Global perspective

Private Wealth Management

[PWM] San Francisco

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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.

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    Brian Corley, CIMA

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • MA
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
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    • VA
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    • WY

    Brian Corley is a Managing Director and Wealth Manager at UBS Financial Services, Inc.

    Prior to joining UBS in 2021, Mr. Corley was a Senior Managing Director and Wealth Manager at First Republic Investment Management.  Mr. Corley founded Astera Financial Group, LLC, in 2008 where he also served as Chief Investment Officer of the firm. As Chief Investment Officer Mr. Corley developed the firm's overall capital markets and investment strategy and worked with clients to implement sophisticated financial life management strategies.  Prior to founding Astera, Mr. Corley was a Senior Vice President and Private Client Advisor with Wells Fargo Private Bank.

    Mr. Corley received his Bachelor of Arts in Economics from California Sate University, Chico, as well as a Masters of Science in Finance and a Graduate Certificate in Financial Planning from Golden Gate University in San Francisco, California. He also earned the Certified Investment Management Analyst certification, administered by Investment Management Consultants Association and taught in conjunction with the Haas School of Business at UC Berkeley. In addition, Mr. Corley is an Accredited Investment Fiduciary (AIF).

    Mr. Corley is a member of the Financial Planning Association (FPA) and Investment Management Consultants Association (IMCA) and serves on the Investment Policy Committee for CSU, Monterey Bay, and the Diocese of Monterey. 

    California Insurance #OB84331

     

      • Chico State University
      • Certified Investment Management Consultant
      • Private Wealth Advisor
      1255 Treat Blvd
      Suite 1000
      Walnut Creek, CA 94597
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      Daniel Grover, CFP

      Managing Director–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • IN
      • MA
      • MI
      • MO
      • MT
      • NC
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • SD
      • TN
      • TX
      • VA
      • WA
      • WV
      • WY

      Daniel Grover is a Managing Director and Wealth Manager at UBS Financial Services, Inc.

      Prior to joining UBS in 2021, Mr. Grover served as managing Director for the Veritas Team at First Republic, where he headed up Investment Strategy and planning for assets totaling one billion dollars. Prior to merging with First Republic, Danwas a partner and Director of Investment Services at Astera Financial Group, LLC where he also served as President and Chief Compliance Officer. Before moving into this role in 2008, Dan was a senior Vice President and regional sales manager with Wells Fargo Investments, LLC. As vice president, Mr. Grover directed a team of advisors that managed assets totaling in excess of one billion dollars. Dan moved into this role after serving as a private Client Manager for Wells Fargo, where he worked directly with clients developing their Investment strategies and provided them with comprehensive investment and financial advice.

      Mr. Grover received a bachelor of arts in economics as well as a Bachelor of Arts in European History from the University of California Santa Cruz. He is an accredited Investment Fiduciary designee and a CERTIFIED FINANCIAL PLANNER™ professional.

      CA Insurance License # 0C24465

        • University of California, Santa Cruz
        • CERTIFIED FINANCIAL PLANNER™
        • Private Wealth Advisor
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597
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        Jeff Hill, CFP®, AWMA®

        Senior Vice President–Wealth Management

        Accredited Wealth Management Advisor℠

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MN
        • MS
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TX
        • UT
        • VA
        • WA
        • WI

        Jeff Hill is a Senior Vice President–Wealth Management and Private Wealth Advisor at UBS. 

        In his role with Lakeshore Partners, Mr. Hill consults with multigenerational families on a wide range of investment, charitable, and planning solutions that focus on safeguarding their legacy for the future. Prior to Lakeshore Partners Jeff spent 6 years at UBS as a partner with Encompass Wealth Management.  Prior to Encompass he spent 2 years as the lead Wealth Planning Analyst for Northern California, engaging in a wide range of financial, estate, charitable, investment  and tax planning solutions. 

