Knowledge

Alex, a Financial Advisor and Senior Portfolio Manager of UBS's Portfolio Management Program, believes his strongest assets are the relationships he's established with his clients. With 33 years of experience and knowledge, Alex offers customized wealth management advice and personalized service. He works closely with his clients to develop an investment strategy tailored to their needs. This requires a thorough understanding of his clients' objectives, risk parameters and investment timeframe, and assures that his clients have realistic expectations and an understanding of the risks and rewards inherent in their investments.

Investment management is just the beginning. Alex contacts his clients regularly to communicate investment results, reiterate discipline, and stay informed of their ever-changing needs. By developing disciplined investment plans based on each client's goals, he offers wealth management strategies for today and years to come.

In addition to his career, Alex is actively involved in his community. His hobbies include travel, reading, music, skiing, golf, and running. Alex, his wife, two children, and dog Rosie reside in Mill Valley, California.

Alex Taft holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0A05790).

Robert joined Alex’s team here at UBS in 2021, bringing with him 12 years of experience in the financial services industry. He started his career in the Bay Area at Tamalpais Asset Management where he was an analyst for their convertible bond portfolio. He then spent the next 10 years at Coastland Capital and Passport Capital where he traded various derivative portfolios as a Portfolio Manager. That experience allows him to bring thoughtful insights and analytics to the management of client portfolios here at UBS. Robert is excited to collaborate with the team to assist in all aspects of the wealth management process to meet our clients’ long-term objectives.

Robert graduated from Southern Methodist University in 2009 where he earned degrees in Finance and Economics. In his personal time, he enjoys traveling, cooking, gardening, camping, and the occasional day on the golf course. Robert, his wife Alissa, and their two young children live in Pleasant Hill, California.

Robert recently acquired his FINRA Series 7 and Series 66 licenses.

Tory has spent her professional life in and around financial services on both the East and West Coasts. From planning large corporate events to high-level executive support, Tory has a broad range of experience and expertise. She took a 13-year hiatus to raise her two children and now is happy to be at UBS and excited to help clients with their account needs.

Outside of the office, Tory loves to be on the sidelines watching her kids play sports, hiking with her dog, Disco, traveling to Connecticut to visit her parents or just relaxing at home with her husband, Jared. Tory lives in Greenbrae, California.

Tory graduated from Rollins College in 1997 with a degree in Psychology.