Think. Solve. Simplify.

Approachable expertise.

As an executive, entrepreneur or investment fund partner, you’ve built your success with hard work and commitment.

You want to know that your wealth will continue to enrich your life. At Evolution Wealth Partners, we understand this priority and we have the resources and insight to help.

We are Private Wealth Advisors, members of an exclusive division of UBS AG, one of the world’s largest global wealth managers. Because we offer privileged access to the institutional capabilities and planning resources from across the entire firm, our team of experienced professionals is well-positioned to explore every opportunity to help you pursue your most important goals. In fact, our focus extends well beyond your investment needs to the more complex wealth challenges you may be facing within your family, your business and the legacy you’re building. Our team serves only a select number of relationships, managing our clients’ full financial lives so that they are free to pursue their passions and spend more time with loved ones.

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Advice for business owners & entrepreneurs

Wealth transfer across generations

Current Topics

2024 Retirement Guidebook

Download now

Our team

Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you.

Garrett Bates

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- VT
- WA
A commitment to understanding you
As a Private Wealth Advisor, Garrett genuinely wants to make his clients’ lives better. He helps them pursue growth, takes financial tasks off their plate and educates them about wealth management. Garrett works intimately with a select group of successful families to provide guidance and build financial confidence. He specializes in bringing clarity and custom solutions to complex financial situations. Garrett’s empathy and humility enable him to become a trusted guide and develop deep relationships with clients.

Garrett bought his first mutual fund when he was 12 years old with money he made from his paper route and mowing lawns. His parents were positive financial role models who taught him the value of saving and making your money work for you. His financial career began during the Great Recession of 2008, managing money for institutions. Through that baptism of fire, Garrett learned the importance of tuning out market noise and maintaining a disciplined investment strategy. He shares this knowledge with his clients today.

Experience
- Joined UBS Institutional Consulting in 2008
- Joined UBS Private Wealth Management in 2010
Credentials
- Series 7 & 66 securities licenses
- Certified Exit Planning Advisor (CEPA)
- Insurance accreditation. CA Resident License: 0K97540
- B.S., business management, Babson College
Life
- Garrett enjoys all types of outdoor exercise, including mountain biking, cycling and running.
- He and his wife Nina enjoy cooking and spending time with their young son and two Australian Shepherds, Gnocchi and Ziti.
- Garrett has been involved with Habitat for Humanity since high school.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Private Wealth Advisor
- Certified Exit Planning Advisor
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

garrett.bates@ubs.com

Garrett Bates

555 California Street,San Francisco,CA,94104
Siri Berg

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- VT
- WA
A personal approach to your wealth
For more than 30 years, Siri has helped high net worth families manage all the facets of their financial lives. But she also goes beyond the money to understand the personal and emotional aspects of her clients’ wealth. Siri and her fellow team members seek to handle day-to-day financial details for busy people and give them confidence that their wealth will endure. Being a Private Wealth Advisor is more than a job to Siri. She builds caring relationships with the people she serves, earning their trust with her integrity and genuine interest in who they are.

An international investment course in college sparked Siri’s interest in money management. Among her first jobs were positions in the investment divisions of trust companies. She enjoyed getting to know the clients and understanding the intricacies of their situations and goals. She moved to private wealth at Credit Suisse in 1997, where she discovered a love for the family office service model, as opposed to a sole focus on investment management. Siri joined UBS in 2009, and is the senior advisor on her current team.

