Global access. Strategic solutions.

Private Wealth Management

[PWM] Madrid, Spain

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

Evans Jasper Partners
  • Michael Evans Profile Photo

    Michael Howard Evans

    Managing Director

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    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • IL
    • MA
    • MI
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • TX
    • WA
    • WI
    • WY

    Mike is a Managing Director and has advised ultra high-net-worth families for 22 years. He joined UBS in 2003 after having spent 6 ½ years as a Vice President in the Investment Management Division at Goldman, Sachs & Co. Earlier in his career, Mike worked for Kimberly-Clark Corporation in Columbus, Ohio. He holds an MBA from Cornell SC Johnson Graduate School of Management and a BS degree in Finance from The Ohio State University. He resides in Orinda with his wife, Janine, and three children: Dylan, Abby and Hannah.

    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • Cornell SC Johnson Graduate School of Management, M.B.A.
    • The Ohio State University, B.S. Finance
      555 California Street
      32nd Floor
      San Francisco, CA 94104
    • David Jasper Profile Photo

      David Haas Jasper

      Managing Director

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      • CA
      • CO
      • CT
      • DE
      • FL
      • HI
      • IL
      • MA
      • MI
      • NH
      • NJ
      • NV
      • NY
      • OH
      • PA
      • TX
      • WA
      • WI
      • WY

      David is a Managing Director with almost 25 years of experience working with both high-net-worth individuals and sophisticated institutional clients.  He joined UBS in 2003 after having spent 6 ½ years as a Vice President in the Investment Management Division at Goldman, Sachs & Co.  Prior to joining Goldman Sachs, David worked in Credit Suisse First Boston’s Fixed Income Division. He holds an MBA from UCLA Anderson School of Management and a BA from the University of California, Berkeley. David and his wife, Monique, live in Orinda with their three sons: Drew, Kyle and Brett.

      • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

      • UCLA Anderson School of Management, M.B.A.
      • University of California, Berkeley, B.A.
        555 California Street
        32nd Floor
        San Francisco, CA 94104
      • Eddie Huang Profile Photo

        Eddie Huang

        Associate Director

        Senior Wealth Strategy Associate

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        • CA
        • CO
        • CT
        • DE
        • FL
        • HI
        • IL
        • MA
        • MI
        • NH
        • NJ
        • NV
        • NY
        • OH
        • PA
        • TX
        • WA
        • WI
        • WY

        Eddie is an Associate Director, Sr. Wealth Strategy Associate with 16 years of experience advising clients at UBS. Eddie is responsible for investment portfolio construction, monitoring, and performance attribution in addition to overseeing team operations. Prior to joining UBS in 2005, he worked for Argus Information and Advisory Services in White Plains, New York. Eddie graduated from Harvard University with a BA in Computer Science and holds the Chartered Financial Analyst® designation.  He resides in Burlingame with his wife Dan and son Alex.

          • Harvard University, B.A. Computer Science
          • Chartered Financial Analyst®
          555 California Street
          32nd Floor
          San Francisco, CA 94104
        • Katherine Piersanti Profile Photo

          Katherine Grace Piersanti

          Authorized Officer

          Senior Wealth Strategy Associate

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          • CA
          • CO
          • CT
          • DE
          • FL
          • HI
          • IL
          • MA
          • MI
          • NH
          • NJ
          • NV
          • NY
          • OH
          • PA
          • TX
          • WA
          • WI
          • WY

          Katherine is a Senior Wealth Strategy Associate with ten years of experience working with high-net-worth clients. Prior to joining UBS, she worked at Merrill Lynch Private Bank with wealthy families and foundations. She graduated from the University of Texas at Austin with a BS degree in Communication Sciences and Disorders. Katherine and her husband live in San Francisco with their family.

            • University of Texas at Austin, B.S. Communication Sciences and Disorders
              555 California Street
              32nd Floor
              San Francisco, CA 94104
            • Carlos Shimizu

              Carlos Shimizu

              Senior Wealth Strategy Associate

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              • CA
              • CO
              • CT
              • DE
              • FL
              • HI
              • IL
              • MA
              • MI
              • NH
              • NJ
              • NV
              • NY
              • OH
              • PA
              • TX
              • WA
              • WI
              • WY

              Carlos is a Senior Wealth Strategy Associate and the newest member of our team. He joined us in November 2020 after almost 5 years at Morgan Stanley Private Wealth Management as a Director of Business Strategy leading financial planning, portfolio performance/analytics, and new client development endeavors. Carlos holds a BS in Management Science & Engineering from Stanford University, an MS in Financial Analysis from the University of San Francisco, and an accounting certificate from Santa Clara University. Carlos and his wife live in South San Francisco and are raising a daughter.

                • Stanford University, B.S. Management Science & Engineering
                • University of San Francisco, M.S. Financial Analysis
                • Santa Clara University, Certificate, Advanced Accounting Proficiency
                  555 California Street
                  32nd Floor
                  San Francisco, CA 94104

                Wealth, from your point of view

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