Global access. Strategic solutions.

Private Wealth Management

Tailwaters Private Wealth Management Group offers a distinctly personal, hands-on approach that’s rare to find. Private Wealth Advisors Damian Hedley and Tony Brookfield bring you 50 years of combined experience in investment management. They’ve guided clients through the good times, persevered during downturns, and been a steady hand through both. They share the belief that sound financial management starts with education: informing clients of risks, choosing from a range of options, mitigating volatility, avoiding negative outcomes, and finding stability.

Working with your values, they help guide you and your family through the myriad of financial challenges and decisions that can arise. They stay closely involved with every detail of your finances, knowing how it affects your life beyond your investments.

Find certainty and stability today

Tony and Damian take a multi-generational approach to wealth management. They build  relationships not just with each client, but with the generations of their family. Financial plans are developed with input, knowledge and—most importantly—education for everyone involved. This is fundamental to helping personal wealth grow and be sustained through successive generations.

Work with Tailwaters to to help grow for the future for you and your family deserve.

  • Damian

    Damian Hedley

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • DE
    • HI
    • ID
    • LA
    • NJ
    • NY
    • OR
    • PA
    • TX
    • UT
    • WA
    • WY

    Developing stability for the future

    When I sit down with my clients and their families, I see all the details of their life's work, then bring a new perspective to manage risk and reduce volatility. Working closely with select individuals, our team is focused entirely on understanding every detail of our clients' financial lives. I’m the steady hand helping you navigate to calmer waters after significant windfalls or life changes. My role is to identify your needs and create the best strategies to meet them. Your wealth represents a lifetime of work and sacrifice. You deserve a tailored approach.

    A seat at the table for everyone

    It's an honor to be part of these important conversations, and I’m driven by the trust our clients place in us. I've focused on private wealth management, especially for families, supporting them through both booming and challenging economic times. I keep my highly select client base small to provide personalized attention. My work with clients is very personal, often involving deep engagement with their ambitions and goals. I pride myself on truly understanding my clients' needs, fears, and aspirations. Private wealth management is not just my job; it's my passion.

    The most exciting part of my work with families is the chance to educate the rising generation about money. Sitting around a table with family members, planning together for the future, is one of the most fulfilling roles I can have.

    Previous experience

    • UBS Private Wealth Management, Senior Vice President
    • Bank of America, The Private Bank, Vice President
    • Fly fishing guide

    Outside of UBS

    • Passionate Fly fisherman, skier and mountain biker
    • Coach to lacrosse teams for both my sons
    • Spend family time in the outdoors or traveling

    “Wealth Management is a deeply personal and often complex engagement. There’s no substitute for experience and a steady hand to help you navigate the myriad of complexities”

    • Forbes Best-in-State Wealth Advisors, 2021The 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

    • B.A., University of California—Berkeley, Philosophy, Politics, and Economics
    • Series 7 and 65
    • Private Wealth Advisor
    555 California Street
    32nd Floor
    San Francisco, CA 94104
    damian.hedley@ubs.com
    Damian Hedley
    555 California Street,San Francisco,CA,94104
  • Tony Brookfield Profile Photo

    Anthony Patrick "Tony" Brookfield

    Senior Vice President

    Private Wealth Advisor

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    • CA
    • CO
    • DE
    • ID
    • IL
    • MA
    • MI
    • NJ
    • OR
    • SC
    • SD
    • TX
    • UT

    When I started in the business over 30 years ago, I immediately recognized the opportunity to offer true comprehensive wealth management.

    Understanding the nature of growth

    There's something magical about the crisp, cool air of a mountain trail and the clear ripples of a stream. Nature's beauty is remarkable, and I believe we're here to take care of it. I think managing finances is a lot like preserving nature though conservation. Both are vulnerable to things we can't control, but with some smart planning and understanding of risks, we can navigate through the ups and downs. I work closely my clients so we can build stability and consistency over the years.

    A steady hand managing all the details

    When I entered the financial field over 30 years ago, I saw the need for real, comprehensive wealth management. I've been through booming markets and painful downturns, which taught me the importance of helping people “live today, and plan for tomorrow”, as the saying goes. My career has been all about providing multi-generational wealth planning that meets the financial and philanthropic goals of my clients and their families. I work with successful entrepreneurs who want to give back and make the world a better place. Having an advisor helps them achieve those goals: one who manages their portfolio, coordinates with their outside tax and legal advisors, and understands every detail of their financial life.