Experience
- Joined UBS as a Private Wealth Advisor in 2010
- Senior VP, Credit Suisse
Credentials
- Chartered Financial Analyst^® since 1988
- Insurance licensed. CA Resident License: 0H31004
- B.B.A., business, University of Houston
Life
- Born in Texas, Siri lived in Hawaii for five years after college.
- She married and moved to San Francisco in 1996.
- Siri has four (step) kids and three grandchildren with her husband, Bob.
- She serves on the board of Larkin Street Youth Services.
- She is a member of the investment committee for the Sonoma Boys & Girls Club.
- A former triathlete, Siri still bikes and swims regularly.
- Forbes Best-in-State Wealth Management Teams, 2024The 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.
- Private Wealth Advisor
- Chartered Financial Analyst®
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

siri.berg@ubs.com

Siri Berg

555 California Street,San Francisco,CA,94104
Alexandra Bartsch

Director

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- VT
- WA
Allie joined Evolution Wealth Partners after five years on UBS’ Portfolio Advisory Group (PAG), a team dedicated to delivering comprehensive, research-driven asset allocation and portfolio strategy advice to UBS's Financial Advisors and their ultra-high net worth clients. As a Financial Advisor, Allie focuses on portfolio construction, investment due diligence, manager selection, and ongoing portfolio management for the team’s clients. She is committed to understanding clients’ full financial picture in order to align their investments to their goals and values, and customize portfolios to their income needs, liquidity needs, and sustainability objectives.

Experience
- Joined UBS in 2018 as a Portfolio Strategist on the Portfolio Advisory Group, a team dedicated to delivering comprehensive, research-driven asset allocation and portfolio strategy advice to UBS's Financial Advisors and their ultra-high net worth clients
- Spent two and a half years as an analyst on the Financial Sponsors Group at J.P. Morgan's Private Bank, covering private equity firms and their general partners
Credentials
- Series 7 & 66 securities licenses
- B.S., finance, Penn State University
- Chartered SRI Counselor (CSRIC)
Life
- Allie recently relocated from Santa Monica to Mountain View
- In her free time, she enjoys traveling, hiking, and trying new workout classes
- She also enjoys spending time with her two cats, Kiwi and Clementine, and fostering kittens through Best Friends Animal Society
- Forbes Best-in-State Wealth Management Teams, 2024The 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.
- Chartered SRI Counselor℠
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

alexandra.bartsch@ubs.com

Alexandra Bartsch

555 California Street,San Francisco,CA,94104
Katrina Hernandez Wright

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- HI
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- VT
- WA
Building strong relationships through proactive service
Katrina enjoys building personal relationships with clients and their families as she helps address their financial needs. Becoming involved with her clients’ lives allows her to understand their broader goals and wishes. Katrina’s focus is on clients as individuals and families, not solely on their portfolios.

As the team's operations and office manager, Katrina provides a high level of communication to clients and to their tax and legal advisors. She is dedicated to delivering efficient service, with a warmth and friendliness that people can connect with. Her responsibilities include making asset transfers, managing account opening and maintenance, facilitating banking and lending services, implementing portfolio changes, and building Financial Goal Analysis plans.

Experience
- Joined UBS Private Wealth Management in 2013
- Spent two years at Credit Suisse Private Banking in the Wealth Planning Group
- Worked in retail banking (Wells Fargo and Bank of America) during college
Credentials
- Series 7 & 66 securities licenses
- B.A., psychology, San Jose State University
Life
- Outside of work, Katrina spends time with her husband Jay and their two children.
- She loves baking treats with her son.
- Katrina enjoys traveling and hiking trails around the beautiful Bay Area.
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

katrina.hernandez@ubs.com

Katrina Hernandez Wright

555 California Street,San Francisco,CA,94104
Jerry Chan, CFA

Senior Wealth Strategy Associate

Chartered Financial Analyst®
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- HI
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- VT
- WA
Tailoring solutions for lasting client success

With a passion for Wall Street since studying economics and finance in college, Jerry’s career has been focused on providing clients with prompt service and the right solutions to meet their needs. He finds it extremely rewarding to help clients reach their financial and estate planning goals.

Jerry supports trading, operations, and administration for the team while also helping with cash management, portfolio management, portfolio reporting, and analytics. With the highest degree of integrity, he maintains a singular focus on doing what is best for clients.

