Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Jeff advises high-net-worth families, entrepreneurs, and professional athletes on the full range of wealth management challenges: with particular depth in portfolio construction, tax-efficient planning, concentrated stock positions, estate structuring, and multi-generational wealth strategy. His approach is built on a straightforward premise: the advisor's job is to organize complexity, not sell products.
Jeff is a founding partner of Lakeshore Partners at UBS Private Wealth Management, where he has built his practice over more than eleven years. Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California. He holds a Bachelor of Science in Business Administration from the University of Nevada, Reno, and has earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠ designations.
Jeff splits his time between Incline Village and San Francisco. He is a member of The Olympic Club and The Battery, has served on the board of The Guardsmen, and serves as a fourth-generation board member of Sunset View Cemetery. Outside of work, Jeff prioritizes fitness, training most days of the week. He is an avid golfer and skier, and makes a point of crossing as many items off his bucket list as possible each year.
CA Insurance License# 0K66463
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Jeff advises high-net-worth families, entrepreneurs, and professional athletes on the full range of wealth management challenges: with particular depth in portfolio construction, tax-efficient planning, concentrated stock positions, estate structuring, and multi-generational wealth strategy. His approach is built on a straightforward premise: the advisor's job is to organize complexity, not sell products.
Jeff is a founding partner of Lakeshore Partners at UBS Private Wealth Management, where he has built his practice over more than eleven years. Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California. He holds a Bachelor of Science in Business Administration from the University of Nevada, Reno, and has earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠ designations.
Jeff splits his time between Incline Village and San Francisco. He is a member of The Olympic Club and The Battery, has served on the board of The Guardsmen, and serves as a fourth-generation board member of Sunset View Cemetery. Outside of work, Jeff prioritizes fitness, training most days of the week. He is an avid golfer and skier, and makes a point of crossing as many items off his bucket list as possible each year.
CA Insurance License# 0K66463
Recognized as an industry leader:
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.
Education
Credentials
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
