Experience that anticipates, plans and protects

Private Wealth Management

Trabert Asiano Full gif

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.

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.

  •  Donald Trabert

    Donald Trabert

    Senior Vice President–Wealth Management

    Financial 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

    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

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

          Joseph Asiano

          Senior Vice President–Wealth Management

          Financial 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 Scouts-BSA and the St. Vincent de Paul Men's Club board. Since 2016, Joe has served on the board of directors of a global wine company with land and facilities across Napa, Sonoma, and the Willamette Valley.

          • B.S., 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, 2022The 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.

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

              Margaret Ring-Wiersma

              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
              • PA
              • TX
              • UT
              • WA

              Margie ensures the highest quality service standards for the operational and administrative needs of our clients. She also manages fixed income and equity trading, restricted stock settlements and general client service functions. She 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. As an Authorized Officer, Margie works within the team as a proactive resource supporting change processes and procedures. This may include administrative or professional work and keeping processes and data up-to-date. Margie earned her B.S. from Golden Gate University.

                    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.

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

                          Advanced planning to pursue your complex goals

                          The greater your financial success, the greater your need for customized planning advice.

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                          Business

                          Public companies

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                          Estate planning

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                          Financial education

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                          Break the code

                          The answer to planning your future

                          Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

                          Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager

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