Experience
- Started his career at UBS Wealth Management in 2007, and rejoined UBS Private Wealth Management in 2019
- Associate with Morgan Stanley Private Wealth Management from 2013-2015
- Manager of C-PACE with Renew Financial from 2015-2019
Credentials
- Chartered Financial Analyst® designation, 2014
- Series 7 & 66 securities licenses
- B.A., economics, University of California, Davis
Life
- A lifelong resident of San Francisco, CA until 2019, Jerry and his wife Karma spent the last few years living in Brooklyn, NY.
- He also enjoys playing basketball and camping.
- Chartered Financial Analyst®
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

jerry.y.chan@ubs.com

Jerry Chan, CFA

555 California Street,San Francisco,CA,94104

Garrett Bates

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- VT
- WA
A commitment to understanding you
As a Private Wealth Advisor, Garrett genuinely wants to make his clients’ lives better. He helps them pursue growth, takes financial tasks off their plate and educates them about wealth management. Garrett works intimately with a select group of successful families to provide guidance and build financial confidence. He specializes in bringing clarity and custom solutions to complex financial situations. Garrett’s empathy and humility enable him to become a trusted guide and develop deep relationships with clients.

Garrett bought his first mutual fund when he was 12 years old with money he made from his paper route and mowing lawns. His parents were positive financial role models who taught him the value of saving and making your money work for you. His financial career began during the Great Recession of 2008, managing money for institutions. Through that baptism of fire, Garrett learned the importance of tuning out market noise and maintaining a disciplined investment strategy. He shares this knowledge with his clients today.

Experience
- Joined UBS Institutional Consulting in 2008
- Joined UBS Private Wealth Management in 2010
Credentials
- Series 7 & 66 securities licenses
- Certified Exit Planning Advisor (CEPA)
- Insurance accreditation. CA Resident License: 0K97540
- B.S., business management, Babson College
Life
- Garrett enjoys all types of outdoor exercise, including mountain biking, cycling and running.
- He and his wife Nina enjoy cooking and spending time with their young son and two Australian Shepherds, Gnocchi and Ziti.
- Garrett has been involved with Habitat for Humanity since high school.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Private Wealth Advisor
- Certified Exit Planning Advisor
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

garrett.bates@ubs.com

Garrett Bates

555 California Street,San Francisco,CA,94104
Siri Berg

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- VT
- WA
A personal approach to your wealth
For more than 30 years, Siri has helped high net worth families manage all the facets of their financial lives. But she also goes beyond the money to understand the personal and emotional aspects of her clients’ wealth. Siri and her fellow team members seek to handle day-to-day financial details for busy people and give them confidence that their wealth will endure. Being a Private Wealth Advisor is more than a job to Siri. She builds caring relationships with the people she serves, earning their trust with her integrity and genuine interest in who they are.

An international investment course in college sparked Siri’s interest in money management. Among her first jobs were positions in the investment divisions of trust companies. She enjoyed getting to know the clients and understanding the intricacies of their situations and goals. She moved to private wealth at Credit Suisse in 1997, where she discovered a love for the family office service model, as opposed to a sole focus on investment management. Siri joined UBS in 2009, and is the senior advisor on her current team.

Experience
- Joined UBS as a Private Wealth Advisor in 2010
- Senior VP, Credit Suisse
Credentials
- Chartered Financial Analyst^® since 1988
- Insurance licensed. CA Resident License: 0H31004
- B.B.A., business, University of Houston
Life
- Born in Texas, Siri lived in Hawaii for five years after college.
- She married and moved to San Francisco in 1996.
- Siri has four (step) kids and three grandchildren with her husband, Bob.
- She serves on the board of Larkin Street Youth Services.
- She is a member of the investment committee for the Sonoma Boys & Girls Club.
- A former triathlete, Siri still bikes and swims regularly.
- Forbes Best-in-State Wealth Management Teams, 2024The 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.
- Private Wealth Advisor
- Chartered Financial Analyst®
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

siri.berg@ubs.com

Siri Berg

555 California Street,San Francisco,CA,94104
Alexandra Bartsch

Director

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- VT
- WA
Allie joined Evolution Wealth Partners after five years on UBS’ Portfolio Advisory Group (PAG), a team dedicated to delivering comprehensive, research-driven asset allocation and portfolio strategy advice to UBS's Financial Advisors and their ultra-high net worth clients. As a Financial Advisor, Allie focuses on portfolio construction, investment due diligence, manager selection, and ongoing portfolio management for the team’s clients. She is committed to understanding clients’ full financial picture in order to align their investments to their goals and values, and customize portfolios to their income needs, liquidity needs, and sustainability objectives.

