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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
- 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
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

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
- 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
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

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$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

Global access. Strategic solutions.

Our advice

Marcus Fagersten

Caesar R. Ruegg

West Bowler

William "Bill" Radtke, CEP

Margery Eckerly

Olga Vaillant

Christian Murphy

Sophie Evans