Delivering access. Exploring opportunity.

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Private wealth management informed by markets, shaped by relationships

Since 1991 when he became a Financial Advisor, Jeff has managed client wealth through the ups and downs of markets and multiple political and economic cycles. Today, as a UBS Private Wealth Advisor, there is not a lot he hasn't faced. It's that "boots on the ground" experience that Jeff brings to each relationship and to the complex financial lives of his clients—successful entrepreneurs and their families.

A principal advisor of Oster-Konigsberg Wealth Management, Jeff focuses on investment management, including alternatives, fixed income and hedging strategies. Within the exclusive Private Wealth Management (PWM) division of UBS, he accesses the full depth and breadth of UBS platforms, global expertise and thought leadership to help his clients achieve their most important goals—from liquidity planning and business transition to estate and legacy planning strategies.

Experience

• Lehman Brothers, 2004 – 2008
• Banc of America Securities, 1997 – 2004
• Montgomery Securities, 1993 – 1997

Achievements

• UBS Family Office Consultant
• Series 3, 7, 63 and 65 securities licenses
• Long-term care insurance licensed
• B.A., international relations, minor in economics, Chico State University
• M.B.A., finance and marketing, Northwestern University

Life

• Jeff has two adult children.
• He cycles for charity and pleasure and also enjoys basketball, rock music and travel.
• Jeff lives in San Francisco.

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For over thirty years, I have had the good fortune of advising company founders, executives, entrepreneurs and their families in all aspects of their financial lives. My clients work with me because our relationship is one of partnership.  Each family is different, so knowing their goals and understanding what is truly important to them ensures we are creating an appropriate, informed, long-term strategic plan that is unique to them.  My clients say they work with me because of my dedication to them, and my experience and judgement in managing their complex financial lives enables them to focus on their priorities.  I advise them on issues ranging from preserving their wealth and optimizing their portfolios, to transferring wealth to their children and future generations, and increasing their philanthropic impact.

I live in Alamo, CA with my wife, Patrice, and our 15-year-old son, Grayson. Now that the pandemic is fading, we can be found playing tennis or by the pool most weekends, cheering on Grayson while he plays water polo for San Ramon Valley High School.  Patrice is a member chair of Boys Team Charity, Alamo-Danville League, which develops the altruistic spirit in young men through active participation of parents and sons in philanthropic projects within the community. Working with the Fulfillment Fund, who's mission is to make college a reality for students growing up in educationally and economically under-resourced communities, I mentor High School students.  I’ve recently been working with college students from at-risk communities, helping them prepare for job interviews, as well as mentoring former inmates in areas of financial literacy.

• Private Wealth Advisor

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Franklin has over thirteen years of experience in the financial services industry. Prior to joining UBS in 2016 he worked at Bank of America, Wells Fargo, Charles Schwab, and the JPMorgan Private Bank. He held various roles servicing Ultra High Net Worth clients. Franklin was a member of the Dean's List at City College of San Francisco. Outside of work, Franklin is a food enthusiast, and serves his community as a Firefighter/EMT. Franklin is also fluent in Spanish and, of course, is a rabid San Francisco Giants fan. Franklin holds his Series 10, 9, 7, 65, and 63 licenses.