Global access. Strategic solutions.

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For over 30 years, our family wealth management practice has focused on representing a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs.  Complex wealth situations require a financial partner with experience, proven expertise and the resources to consolidate complex requirements, to develop integrated and customized solutions on behalf of clients.  

I am an accredited UBS Private Wealth Advisor, a designation granted to a limited number of advisors who support the specialized needs of corporate executives and our wealthiest clients.  I have completed the Wealth Management Theory & Practice Executive Education Program at Yale School of Management and earned my Certified Private Wealth Advisor® designation (CPWA®).  I have completed the Certified Equity Professional (CEP®) Institute Level I examination, a program focused on equity compensation, administered by Santa Clara University.  I earned a Bachelor of Science in Business Administration/ Finance from the University of Southern California Marshall School of Business.  I joined UBS in 2004, after more than eleven years at Smith Barney (Citigroup) in a similar capacity.

My team and I are fortunate to have been recognized by a number of global publications; please see the recognition tab.  I have also contributed, through interviews, to The Wall Street Journal, The San Francisco Chronicle, The San Francisco Business Times, The Nob Hill Gazette, and have been interviewed by Fox KTVU 2 Evening News, on topics ranging from equity compensation, sustainable investing and financial planning.

I was born in Sweden and lived in Sweden and Switzerland for eleven years before moving to the U.S.  I live north of the Golden Gate Bridge, in Tiburon, California with my wife, Alix, and two daughters.

Agent License #0B77016

UBS Insurance Agency # #0512985

• Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
• Barron's Top 100 Financial Advisors, 2026The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
• Forbes America's Top Wealth Advisors, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Pinnacle Council, 2024, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Southern California Marshall School of Business, Bachelor of Science in Business Administration/ Finance
• Yale School of Management, Wealth Management Theory & Practice Executive Education Program
• Santa Clara University, Certified Equity Professional (CEP) Institute Level I examination

• CPWA®
• Corporate Stock Benefit Consultant

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I began my career at UBS in Switzerland in 1979 working at several UBS branches before being accepted as a Management Trainee in New York in 1987. A year later I was offered a position in the San Francisco office. Since then I have been servicing both high net-worth individuals and institutional clients, successfully guiding them through major market corrections and four recessions. The average tenure of my clients is over 25 years.

For over two decades I have been educating my clients about the benefits of gold as an alternative asset class and portfolio diversifier. UBS is a leader in this area and many of my clients have benefitted from our expertise. Throughout my career my fundamental goals have been to offer the best possible service in the Swiss tradition of quality and excellence while drawing on the global resources of UBS.

I am FINRA registered and hold Series 7 and 63 securities licenses as well as insurance and variable annuity licenses. I am a graduate of the Swiss Commercial School in Horgen/Zurich, being fluent in German, English, French, Italian and Spanish. My wife and I live in Tiburon. The entire family enjoys spending time outdoors where I practice my lifelong passion in photography.

California Insurance License 0E18449

UBS Insurance Agency #0512985

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

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Upon graduating from the University of the Pacific with a degree in Economics, I entered the financial advising industry in my native Bay Area with the intent of helping influential individuals meet their financial goals and fulfill a lasting vision with their capital. Whether helping my select private wealth clientele (namely current/former corporate executives, business owners and founders) build out in-depth financial plans, or helping institutional stakeholders adhere to their respective mandates, sound guidance is my passion and purpose. My process is a direct product of my mentors; I don't hesitate to leverage my team’s 30 years of experience, nor the resources of the largest wealth manager in the world, to my advantage when complex situations arise. Throughout these years in the industry, I have adopted three tenants of what I see being the greatest attributes of any trusted advisor - commitment, accessibility and integrity, working every day to uphold these values.

As an active member of the San Francisco community, I am involved with the Fine Arts Museums of San Francisco, the San Francisco Historical Society, and SFJAZZ, and an enthusiastic supporter of Bay Area sports teams, including the 49ers, Giants, and Warriors. In my free time, I enjoy golfing, boating and skiing.

Agent License #4212210

UBS Insurance Agency # #0512985

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Institutional Consultant, UBS Institutional Consulting Program
• Corporate Stock Benefit Consultant

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Bill Radtke, CEP Senior Vice President – Wealth Management, is a UBS Financial Advisor and Certified Equity Professional (CEP). He advises individual executives and families located throughout the United States.  Customized Advice, Financial Planning, and timely service are keys to Bill's practice.  Bill is a proud father of one Daughter and enjoys Golf and skiing in his free time.

