Global access. Strategic solutions.

Private Wealth Management

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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Why Aquitaine Wealth Management

Eleanor of Aquitaine* was one of the most influential figures in western Europe during the 12th century.  She was duchess of Aquitaine and subsequently queen of France and England.  As one of the wealthiest and most powerful women of the time, she was an important patron of poets and writers.

Eleanor was an innovator and is said to be responsible for the introduction of built-in fireplaces, first used when she renovated the palace of her first husband Louis in Paris.  The innovation spread quickly, transforming the domestic arrangements of the time*.  https://www.history.com/topics/british-history/eleanor-of-aquitaine

In choosing our team name, we were inspired by Eleanor’s determination and creativity.  We are proud to have established our team with the world’s largest wealth management firm, and aspire to bring Eleanor’s principles to our practice.

  • Nancy Barrett

    Nancy Barrett

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
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    • FL
    • HI
    • MA
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    • NC
    • NJ
    • OR
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    • WA

    Nancy is a Managing Director and Financial Advisor with Aquitaine Wealth Management.  In her role, she leads a team of experienced professionals and works with in-house specialists to develop and execute comprehensive financial plans for wealthy individuals, multi-generational families, business owners, private foundations and family offices.  Her ultimate goal is to bring the extensive capabilities of UBS Private Wealth Management to her clients and help streamline the complexities that can accompany significant wealth.

    Prior to joining UBS Private Wealth Management, Nancy spent 11 years as a Private Client Advisor with Bank of America Private Bank (formerly U.S. Trust) where she and her team helped clients develop and execute comprehensive financial plans that included investment management, banking and lending, trust and estate planning and tax strategies.

    She spent four years as a financial advisor at Bernstein Global Wealth Management and has held roles in business development leadership at Standard & Poor’s and Thomson Financial services. 

    She holds a B.A in Economics and serves on the board of the Leo T. McCarthy Center for Public Service and Common Good at University of San Francisco and the advisory board of the Palo Alto Medical Foundation.

    California Insurance License OK82162

     

          555 California Street
          32nd/ 34th /46th Floor
          San Francisco, CA 94104
        •  Amanda Woo

          Amanda Woo

          Senior Vice President–Wealth Management

          Financial Advisor

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          Amanda Woo is a Senior Vice President and Financial Advisor with Aquitaine Wealth Management at UBS in San Francisco, California.  In her role, Amanda organizes a strategy-based approach for our clients across investment management, wealth structuring, trust and estate planning services, philanthropy, credit and private banking. She serves as the primary point of contact for existing clients and coordinates with her team to bring customized strategies to current and new clients.

          Prior to joining UBS, Amanda was a Private Client Manager at Bank of America Private Bank (formerly U.S. Trust) working with business owners, entrepreneurs, family foundations and multiple generations of families for more than twenty years. 

          Amanda graduated from St Mary’s College in Moraga, California.  She and her husband live in the Bay Area with their two daughters. The family enjoys spending time together cooking, hiking and skiing in Lake Tahoe.

          California Insurance License 0G66424

                555 California Street
                32nd/ 34th /46th Floor
                San Francisco, CA 94104
              •  Michelle Harvey

                Michelle Harvey

                Senior Vice President–Wealth Management

                Senior Portfolio Manager

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                • AZ
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                • DE
                • FL
                • HI
                • MA
                • MI
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                • NC
                • NJ
                • OR
                • TX
                • WA

                Michelle Harvey is a Senior Vice President and Senior Portfolio Manager at UBS Private Wealth Management in San Francisco, California. In this role, she creates goals based tailored portfolios focusing on each client’s specific investment needs. Once a portfolio is implemented, her key focus is on due diligence, research and performance. Michelle meets regularly with clients to refresh and update their goals, assess portfolio allocation and make any needed adjustment to the original investment strategy. When volatility occurs, she is proactive in reaching out to her clients to discuss the market events.


                Prior to joining UBS, Michelle served as Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank. She managed portfolios for families, non-profits and institutions. She earned the designation of Institutional Portfolio Manager and was ranked in the top percentile of all Portfolio Managers across the Private Bank in 2020 earning her the Top-Performer award.


                Michelle began her wealth management career with Wells Fargo Private Bank. During her thirteen years at the bank, she was mentored by Senior Investment Strategists and advanced to a Vice President/ Investment Strategist role. In addition to this role, she spent seven years as an Equity Analyst providing research for the proprietary large cap equity strategies covering healthcare, utility and consumer discretionary stocks.


                Michelle obtained a Bachelor of Science in Business with an emphasis in Finance and Business Management from Montana State University - Bozeman.


                Michelle is a native of California and lives in the East Bay with her husband and three children ranging in ages from elementary to high school. She is an active volunteer in her community participating as a member of the St. Joseph Notre Dame Alumni Council and Core Team, a Girl Scout leader with over fifteen years of service and at Assumption School where she annually runs a festival booth to support the school.

                    • Senior Portfolio Manager
                    555 California Street
                    32nd/ 34th /46th Floor
                    San Francisco, CA 94104

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