Brett Coltman UBS

Balancing Work With Personal Interests

About Brett Coltman UBS

After earning a BA in media and journalism, Brett Coltman became vice president of MicroVideo Learning Systems. This experience led to the launch of his own technology start-up. In 2002, Brett Coltman accepted a position with UBS in Westport, Connecticut.

Outside of his career, Mr. Coltman pursues a number of hobbies and personal interests. He often is found on the shores of area lakes fly fishing for rainbow trout when he is not working at UBS. His degree from the University of Oregon serves him well when it comes to work, but his time in college also led to his passion for the Oregon Ducks. The Ducks play in the Pacific-12 Conference in the NCAA’s first division.

The executive also participates in various charitable activities. He supports Habitat for Humanity, the Salvation Army, and Save the Children. Additionally, he has spent a number of years volunteering as a soccer coach in Darien, Westport, and Wilton, Connecticut.

Six Tips for Fly Fishing

Brett Coltman serves as the senior vice president of UBS Wealth Management Americas in Connecticut, with nearly 14-years of experience in financial services. Outside his professional obligations with UBS, Brett Coltman enjoys fly fishing. Fly fishing requires careful attention to form and water conditions to land a catch, and the following tips may help beginner and veteran fly fishers alike:

1. Closely observe your surroundings. Remember to slow down and observe your surroundings before you begin fishing. Watch for fish swimming just beneath the surface, and take stock of any insects flying about or in the water. You can also consider the kind of conditions trout prefer and seek out locations with these traits.

2. Wade with caution. Sound travels faster in water, and one spooked fish may frighten others. Learn to stalk fish and wade softly so you don’t spook fish swimming nearby. In addition, fish waters closer to shore first if you must wade through the water.

3. Pay attention to foam. Foam on the water can tell you about two important things: the location of main current streams or flow lines and potential drift conditions. The movement of foam will hint at the movement of the fish’s natural food source and foam can alert you to drag issues, such as if your fly is moving faster or slower than the foam.

4. Check your fly periodically. Check your fly and tippets every five to six casts and examine them for knots, damage, and other problems. You can lose or damage your fly if you don’t take precautions, and it is not uncommon for wings to rotate out of position.

5. Avoid perfectionism. Reeling in your line after a less than perfect cast may spook nearby fish, so let your cast lie unless your fly lands in areas you already fished or areas not likely to yield results. Think about what may have caused the problem while you fish out the drift, then try again.

6. Learn fishing entomology. Do a little research on the kinds of fish you want to catch and become familiar with the insects they eat and those you will see while fishing.

Oregon University Announces Lucenti Experience for Ducks Football

Since 2002, Brett Coltman has worked for UBS Financial Services in Connecticut. At UBS, he serves as Senior Vice President - Wealth Management. When not in the office, Brett Coltman enjoys following Oregon University Ducks football.

In June 2016, Oregon University announced that it would begin offer football fans an opportunity to partake in the Lucenti Experience during the upcoming football season. The men’s basketball team saw instant success with the new offering, selling out in under two minutes. The experience is named in honor of former Duck walk-on Nick Lucenti, who was guaranteed entry for every game throughout his career.

This new season ticket option is a fully mobile application that gives people standing room only tickets for each game. Depending upon availability, guests will receive upgraded seats free of charge. For most games, ticket holders will stand behind the northwest or southwest sections; these pass holders receive their seat locations via text message once they are within a mile of Autzen Stadium. Only 1,162 Lucenti Experience passes are available, and this number represents one for every Oregon football game played at home. The entire 2016 season costs $259.

Connecticut Fly Fisherman’s Association Hosts 46th Annual Expo

Brett Coltman serves UBS Financial Services in Westport, Connecticut, as Senior Vice President - Wealth Management. Away from his duties at UBS, Brett Coltman loves to spend time on the lake fly fishing for rainbow trout.

One organization that supports fly fishing in the area is the Connecticut Fly Fisherman’s Association, Inc. (CCFA). Established in 1967, the CCFA started when a small group of fly fishermen wanted to put a club together similar to Manhattan’s Theodore Gordon Flyfishers. Since it began, the nonprofit CCFA has promoted fly fishing, protected game-fish waters, and established more fly fishing areas. Thanks to its efforts, the Willimantic River was restocked after nearly one decade and became the first such area in Connecticut.

On February 6, 2016, the CCFA hosted its 46th Annual Expo and Banquet at Maneely’s Banquet Facility in South Windsor. Keynote speaker and saltwater fly fishing author Ed Mitchell spoke at the annual event. Attendees visited with more than 20 vendors, watched live demonstrations done by expert fly fishers, and attended to public seminars. This family-friendly event also included youth fly tying lessons.

Tips for Successful Lake Fishing

Certified portfolio manager and Senior Vice President of Wealth Management Brett Coltman focuses primarily on wealth planning, risk management, and investments in his role at UBS Financial Services. When not at work at UBS, Brett Coltman loves taking time out fish in lakes.

Lake fishing means freshwater fishing, though there are a few naturally existing saltwater lakes in the world. There are typically at least several species of fish living in any given lake depending on the region, and these may include bass, trout, or catfish.

One tip for lake fishing is to focus attention on the lake’s inlets and outlets. In these areas, the exchanging water tends to be cooler, and thus more popular with both bait fish and also the larger predator fish that hunt for smaller species.

For this same reason, it’s worth paying attention to the ambient temperature and the time of day. As the day gets hotter, fish tend to move away from shallower water, seeking cooler temperatures deeper in the lake. This is one reason fishers tend to do be most successful at dawn or dusk.

It’s also helpful to get to know the lake one is fishing. Underwater structures, natural debris, or weed beds may hide groups of fish that use these underwater shelters for protection, or camouflage for their own hunting, so fishing in these areas may lead to a productive day of lake fishing.

The Certified Portfolio Manager Program

In 1993, Brett Coltman earned a BA in journalism and communication from the University of Oregon. Following his graduation he became interested in financial services and wealth management, and in 2002 became a part of UBS Financial Services, where he currently serves as Senior Vice President of Wealth Management. As an aspect of his expertise at UBS, Brett Coltman is also a graduate of the Academy of Certified Portfolio Managers Certified Portfolio Manager (CPM) Program.

The CPM Program is the result of a collaboration between the Academy of Certified Portfolio Managers and Columbia University in New York, where the classroom portion of the program generally takes place. The program is designed for financial services professionals who wish to deepen their understanding of the specific and sometimes sensitive skills needed by portfolio managers.

The annual program, which addresses topics including asset management, foreign exchange, hedge funds, and corporate finance, involves an independent-study component of between 150 and 200 hours. Having completed the online portion, participants can then attend a week-long residency at Columbia University to complete the program. With a special focus on valuation analysis, risk management, and portfolio construction, graduates prove their commitment to their clients and the specialized work they do.

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