Chris Laver

Managing Director

Financial Advisor

35+ years in industry, former manager at Smith Barney in Palo Alto
UCSB graduate
Former college and professional tennis player (40 years and 40 pounds ago)
Bay Area resident, with family roots on the coast in Half Moon Bay and can see Mavericks from back deck

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MI
MN
MT
NC
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

Chris Laver

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Chris Laver

Managing Director

Financial Advisor

35+ years in industry, former manager at Smith Barney in Palo Alto
UCSB graduate
Former college and professional tennis player (40 years and 40 pounds ago)
Bay Area resident, with family roots on the coast in Half Moon Bay and can see Mavericks from back deck

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MI
MN
MT
NC
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Geir Fjugstad

Senior Vice President

Financial Advisor

24 years in the Wealth Management and Executive Services business
Deep interest in wine, has been making Syrah & Pinot Noir for 12 years
Car enthusiast and collector of the classics
Resides in Carmel

Registered States:

AZ
CA
CO
DC
FL
ID
IL
LA
MI
MN
MT
NC
NH
NJ
NM
NV
NY
OK
PA
SC
TX
UT
VA
WA

Geir Fjugstad

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Geir Fjugstad

Senior Vice President

Financial Advisor

24 years in the Wealth Management and Executive Services business
Deep interest in wine, has been making Syrah & Pinot Noir for 12 years
Car enthusiast and collector of the classics
Resides in Carmel

Registered States:

AZ
CA
CO
DC
FL
ID
IL
LA
MI
MN
MT
NC
NH
NJ
NM
NV
NY
OK
PA
SC
TX
UT
VA
WA

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Alan Shanken

Senior Vice President

Financial Advisor

Wealth Management career commenced in 1984 with EF Hutton
Guest lecturer at the University Of Arizona Eller College of Management and judge for their portfolio management investment competition
National Board Member of the Challenged Athletes Foundation
Aspiring Ironman Triathlete
NBA aficionado and devout Golden State Warriors fan

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MI
MN
MT
NC
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

Alan Shanken

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Alan Shanken

Senior Vice President

Financial Advisor

Wealth Management career commenced in 1984 with EF Hutton
Guest lecturer at the University Of Arizona Eller College of Management and judge for their portfolio management investment competition
National Board Member of the Challenged Athletes Foundation
Aspiring Ironman Triathlete
NBA aficionado and devout Golden State Warriors fan

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MI
MN
MT
NC
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Steve Andres

Senior Vice President

Financial Advisor

10+ years industry experience
Named to UBS's Top 35 under 35 list in 2017
Napa native, now lives in Sonoma with his wife and three kids
Former collegiate baseball player at Notre Dame
Resident chef and sports director for his family

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MI
MN
MT
NC
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

Steve Andres

Recognized as an industry leader:

Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2019, 2020, 2021The 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.
Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 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.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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

Steve Andres

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Steve Andres

Senior Vice President

Financial Advisor

10+ years industry experience
Named to UBS's Top 35 under 35 list in 2017
Napa native, now lives in Sonoma with his wife and three kids
Former collegiate baseball player at Notre Dame
Resident chef and sports director for his family

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MI
MN
MT
NC
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

Recognized as an industry leader:

Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2019, 2020, 2021The 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.
Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 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.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Vilma Allenbrand

Associate Director

Senior Wealth Strategy Associate

Macan's lead analyst
Portfolio analysis, asset allocation, investment strategy implementation
Former Equity Research Analyst at Wells Fargo Securities
Double major in Finance and Business Economics from Hawaii Pacific University
Chinese descendant, born and raised in Peru, fluent in Spanish, conversational in Cantonese

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MN
MT
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

Vilma Allenbrand

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Vilma Allenbrand

Associate Director

Senior Wealth Strategy Associate

Macan's lead analyst
Portfolio analysis, asset allocation, investment strategy implementation
Former Equity Research Analyst at Wells Fargo Securities
Double major in Finance and Business Economics from Hawaii Pacific University
Chinese descendant, born and raised in Peru, fluent in Spanish, conversational in Cantonese

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MN
MT
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Suzette Callejo

Associate Director

Senior Wealth Strategy Associate

20+ years industry experience, former operations manager
California native, lives in San Francisco
Avid traveler, determined triathlete and food enthusiast

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MI
MN
MT
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

Suzette Callejo

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Suzette Callejo

Associate Director

Senior Wealth Strategy Associate

20+ years industry experience, former operations manager
California native, lives in San Francisco
Avid traveler, determined triathlete and food enthusiast

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MI
MN
MT
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Chris Sales

Authorized Officer

Senior Wealth Strategy Associate

2 years industry experience
Year Up Bay Area student mentor
Bilingual - lived in Guatemala for 6 years
Bay Area native, currently lives in Oakland

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MN
MT
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

Chris Sales

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Chris Sales

Authorized Officer

Senior Wealth Strategy Associate

2 years industry experience
Year Up Bay Area student mentor
Bilingual - lived in Guatemala for 6 years
Bay Area native, currently lives in Oakland

Registered States:

AZ
CA
CO
DC
DE
FL
HI
ID
IL
LA
MA
MD
MN
MT
NH
NJ
NM
NV
NY
OK
OR
PA
SC
TX
UT
VA
WA

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Experience

Chris Laver

Chris Laver

Chris Laver

Geir Fjugstad

Geir Fjugstad

Geir Fjugstad

Alan Shanken

Alan Shanken

Alan Shanken

Steve Andres

Steve Andres

Steve Andres

Steve Andres

Vilma Allenbrand

Vilma Allenbrand

Vilma Allenbrand

Suzette Callejo

Suzette Callejo

Suzette Callejo

Chris Sales

Chris Sales

Chris Sales

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Education

Credentials

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Education

Credentials

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