    I know successful wealth planning isn’t one-size-fits-all. I am usually the first call my clients make when their life changes: a job, a child, a new adventure. So, I spend a lot of time getting to know my clients—their risk tolerance, expected gains, stability, and—above all—their values. Everyone deserves personalized advice and dedicated attention to their goals.

    When I'm not working with clients, you'll find me out in nature, skiing, fly fishing, and mostly focusing on preserving our waterways for future generations. But above all, I live for my three boys—Colby, Clayton, and Carter—instilling in them the same love and respect for the outdoors that I have.

    Previous experience

    • • UBS Private Wealth Management, Senior Portfolio Manager
    • • Credit Suisse Private Banking, Executive Director
    • • Bank of America Private Bank, Managing Director

    Education and credentials

    • • M.B.A., Columbia Business School, Finance and International Business
    • • B.A., University of California—Davis, Economics
    • • ESG Certification, Columbia University Earth Institute
    • • Senior Portfolio Manager
    • • Certified Investment Management Analyst (CIMA)
    • • Certified Private Wealth Advisor (CPWA)

    Outside of UBS

    • • Trout Unlimited, National Board of Trustees (2023-Present)
    • • Keep Fish Wet, Vice Chair (2020-2022)
    • • California Trout, Board (2005-2018). Chairman of the Board (2010-2012)
    • • Columbia Business School Ambassador (1996-Present)
    • • UC Davis Capital Campaign Committee
    • • Squaw Valley Alpine Foundation (2018-2020)

    Quote from advisor

    “I spend a significant amount of time with my clients—something they really value.”

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021The 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

    • Columbia Business School, M.B.A. concentrating on Finance and International Business
    • University of California, Davis, B.A. Economics
    • Private Wealth Advisor
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    555 California Street
    Suite 3200
    San Francisco, CA 94104
    tony.brookfield@ubs.com
    Anthony Patrick "Tony" Brookfield
    555 California Street,San Francisco,CA,94104
  • Pema Lakar Profile Photo

    Pema Lakar

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Following tenures at firms such as Merrill Lynch and Credit Suisse, I joined UBS Private Wealth Management in 2015 and have over 15 years of extensive experience in the financial industry.  Since joining UBS Private Wealth Management, I have been an integral part of the Brookfield team, specializing in serving both domestic and International (Asia-centric) ultra-high net-worth clients.  As our team continues to evolve, we remain dedicated to addressing the diverse needs of our clients comprising of ultra-high net-worth individuals, entrepreneurs and families within the robust domestic market.  As a Sr. Wealth Strategy Associate, I oversee the teams daily operations and portfolio management including portfolio rebalancing, lending solutions, FX transactions, 10b5-1 planning and Syndicate.

    I graduated from the University of California, San Diego with a BA in economics.  In my spare time, I enjoy the outdoors, yoga and travelling.  I currently reside in the east bay with my husband and son.

    Certification and education

    • Series 7 and 66

      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

      • University of California, San Diego, B.A. Economics
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597
        pema.lakar@ubs.com
        Pema Lakar
        1255 Treat Blvd,Walnut Creek,CA,94597
      • Emma

        Emma Carey

        Wealth Strategy Associate

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        • CA
        • CO
        • DC
        • FL
        • GA
        • NJ
        • NV
        • NY
        • TN
        • TX
        • VA

        Since joining UBS in 2017, Emma Carey has made it her mission to help clients feel comfortable when it comes to discussing their finances. It’s an approach that stands out in an industry that can feel intimidating and overwhelming. It also shows wisdom: by being approachable and easy to talk to, clients tend to open up to Emma, which results in better communication and, ultimately, more informed financial planning.

        As the first point of contact, Emma plays a crucial role—helping clients solve problems, understanding their goals and concerns and facilitating the execution of financial plans. Her role in onboarding is essential to building long-term relationships based on trust and transparency. “We are not here to sell clients products and short-term success,” she says. “We want to build a lifelong relationship and help them achieve their long-term financial goals.” 

        Emma is a graduate of the University of South Carolina, and currently resides in New Jersey on a small riverside farm with her husband and one year old son.

        Certification and education

        • Series 7 and 66

         

          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

              1999 Avenue of the Stars
              36th Floor
              Los Angeles, CA 90067
              emma.courtney@ubs.com
              Emma Carey
              1999 Avenue of the Stars,Los Angeles,CA,90067
            • 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.
            • 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.

