Experience

With more than 20 years in the industry, Doug has managed client wealth through the peaks and troughs of multiple market cycles. He joined UBS Private Wealth Management in 2015. As a Private Wealth Advisor and Family Office Consultant, Doug accesses the extensive global resources of UBS to provide institutional coverage for a small client base.

Doug’s knowledge of asset allocation, wealth preservation, single stock management and trust and estate planning strategies is extensive. But beyond the tactical advice he provides to his ultra high net worth clients, it’s his team’s commitment to service that differentiates their approach and relationships.

The Family Office Consultant (FOC)
Doug is among a select group of Financial Advisors who have earned this UBS business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Doug, as a Private Wealth Advisor and an FOC, understands the complexities of intergenerational wealth and the challenges faced by these exceptional clients. Working together, he aligns their specific needs to the full suite of UBS capabilities and helps them pursue their most important goals.

Previous experience

• UBS Private Wealth Management
• Credit Suisse, Private Banking
• Alex Brown, Private Client Group

Credentials

• Series 7 and 65 securities licenses
• Family Office Consultant (FOC)

Education

• B.A., economics, Hamilton College

Life

• Doug resides in Ross, CA with his wife and two daughters.
• In his spare time, he enjoys volunteering in their school programs and supporting their activities.
• He takes full advantage of the outdoor life in Marin County, hiking, biking, golf, tennis and playing squash at the Olympic Club in San Francisco.