Local focus. Global access.

One relationship. All of UBS.

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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Michael Wasserman

Senior Vice President–Wealth Management

Michael Wasserman launched his career in 1989 as an intern in Quantitative Research with the bank Societe Generale in Paris, France. Today, Michael manages and protects the continued prosperity of 40 successful entrepreneurs and their families. His professional service philosophy rests on connected communication and responsiveness, guiding clients through a customized investment strategy aimed at successfully reaching their personal financial goals. Michael has managed his clients' wealth through three recessions and several market corrections. These challenging cycles have reinforced Michael's belief that there is no responsibility more critical than the professional stewardship of entrusted client assets.

Michael is multilingual and conducts daily client communication in several languages including English, Portuguese, Spanish and Hebrew. Prior to receiving his MBA at Babson College, Michael served in an infantry combat unit with the IDF. He is actively involved with local nonprofits in the areas of education and social support services to the underserved in his community. When he is not training for an endurance athletic event, Michael enjoys spending time with his wife and two daughters.

 

Personal & Community

  • Storyteller Children's Center, a preschool for homeless and at-risk children, Board Member, June 2017-present
  • Hillel of the University of California Santa Barbara, Investment Committee, 2013-present
  • Cold Spring School District School Board Trustee, November 2009-December 2016
Registered States:
  • CA
  • FL
  • MA
  • NJ
  • NY
  • OR
  • PA
  • SC
  • TX
  • WA

Education

  • MBA, Babson College
  • BA Degree, University of Massachusetts, Amherst

Credentials

  • Portfolio Manager
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101
  • (805) 730-3546

Email Me

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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In invested assets globally 
As of 06/30/2022

51 countries

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