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Michael Treinen, 2019 Excellence in Finance

Michael Treinen

First vice president of wealth management,

UBS Financial Services Inc.

Photo by Pete Grady.

Time and time again, Michael Treinen is recognized for his achievements in finance, and it’s no surprise. In the investment world, he is known for his exceptional work ethic and unwavering dedication to his clients and peers.

In high school, Treinen bought his first stock. As an undergraduate, he studied computer science and math, but found that he had an interest in the stock market and decided to pursue finance instead.

From then on, Treinen’s accolades and designations have set him apart from his peers. They include an MBA from the University of Denver and the certifications of CFP (certified financial planner) and CDFA (certified divorce financial analyst).

Forbes Magazine has also recognized Treinen’s outstanding work in finance, naming him one of the top Next Generational Wealth Advisors in the country for three years in a row. The recurring recognition on such a selective and prestigious list is a testament to Treinen’s many skills and accomplishments in finance.

He currently works as a financial advisor for UBS, where he has been named as a first vice president of investments.

Treinen has contributed to the success of his team, which is one of the top high net worth and ultra-high net worth wealth management teams in the state of Idaho.

“I have met with many of Mike’s clients and their praise for his commitment and results as a financial advisor are unwavering,” writes Michael Spiedel, UBS branch manager, in a letter of recommendation. “He exemplifies high ethical standards, both personally and professionally, and is a positive contributor to the culture of the UBS office and the Boise community.”

Treinen goes above and beyond for his clients, even to the very last detail. His office is not only a place to discuss finances, but a place for relaxation. It’s decorated with comfortable chairs and warm colors to ensure that every client who steps in feels comfortable and leaves with peace of mind.

“My no. 1 job is to give our clients peace of mind; really, that’s why we’re here,” Treinen said. “Whether that’s providing clarity when the news is troubling or whether it’s talking to them about what’s going to happen to their money, or what they want to have happen to their money when they pass away.”

In addition to his outstanding work in finance, Treinen spends a significant amount of time giving back to the community.

He served on the board of Caring Hearts and Hands of Hope, a local nonprofit organization that provides educational support to orphans in Kenya.

He is also on the board of Opera Idaho and the Idaho Catholic Foundation, where he serves on the investment and executive committee. He also spends his time as a veteran mentor for American Corporate Partners and has been a supporter of Family Advocates in Boise.

“All of us on our team, we have a commitment to our community, to give back to the community,” Treinen says. “The people that live here have been so generous to us, and we feel like we owe it to give back.”

The digital version of Excellence in Finance 2020 is available for free download.

About Chloe Baul