        Mr. Hill  received his Bachelor of Science in Business Administration from the University of Nevada, Reno  and currently holds his Series 7, 66 and California insurance license.  He is a Certified Financial Planner® as well as an Accredited Wealth Management Advisor (AWMA®)

        A fourth generation Bay Area native Jeff resides in San Francisco.  He enjoys spending his free time in Lake Tahoe and cheering on his favorite Bay Area teams.  Mr. Hill is active in local charities The Guardsmen and Keep Tahoe Blue. He also serves on the Board of Sunset View Cemetery and is a member of the San Francisco Bond Club and Financial Planning Association. 

        When it comes to managing our client’s wealth we have one simple rule: everything matters.

        CA Insurance License# 0K66463

         

          • University of Nevada, Reno
          • University of Nevada, Reno
          • Accredited Wealth Management Advisor℠
          • CERTIFIED FINANCIAL PLANNER™
          • Private Wealth Advisor
          • Retirement Plan Consultant
          Lending services
          Financial planning
          Retirement planning
          Alternative investments
          Multi-generational families
          1255 Treat Blvd
          Suite 1000
          Walnut Creek, CA 94597
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          Ross Gaudoin, JD, CLU

          Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AL
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • IN
          • MA
          • MI
          • MO
          • MT
          • NC
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • VA
          • WA
          • WV
          • WY

          Ross Gaudoin is a Vice President and Financial Advisor at UBS Financial, Services, Inc. Prior to joining UBS in 2021, Ross held a Managing Director role at First Republic Investment Management, where he also served as a Senior Financial Planner, from 2012-2021. Before joining First Republic, Mr. Gaudoin was a Partner and Director of Wealth Advisory Services for Astera Financial Group where he also served as the firm’s Chief Financial Officer.

          In his role at UBS, Mr. Gaudoin consults with clients on a wide range of financial, estate, charitable, insurance and tax planning solutions and works with them in designing and implementing appropriate strategies to meet lifestyle, legacy, and philanthropic goals. Immediately before joining Astera in 2008, Mr. Gaudoin was a Vice President and Wealth Planning Strategist with Wells Fargo Private Bank. For 9 plus years prior to joining Wells Fargo, Ross was a practicing attorney advising clients on estate, trust, tax and corporate matters, preparing tax returns for clients, as well as serving as trustee and/or advisor for various charitable foundations.

          Mr. Gaudoin received his Bachelor of Science in Accounting, cum laude, from Duquesne University in Pittsburg, PA. He also earned his Juris Doctor from Duquesne University School of Law and served as a member in good standing of the Law Review.

          CA Insurance License: #0I29569

              • Chartered Life Underwriter®
              Financial planning
              Legacy planning
              Retirement planning
              Estate planning strategies
              Professional athletes
              1255 Treat Blvd
              Suite 1000
              Walnut Creek, CA 94597
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              Drew Bennett, CFP, CAIA

              Authorized Officer

              Senior Wealth Strategy Associate

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              • CA

              Drew Bennett is a Senior Wealth Strategy Associate focused on business development and alternatives for Lakeshore Partners.

              Prior to joining UBS, Mr. Bennett worked at First Republic Private Wealth Management for 7 years.  Prior to that he founded at operated Caltenn Financial, LLC where he also served as President.  Mr. Bennett is a former professional of the National Football League where he played 8 years for the Tennessee Titans and the St. Louis Rams.

              Mr. Bennett received his Bachelor of Arts in Political Science from the University of California Los Angeles and currently holds his Series 7, 66 and California insurance license.  He is a Certified Financial Planner® as well as a Chartered Alternative Investment Analyst (CAIA).

              Mr. Bennett is an avid golfer and father of two daughters.  He is also an active member of the NFL Alumni Community.

              CA Insurance License# 0J06022

                • UCLA
                • CERTIFIED FINANCIAL PLANNER™
                • Chartered Alternative Investment Analyst®
                Professional athletes
                Alternative investments
                Structured products
                1255 Treat Blvd
                Suite 1000
                Walnut Creek, CA 94597
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                Paula Best, CFP

                Authorized Officer

                Team Administrator

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                • CA

                Paula Best is an Authorized Officer and Team Administrator focused on client operations and is dedicated to providing world-class service to our clients.

