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Private Wealth Management

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 will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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Our clients

benefit from the advantages of our boutique Private Wealth Management practice, limited to a defined number of clients to ensure the highest level of personalization, specialization, and differentiated advice, service and solutions, but with access to the global resources of the world's largest wealth manager. As a thoughtful steward of our client's assets and legacy, we have been entrusted with over $9.5 billion in assets under management.

Marcus Fagersten

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
For over 30 years, our family wealth management practice has focused on representing a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs. Complex wealth situations require a financial partner with experience, proven expertise and the resources to consolidate complex requirements, to develop integrated and customized solutions on behalf of clients.

I am an accredited UBS Private Wealth Advisor, a designation granted to a limited number of advisors who support the specialized needs of corporate executives and our wealthiest clients. I have completed the Wealth Management Theory & Practice Executive Education Program at Yale School of Management and earned my Certified Private Wealth Advisor® designation (CPWA®). I have completed the Certified Equity Professional (CEP®) Institute Level I examination, a program focused on equity compensation, administered by Santa Clara University. I earned a Bachelor of Science in Business Administration/ Finance from the University of Southern California Marshall School of Business. I joined UBS in 2004, after more than eleven years at Smith Barney (Citigroup) in a similar capacity.

My team and I are fortunate to have been recognized by a number of global publications; please see the recognition tab. I have also contributed, through interviews, to The Wall Street Journal, The San Francisco Chronicle, The San Francisco Business Times, The Nob Hill Gazette, and have been interviewed by Fox KTVU 2 Evening News, on topics ranging from equity compensation, sustainable investing and financial planning.

I was born in Sweden and lived in Sweden and Switzerland for eleven years before moving to the U.S. I live north of the Golden Gate Bridge, in Tiburon, California with my wife, Alix, and two daughters.

Agent License #0B77016
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Southern California Marshall School of Business, Bachelor of Science in Business Administration/ Finance
- Yale School of Management, Wealth Management Theory & Practice Executive Education Program
- Santa Clara University, Certified Equity Professional (CEP) Institute Level I examination
- CPWA®
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

West.bowler@ubs.com

Marcus Fagersten

555 California Street,San Francisco,CA,94104
Caesar R. Ruegg

Managing Director–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- MA
- MI
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
I began my career at UBS in Switzerland in 1979 working at several UBS branches before being accepted as a Management Trainee in New York in 1987. A year later I was offered a position in the San Francisco office. Since then I have been servicing both high net worth individuals and institutional clients, successfully guiding them through ten major market corrections and two recessions. The average tenure of my clients is over 25 years.

For over two decades I have been educating my clients about the benefits of gold as an alternative asset class and portfolio diversifier. UBS is a leader in this area and many of my clients have benefited from our expertise. Throughout my career my fundamental goals have been to offer the best possible service in the Swiss tradition of quality and excellence while drawing on the global resources of UBS.

I am FINRA-registered and hold Series 7 and 63 securities licenses as well as insurance and variable annuities licenses. I am a graduate of the Swiss Commercial School in Horgen/Zurich. My wife and I live with our three children in Tiburon, CA. The entire family enjoys spending time outdoors where I practice my lifelong passion in photography.

California Insurance License 0E18449
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

caesar.ruegg@ubs.com

Caesar R. Ruegg

555 California Street,San Francisco,CA,94104
West Bowler

Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Upon graduating from the University of the Pacific with a degree in Economics, I entered the financial advising industry in my native Bay Area with the intent of helping influential individuals meet their financial goals and fulfill a lasting vision with their capital. Whether helping my select private wealth clientele (namely current/former corporate executives, business owners and founders) build out in-depth financial plans, or helping institutional stakeholders adhere to their respective mandates, sound guidance is my passion and purpose. My process is a direct product of my mentors; I don't hesitate to leverage my team’s 30 years of experience, nor the resources of the largest wealth manager in the world, to my advantage when complex situations arise. Throughout these years in the industry, I have adopted three tenants of what I see being the greatest attributes of any trusted advisor - commitment, accessibility and integrity, working every day to uphold these values.

