Let's move forward. Together.

Understanding what matters most to you

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Eric Susantio

Senior Vice President–Wealth Management

Portfolio Manager

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • ME
  • MI
  • NV
  • NY
  • OR
  • TN
  • TX
  • VA
  • WA

Credentials

  • Portfolio Manager
355 Santana Row
Suite 2050
San Jose, CA 95128
  • (408) 282-8456

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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