A plan for today, tomorrow and generations to come

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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Bruce Lin, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CT
- FL
- GA
- MA
- MD
- MI
- MO
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
Bruce serves as the primary investment resource and portfolio manager for our clients.

He graduated from the University of California at Berkeley with a degree in Political Economy and is a CERTIFIED FINANCIAL PLANNER™ professional. Bruce is going on thirty years of experience as a financial advisor.

As a long-term Golden State Warriors season ticket holder Bruce also has completed over 100 triathlons, including 3 Ironman distance races. After running multiple qualifying standards over several years, Bruce finally achieved his recent goal of competing in the Boston Marathon as well.

Bruce and his wife Kristin along with 2 children, Sophia & Karissa live in San Ramon.

UBS Financial Services Insurance Agency Inc. License UBS#0512985. CA Insurance License # 0B05787
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UC Berkeley, B.A. Political Economy
555 California Street
34th + 46th Floor
San Francisco, CA 94104

bruce.lin@ubs.com

Bruce Lin, CFP

555 California Street,San Francisco,CA,94104
Michael Hartmeyer, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CT
- FL
- GA
- HI
- MA
- MD
- MI
- MO
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- UT
- WA
Michael serves as a relationship manager, coordinating the team structure around each client's unique needs and more specifically, overseeing financial planning matters for our clients. This can include estate planning strategies, working with concentrated stock positions, philanthropy, etc. Michael enjoys spending time with clients discussing how psychology impacts financial decisions

Michael is a CPWA® professional, an advanced professional education and certification program for advisors who serve high-net-worth clients. A graduate of University of California, Davis, he has been working with clients like you for over 15 years.

Michael lives in Piedmont with his wife, Jackie, along with their son, Desmond. He loves exploring new places on foot, allowing him to take a detour any time he sees something interesting. Michael is passionate about soccer, both playing and traveling to attend matches domestically and overseas. He enjoys CrossFit for its focus on strength, mobility and functional movement. He also still enjoys the occasional punk rock show.

UBS Financial Services Insurance Agency Inc. License UBS#0512985. CA Insurance License # 0F48171
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

michael.hartmeyer@ubs.com

Michael Hartmeyer, CPWA

555 California Street,San Francisco,CA,94104
Sennai Abbay

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CT
- FL
- GA
- HI
- MA
- MD
- MI
- MO
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- UT
- VT
- WA
Sennai helps clients create and implement investment plans that reflect and support their goals & needs. He can help with investment management, planning for retirement, estate planning strategies, education planning, insurance, lending solutions - all in effort to help clients meet and achieve their life & financial goals.

A graduate of San Francisco State University, Sennai began his financial services career in 2011.

Sennai has a passion for outdoor activities, sports, the local community and most importantly his family. Sennai serves as a volunteer coach and mentor for the boy's soccer program at his alma mater, Salesian College Preparatory. Additionally, you can find him at his local Hercules Tennis Community Park training our youth and playing doubles!

UBS Financial Services Insurance Agency Inc. License UBS#0512985. CA Insurance License # 0H88750
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

sennai.abbay@ubs.com

Sennai Abbay

555 California Street,San Francisco,CA,94104
Erika Chan

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- LA
- MA
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WY
Erika specializes in coordinating the administrative and operational needs of our clients’ portfolios, including taking care of anything from RMDs, to fed fund wires and the processing of required paperwork precisely and proactively. She works hard to make our clients feel special and cared for, which makes her a critical part of the team and our clients’ overall experience.

Erika is a graduate of San Francisco State University and began her financial services career in 2011. Erika enjoys mentoring new associates. She has worked with many different advisors and their different styles of running businesses, which allows her to use her experience to offer insight into situations that don't come up often.

You can find Erika staying active in general, she does have a preference for action sports like snowboarding, rock climbing, etc. She loves nature and took a year off for a road trip around the U.S. to visit the national parks.

UBS Financial Services Insurance Agency Inc. License UBS#0512985. CA Insurance License # 0I08842
- San Francisco State University, B.S. Business Administration
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

erika.p.chan@ubs.com

Erika Chan

555 California Street,San Francisco,CA,94104

Bruce Lin, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CT
- FL
- GA
- MA
- MD
- MI
- MO
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
Bruce serves as the primary investment resource and portfolio manager for our clients.

