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.


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
  • PA
  • SC
  • TX
  • WA


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


  • Portfolio Manager
222 E Carrillo St Ste 111
Santa Barbara, CA 93101
  • (805) 730-3546

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020