Experience

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

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 ten major market corrections and two 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 benefited 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 annuities licenses. I am a graduate of the Swiss Commercial School in Horgen/Zurich. My wife and I live with our three children in Tiburon, CA. The entire family enjoys spending time outdoors where I practice my lifelong passion in photography.

California Insurance License 0E18449

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 resident and active community member of San Francisco, I am a supporter of the fine arts, a member of the San Francisco historical society, music appreciator and fan of all things Bay Area sporting related (49ers, Giants and Warriors). In my free time, I enjoy golfing, boating and skiing.

Agent License #4212210

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

Since beginning my career in the financial services industry in 1996, I have provided high-level administrative and operational support to clients and advisors, with a strong focus on efficiency, communication, and service excellence. As a Senior Registered Client Associate, I ensure seamless day-to-day operations, problem-solve, and maintain trusted relationships with clients. I hold FINRA Series 7, 3 and 4 licenses.

I earned my Bachelor of Science degree from California State University, Long Beach. Originally from San Francisco, I currently reside in San Mateo with my husband and our dog.

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

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.

After graduating from the University of California, Santa Barbara with a B.A. in Economics and a focus in Technology Management in 2024, I joined the Corporate Services practice and Private Wealth Management practice. Building on my experience as a UBS Wealth Management intern, I leverage my strong foundation in client service and operational processes. I’m passionate about continuously deepening my industry knowledge and expanding my expertise to provide excellent service to our clients.

In my free time, I enjoy hiking, snowboarding, playing tennis, and traveling abroad.