info at cpwinefoodbrewfest.com.

GRAD STUDENTS MOVE TO UNITED WAY

United Way of Santa Barbara County is partnering with the Housing Authority of the City of Santa Barbara for United Learning Center GRAD Academy. This partnership will transition students who previously attended the Housing Authority’s GRAD Academy after school program to United Way’s longstanding United Learning Center programming.

INVESTING CLUB RETURNS IN PERSON

The Channel Islands Chapter of Better Investing Model Club is again meeting in person in Ventura for a lunch meeting on the 3rd Wednesday of each month. For information contact Arla at [email protected].

SANTA BARBARA CANDIDATE FORUMS

The American Institute of Architects Santa Barbara Chapter is teaming up with the Downtown Organization, Coastal Housing Coalition, and American Planning Association chapter to organize virtual forums for mayoral and City Council candidates. Brian Johnson, president of the Santa Barbara Association of Realtors, will moderate the mayoral forum on Oct. 18 and council forum on Oct. 20. Both programs are at 5 p.m.

HAPPY BIRTHDAY, BAKER

Baker Wine & Grape Analysis, founded by Brenda Baker, celebrates its 20th harvest season as operations manager, as Heather Mikelonis gets ready to take over the reins as owner beginning in January. Mikelonis has been with the company for 15 years, working on technology, updating equipment and managing lab workflow.

BOB’S WELL BREAD READY FOR HOLIDAY

Bob’s Well Bread Bakery in Los Alamos and Ballard is taking orders for its fresh-baked Challah for Rosh Hashanah (Jewish New Year) for Monday, Sept. 6. Preorder to [email protected], and happy 5782 to our friends in the Jewish community.

FINAL SCENES

• SENATOR SPOTTED: State Sen. Monique Limon is joining Business Times pal Dawn Dyer on a Sept. 14 panel for NAWBO-Ventura County’s “Seat at the Table” event.

• SAFETY FIRST: The Los Angeles-San Diego-San Luis Obispo Rail Corridor Agency recognizes rail safety month with digital tools and resources on the Pacific Surfliner website.

• CENTURY MARKED: The Santa Barbara County Farm Bureau celebrates 100 years on Sept. 25 with a 4 p.m. program at Tres Hermanas Vineyard on Foxen Canyon Road in Santa Maria. Reserve your ribeye dinner via email to [email protected].

• HEALTHY SETTING: The Ventura County Medical Resource Foundation holds its awards program outdoors at Lloyd-Butler Ranch on Oct. 17 at 1.30 p.m. Info at vcmrf.org.

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