As resident and active community member of San Francisco, I am a supporter of the fine arts, a member of the San Francisco historical society, music appreciator and fan of all things Bay Area sporting related (49ers, Giants and Warriors). In my free time, I enjoy golfing, boating and skiing.

Agent License #4212210
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

west.bowler@ubs.com

West Bowler

555 California Street,San Francisco,CA,94104
William "Bill" Radtke, CEP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Bill Radtke, CEP Senior Vice President – Wealth Management, is a UBS Financial Advisor and Certified Equity Professional (CEP). He advises individual executives and families located throughout the United States. Customized Advice, Financial Planning, and timely service are keys to Bill's practice. Bill is a proud father of one Daughter and enjoys Golf and skiing in his free time.

Personal & Community

Volunteering in the local community
Golf is my passion
Skiing
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

bill.radtke@ubs.com

William "Bill" Radtke, CEP

6900 South McCarran Boulevard,Reno,NV,89509
Margery Eckerly

Senior Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Since beginning my career in the financial services industry in 1996, I have provided high-level administrative and operational support to clients and advisors, with a strong focus on efficiency, communication, and service excellence. As a Senior Registered Client Associate, I ensure seamless day-to-day operations, problem-solve, and maintain trusted relationships with clients. I hold FINRA Series 7, 3 and 4 licenses.

I earned my Bachelor of Science degree from California State University, Long Beach. Originally from San Francisco, I currently reside in San Mateo with my husband and our dog.
400 South El Camino Real
Suite 900
San Mateo, CA 94402

margery.eckerly@ubs.com

Margery Eckerly

400 South El Camino Real,San Mateo,CA,94402
Olga Vaillant

Senior Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
I've worked in wealth management since 2004. In 2007, I joined the UBS San Francisco team dedicated to Equity Compensation Services as a Senior Registered Client Associate. In my role at UBS as Team Administrator I manage the administrative and operational needs of the team in addition to servicing ultra-high-net-worth clients. I am passionate in striving to provide exceptional service while also becoming a trusted partner for our client’s financial needs. I hold my Series 7, 63 and Nevada Life & Annuity licenses.

I live with my family in Reno, NV and enjoy hiking, skiing, traveling, and reading.

Agent License #3646741
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

olga.vaillant@ubs.com

Olga Vaillant

6900 South McCarran Boulevard,Reno,NV,89509

Christian Murphy

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Exceptional client service is my priority and it’s been at the forefront of every decision I’ve made since the beginning of my career in 2022 at the UBS Wealth Advice Center. While there, I worked closely with clients to understand their financial goals and help them allocate their portfolios accordingly. Today, as and member of the R72 Advisors Private Wealth practice, I help corporate employees and executives understand the nuances of their often complex equity compensation plans while maintaining a focus on long term financial planning, in turn, allowing me to better understand what is important to our clients and offer an appropriate solution tailored to their financial situation.

I was born and raised in Northern California where I still enjoy fitness, playing golf, and cheering for the San Francisco 49ers, Giants and Sacramento Kings.
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

christian.murphy@ubs.com

Christian Murphy

555 California Street,San Francisco,CA,94104
Sophie Evans

Client Associate
View bio
After graduating from the University of California, Santa Barbara with a B.A. in Economics and a focus in Technology Management in 2024, I joined the Corporate Services practice and Private Wealth Management practice. Building on my experience as a UBS Wealth Management intern, I leverage my strong foundation in client service and operational processes. I’m passionate about continuously deepening my industry knowledge and expanding my expertise to provide excellent service to our clients.

