Experience

Makes all the difference

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

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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

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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

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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

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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

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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

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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