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

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    • AZ
    • CA
    • DE
    • FL
    • HI
    • ID
    • IN
    • LA
    • MA
    • MI
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • 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
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

        555 California Street
        32nd
        San Francisco, CA 94104
        donald.trabert@ubs.com
        Donald Trabert
        555 California Street,San Francisco,CA,94104
      • Joseph Asiano

        Joseph Asiano

        Senior Vice President–Wealth Management

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

        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. Most recently, Joe served for seven years on the board of a global fine 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 26 years of experience
        • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

            555 California Street
            32nd
            San Francisco, CA 94104
            jr.asiano@ubs.com
            Joseph Asiano
            555 California Street,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
            • TN
            • 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
                  San Francisco, CA 94104
                  margie.wiersma@ubs.com
                  Margie Wiersma, CPWA®
                  555 California Street,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
                          San Francisco, CA 94104
                          ariana.oshea@ubs.com
                          Ariana O'Shea
                          555 California Street,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.

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                        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.

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                        Sophisticated portfolio management

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                        Your family. Your legacy.

                        Retirement Couple

                        Retirement readiness

                        greenhouse

                        Strategic philanthropy

                        two men planning

                        Ready to sell your business?

                        The five hallmarks of a successful sale

                        Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

                        Case studies

                        Learn how we worked with clients and provided tailored solutions.

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        Global leader

                        UBS is a leading and truly global wealth manager

                        #1

                        for High Net-Worth clients

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

                        Insights