Knowledge

Chris has close to 30 years of investment and wealth management experience. He joined UBS in 2006 when Piper Jaffray's private client business was acquired by UBS. Chris is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. His successful Individual and Family Wealth Management practice serves executives + employees of public and recently acquired private companies. Chris studied economics at Colorado State University. He lives in the East Bay with his wife and son.

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As a young adult, I was a competitive tennis player in Southern California. I found great satisfaction in training every day and competing  almost every weekend. I obviously loved winning more than losing but it wasn’t until High School that I was able to realize the value of a  team and the joy of sharing success with that team. The hard work and leadership it takes, day in and day out, to be successful is what  fundamentally translates to the team we have built here at UBS since joining in 2012. We strive to put our clients first and have built the  infrastructure to make sure outcomes align with goals. 

Prior to the start of my financial career, I received an academic scholarship to attend George Washington University. I arrived in Washington D.C. in August of 2001. Living through 9/11 in D.C. was a formative experience that shaped a lot of my world view. Majoring in finance and  international business with a minor in Philosophy has provided me with insight and critical thinking skills to work with a wide array of high  net worth and ultra-high net worth families.

Whether you are a business owner, real estate owner, executive or serial entrepreneur with lots of unique needs, my job is to act as a liaison  for all the resources UBS has to offer. For our clients there is no “one-size fits all” solution and we’ll work together to make sure your  individual and loved one's needs are taken care of.

Outside of the office, I am involved with many non-profit organizations, but I spend most of my resources supporting JBBBSLA. I have been a  “big brother” since 2007 and I have been part of the Board of Directors since 2014. When I find the time, I still enjoy tennis and paddle  tennis, but I also love golf, snowboarding, and backpacking in the Eastern Sierras.

I live with my wife, Mariko, our son, Kingston, and our dog, Bandit in Venice Beach. On the weekends you’ll typically find us on our bikes  around the neighborhood.

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Sean joined UBS Financial Services Inc. in 2012. He prides himself on developing comprehensive wealth management solutions for his clients. Liability management is just as important as asset management so Sean spends a great amount of time constructing strategies for both sides of his clients' balance sheet. Sean utilizes the full breadth and resources of the firm and works diligently to create a financial plan that will accomplish his clients individual needs, wants and wishes.

Sean has worked in the financial services industry since 2001. Prior to UBS, Sean was a Director, Financial Advisor at Deutsche Bank Alex Brown. Before entering the financial services industry, Sean was a founding member of a food start-up company.

Sean earned his B.S. in Public Finance from Indiana University. He is involved with many charitable organizations and enjoys physical fitness, golf and traveling. He resides in Fairfax with wife Sara, daughter Kariana, son Ryder and Covid puppy.

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Souvanna comes to us from Morgan Stanley where he supported a handful of advisors. Prior to Morgan Stanley, Souvanna worked with our Operations Team in Walnut Creek. Souvanna is a proud graduate of San Francisco State University.

Pierre joins us from Chase where he worked as a Relationship Banker helping individual and small businesses clients with their financial needs. He graduated from the University of Southern Philippines majoring in Political Science, although his Interest in Finance got him into a career in the Financial Services Industry. He is drawn to things that provide a global perspective of things and in his free time he likes travelling to places that let him pursue his photography hobby.