He graduated from the University of California at Berkeley with a degree in Political Economy and is a CERTIFIED FINANCIAL PLANNER™ professional. Bruce is going on thirty years of experience as a financial advisor.

As a long-term Golden State Warriors season ticket holder Bruce also has completed over 100 triathlons, including 3 Ironman distance races. After running multiple qualifying standards over several years, Bruce finally achieved his recent goal of competing in the Boston Marathon as well.

Bruce and his wife Kristin along with 2 children, Sophia & Karissa live in San Ramon.

UBS Financial Services Insurance Agency Inc. License UBS#0512985. CA Insurance License # 0B05787
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UC Berkeley, B.A. Political Economy
555 California Street
34th + 46th Floor
San Francisco, CA 94104

bruce.lin@ubs.com

Bruce Lin, CFP

555 California Street,San Francisco,CA,94104
Michael Hartmeyer, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CT
- FL
- GA
- HI
- MA
- MD
- MI
- MO
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- UT
- WA
Michael serves as a relationship manager, coordinating the team structure around each client's unique needs and more specifically, overseeing financial planning matters for our clients. This can include estate planning strategies, working with concentrated stock positions, philanthropy, etc. Michael enjoys spending time with clients discussing how psychology impacts financial decisions

Michael is a CPWA® professional, an advanced professional education and certification program for advisors who serve high-net-worth clients. A graduate of University of California, Davis, he has been working with clients like you for over 15 years.

Michael lives in Piedmont with his wife, Jackie, along with their son, Desmond. He loves exploring new places on foot, allowing him to take a detour any time he sees something interesting. Michael is passionate about soccer, both playing and traveling to attend matches domestically and overseas. He enjoys CrossFit for its focus on strength, mobility and functional movement. He also still enjoys the occasional punk rock show.

UBS Financial Services Insurance Agency Inc. License UBS#0512985. CA Insurance License # 0F48171
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

michael.hartmeyer@ubs.com

Michael Hartmeyer, CPWA

555 California Street,San Francisco,CA,94104
Sennai Abbay

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CT
- FL
- GA
- HI
- MA
- MD
- MI
- MO
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- UT
- VT
- WA
Sennai helps clients create and implement investment plans that reflect and support their goals & needs. He can help with investment management, planning for retirement, estate planning strategies, education planning, insurance, lending solutions - all in effort to help clients meet and achieve their life & financial goals.

A graduate of San Francisco State University, Sennai began his financial services career in 2011.

Sennai has a passion for outdoor activities, sports, the local community and most importantly his family. Sennai serves as a volunteer coach and mentor for the boy's soccer program at his alma mater, Salesian College Preparatory. Additionally, you can find him at his local Hercules Tennis Community Park training our youth and playing doubles!

UBS Financial Services Insurance Agency Inc. License UBS#0512985. CA Insurance License # 0H88750
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

sennai.abbay@ubs.com

Sennai Abbay

555 California Street,San Francisco,CA,94104
Erika Chan

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- LA
- MA
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WY
Erika specializes in coordinating the administrative and operational needs of our clients’ portfolios, including taking care of anything from RMDs, to fed fund wires and the processing of required paperwork precisely and proactively. She works hard to make our clients feel special and cared for, which makes her a critical part of the team and our clients’ overall experience.

Erika is a graduate of San Francisco State University and began her financial services career in 2011. Erika enjoys mentoring new associates. She has worked with many different advisors and their different styles of running businesses, which allows her to use her experience to offer insight into situations that don't come up often.

You can find Erika staying active in general, she does have a preference for action sports like snowboarding, rock climbing, etc. She loves nature and took a year off for a road trip around the U.S. to visit the national parks.

UBS Financial Services Insurance Agency Inc. License UBS#0512985. CA Insurance License # 0I08842
- San Francisco State University, B.S. Business Administration
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

erika.p.chan@ubs.com

Erika Chan

555 California Street,San Francisco,CA,94104

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

A leading global wealth manager

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Let's talk

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51 countries

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Global leader

UBS is a leading and truly global wealth manager

A plan for today, tomorrow and generations to come

Pursuing your goals together

Bruce Lin, CFP

Michael Hartmeyer, CPWA

Sennai Abbay

Erika Chan