Authorized Officer
Senior Wealth Strategy Associate
John Lupario joined UBS as a Senior Wealth Strategy Associate in September, 2020. Prior to joining UBS, John was an Associate at Bernstein Private Wealth Management, where he worked on a team of Associates, supporting Robert Stoker’s practice, alongside four additional Financial Advisors. Prior to Bernstein, John was an Analyst at Spruce Laker Partners, a small Private Equity firm in Denver, Colorado. John graduated from the University of Colorado, Boulder, with a B.S.B.A with dual emphases in Finance and Accounting and a Minor in Economics.
In John’s free time, he enjoys exercising, skiing, traveling, watching basketball, and spending time with friends and family.
Authorized Officer
Senior Wealth Strategy Associate
John Lupario joined UBS as a Senior Wealth Strategy Associate in September, 2020. Prior to joining UBS, John was an Associate at Bernstein Private Wealth Management, where he worked on a team of Associates, supporting Robert Stoker’s practice, alongside four additional Financial Advisors. Prior to Bernstein, John was an Analyst at Spruce Laker Partners, a small Private Equity firm in Denver, Colorado. John graduated from the University of Colorado, Boulder, with a B.S.B.A with dual emphases in Finance and Accounting and a Minor in Economics.
In John’s free time, he enjoys exercising, skiing, traveling, watching basketball, and spending time with friends and family.
Wealth Strategy Associate
Tyler is a Wealth Strategy Associate for Robert Stoker’s practice at UBS Private Wealth Management in San Francisco, CA. He focuses on implementing investment & planning strategies while providing high-level client service. Tyler has been with UBS for 3 years and prior to that he spent 2 years as an Associate at Bernstein Private Wealth Management. Tyler graduated from Princeton University, majoring in politics, and was a member of the men’s lacrosse team. Tyler enjoys traveling to see his family in Massachusetts, coaching lacrosse and is an avid fan of Formula 1.
Wealth Strategy Associate
Tyler is a Wealth Strategy Associate for Robert Stoker’s practice at UBS Private Wealth Management in San Francisco, CA. He focuses on implementing investment & planning strategies while providing high-level client service. Tyler has been with UBS for 3 years and prior to that he spent 2 years as an Associate at Bernstein Private Wealth Management. Tyler graduated from Princeton University, majoring in politics, and was a member of the men’s lacrosse team. Tyler enjoys traveling to see his family in Massachusetts, coaching lacrosse and is an avid fan of Formula 1.
Managing Director–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Managing Director–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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