Experience

Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Garrett Bates

Senior Vice President–Wealth Management

Private Wealth Advisor

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.

 

“I genuinely care about my clients’ successes and failures, and will do anything I can to help them have more of the former while avoiding the latter.”

 

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
  • 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 Australian Shepherd, Gnocchi.
  • Garrett has been involved with Habitat for Humanity since high school.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KS
  • MA
  • MI
  • MN
  • MT
  • NC
  • NM
  • NV
  • NY
  • OR
  • PA
  • PR
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Private Wealth Advisor
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

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Siri Berg

Managing Director–Wealth Management

Private Wealth Advisor

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.

“My clients and I have close, caring relationships. They know they can trust me to take care of them in an ethical and honest manner.”

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KS
  • MA
  • MI
  • MN
  • MT
  • NC
  • NM
  • NV
  • NY
  • OR
  • PA
  • TN
  • TX
  • VA
  • VT
  • WA

Credentials

  • Private Wealth Advisor
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

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Alexandra Bartsch

Director

Financial Advisor

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 

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
555 California Street
32nd Floor
San Francisco, CA 94104

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Katrina Hernandez Wright

Wealth Strategy Associate

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.

 

“Our close-knit team enjoys working together, and enjoys building personal relationships with our clients. We aim to become a part of their family so they feel comfortable reaching out for any advice they need.”

 

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. 

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • KS
  • MA
  • MI
  • MN
  • MT
  • NC
  • NH
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • VT
  • WA
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

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Jerry Chan, CFA

Senior Wealth Strategy Associate

Chartered Financial Analyst®

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.

“It’s all about focusing on our clients: providing them with timely service and enhancing their overall experience.”

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • MA
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Credentials

  • Chartered Financial Analyst®
555 California Street
32nd Floor
San Francisco, CA 94104

Email Me