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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Priya joined UBS in 2004, having started in the financial services industry in 2001. She brings over 15 years of experience serving clients across the country - ranging from entrepreneurs, venture capitalists, and managers holding executive positions. Priya assists clients with tax optimization, particularly for pre-IPO situations and provides retired clients advice on estate planning and income needs.
Priya offers a highly customized approach to wealth management by creating a strategic plan that closely aligns with each client's goals and aspirations. Building deep relationships with her clients, helping solve their financial issues by studying all available options and making recommendations is what keeps Priya motivated. Priya takes pride in continually monitoring and adjusting strategies to incorporate the constantly changing financial and regulatory landscape.
Born and raised in Mumbai, lived in France and Singapore and currently resides in San Francisco with her husband and children. She is actively involved in the community and works closely with the fund raising committees at San Francisco University High School and Katherine Delmar Burke’s School.
CA Insurance License 0E03230
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Vice President–Wealth Management
Priya joined UBS in 2004, having started in the financial services industry in 2001. She brings over 15 years of experience serving clients across the country - ranging from entrepreneurs, venture capitalists, and managers holding executive positions. Priya assists clients with tax optimization, particularly for pre-IPO situations and provides retired clients advice on estate planning and income needs.
Priya offers a highly customized approach to wealth management by creating a strategic plan that closely aligns with each client's goals and aspirations. Building deep relationships with her clients, helping solve their financial issues by studying all available options and making recommendations is what keeps Priya motivated. Priya takes pride in continually monitoring and adjusting strategies to incorporate the constantly changing financial and regulatory landscape.
Born and raised in Mumbai, lived in France and Singapore and currently resides in San Francisco with her husband and children. She is actively involved in the community and works closely with the fund raising committees at San Francisco University High School and Katherine Delmar Burke’s School.
CA Insurance License 0E03230
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