In my free time, I enjoy hiking, snowboarding, playing tennis, and traveling abroad.
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

sophie.evans@ubs.com

Sophie Evans

555 California Street,San Francisco,CA,94104

Stephen Dohler

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Stephen joined UBS Financial Services, Inc. in 1999 and was one of the original UBS Bank USA employees when the bank established in 2003. He is currently a Senior Wealth Management Banker covering the San Francisco & UBS International Pacific Markets

Stephen has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives

Professional history

Stephen began his career in financial services in 1999. His various roles included Underwriting and heading-up the Banking Solutions Sales Desk. Stephen has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

Education and personal information

In Stephen’s role as a Senior Wealth Management Banker his NMLS # is 1226605. He holds his Series 7 and 66 securities licenses along with a BS in Business Administration from The Towson University.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868.Equal Housing Lender.
Lyanette Monterrey

Digital Specialist

View bio
David Rosenthal

Executive Director

Wealth Planning Strategist – Wealth Planning & Trust Consulting Team

View bio

David is a Wealth Planning Strategist in our San Francisco and Pacific Northwest markets. In this capacity, David is responsible for providing Financial Advisors and their high-net-worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:
− Estate and multi-generational planning
− Retirement income and cash flow analysis
− Business continuity and succession planning
− Retirement plans and employee benefits
− Risk and liability management planning
− Charitable giving strategies
− Executive compensation and benefit strategies
− Special Needs & Disability Planning

Professional History
Prior to joining UBS in 2006, David's 35 years in the financial services industry include tenures at Mellon Bank, Wachovia Securities and Merrill Lynch.

Education
David holds a B.A in Psychology from Duquesne University and a J.D. from Taft University School of Law. He has also completed the Applied Behavioral Finance certificate program through the Investments & Wealth Institute and is a member of the Academy of Special Needs Planners & the San Francisco Estate Planning Council.

Designations Held
Accredited Estate Planner (AEP®)
Certified Financial Planner (CFP®)
Certified Private Wealth Advisor (CPWA®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Chartered Advisor in Philanthropy (CAP®)
Chartered Special Needs Consultant (ChSNC®)
Chartered Retirement Planning Counselor (CRPC®)
Chartered Retirement Plans Specialist (CRPS®)
Certified Investment Management Analyst (CIMA®)
Certified Investment Management Consultant (CIMC®)
Certified Exit Planning Advisor (CEPA®)

Marcus Fagersten

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
For over 30 years, our family wealth management practice has focused on representing a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs. Complex wealth situations require a financial partner with experience, proven expertise and the resources to consolidate complex requirements, to develop integrated and customized solutions on behalf of clients.

I am an accredited UBS Private Wealth Advisor, a designation granted to a limited number of advisors who support the specialized needs of corporate executives and our wealthiest clients. I have completed the Wealth Management Theory & Practice Executive Education Program at Yale School of Management and earned my Certified Private Wealth Advisor® designation (CPWA®). I have completed the Certified Equity Professional (CEP®) Institute Level I examination, a program focused on equity compensation, administered by Santa Clara University. I earned a Bachelor of Science in Business Administration/ Finance from the University of Southern California Marshall School of Business. I joined UBS in 2004, after more than eleven years at Smith Barney (Citigroup) in a similar capacity.

My team and I are fortunate to have been recognized by a number of global publications; please see the recognition tab. I have also contributed, through interviews, to The Wall Street Journal, The San Francisco Chronicle, The San Francisco Business Times, The Nob Hill Gazette, and have been interviewed by Fox KTVU 2 Evening News, on topics ranging from equity compensation, sustainable investing and financial planning.

I was born in Sweden and lived in Sweden and Switzerland for eleven years before moving to the U.S. I live north of the Golden Gate Bridge, in Tiburon, California with my wife, Alix, and two daughters.

Agent License #0B77016
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Southern California Marshall School of Business, Bachelor of Science in Business Administration/ Finance
- Yale School of Management, Wealth Management Theory & Practice Executive Education Program
- Santa Clara University, Certified Equity Professional (CEP) Institute Level I examination
- CPWA®
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

West.bowler@ubs.com

Marcus Fagersten

555 California Street,San Francisco,CA,94104
Caesar R. Ruegg

Managing Director–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- MA
- MI
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
I began my career at UBS in Switzerland in 1979 working at several UBS branches before being accepted as a Management Trainee in New York in 1987. A year later I was offered a position in the San Francisco office. Since then I have been servicing both high net worth individuals and institutional clients, successfully guiding them through ten major market corrections and two recessions. The average tenure of my clients is over 25 years.