Experience
- Joined UBS in 2018 as a Portfolio Strategist on the Portfolio Advisory Group, a team dedicated to delivering comprehensive, research-driven asset allocation and portfolio strategy advice to UBS's Financial Advisors and their ultra-high net worth clients
- Spent two and a half years as an analyst on the Financial Sponsors Group at J.P. Morgan's Private Bank, covering private equity firms and their general partners
Credentials
- Series 7 & 66 securities licenses
- B.S., finance, Penn State University
- Chartered SRI Counselor (CSRIC)
Life
- Allie recently relocated from Santa Monica to Mountain View
- In her free time, she enjoys traveling, hiking, and trying new workout classes
- She also enjoys spending time with her two cats, Kiwi and Clementine, and fostering kittens through Best Friends Animal Society
- Forbes Best-in-State Wealth Management Teams, 2024The 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.
- Chartered SRI Counselor℠
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

alexandra.bartsch@ubs.com

Alexandra Bartsch

555 California Street,San Francisco,CA,94104
Katrina Hernandez Wright

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- HI
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- VT
- WA
Building strong relationships through proactive service
Katrina enjoys building personal relationships with clients and their families as she helps address their financial needs. Becoming involved with her clients’ lives allows her to understand their broader goals and wishes. Katrina’s focus is on clients as individuals and families, not solely on their portfolios.

As the team's operations and office manager, Katrina provides a high level of communication to clients and to their tax and legal advisors. She is dedicated to delivering efficient service, with a warmth and friendliness that people can connect with. Her responsibilities include making asset transfers, managing account opening and maintenance, facilitating banking and lending services, implementing portfolio changes, and building Financial Goal Analysis plans.

Experience
- Joined UBS Private Wealth Management in 2013
- Spent two years at Credit Suisse Private Banking in the Wealth Planning Group
- Worked in retail banking (Wells Fargo and Bank of America) during college
Credentials
- Series 7 & 66 securities licenses
- B.A., psychology, San Jose State University
Life
- Outside of work, Katrina spends time with her husband Jay and their two children.
- She loves baking treats with her son.
- Katrina enjoys traveling and hiking trails around the beautiful Bay Area.
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

katrina.hernandez@ubs.com

Katrina Hernandez Wright

555 California Street,San Francisco,CA,94104
Jerry Chan, CFA

Senior Wealth Strategy Associate

Chartered Financial Analyst®
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- HI
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- VT
- WA
Tailoring solutions for lasting client success

With a passion for Wall Street since studying economics and finance in college, Jerry’s career has been focused on providing clients with prompt service and the right solutions to meet their needs. He finds it extremely rewarding to help clients reach their financial and estate planning goals.

Jerry supports trading, operations, and administration for the team while also helping with cash management, portfolio management, portfolio reporting, and analytics. With the highest degree of integrity, he maintains a singular focus on doing what is best for clients.

Experience
- Started his career at UBS Wealth Management in 2007, and rejoined UBS Private Wealth Management in 2019
- Associate with Morgan Stanley Private Wealth Management from 2013-2015
- Manager of C-PACE with Renew Financial from 2015-2019
Credentials
- Chartered Financial Analyst® designation, 2014
- Series 7 & 66 securities licenses
- B.A., economics, University of California, Davis
Life
- A lifelong resident of San Francisco, CA until 2019, Jerry and his wife Karma spent the last few years living in Brooklyn, NY.
- He also enjoys playing basketball and camping.
- Chartered Financial Analyst®
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

jerry.y.chan@ubs.com

Jerry Chan, CFA

555 California Street,San Francisco,CA,94104