Senior Vice President
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Let's connect
Senior Vice President
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Let's connect
Senior Wealth Strategy Associate
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.
Education
Senior Wealth Strategy Associate
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.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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