            • Shawna Hamilton

              Senior Strategist

              Family Advisory and Philanthropy Services

              Professional History

              As a Senior Strategist, Shawna co-leads Family Advisory and Philanthropy Services for the West Division. Shawna works closely with advisors to support families on achieving their goals in optimizing money, centering values, and living their philanthropic intent. The Family Advisory and Philanthropy Services team serves as a thought partner to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy.

              Shawna joined UBS in 2021 from Pacific Foundation Services where she was a Senior Program Officer and Philanthropy Advisor. Before that, Shawna had two roles within Silicon Valley Community Foundation. The first was in fundraising, the second was guiding a global Habitat for Humanity grant program and providing advisory support to Cisco Systems' employees worldwide. Prior to her service in philanthropy, Shawna lived in New York, spending time at a hedge fund and co-launching an Ethiopia-based education nonprofit.

              As a native of Santa Barbara, California, Shawna’s family spans across the West. She is an active volunteer to several community organizations and lives in San Francisco.

              Education
              Shawna received a Master of Science in Nonprofit Management from The New School, and a Bachelor of Science in International Business from California State University Northridge.
            • Rebecca Sterling

              Director

              Senior Wealth Strategist

              Introduction

              Rebecca works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. Rebecca focuses on developing and helping clients implement comprehensive wealth transfer strategies that align with clients’ wishes. She reviews clients’ tax and estate planning documents to ensure that each plan accurately reflects the family’s goals and objectives while maximizing tax efficiencies.

              Professional History

              Prior to rejoining UBS in 2021, Rebecca worked at First Republic Private Wealth Management, where she advised clients on tax and estate planning matters. Rebecca also previously worked at UBS as a Senior Wealth Strategist from 2015-2020. Rebecca began her career as a trusts and estates attorney at Loeb & Loeb in Los Angeles.

              Education

              Rebecca earned a B.A. in Spanish and Art History from Georgetown University, a J.D. from Temple University School of Law (cum laude), where she was an editor of the Temple law review, and an LL.M. (Master of Laws in Taxation) from NYU School of Law, where she was a graduate editor of the tax law review, and she earned the Harry J. Rudick award for excellence in taxation, and the David H. Moses prize for the highest GPA in the LL.M. program.

              Licenses and Certifications

              Rebecca is licensed to practice law in both New York and California
            • Jennifer Van Nest

              Executive Director

              Equity derivatives specialist

              Jennifer Van Nest is an Executive Director and heads UBS's OTC Equity Solutions team in the Americas, focusing on providing high net worth clients and family offices with creative equity derivative strategies to achieve their goals. She consults on equity situations that clients encounter, such as stock concentration in a portfolio, shares received in an M&A / IPO / SPAC / inheritance situation, and building equity stakes in a passive or activist manner. She provides solutions that span acquiring, hedging, leveraging, selling, and enhancing yield, on publicly traded stocks and various equity-linked securities.

              Professional History

              Ms. Van Nest joined UBS in 2010 covering UBS's corporate clients, and has since transitioned her coverage to UBS's high net worth and family office clients. Ms. Van Nest has worked in equities and equity derivatives for over 20 years, and her extensive experience spans designing, marketing, and executing innovative solutions for clients' equity situations.
              Prior to joining UBS, Ms. Van Nest worked in consulting for corporations in Silicon Valley, and in the Equity Capital Markets Group at Citigroup in New York.

              Education

              Ms. Van Nest holds a bachelor's degree in Business Administration from the Ivey Business School at Western University in Ontario Canada, and a bachelor's degree in Pure Mathematics from Western University.

            UBS Private Wealth Management

            You. Connected.

            There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

            • Dreamers and doers
            • Intellects and experts
            • Planners and practitioners
            They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

            You. Connected.

            Private Wealth Management

            As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

            Wealth, from your point of view

            man

            Planning for the future with confidence

            Who we work with

            Change your community. Change the world.

            investments

            Investment Management

            Estate planning strategies

            A focus on personalized access and service

            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

            Senior executives

            Shaping multigenerational family wealth

            photos

            Your family. Your legacy.

            Planning for the life of your business

            on phone

            Planning for the life of your business

            Tailored family office services

            buildings

            Tailored family office services

            Your business

            Your business

            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.

            buildings

            Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.

            To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

            72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

            Resources

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

            Insights