For over two decades I have been educating my clients about the benefits of gold as an alternative asset class and portfolio diversifier. UBS is a leader in this area and many of my clients have benefited from our expertise. Throughout my career my fundamental goals have been to offer the best possible service in the Swiss tradition of quality and excellence while drawing on the global resources of UBS.

I am FINRA-registered and hold Series 7 and 63 securities licenses as well as insurance and variable annuities licenses. I am a graduate of the Swiss Commercial School in Horgen/Zurich. My wife and I live with our three children in Tiburon, CA. The entire family enjoys spending time outdoors where I practice my lifelong passion in photography.

California Insurance License 0E18449
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

caesar.ruegg@ubs.com

Caesar R. Ruegg

555 California Street,San Francisco,CA,94104
West Bowler

Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Upon graduating from the University of the Pacific with a degree in Economics, I entered the financial advising industry in my native Bay Area with the intent of helping influential individuals meet their financial goals and fulfill a lasting vision with their capital. Whether helping my select private wealth clientele (namely current/former corporate executives, business owners and founders) build out in-depth financial plans, or helping institutional stakeholders adhere to their respective mandates, sound guidance is my passion and purpose. My process is a direct product of my mentors; I don't hesitate to leverage my team’s 30 years of experience, nor the resources of the largest wealth manager in the world, to my advantage when complex situations arise. Throughout these years in the industry, I have adopted three tenants of what I see being the greatest attributes of any trusted advisor - commitment, accessibility and integrity, working every day to uphold these values.

As resident and active community member of San Francisco, I am a supporter of the fine arts, a member of the San Francisco historical society, music appreciator and fan of all things Bay Area sporting related (49ers, Giants and Warriors). In my free time, I enjoy golfing, boating and skiing.

Agent License #4212210
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

west.bowler@ubs.com

West Bowler

555 California Street,San Francisco,CA,94104
William "Bill" Radtke, CEP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Bill Radtke, CEP Senior Vice President – Wealth Management, is a UBS Financial Advisor and Certified Equity Professional (CEP). He advises individual executives and families located throughout the United States. Customized Advice, Financial Planning, and timely service are keys to Bill's practice. Bill is a proud father of one Daughter and enjoys Golf and skiing in his free time.

Personal & Community

Volunteering in the local community
Golf is my passion
Skiing
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

bill.radtke@ubs.com

William "Bill" Radtke, CEP

6900 South McCarran Boulevard,Reno,NV,89509
Margery Eckerly

Senior Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Since beginning my career in the financial services industry in 1996, I have provided high-level administrative and operational support to clients and advisors, with a strong focus on efficiency, communication, and service excellence. As a Senior Registered Client Associate, I ensure seamless day-to-day operations, problem-solve, and maintain trusted relationships with clients. I hold FINRA Series 7, 3 and 4 licenses.

I earned my Bachelor of Science degree from California State University, Long Beach. Originally from San Francisco, I currently reside in San Mateo with my husband and our dog.
400 South El Camino Real
Suite 900
San Mateo, CA 94402

margery.eckerly@ubs.com

Margery Eckerly

400 South El Camino Real,San Mateo,CA,94402
Olga Vaillant

Senior Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
I've worked in wealth management since 2004. In 2007, I joined the UBS San Francisco team dedicated to Equity Compensation Services as a Senior Registered Client Associate. In my role at UBS as Team Administrator I manage the administrative and operational needs of the team in addition to servicing ultra-high-net-worth clients. I am passionate in striving to provide exceptional service while also becoming a trusted partner for our client’s financial needs. I hold my Series 7, 63 and Nevada Life & Annuity licenses.

I live with my family in Reno, NV and enjoy hiking, skiing, traveling, and reading.

