A plan for today, tomorrow, and generations to come.

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Alan Shanken

    Senior Vice President

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • ID
    • LA
    • MA
    • MI
    • MN
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • UT

    Alan Shanken is Senior Vice President in Private Wealth Management.  Throughout his career, Alan has demonstrated a commitment to understanding clients' financial goals and objectives, crafting intricate solutions, and monitoring outcomes to ensure success. He is well-versed in the complexities faced by shareholders managing concentrated equity positions, whether in private or public companies, and addresses the trust and estate planning needs associated with such interests.

    Alan’s focus on wealth planning also encompasses next-generation and philanthropic initiatives. Additionally, Alan has a strong foundation in investor psychology, behavioral finance, and historical market trends, enabling him to deliver comprehensive insights and strategies.

    Alan began his career in 1982 (DJIA closed at 1,046.54) on the floor of the Pacific Options Exchange and transitioned into wealth management in 1984 with EF Hutton. He joined UBS in 2015, following an 18-year tenure at Donaldson, Lufkin & Jenrette and Credit Suisse, as well as previous experience at Lehman Brothers.

    Outside of his professional pursuits, Alan is passionate about philanthropy, particularly in promoting sports and fitness for individuals with physical challenges. In 2010, he became a national board member of the Challenged Athletes Foundation (CAF) and, since 2017, has served as the founder and co-chair of the Celebration of Heart Gala, supporting CAF’s fundraising efforts in the Bay Area. He plays an instrumental role in the University of Arizona’s Adaptive Athletics Program and is a nationally recognized mentor within the adaptive athletic community. Alan is a member of the Olympic Club in San Francisco, where he enjoys golfing and open water swimming.

          555 California Street
          32nd/ 34th /46th Floor
          San Francisco, CA 94104
          alan.shanken@ubs.com
          Alan Shanken
          555 California Street,San Francisco,CA,94104
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          Adam Tait

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER®

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          • AZ
          • CA
          • CO
          • FL
          • ID
          • MA
          • MI
          • MN
          • NE
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • UT

          Adam specializes in assisting clients strategize for future monetization events and the transfer of wealth through intergenerational and estate planning. He has extensive knowledge of financial planning solutions that can be tailored to address your individual priorities and aspirations. He has earned the CERTIFIED FINANCIAL PLANNER ®™designation and has also obtained the Asset Allocation Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA) designations. Adam has assisted  business owners, concentrated shareholders, and senior executives with modeling exit strategies. He also has collaborated with clients with estate and legacy planning needs to prepare the next generation for the family’s wealth.   

          Growing up in a military family and being a former college basketball player. Adam learned there were two constants that helped determine if you were on the path to success. Those two attributes were having a plan and discipline. Adam believes having a strategic plan helps one to stay focused in times of chaos and adversity and staying disciplined to those values and philosophies in which the foundation of the plan is built on. This will ensure that each step in the journey is in the direction to getting closer to achieving a financial goal.

          Prior to joining UBS Adam was a sales professional for Marriott hotels. It was this experience where he learned the art of providing white glove service and first-class experiences to clients. Adam obtained his Bachelor of Science in Business Administration from Bellevue University. He is currently Co-Board Chair of the Board of Directors for Compass Family services. A San Francisco based organization that assists families experiencing homelessness and those who are at risk, become stably housed and economically self-sufficient. In his spare time Adam enjoys playing basketball, golfing, reading, and traveling.

              • CERTIFIED FINANCIAL PLANNER®
              • Accredited Asset Management Specialist
              • Accredited Wealth Management Advisor℠
              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104
              adam.tait@ubs.com
              Adam Tait
              555 California Street,San Francisco,CA,94104
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              Suzette Callejo

              Associate Director

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • CO
              • DC
              • DE
              • FL
              • HI
              • ID
              • IL
              • LA
              • MA
              • MD
              • MI
              • MN
              • MT
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OK
              • OR
              • PA
              • SC
              • TX
              • UT
              • VA
              • WA

              Suzette Callejo manages all operations and client relations with over 30 years of industry experience.  She provides support for the team’s Financial Advisors to help clients manage wealth and achieve their financial goals.  Suzette is committed to providing excellent client service drawing from a wide range of operational management experience including client onboarding, compliance, asset movements, restricted stock sales, and trading of fixed income, equity and syndicate. 

              Suzette studied finance at California State University, Sacramento and began her career in San Francisco in 1993 when the DJIA closed the year at 3,524.  Outside of work, Suzette is a member of Team Flick, a triathlon team that competes internationally, a four-time ironman finisher (favorite race was Ironman Waco, TX), an avid skier and has traveled to 24 countries and continues explore new lands.

                    555 California Street
                    32nd/ 34th /46th Floor
                    San Francisco, CA 94104
                    suzette.callejo@ubs.com
                    Suzette Callejo
                    555 California Street,San Francisco,CA,94104
                  • Stephen Dohler

                    NMLS #947868

                    Senior Wealth Management Banker, UBS Bank USA

                    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.

                  • Shinda Bickham

                    Senior Strategist

                    Portfolio Advisory Group

                    Responsibilities

                    Currently serving as the Senior Portfolio Strategist for the Northwest Region, Shinda is responsible for articulating and delivering comprehensive, research-driven advice to UBS's ultra-high net worth (UHNW) clients. Leveraging the global resources of the firm, he specializes in asset allocation and portfolio construction, including customized, product-neutral solutions across all asset classes to meet their financial goals.

                    Professional History
                    Having worked for 20+ years in the financial services industry, Shinda has amassed extensive experience in portfolio management, hedging, and risk management.

                    He most recently spent 9+ years at BlackRock, where he both led Portfolio Management teams and served as lead Portfolio Manager for several key assignments in EMEA and the Americas. There his assignments included leading the firm’s derivatives-based completion fund and foreign exchange hedging efforts, as well as its systematic macro and style factor suite of funds - books with over £60BB and $30BB in AUM, respectively.

                    Shinda also has extensive experience with manager research and selection across all asset classes and styles for both institutional and private clients. He is based in San Francisco and will split time between Seattle and the San Francisco Bay Area.

                    Education

                    Shinda received his B.A. in Economics from the University of California, Berkeley and holds his Series 7, 65 & 66 licenses.

                  One relationship. All of Private Wealth Management.

                  Woman with architectural plans

                  A plan to simplify your financial life

                  Family on back porch

                  Wealth transfer across generations

                  senior couple, home in background

                  Estate planning strategies

                  Young plant

                  Philanthropy

                  The depth and breadth of UBS

                  In helping address all aspects of your wealth, we draw freely on in-house expertise and knowledge. This includes outreach and collaboration with specialists and experts within UBS, including the Advanced Planning Group and the vast resources of UBS Investment Bank.

                  The depth and breadth of UBS

                  Liquidity

                  Liquidity

                  Provide cash flow for short-term expenses - to help maintain your lifestyle

                  Longevity

                  Longevity

                  For longer-term needs - to help improve your lifestyle

                  Legacy

                  Legacy

                  For needs that go beyond your own - to help improve the lives of others

                  Provide cash flow for short-term expenses - to help maintain your lifestyle

                  • Entertainment and travel
                  • Taxes
                  • Purchasing a home

                  For longer-term needs - to help improve your lifestyle

                  • Retirement
                  • Healthcare and long-term care expenses
                  • Purchasing a second home

                  For needs that go beyond your own - to help improve the lives of others

                  • Giving to family
                  • Philanthropy
                  • Wealth transfer over generations

                  Resources and insights

                  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

                  More than 160 years

                  offering financial advice

                  Global leader

                  UBS is a leading and truly global wealth manager

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Insights

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