Experience

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.

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.