Life, wealth and discovering the goals that matter

Full Team 2022

At ARC Partners, we’re an experienced team of enthusiastic wealth managers who have joined forces to deliver what we believe families need most today—purposeful planning and responsible investing to pursue their long-term goals.

Our approach is straightforward. We look at both sides of your personal balance sheet—and then we look further—at each area of your financial life where we believe you may benefit from a more innovative solution or a better strategy.

Our clients often choose to work with us for life. We believe they respect our knowledge and our recommendations. But more important, they value our intuitive understanding of the challenges they face each day as they work, raise families and plan for a fulfilling future. Simply, we “get” them and the Bay Area we know so well. Our priority is to be a stable and consistent source of advice and answers to the questions that matter most.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Tom Anderson Profile Photo

    Tom Anderson

    Managing Director–Wealth Management

    Private Wealth Advisor

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    Tom believes in giving straight-forward advice—in any market. Take a long-term view. Make decisions proactively, not reactively. Stick with your savings and investment plan. Tom's focus is on designing investment strategies that minimize volatility, are attainable and focus on savings. Financial planning plays an important role in helping clients stay on the right path to retirement. Tom's work ethic was formed while attaining the rank of Eagle Scout. This commitment to service has proven valuable in guiding clients over the years.

    Tom joined the UBS predecessor firm PaineWebber in 1985, and has since earned the distinguished UBS Wealth Advisor designation and Senior Portfolio Manager designations. 

    A competitive swimmer, tennis player and avid reader, Tom has roots in the Bay Area since the 1870s. He and his wife, Sandy, are proud parents of Emily and Philip, who are now working in Washington D.C. and the Bay Area, respectively.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

    • University of California Berkeley, B.A. History
    • Private Wealth Advisor
    • Senior Portfolio Manager
    64 Willow Place
    Suite 200
    Menlo Park, CA 94025
  • Shelley Richardson Profile Photo

    Shelley Richardson, CFP, CPWA, CDFA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    Her focus and training are in financial planning, but Shelley sees her role as "financial therapist." To her, planning helps clients find peace of mind. They see their entire balance sheet and can then address their concerns, identify pitfalls and seize opportunities—especially with Shelley's help and her ability to understand and problem solve.

    She found her calling in Financial Services when she turned 18--changing her college major to finance, followed by an MBA. She combined her love of finance with her desire to help people so becoming a Financial Advisor was a natural fit. Having been at UBS for more than 25 years, Shelley is an indispensable member of her team. While she does much of the planning work with clients, she is detailed oriented and provides insight and education into any issue or challenge the team is facing. Shelley is consistent, thorough and dedicated to finding the right answer.  

    Shelley is a member of Financial Planning Associate of Silicon Valley. She has earned numerous accreditations over her long career, including her Series 7, 63, 65 and 3 securities licenses and her insurance license. 

    Outside of work, Shelley, her husband David and two daughters, Emily and Amanda, enjoy hiking, local parks and soccer. She enjoys cooking gourmet meals for her family. Together they share a commitment to their community, volunteering for Peninsula Open Space Trust, Save our Shores, Creek Connections Action Group, and Santa Clara County Parks.

    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

      • Private Wealth Advisor
      • Certified Divorce Financial Analyst
      • CERTIFIED FINANCIAL PLANNER™
      • Senior Portfolio Manager
      750 University Ave.
      Suite 250
      Los Gatos, CA 95032
    • David Hohl Profile Photo

      David Hohl

      Senior Vice President–Wealth Management

      Financial Advisor

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          • Senior Portfolio Manager
          775 Page Mill Road
          Palo Alto, CA 94304
        • Matthew Huerta Profile Photo

          Matthew Huerta

          Client Associate

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          Matthew joined UBS in 2011 and oversees client administration for ARC Partners. Matthew has more than 17 years of experience in the financial services industry, and has been recognized annually as a Banking Champion since 2014. A graduate of UC Berkeley, Matthew received a B.A. in Political Science and subsequently earned Series 7, 63, 65, 31 and insurance licenses.

          Matthew coaches his son's baseball team and daughter's soccer team and enjoys exploring the great outdoors with his family. He closely follows the local professional soccer club San Jose Earthquakes as well as the US Men's National Team.

            • UC Berkeley, B.A. Political Science
              64 Willow Place
              Suite 200
              Menlo Park, CA 94025
            • Alex Adiutori Profile Photo

              Alex Adiutori

              Wealth Management Associate

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              Alex joined UBS in 2017 and oversees client administration for ARC Partners.  After earning a B.A. in Political Science from San Jose State University, Alex moved to Sacramento to volunteer in numerous local and state elections throughout California.  A successful transition into the financial services industry has led Alex to advance her knowledge by earning the Series 7 and 66 license.

              Alex is responsible for all day-to-day administrative duties, works closely with the team on portfolio reviews and provides excellent client service, assisting with any client requests and queries. Efficient and detail-oriented, she confirms and oversees all scheduled client reviews. Her supervision of this process ensures that each client is receiving the service they deserve.

              Always focused on deepening clients’ experience and relationships with the team, Alex manages all marketing and communications initiatives. She provides creative client outreach solutions and is also the team’s main coordinator for planning and organizing client events.

              A Bay Area native, Alex enjoys travelling up and down the coast with her husband, Matt. Together, they share of a love for cooking, the San Jose Sharks, and exploring local craft breweries.

                • San Jose State University, B.A. Political Science
                  750 University Ave.
                  Suite 250
                  Los Gatos, CA 95032
                • Fay Fruin-Jameson Profile Photo

                  Fay Fruin-Jameson

                  Team Administrator

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                  Fay brings more than 20 years of experience as the key Senior Registered Client Service Associate. She brings her commitment to integrity and a client-centered work ethic to each relationship. Fay is the key point of contact, handling all aspects of account administration and providing clients access to the extensive resources of UBS Wealth Management. Fay is passionate about delivering the finest experience to her team's most discerning clients.

                  Fay holds Securities Licenses Series 7, Series 66, and Series 31. Fay is married and has one daughter. Of note, Fay is also an expert gardener and gourmet cook; she hosts some of the best dinner parties in San Jose.

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                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

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