Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Mountain climbers reaching the summit

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Family and Business Wealth Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ayse Ozkan Profile Photo

    Ayse Ozkan, CEPA®

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • ID
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA
    • WY

    Ayse Ozkan is a Senior Vice President and Private Wealth Advisor with UBS Private Wealth Management. With over 30 years of industry experience, she is committed to building long-term relationships with Ultra High-Net-Worth clients, including multi-generational families, business owners, family offices, institutions and foundations. Ayse leads an experienced team centered on each client’s distinct wealth management priorities. She takes a proactive approach to connect clients with the broad global range of resources and capabilities at UBS.  

    Together with her multidisciplinary team, Ayse offers strategies for investment management, philanthropy, business succession planning, trust and estate planning services, and structured credit solutions. She believes in robust communication and staying informed of changing client circumstances to better address their evolving wealth management needs.

    Previous Experience

    – Senior Vice President, Private Client Advisor, Bank of America
    – Senior Vice President, Senior Private Banker, Wells Fargo
    – Securities Trader and Credit Analyst, Bank of Boston in Istanbul, Turkey

    Giving Back and Life

    – Volunteers with Doors of Change Photo Charity, a non-profit organization that assists homeless youths
    – Currently co-authoring a book with her late father about living in Turkey during the Coronavirus Pandemic
    – Loves being close to the ocean, walking on the beach, sailing, pedal boarding, reading non-fiction and painting

      • Wharton School of Executive Education
      • San Diego State University, Personal Financial Planner Certificate Program
      • Istanbul University, B.S. in Economics
      • Private Wealth Advisor
      • Series 7, 66, CA Insurance Licenses
      • Certified Exit Planning Advisor
      12220 El Camino Real
      Suite 400
      San Diego, CA 92130
    • Sean Anthony Profile Photo

      Sean Anthony, CFP®, CEPA®

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • AK
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • ID
      • IL
      • LA
      • MA
      • MD
      • MI
      • MN
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • SC
      • TX
      • UT
      • VA
      • WA
      • WY

      Sean Anthony is a Senior Vice President and Private Wealth Advisor with UBS Private Wealth Management. With 20 years of Financial Services industry experience, Sean works closely with Ultra High-Net-Worth Families and Business Owners to establish customized wealth management solutions across their entire balance sheets.  Sean believes that each relationship begins by listening to client’s priorities, hearing their current and legacy goals, discussing their concerns, and developing a collaborative wealth team around to deliver wealth management strategies that align with the client’s market view. 

      Sean leads a team of locally based subject matter experts to leverage the resources of the firm to develop and implement client’s investment management strategies, trust and estate planning services, structured credit solutions, and legacy philanthropy goals.  Sean strives to build a complete wealth team around every client by incorporating their existing CPA, Attorney and other external advisory relationships to ensure continuity strategy, information quality across the client's entire family balance sheet.  

      Previous Experience

      – Senior Vice President, Private Client Advisor, Bank of America
      – Senior Vice President, Senior Private Banker, Wells Fargo
      – Vice President, Premier Client Manager, Bank of America

      Giving Back and Life

      – Volunteers with Bread of Life Rescue Mission, North Coast Solutions and The Boys and Girls Club
      – Enjoys skiing, hiking and going to sporting events with wife Lindsay and four kids

        • California Lutheran University, M.B.A.
        • California State University, B.S. in Business Management and Marketing
        • Private Wealth Advisor
        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER™
        • Series 7, 66, CA Insurance Licenses
        12220 El Camino Real
        Suite 400
        San Diego, CA 92130
      • Brian Gemmell Profile Photo

        Brian Gemmell

        Senior Wealth Strategy Associate

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        • CA
        • CO
        • DE
        • FL
        • GA
        • IL
        • MD
        • MI
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OR
        • SC
        • TX
        • UT
        • VA
        • WA
        • WY

        Brian Gemmell is a Senior Wealth Strategy Associate with UBS Private Wealth Management. Brian has worked in the financial services industry since 1996. He focuses on the wealth management and investment needs of Ultra High-Net-Worth clients and their families. He serves as the primary point of contact for existing clients, and coordinates with a team of locally-based specialists to bring customized strategies to current and new clients.

        Drawing from his experience as Client Manager, Credit Specialist and Branch Manager for the last 20 years, Brian tries to anticipate the needs of his clientele by utilizing the resources available at UBS to help addressed them promptly, and with care. With each relationship, Brian works to understand client concerns for short term financial goals and long-term aspirations. By listening closely to each client and working with their trusted advisors and family members, Brian assists with providing guidance to coordinate with the appropriate representatives of UBS’s global resources to support each client’s overall wealth strategy.

        Previous Experience

        – Senior Vice President, Private Client Manager, Bank of America
        – Senior Vice President, Wealth Management Banker, Merrill Lynch
        – Vice President, Premier Client Manager, Bank of America

        Giving Back and Life

        – Volunteers with Boy Scouts of America, American Cancer Society, Feeding America and Mojalet Dance Collective
        – Enjoys exploring the outdoors and supporting his wife Lyndsey and four kids through sports and the arts

          • University of Phoenix, B.S. in Finance, Graduated Delta Mu Delta
          • Series 7, 63, 65, CA Insurance Licenses
          12220 El Camino Real
          Suite 400
          San Diego, CA 92130
        • Raseca Eustaquio Profile Photo

          Raseca Eustaquio

          Team Administrator

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          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • IL
          • MD
          • MI
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OR
          • SC
          • TX
          • UT
          • VA
          • WA
          • WY

          Raseca Eustaquio is a Team Administrator with UBS Private Wealth Management. With over 20 years in the financial services industry in San Diego, she leads the go-to for Ultra High-Net-Worth clients’ operational and account service priorities. Drawing on her experience as a Vice President in Private Banking and Branch Management, Raseca and the team work to organize complex priorities into a cogent action plan that delivers a family office level of attention to detail and dedication.

          Previous Experience

          – Vice President, Private Banking Associate II, Bank of America
          – Vice President, Financial Center Manager II, Bank of America
          – Senior Personal Banker and Mortgage Specialist, Bank of America

          Giving Back and Life

          – Volunteers for Habitat for Humanity, Knots of Love, Feeding San Diego and Junior Achievement
          – Loves to travel, hike, go to sporting events, read and spending quality time with family and friends

            • San Diego State University, B.S. in Finance
            • Series 7, 66 Licenses
            12220 El Camino Real
            Suite 400
            San Diego, CA 92130

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          #1

          For Ultra-High Net Worth clients

          Euromoney Private Banking and Wealth Management Survey, 2016-2022

          Best

          Private Bank for Sustainable Investing

          PWM/The Banker Global Private Banking Awards, 2018-2020

          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.

          A team approach

          Advice for business owners and entrepreneurs

          Tailored lending and cash management

          Accessing resources. Delivering solutions.

          Sustainable investing

          Your life, wealth and future. UBS Wealth Way