Experience

Adam has over 20+ years of industry experience working with technology entrepreneurs and executives in the Silicon Valley. Adam focuses on creating comprehensive financial and estate plans for these individuals and their families, tailored to their needs and long-term objectives. He helps clients navigate exponential wealth events such as venture funding, IPO&RSUs, acquisitions, and buyouts.

He started his career at Morgan Stanley in San Francisco in 1998 and spent over 10 years there. In 2009 Adam and joined UBS.  

He holds a BA in Environmental Sciences from the University of California, Berkeley and has executive degrees from the Wharton and Columbia business schools.

Adam lives in southern Marin County with his wife and two daughters. Adam is an avid outdoor sport enthusiast who I enjoys mountain biking, backcountry snowboarding, and surfing.

CA License #0D20223

Kurt joined UBS in 2015, having started in the financial services industry in 1983. He & his team provide customized advice, solutions and wealth management to entrepreneurs both pre as well as post liquidity.  With a network of contacts built over decades, he has the ability to connect business owners to capital, tax, estate and legal professionals in addition to handling the daily management of client assets. 

Prior to UBS, Kurt was a Director at Credit Suisse and a Senior Vice President at Lehman Brothers as well as Hambrecht & Quist in San Francisco. He resides in Marin County, is an enthusiastic skier, a respectful mountain biker and a frustrated golfer.  Additionally he is involved with the Special Olympics as well as other charitable organizations in Northern California.  A native Californian, he graduated from Golden Gate University with a Masters degree in Financial Planning and an Economics degree from University of California Santa Barbara.

CA License #0588023

Chris has 35+ years of financial industry experience and focuses on advising individuals and families on estate planning, tax strategy, asset allocation, asset & liability management and philanthropy. He began his career at the Pacific Stock Exchange where he managed the Exchange's Listing Department. In 1985, he founded and managed (for 15 years) the Options Sales & Trading Department at Hambrecht and Quist where he developed and executed risk management, leveraged trading and corporate put writing programs. In addition, he covered institutional accounts in the US and Europe where he developed and executed risk management and enhanced equity income and index option strategies. Following his tenure at H&Q, Chris was a Portfolio Manager/Analyst at a $240 million hedge fund managing global tech long/short and US equity portfolios. Chris later joined Lehman Brothers where he began advising individuals and families.  In 2008, Chris and his team were recruited by Credit Suisse and they joined UBS in 2015.

He holds a B.S. in Business Management from San Francisco State University.

Chris is a former member of the Pacific Stock Exchange Ethics and Business Conduct Committee. He also served on the San Francisco State University College of Business Dean’s Business Development Council (2008 to 2019).

He served as a Board Member at Compass Family Services of San Francisco (2010 to 2021) which provides critical support services for at-risk/homeless families. He was elected Treasurer (2016), Board Chair (2017 and 2019) and served on the Finance, Real Estate and Executive Committees. As Board Chair, he worked with Compass staff and Board Leadership to purchase a headquarters and service hub via a $16 million New Markets Tax Credit finance program and led a highly successful and transformative 3 year $30 million Capital Campaign.

Chris and his wife reside in the Reno Tahoe area and enjoy hiking and cross country skiing.

CA License #3528771

John has more than 18 years of experience in the Financial Services Industry.  John is committed to the client service experience, and is responsible for tasks such as daily operational issues, onboarding clients, trade executions, performance and tax reporting, implementing 10b5-1 plans, and managing restricted stock sales.  With an attention to detail, John helps the team manage client cash flows and proactively communicates with clients to ensure all of their needs are met.  Prior to joining UBS in 2015, John has held positions at Hambrecht & Quist, Lehman Brothers and Credit Suisse. 

John attended Sonoma State University where he studied Philosophy and Business Management and currently lives in Orinda with his wife, Nicole, and their three kids.