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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Crystaline Kopriva

Senior Vice President–Wealth Management

Crysty Kopriva graduated with a Bachelor of Science degree in Business Administration emphasizing Finance from California State University at Monterey Bay. She joined UBS in 2006 and the Pacific Investment Group in 2009. Crysty collaborates with clients to provide superior financial planning, portfolio allocation construction, and investment performance analysis. Her experience in the financial services industry and her knowledge of UBS's capabilities and services enable her to identify the right solutions for clients' wealth management needs. Working closely with the highly experienced Pacific Investment Group has given Crysty the resources and insight to the view the financial world with a well-rounded perspective.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • Bachelor of Science degree in Business Administration emphasizing Finance, California State University Monterey Bay
200 Clock Tower Place
Suite C-100
Carmel, CA 93923

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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.

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As of 12/31/2024

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