Experience

For over 20 years, Bill has been advising successful entrepreneurs, venture capitalists and other wealthy families. Prior to joining UBS Private Wealth Management in 2008, Bill worked as a Director for Credit Suisse from 2001 to 2008. Bill worked as an Associate for JP Morgan Private Bank from 1998 to 2001. From 1996 to 1998, Bill was an Associate with the Coopers and Lybrand FAS Practice in Los Angeles, focusing on merger and acquisition due diligence and corporate reorganizations. Bill earned a B.A. in Business Economics from the University of California at Los Angeles.

Bill was born and raised in Santa Barbara, California but now lives in Tiburon, California with his wife and three children. He is an avid surfer and golfer, and he occasionally dabbles in cycling. In the 9th grade, he appeared as a contestant on the first ever Wheel of Fortune Family Week.

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Annie joined the UBS team with a diverse background of work experience at Morgan Stanley PWM, Credit Suisse Securities LLC, and UBS Financial Services LLC (Asia-Pacific international division). Her expertise includes wealth management service for UHNW clients, restricted stock sales, 10b5-1 planning, philanthropic giving, directed share plans, foreign securities, and trading.

As a Taiwanese-born first generation in the United States, Annie speaks Mandarin Chinese, conversational Taiwanese and basic Japanese. She graduated from University of California, Berkeley with a triple-major in Legal Studies, Interdisciplinary Studies Field, and Japanese (BA). During her free time, Annie enjoys plant-based cooking, reading and exploring the Bay Area wilderness with her Siberian Husky Ponyo and Samoyed Mochi.

Jason brings 25 years of experience in the financial services industry. Prior to UBS, he was an investment product manager at BMO Capital Markets, where he worked for 10 years. Previously, he held portfolio management and capital market specialist roles at both Lehman Brothers Private Investment Management and Credit Suisse Private Bank, and prior to that, advised JPMorgan Private Bank clients on equity risk mitigation strategies. Early in his career, he was a market-maker at the Pacific Options Exchange in San Francisco.

Jason and his wife live in Danville with their three children. He is a graduate of UC Santa Barbara (Class of 1996) where he earned a B.A. in Business Economics. He is a California native.

Anthony brings 14 years of experience in the financial services industry.  Prior to UBS, he was an audit operations specialist at FHLB San Francisco and prior to that he supported derivative contract negotiations at Wells Fargo Securities.  Early in his career, he held roles at SEI Investments and Citibank. 

Anthony is originally from Philadelphia and a graduate of Loyola University Maryland, where he earned a B.A. in Marketing.  He and his wife live in Oakland with their 1-year-old son. He loves to cook and spend time with friends and family.