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32
Collective years of experience
Senior Vice President–Wealth Management
CPWA ®
Chris began locally in the financial services industry after graduating from UC Santa Barbara in 1992. After 23 years at Merrill Lynch, he recently moved his practice to UBS Financial Services to better serve his clientele. His philosophy and service model is simple: work with individuals of significant wealth to pursue their unique financial goals.
Chris employs a deliberate financial process combined with exemplary service to simplify the financial lives of high net worth clients. Although clients often enjoy similar wealth, their needs and goals are diverse and include income planning for retirement, estate planning strategies, and tax minimization. Then he develops investment strategies that leverage the broad array of offerings at UBS.
As a wealth management advisor, he works hard to earn clients’ trust and is committed to optimizing their resources to make the most of what they have.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
CPWA ®
Chris began locally in the financial services industry after graduating from UC Santa Barbara in 1992. After 23 years at Merrill Lynch, he recently moved his practice to UBS Financial Services to better serve his clientele. His philosophy and service model is simple: work with individuals of significant wealth to pursue their unique financial goals.
Chris employs a deliberate financial process combined with exemplary service to simplify the financial lives of high net worth clients. Although clients often enjoy similar wealth, their needs and goals are diverse and include income planning for retirement, estate planning strategies, and tax minimization. Then he develops investment strategies that leverage the broad array of offerings at UBS.
As a wealth management advisor, he works hard to earn clients’ trust and is committed to optimizing their resources to make the most of what they have.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
32
Collective years of experience
Our goal is to be an integrated part of your financial decisions, a team to rely upon when you are at a crossroads or looking to the road ahead.
Through each step of planning, investment execution and reviews and revisions--we want to be a vital part of your planning team.
To set up an introductory call or meeting, please reach out:
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
