Global leader
UBS is a world-leading wealth manager
Private Wealth Advisors. Advocates. Financial quarterbacks. As your team, we provide the individualized attention of a boutique practice backed by the strength and stability of UBS, one of the largest wealth management firms in the world. Our process starts with a deep understanding of you, your family and your values.
We are a highly experienced team of Private Wealth Advisors who have worked closely together for more than 20 years. Louie Sampedro’s background in philanthropy and Chris Barra’s extensive military service provide us with the leadership and global perspective to offer wise advice, guidance, or tactical solutions.
Whether we’re working with entrepreneurs looking for creative solutions for exiting a venture or exceptional, multigenerational families requiring access to the firm’s top financial minds, we are driven to place integrity, transparency and trust at the center of our practice. We strive to consistently put your best interests first and keep you moving forward with comprehensive wealth management that answers your immediate needs and addresses your long-term goals.
– Chris Barra, Managing Director–Wealth Management
– Louie Sampedro, Managing Director–Wealth Management
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
Global leader
UBS is a world-leading wealth manager
More than 150 years
offering financial advice
$5+ trillion
In invested assets globally
As of 11/07/2023