NewsStocksMason, Cisney, Alcon Wealth Management Group Joins UBS in Pueblo, Colorado

Mason, Cisney, Alcon Wealth Management Group Joins UBS in Pueblo, Colorado

Author: Globalfintechseries·

Key Takeaways

  • UBS is bringing advisors Caitlin Alcon, Calvin Mason, and Craig Cisney into its Mountain West Market, reporting to Market Director Justin French.
  • Calvin Mason has nearly 35 years of experience in brokerage and financial advisory and holds a business degree from Colorado State University.
  • Caitlin Alcon has more than 25 years in financial services and serves on the Board of the Pueblo Latin Chamber of Commerce.
  • Craig Cisney spent 17 years as a broadcast meteorologist for the NBC affiliate in Colorado Springs before his financial services career.
  • The hires reflect intense competition among wealth management firms for advisors with deep local client relationships in regional markets.
Mason, Cisney, Alcon Wealth Management Group Joins UBS in Pueblo, Colorado

UBS has announced that Financial Advisors Caitlin Alcon, Calvin Mason, and Craig Cisney are joining the firm. The three advisors will operate within the UBS Mountain West Market, which is managed by Mitch Markley, and will report to Market Director Justin French. The move underscores the ongoing competition among major wealth management firms to attract experienced advisory teams, particularly those with deep local client relationships in regional markets like Pueblo, Colorado.

"Caitlin, Calvin and Craig have earned the trust and respect of clients and community members through years of dedication, professionalism, and service," said Mitch Markley, Mountain West Market Executive at UBS. "We are thrilled to welcome them to UBS and look forward to the impact they will have on our team. Their passion for helping others, both professionally and personally, reflects the culture we strive to foster every day."

Calvin Mason brings nearly 35 years of experience in the brokerage and financial advisory business, offering clients a full spectrum of investment products and services. A graduate of Colorado State University in Fort Collins, he earned a Bachelor of Science degree in Business Administration with an emphasis in Finance and Real Estate.

Caitlin Alcon has more than 25 years of experience in the financial services industry, assisting high net worth individuals, business owners, families, and non-profits in pursuing their financial goals. As a financial planning specialist, she takes a comprehensive approach to wealth management, emphasizing strong communication and mutual understanding throughout the planning process. Outside of work, Caitlin is active in the community and serves on the Board of the Pueblo Latin Chamber of Commerce.

Before entering financial services, Craig Cisney spent 17 years as a Broadcast Meteorologist for the Colorado Springs affiliate of NBC. Over more than 30 years, he has contributed thousands of volunteer hours to numerous nonprofit and civic organizations around the world. Craig holds a Bachelor of Science in Television & Film from the University of North Texas. His background in local media and community service reflects a broader pattern of advisors building client bases through civic ties and public visibility.

More details are available on the UBS website.