Personal & Community

Volunteering in the local community 
Golf is my passion 
Skiing

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

• Corporate Stock Benefit Consultant

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I've worked in wealth management since 2004.  In 2007, I joined the UBS San Francisco team dedicated to Equity Compensation Services as a Senior Registered Client Associate.  In my role at UBS as Team Administrator I manage the administrative and operational needs of the team in addition to servicing ultra-high-net-worth clients. I am passionate in striving to provide exceptional service while also becoming a trusted partner for our client’s financial needs.  I hold my Series 7, 63 and Nevada Life & Annuity licenses. 

I live with my family in Reno, NV and enjoy hiking, skiing, traveling, and reading.  

Agent License #3646741

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Exceptional client service is my priority and it’s been at the forefront of every decision I’ve made since the beginning of my career in 2022 at the UBS Wealth Advice Center.  While there, I worked closely with clients to understand their financial goals and help them allocate their portfolios accordingly.  Today, as and member of the R72 Advisors Private Wealth practice, I help corporate employees and executives understand the nuances of their often complex equity compensation plans while maintaining a focus on long term financial planning, in turn, allowing me to better understand what is important to our clients and offer an appropriate solution tailored to their financial situation. 

I was born and raised in Northern California where I still enjoy fitness, playing golf, and cheering for the San Francisco 49ers, Giants and Sacramento Kings.

• Corporate Stock Benefit Analyst

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I graduated from the University of California, Riverside with a B.A. in Liberal Studies. Following graduation, I sought a career in wealth management and joined UBS as a Branch Service Associate where I assisted with operational tasks supporting the San Francisco Complex. In 2017, I entered a role as a Client Service Associate in which I supported a team that serviced a Registered Investment Advisory firm. While in this role, I attained my series 7 and 66 securities licenses. I furthered my commitment to client service as a Senior Associate at Morgan Stanley and Freestone Capital Management. In April 2026, I rejoined UBS as a team member of R72 Advisors. I focus on building lasting client relationships through proactive service, trust, and an unwavering commitment to delivering a seamless experience.

I am a San Francisco native. I welcomed a daughter in 2020 and a son in 2023. My family and I enjoy beach walks, exploring the outdoors, and traveling to Europe and Asia. We especially love to travel to Japan and Paris for the rich cultures, beautiful sites, and incredible food. 

• Corporate Stock Benefit Analyst

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As a Client Associate at UBS, I am committed to providing personalized service and supporting clients achieve their unique goals. Since joining UBS as an Office Administrator in 2021, I have worked alongside financial advisors and operations professionals across the West Coast, developing a strong foundation and appreciation for building lasting client relationships.

Prior to joining UBS, I served as an Office Manager and Case Assistant at an immigration law firm, where I guided individuals and families from diverse backgrounds through complex legal processes. That experience strengthened my attention to detail, organizational skills, and ability to communicate with empathy and clarity. Today, I bring those same qualities to the Client Associate role at UBS, helping clients navigate through their financial decisions with confidence while providing responsive, client-focused service. I currently hold the Series 7 and Series 66 licenses.

As a Bay Area native, I enjoy exploring local hiking trails, spending time with my dogs, painting, and reading.

• Corporate Stock Benefit Analyst

I joined UBS as a receptionist in 2024 after graduating from the University of Oregon, where I earned my Bachelor of Science in Economics with minors in Business Administration and Legal Studies. In 2025, I transitioned into the Client Service Associate role, which allowed me to further develop my skills in operations and administrative support while focusing on providing exceptional client service.

Growing up in a military family instilled in me the values of discipline, accountability, and dedication to serving others. These principles inspired my interest in the finance industry, where building trust, planning for the future, and helping clients pursue their long-term financial goals are central to my work. I am passionate about cultivating strong relationships with clients and delivering a reliable, detail-oriented experience rooted in professionalism and care. I hold my SIE and notary licenses.

As a Northern California native, I enjoy dancing, traveling, zip-lining, and exploring Bay Area trails with my dog.

• Corporate Stock Benefit Analyst

I graduated from Westminster University in 2023 with a Bachelor of Science in Business Marketing. Following graduation, I began my career in financial services at Goldman Sachs within institutional coverage, where I supported clients across trading, product, and cash management. In 2026, I joined UBS as a Client Associate with R72 Advisors. In this role, I focus on building strong client relationships and helping clients navigate their financial needs.

Outside of work, I enjoy skiing, fly fishing, golfing, cycling, and staying active.