Experience

For almost 30 years, our family wealth management practice has focused on representing a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs.  Complex wealth situations require a financial partner with experience, proven expertise and the resources to consolidate complex requirements, to develop integrated and customized solutions on behalf of clients.  

I am an accredited UBS Private Wealth Advisor, a designation granted to a limited number of advisors who support the specialized needs of corporate executives and our wealthiest clients.  I have completed the Wealth Management Theory & Practice Executive Education Program at Yale School of Management and earned my Certified Private Wealth Advisor® designation (CPWA®).  I have completed the Certified Equity Professional (CEP®) Institute Level I examination, a program focused on equity compensation, administered by Santa Clara University.  I earned a Bachelor of Science in Business Administration/ Finance from the University of Southern California Marshall School of Business.  I joined UBS in 2004, after more than eleven years at Smith Barney (Citigroup) in a similar capacity.

My team and I are fortunate to have been recognized by a number of global publications; please see the recognition tab.  I have also contributed, through interviews, to The Wall Street Journal, The San Francisco Chronicle, The San Francisco Business Times, The Nob Hill Gazette, and have been interviewed by Fox KTVU 2 Evening News, on topics ranging from equity compensation, sustainable investing and financial planning.

I was born in Sweden and lived in Sweden and Switzerland for eleven years before moving to the U.S.  I live north of the Golden Gate Bridge, in Tiburon, California with my wife, Alix, and two daughters.

Agent License #0B77016

Upon graduating from the University of the Pacific with a degree in Economics, I entered the financial advising industry in my native Bay Area with the intent of helping influential individuals meet their financial goals and fulfill a lasting vision with their capital. Whether helping my select private wealth clientele (namely current/former corporate executives, business owners and founders) build out in-depth financial plans, or helping institutional stakeholders adhere to their respective mandates, sound guidance is my passion and purpose. My process is a direct product of my mentors; I don't hesitate to leverage my team’s 30 years of experience, nor the resources of the largest wealth manager in the world, to my advantage when complex situations arise. Throughout these years in the industry, I have adopted three tenants of what I see being the greatest attributes of any trusted advisor - commitment, accessibility and integrity, working every day to uphold these values.

As resident and active community member of San Francisco, I am a supporter of the fine arts, a member of the San Francisco historical society, music appreciator and fan of all things Bay Area sporting related (49ers, Giants and Warriors). In my free time, I enjoy golfing, boating and skiing.

Agent License #4212210

I've worked in wealth management since 2004.  In 2007, I joined the UBS San Francisco team dedicated to Equity Compensation Services as a Senior Registered Client Associate.  In my role at UBS as Team Administrator I manage the administrative and operational needs of the team in addition to servicing ultra-high-net-worth clients. I am passionate in striving to provide exceptional service while also becoming a trusted partner for our client’s financial needs.  I hold my Series 7, 63 and Nevada Life & Annuity licenses. 

I live with my family in Reno, NV and enjoy hiking, skiing, traveling, and reading.  

Agent License #3646741