Experience that anticipates, plans and protects

Why do clients value our investment experience and approach?

Solutions. As a team, we have navigated many market cycles. With more than 70 years of combined experience, our team is passionate about helping clients reach their goals.

Flexibility. We are flexible managers who work well through change and uncertainty. No matter what the markets bring, we can deliver appropriate solutions.

Planning. Our proactive planning process enables us to anticipate your needs and potential risks—before issues arise

Access. You’ll benefit from direct, onsite access to our extended team of specialists in estate and trust strategies, advanced planning, portfolio structuring and lending.

Transparency. We’ll ensure you clearly understand all the factors that inform the management of your assets.

Collaboration. We coordinate with your professional team of CPAs, trust attorneys and managers to align our strategies and integrate your overall wealth plan.

TAA team photo

Meet our team

  •  Donald Trabert

    Donald Trabert

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • DE
    • FL
    • HI
    • ID
    • IN
    • LA
    • MA
    • MD
    • MI
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • TX
    • UT
    • VA
    • WA
    • WY

    Don manages cash and fixed income for private clients and foundations. Don concentrates on structuring and overseeing both taxable and tax-exempt bond portfolios for maximum safety. Don considers issuer credit, interest levels, inflation expectations, yield curve shape, and sector exposures. Don's seasoned approach is supported by an extensive credit, quantitative, and economic research platform. He is considered one of the firm's top fixed income advisors and was selected to serve on the UBS Asset Management national financial advisory board. Don lives with his wife in Mill Valley and enjoys golf, skiing, gardening, cooking and his dog Jake.

    • B.S., University of Notre Dame
    • Licenses and Certifications: Series 7, 63 and 66; CA State Insurance #0I79773
    • More than 40 years of industry experience

      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

        • Private Wealth Advisor
        555 California Street
        32nd/ 34th /46th Floor
        San Francisco, CA 94104
      • Joseph Asiano

        Joseph Asiano

        Senior Vice President–Wealth Management

        Private Wealth Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

        Joe provides wealth preservation and growth advice for corporate executives, entrepreneurs, families and foundations. He has expertise in managing wealth resulting from IPO, merger, and private liquidity events. Joe delivers personalized wealth management through a tax-efficient investment process featuring rebalancing, portfolio reporting, and a goals-based approach to asset allocation. He also structures and executes client philanthropic goals. Joe and his wife live in San Francisco where they raised two children. He has been active over the years in Scouting and the St. Vincent de Paul Men's Club board. Since 2016, Joe has served on the board of a global premium wine company with land and facilities across Napa, Sonoma, and Oregon.

        • B.S.B.A., University of California, Berkeley
        • M.B.A., Yale University
        • Certified Exit Planning Advisor
        • Licenses and Certifications: Series 7 and 66; CA State Insurance #0H11686
        • More than 25 years of experience
        • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        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

          • Private Wealth Advisor
          555 California Street
          32nd/ 34th /46th Floor
          San Francisco, CA 94104
        • Margaret Ring-Wiersma

          Margie Wiersma, CPWA®

          Associate Director

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • DE
          • FL
          • HI
          • ID
          • IL
          • IN
          • LA
          • MA
          • MD
          • MI
          • NE
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • TX
          • UT
          • WA
          • WY

          Margie builds tailored plans and strategies based on an understanding of client needs, goals, and risk tolerance by using the tools and resources of the firm, knowledge of financial planning, tax and investing strategies, insurance, estate plans and cash flow management. She manages fixed income and equity trading, restricted stock settlement and general client services functions. Her specialties include trading, tax and estate planning, philanthropy, and retirement accounts/management. She works within the team as a proactive resource supporting change processes and procedures. Margie resides in the Bay Area with her husband where they have raised four children. She enjoys hiking, traveling, and cooking for friends and family.

          • B.S in Business (Finance concentration) Golden Gate University
          • Yale School of Management, Wealth Management Theory & Practice
          • Certified Private Wealth Advisor ® professional
          • Licenses and Certifications: Series 7 and 66
          • More than 30 years of experience

            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

                555 California Street
                32nd/ 34th /46th Floor
                San Francisco, CA 94104
              • Ariana O'Shea

                Ariana O'Shea

                Client Associate

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                  Ariana began her career with UBS in 2004. She believes in the value of prompt response and solutions to any needs and concerns that clients may have. Ariana brings great experience from her years of service in the financial industry and is known for her in-depth understanding of operations and her attention to detail.

                    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

                        555 California Street
                        32nd/ 34th /46th Floor
                        San Francisco, CA 94104

                      Financial insight for your evolving life

                      When it comes to your family, your business or the legacy you leave behind, our team can help you address your current priorities, the issues you expect to face and the ones you may not see coming.

                      Financial insight for your evolving life

                      Smart planning for executives

                      smart planning

                      Smart planning for executives

                      Planning for the life of your business

                      on phone

                      Planning for the life of your business

                      Your family’s values and legacy

                      family legacy

                      Your family’s values and legacy

                      smart planning

                      We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

                      Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

                      Learn more

                      on phone

                      Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

                      And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

                      family legacy

                      Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.

                      Learn more

                      Connecting you to the deep resources of UBS

                      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                      reading

                      Sophisticated portfolio management

                      photos

                      Your family. Your legacy.

                      Retirement Couple

                      Retirement readiness

                      greenhouse

                      Strategic philanthropy

                      Selling your business: Proceed with passion

                      UBS Business Transition Services can help unlock the possibilities

                      Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                      Case studies

                      Learn how we worked with clients and provided tailored solutions.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      Global leader

                      UBS is a world-leading wealth manager

                      #1

                      Serving Business Owners

                      Euromoney Private Banking and Wealth Management Survey, 2020

                      #1

                      for High Net-Worth clients

                      Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                      Insights