                As Team Administrator, Mrs. Best is responsible for keeping the team organized and their final output coordinated. She accomplishes this through tracking the team’s collective and individual goals, monitoring performance and results, encouraging efficiency and excellence, assisting with business planning, and coordinating team meetings and events. The team’s success is dependent upon the individuals of the team working happily and efficiently together. 

                Prior to joining UBS, Mrs. Best worked at First Republic Private Wealth Management for 7 years. 

                Mrs. Best received her Bachelor of Arts in Economics from San Diego State University and currently holds her Series 7, 66 and California insurance license. She is also a Certified Financial Planner®.

                CA Insurance License # 0I01031

                  • San Diego State University
                  • CERTIFIED FINANCIAL PLANNER™
                  1255 Treat Blvd
                  Suite 1000
                  Walnut Creek, CA 94597
                • Daniel Furey

                  Executive Director

                  Alternative Investments

                  Daniel Furey is an Executive Director with UBS where he oversees Alternative Investments Distribution for the Western Region.

                  Professional History

                  Daniel was recently a Principal at Craton Equity Partners, a late stage Venture Capital Growth Private Equity Fund focused on Cleantech-Sustainable investments. While there he was responsible for various aspects of fund operations focusing primarily on investor relations globally. Prior to that Daniel was responsible for client relationship management and business development at Strategic Value Partners (SVP), a multi-billion dollar distressed debt manager in Greenwich, Connecticut. Prior to re-joining UBS he was also a Director with Merrill Lynch’s institutional relationship management team within their Investment Bank. Daniel has also worked for the UBS Private Bank in Zurich, Switzerland as well as UBS Brinson Partners in New York & Chicago.

                  Education Daniel earned a BA in Economics from Southern Illinois University and an MBA from the University of Chicago Booth School of Business.

                  Licenses and Certifications

                  Series 7, Series 63 & Series 65

                  Affiliations

                  He proudly served with distinction as a United States Marine.

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                  Kevin Dommes

                  Director

                  Senior Wealth Management Banker

                  Current role and areas of expertise

                  Banking and Lending are an integral part of the value clients receive at UBS. Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan.

                   

                  That’s where we come in. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Kevin provides expertise in the following areas:

                   

                  Securities Backed Lending solutions

                  Residential Lending  - SFRs to 4-unit properties (including investment properties)

                  Commercial Real Estate

                  Deposit solutions

                  UBS Premier Credit Cards

                   

                   

                  Senior Wealth Management Bankers can also offer the following services:

                  Art, aircraft and yacht financing

                  Asset-Based lending

                  Small Business lending

                  Agricultural lending

                   

                  Professional history

                  Kevin has 23 years of experience in banking and financial services. In addition to his six years with UBS, Kevin’s experience in banking includes Regional Manager with a top national broker/dealer, wholesaler, and direct lender. Throughout his career Kevin has advised Financial Advisors, RIA's, mortgage brokerage firms, and clients on liability management solutions throughout Northern California and the western U.S.

                   

                  Education and personal information

                  Series 7, Series 66 securities licenses

                  NMLS mortgage license

                  University of Arizona, Communications and Business

                   

                  Kevin resides in the Bay Area with his wife and two sons. He enjoys mountain biking, skiing, son’s baseball, basketball, and spending time with family and friends.

                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.

                running shoes

                A game plan for athletes

                If you’re a professional athlete, you need a game plan to build your wealth during your playing days and post-career. We will connect you to the experts and resources of UBS every step of the way, at every stage—no matter what the markets (and your life) may bring. 

                We all know the value of having the right team on your side—in the game and in life. Consider us a part of your critical team, along with your agent, attorney and accountant. We’ll work together, focused on your financial world so you can focus on your game.

                You. Connected.

                As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

                You. Connected.

                Advanced Planning

                Advanced Planning

                Your family

                Your family

                Tailored lending

                Tailored lending

                The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

                Younger generations are positioned to become more economically empowered than their parents, yet they face an increasingly fast-paced and volatile future. To help brave the unknown, UBS Private Wealth Management can support your family through all generations to plan for the next era.

                Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured
                loans, REIT operating units, hedge-fund backed loans and more.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                World's best bank

                for wealth management

                Euromoney Award for Excellence, 2020-2022