Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Tony Brookfield Profile Photo

    Anthony Patrick "Tony" Brookfield

    Senior Vice President

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    • CA
    • CO
    • DE
    • ID
    • IL
    • MA
    • MI
    • NJ
    • SC
    • SD
    • TX
    • UT

    Tony Brookfield coordinates a team of professionals at UBS Private Wealth Management, focused on comprehensive wealth management for CEOs and executives of public companies, private business owners, entrepreneurs and other wealthy families. After delineating client needs in detail, he identifies and integrates specialists and resources that align with client priorities. Tony is adept in streamlining the efforts of external tax and legal specialists, pursuing a holistic wealth management strategy that is deliberate and cohesive.

    Prior to joining UBS Private Wealth Management in 2015, Tony spent 9 years as a Director in the Credit Suisse Private Bank, San Francisco and he worked as a Managing Director in the Bank of America Private Bank, San Francisco. He started his investment career in 1991 with the Lehman Brothers Private Client Services group, New York. Tony received his MBA from Columbia Business School, concentrating on Finance and International Business, and received a BA in Economics from the University of California, Davis.

    Tony is a San Francisco Ambassador for Columbia Business School, serves on the UC Davis Capital Campaign Committee, serves on the board of Keep Fish Wet, serves on the board of the Squaw Valley Alpine Foundation and was the former Chairman of the Executive Board of California Trout.


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

    • Columbia Business School, M.B.A. concentrating on Finance and International Business
    • University of California, Davis, B.A. Economics
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    • Private Wealth Advisor
    555 California Street
    Suite 3200
    San Francisco, CA 94104
  • Pema Lakar Profile Photo

    Pema Lakar

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • UT
    • VT
    • WA
    • WI

    Pema has over 10 years of experience in the financial industry and has worked at firms such as Merrill Lynch and Credit Suisse prior to joining UBS Private Wealth Management.  Inspired by the Brookfield team's dynamic structure, Pema joined the team in 2015 catering to both domestic and International (Asia-centric) ultra-high net worth clients. As a wealth strategy associate, Pema oversees the team's daily operations, equity, fixed income trading and portfolio rebalancing.  She is also experienced in syndicate, 10b5-1, lending and FX.

    Pema graduated from the University of California, San Diego with a BA in economics.  In her spare time, she enjoys the outdoors, yoga and travelling.  She currently resides in the east bay with her husband and son.

    She holds the Series 7, 66 securities licenses and CA Insurance license. 

      • University of California, San Diego, B.A. Economics
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597
      • Shinda Bickham

        Senior Strategist

        Portfolio Advisory Group


        Currently serving as the Senior Portfolio Strategist for the Northwest Region, Shinda is responsible for articulating and delivering comprehensive, research-driven advice to UBS's ultra-high net worth (UHNW) clients. Leveraging the global resources of the firm, he specializes in asset allocation and portfolio construction, including customized, product-neutral solutions across all asset classes to meet their financial goals.

        Professional History
        Having worked for 20+ years in the financial services industry, Shinda has amassed extensive experience in portfolio management, hedging, and risk management.

        He most recently spent 9+ years at BlackRock, where he both led Portfolio Management teams and served as lead Portfolio Manager for several key assignments in EMEA and the Americas. There his assignments included leading the firm’s derivatives-based completion fund and foreign exchange hedging efforts, as well as its systematic macro and style factor suite of funds - books with over £60BB and $30BB in AUM, respectively.

        Shinda also has extensive experience with manager research and selection across all asset classes and styles for both institutional and private clients. He is based in San Francisco and will split time between Seattle and the San Francisco Bay Area.


        Shinda received his B.A. in Economics from the University of California, Berkeley and holds his Series 7, 65 & 66 licenses.
      • Stephen Dohler


        Senior Wealth Management Banker

        Current role and areas of expertise

        Banking and Lending are an integral part of the value clients receive at UBS. Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan.

        That’s where we come in. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Stephen provides expertise in the following areas:

        • Securities Backed Lending solutions
        • Residential Lending - SFRs to 4 unit properties (including investment properties)
        • Commercial Real Estate
        • UBS Premier Credit Cards
        • Deposit solutions

        Senior Wealth Management Bankers can also offer the following services:

        • Art, aircraft and yacht financing
        • Asset-Based lending
        • Small Business lending

        Professional history

        Stephen has 24  years of experience in banking and financial services at UBS. Throughout his career Stephen has advised Financial Advisors and clients on liability management solutions throughout the Western U.S.

        Education and personal information

        Towson University, B.A, Finance.

        Series 7, 66 securities licenses and NMLS mortgage license.

      • Shawna Hamilton

        Senior Strategist

        Family Advisory and Philanthropy Services

        Professional History

        As a Senior Strategist, Shawna co-leads Family Advisory and Philanthropy Services for the West Division. Shawna works closely with advisors to support families on achieving their goals in optimizing money, centering values, and living their philanthropic intent. The Family Advisory and Philanthropy Services team serves as a thought partner to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy.

        Shawna joined UBS in 2021 from Pacific Foundation Services where she was a Senior Program Officer and Philanthropy Advisor. Before that, Shawna had two roles within Silicon Valley Community Foundation. The first was in fundraising, the second was guiding a global Habitat for Humanity grant program and providing advisory support to Cisco Systems' employees worldwide. Prior to her service in philanthropy, Shawna lived in New York, spending time at a hedge fund and co-launching an Ethiopia-based education nonprofit.

        As a native of Santa Barbara, California, Shawna’s family spans across the West. She is an active volunteer to several community organizations and lives in San Francisco.

        Shawna received a Master of Science in Nonprofit Management from The New School, and a Bachelor of Science in International Business from California State University Northridge.
      • Rebecca Sterling


        Senior Wealth Strategist


        Rebecca works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. Rebecca focuses on developing and helping clients implement comprehensive wealth transfer strategies that align with clients’ wishes. She reviews clients’ tax and estate planning documents to ensure that each plan accurately reflects the family’s goals and objectives while maximizing tax efficiencies.

        Professional History

        Prior to rejoining UBS in 2021, Rebecca worked at First Republic Private Wealth Management, where she advised clients on tax and estate planning matters. Rebecca also previously worked at UBS as a Senior Wealth Strategist from 2015-2020. Rebecca began her career as a trusts and estates attorney at Loeb & Loeb in Los Angeles.


        Rebecca earned a B.A. in Spanish and Art History from Georgetown University, a J.D. from Temple University School of Law (cum laude), where she was an editor of the Temple law review, and an LL.M. (Master of Laws in Taxation) from NYU School of Law, where she was a graduate editor of the tax law review, and she earned the Harry J. Rudick award for excellence in taxation, and the David H. Moses prize for the highest GPA in the LL.M. program.

        Licenses and Certifications

        Rebecca is licensed to practice law in both New York and California

      Connecting you to the deep resources of UBS

      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

      Wealth, from your point of view

      Change your community. Change the world.

      Change your community. Change the world.

      Executive decisions

      Executive decisions

      Backed by the strength of UBS

      A global leader in wealth management

      $3.9 trillion

      In invested assets globally 
      As of 12/31/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager