Managing Director–Wealth Management
Emily W. Van Hoorickx is a highly distinguished professional in the equity compensation field. As a Certified Financial Planner (CFP™), Certified Equity Professional (CEP), Corporate Stock Benefit Consultant, and as one of the select few advisors with the designation of Wealth Advisor, she brings to the table both a unique perspective in helping her corporate clients plan and manage their equity compensation plans, as well as in helping individuals navigate the challenges and opportunities particular to company stock compensation plans.
Emily is a founding member of both the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO). She is a two-time past president of the Silicon Valley Chapter of NASPP and serves on the board of the Certified Equity Professional Institute (CEPI), having served as Chair twice. Emily’s education includes a degree from the University of California at Berkeley. She has studied in Turnhout, Belgium, and Oxford. Emily has been married for over 40 years and has brought her daughter Madeline into the practice.
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.
Education
Credentials
Financial Advisor
With a robust background in financial planning centered around equity compensation, Madeline offers an all-encompassing wealth management service tailored for high-net-worth individuals significantly compensated in company stock. Her profound understanding of the unique challenges and opportunities that accompany these benefit plans empowers her clients to seamlessly traverse critical issues to attain their familial financial goals. Madeline's approach involves meticulous analysis of a client's personal financial circumstances, benefit plans, and the shifting economic landscape, enabling her to create fully bespoke financial strategies.
Madeline started at UBS through the highly competitive Intergenerational Advisory Program. During her tenure at UBS' headquarters in Weehawken, NJ, Madeline worked closely with the employees of UBS’ corporate clients, offering tailored advice and guidance regarding their plans. Her passion for delivering outstanding wealth management advice to employees of UBS' corporate clients led her back to the Bay Area to join Silicon Valley Investment Group in 2018.
Madeline holds a B.S. in Business Administration and a B.A. in Economics from the University of Redlands. Her time at the University was marked by both academic and athletic achievements, as she swam competitively and earned membership to the Omicron Delta Epsilon Honor Society for Economics. Additionally, she actively participated in the rotary club and contributed to managing the school’s investment fund. In her downtime, Madeline is an outdoor enthusiast, enjoying activities such as swimming, skiing, and hiking.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Robert delivers a comprehensive wealth management experience by focusing on detailed financial and estate planning, portfolio management and wealth transfer strategies. He works closely with UBS specialists, tax advisors and estate attorneys to help clients achieve their defined goals and objectives. Robert has been in wealth management since 2009 and joined UBS Financial Services in February 2013. Prior to UBS, Robert worked for Wells Fargo Advisors.
Raised in Sun Valley, Idaho, Robert moved to Los Angeles to pursue his passion for wealth management. He received his B.S. in Finance from California State University, Northridge. Robert currently lives in Pasadena with his family. He can be found spending his spare time volunteering, traveling and maintaining an overall active lifestyle by practicing Krav Maga, snowboarding, hiking and occasionally playing squash.
Education
Credentials
Authorized Officer
Client Associate
David Hurzeler is a registered client service associate serving as the backbone of SVIG. Prior to his current role, David was part of the Workplace Wealth Services Operations Team. David earned his B.S. Degree in Finance at Cal Poly Pomona. His hobbies include golfing and autocross.
Client Associate