Experience

Marcus is a member of our Corporate Services practice and individual and family wealth management practice. He represents a select clientele of corporations, corporate executives at public companies, affluent families and other substantial shareholders. His experience includes providing advice and execution services on a broad array of specialized transactions involving restricted/control securities as well as providing integrated family wealth management services and counsel. Marcus joined UBS in 2004 after more than eleven years at Smith Barney. He earned his BS in Finance from the USC. Marcus lives in Tiburon, CA.  He enjoys boating, skiing and spending time with his family. 

Agent License #0B77016

Alex is a member of our individual and family wealth management practice. He serves executives and employees of public companies. Alex is a Senior Portfolio Manager with the UBS Portfolio Management Program and joined the firm 20 years ago. Alex earned a B.A. in Economics from the University of California, Los Angles. In addition to his career, Alex is actively involved in his community. His hobbies include travel, reading, music, skiing, golf, and running. Alex, his wife, two children, and dog Rosie reside in Mill Valley, California.

Agent License #0A05790

Bill is a member of our Corporate Services practice. Bill advises corporate clients as well as individual executives on their equity compensation plans located throughout the United States. Bill has been a member of the National Association of Stock Plan Professionals (NASPP) Silicon Valley Chapter since 2000 as well as a member of the Executive Committee. He earned a B.S. in Political Science from Santa Clara University.

Robert is a member of our individual and family wealth management practice. He is a Certified Financial Planner™ (CFP®) and serves executives and employees of public companies. He graduated from San Francisco State University - Cum Laude. 

Agent License #0C33522

Chris is a member of our individual and family wealth management practice. He is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. He serves executives and employees of public companies. Chris joined UBS in August 2006 when UBS acquired Piper Jaffray's private client business after more than thirteen years at Piper Jaffray. Chris studied economics at Colorado State University. He currently lives in Oakland with his wife and son.

Agent License #0C61670

Steve is a member of our individual and family wealth management practice. He serves executives and employees of public companies. Steve joined the firm 25 years ago, prior to which he was employed by KPMG in San Francisco. He earned a B.S. in Accounting from San Francisco State University.

Agent License #0A40850

West is a member of our Corporate Services practice, as well as our individual and family wealth management practice. West entered the financial advising industry in his native Bay Area with the intent of helping influential individuals meet their financial goals and fulfill a lasting vision with their capital. West’s process is a direct product of his mentors; he doesn’t hesitate to leverage his team’s 30 years of experience, nor the resources of the largest wealth manager in the world, to his advantage when complex situations arise. West is responsible for drafting the majority of the team’s 10b5-1 executive trading plans, an area of focus, which represents a meaningful percentage of all 10b5-1 plans composed at UBS Financial Services. West graduated from the University of the Pacific with a degree in Economics and an emphasis in finance. As a resident and active community member of San Francisco, West is a supporter of the fine arts, and a fan of all things Bay Area sporting related (49ers, Giants and Warriors). In his free time, West enjoys golfing, boating and skiing.

Agent License #4212210

Olga has worked in wealth management since 2004. In 2007, she joined the UBS San Francisco team dedicated to the UBS Equity Plan Advisory Services as a Senior Registered Client Associate. In her role at UBS as Team Administrator she manages the administrative and operational needs of the team in addition to servicing ultra-high-net-worth clients. She is passionate about striving to provide exceptional service while also becoming a trusted partner for her client’s financial needs. Olga holds her Series 7, 63 and Nevada Life & Annuity licenses. Olga lives with her family in Reno, NV and enjoys hiking, skiing, traveling, and reading.  

Agent License #3646741

Victoria is a Registered Client Service Associate. Victoria is client focused and responsible for enhancing the ongoing client experience by striving to provide a high level of operational assistance to clients. Victoria has over a decade of financial services experience. Prior to joining UBS in 2007, Victoria was employed by Wachovia Securities.

Agent License #0E13940

Ryan is a Registered Client Services Associate and has worked in UBS Wealth Management since 2012. He assists in the coordination and execution of investing, operational, account maintenance and administrative activities related to the client service process. Prior to joining Wealth Management, Ryan served UBS as the Business Analyst for the Northwest Region where he earned his Series 7 and 66 licenses. A San Francisco native, Ryan earned his degree in Economics from the University of California at San Diego. Ryan is instrumental in fostering the team's strong client relationships and continually strives to deliver the high level quality service expected. 

Tory has spent her professional life in and around financial services on both the East and West Coasts. From planning large corporate events to providing executive support, Tory has a broad range of experience and expertise. She took a 13-year hiatus to raise her two children and now is happy to be at UBS and excited to help clients with their account needs. Outside of the office, Tory loves to be on the sidelines watching her kids play sports, hiking with her dog, Disco, traveling to Connecticut to visit her parents or just relaxing at home with her husband, Jared. Tory lives in Greenbrae, California.

Robert joined Alex’s team here at UBS in 2021, bringing with him 12 years of experience in the financial services industry. That experience allows him to bring thoughtful insights and analytics to the management of client portfolios here at UBS. Robert graduated from Southern Methodist University in 2009 where he earned degrees in Finance and Economics. In his personal time, he enjoys traveling, cooking, gardening, camping, and the occasional day on the golf course. Robert, his wife Alissa, and their two young children live in Pleasant Hill, California.