Agent License #3646741
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

olga.vaillant@ubs.com

Olga Vaillant

6900 South McCarran Boulevard,Reno,NV,89509
Christian Murphy

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Exceptional client service is my priority and it’s been at the forefront of every decision I’ve made since the beginning of my career in 2022 at the UBS Wealth Advice Center. While there, I worked closely with clients to understand their financial goals and help them allocate their portfolios accordingly. Today, as and member of the R72 Advisors Private Wealth practice, I help corporate employees and executives understand the nuances of their often complex equity compensation plans while maintaining a focus on long term financial planning, in turn, allowing me to better understand what is important to our clients and offer an appropriate solution tailored to their financial situation.

I was born and raised in Northern California where I still enjoy fitness, playing golf, and cheering for the San Francisco 49ers, Giants and Sacramento Kings.
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

christian.murphy@ubs.com

Christian Murphy

555 California Street,San Francisco,CA,94104
Sophie Evans

Client Associate
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After graduating from the University of California, Santa Barbara with a B.A. in Economics and a focus in Technology Management in 2024, I joined the Corporate Services practice and Private Wealth Management practice. Building on my experience as a UBS Wealth Management intern, I leverage my strong foundation in client service and operational processes. I’m passionate about continuously deepening my industry knowledge and expanding my expertise to provide excellent service to our clients.

In my free time, I enjoy hiking, snowboarding, playing tennis, and traveling abroad.
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

sophie.evans@ubs.com

Sophie Evans

555 California Street,San Francisco,CA,94104

Stephen Dohler

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

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Current role and areas of expertise

Stephen joined UBS Financial Services, Inc. in 1999 and was one of the original UBS Bank USA employees when the bank established in 2003. He is currently a Senior Wealth Management Banker covering the San Francisco & UBS International Pacific Markets

Stephen has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives

Professional history

Stephen began his career in financial services in 1999. His various roles included Underwriting and heading-up the Banking Solutions Sales Desk. Stephen has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

Education and personal information

In Stephen’s role as a Senior Wealth Management Banker his NMLS # is 1226605. He holds his Series 7 and 66 securities licenses along with a BS in Business Administration from The Towson University.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868.Equal Housing Lender.
Lyanette Monterrey

Digital Specialist

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David Rosenthal

Executive Director

Wealth Planning Strategist – Wealth Planning & Trust Consulting Team

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David is a Wealth Planning Strategist in our San Francisco and Pacific Northwest markets. In this capacity, David is responsible for providing Financial Advisors and their high-net-worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:
− Estate and multi-generational planning
− Retirement income and cash flow analysis
− Business continuity and succession planning
− Retirement plans and employee benefits
− Risk and liability management planning
− Charitable giving strategies
− Executive compensation and benefit strategies
− Special Needs & Disability Planning

Professional History
Prior to joining UBS in 2006, David's 35 years in the financial services industry include tenures at Mellon Bank, Wachovia Securities and Merrill Lynch.

Education
David holds a B.A in Psychology from Duquesne University and a J.D. from Taft University School of Law. He has also completed the Applied Behavioral Finance certificate program through the Investments & Wealth Institute and is a member of the Academy of Special Needs Planners & the San Francisco Estate Planning Council.

Designations Held
Accredited Estate Planner (AEP®)
Certified Financial Planner (CFP®)
Certified Private Wealth Advisor (CPWA®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Chartered Advisor in Philanthropy (CAP®)
Chartered Special Needs Consultant (ChSNC®)
Chartered Retirement Planning Counselor (CRPC®)
Chartered Retirement Plans Specialist (CRPS®)
Certified Investment Management Analyst (CIMA®)
Certified Investment Management Consultant (CIMC®)
Certified Exit Planning Advisor (CEPA®)

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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As of 06/30/2024

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Our advice

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Marcus Fagersten

Caesar R. Ruegg

West Bowler

William "Bill" Radtke, CEP

Margery Eckerly

Olga Vaillant

Christian Murphy

Sophie Evans

Stephen Dohler

Lyanette Monterrey

David Rosenthal