Drawing on over 25 years of industry experience, Eaven works closely with executives, founders, innovators, and Family Offices to manage concentrated risk and provide holistic investment and planning advice. His guidance emphasizes the importance of developing action plans and identifying impactful planning opportunities.

Client education and organization are core elements to his approach, which is why many clients utilize his team as a strategic sounding board as they consider banking, borrowing, investing and planning decisions.  Specific examples include cash management, customized strategies for concentrated risk portfolios, as well as transition event and philanthropic planning.

Brandon is a Wealth Strategy Associate with over 5 years of industry experience. Prior to joining UBS, he worked at Morgan Stanley and Bank of America. Brandon graduated from UC Santa Barabara with a degree in economics. He holds the Certified Investment Management Analyst ® (or CIMA®) certification.

Brandon’s main duties focus on investments and client success. He enjoys helping clients simplify their financial lives and bring clarity to complex decisions. 

Brandon grew up in Marin County and currently lives in San Francisco with his girlfriend. He enjoys watching sunsets, trying new restaurants, and playing card games.

Elizabeth is a Client Service Associate with nearly 4 years of experience working in the high-net-worth space.  Lizzy’s main duties revolve around communicating with clients and proactively assisting with their needs across the balance sheet.

Prior to joining UBS, she began her career at Hall Capital Partners, an asset management firm focused on wealthy families, foundations, and endowments.  She graduated from the University of Vermont with a BSBA in Finance and Marketing and a minor in Sports Management.

Originally from the East Coast, Lizzy is a big Philly sports fan. In her free time, she likes to foster kittens and service dogs, snowboard in Tahoe, and create pottery.