Senior Vice President–Wealth Management
Financial Advisor
A financial advisor since 1999 and prior to joining UBS, Michael was an Assistant Vice President with Merrill Lynch in Oakland. Previously, a career of 15 years in the commercial real estate industry, he owned and operated a property management firm. Michael holds the Accredited Asset Management Specialist™ (AAMS®), Chartered Retirement Planning Counselor™ (CRPC™) designations and a Bachelor of Science Degree in Business Administration from San Diego State University. He enjoys fly fishing and vintage watch collecting and has built out an extensive collection of U.S. President artifacts. Michael serves on the Board of Directors of the Hog Island Oyster Company. He resides in San Francisco with his wife and daughter.
California Insurance License #0C71956 UBS Financial Services, Inc. Insurance Agency Inc. License UBS#0512985
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.
Senior Vice President–Wealth Management
Financial Advisor
A financial advisor since 1999 and prior to joining UBS, Michael was an Assistant Vice President with Merrill Lynch in Oakland. Previously, a career of 15 years in the commercial real estate industry, he owned and operated a property management firm. Michael holds the Accredited Asset Management Specialist™ (AAMS®), Chartered Retirement Planning Counselor™ (CRPC™) designations and a Bachelor of Science Degree in Business Administration from San Diego State University. He enjoys fly fishing and vintage watch collecting and has built out an extensive collection of U.S. President artifacts. Michael serves on the Board of Directors of the Hog Island Oyster Company. He resides in San Francisco with his wife and daughter.
California Insurance License #0C71956 UBS Financial Services, Inc. Insurance Agency Inc. License UBS#0512985
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.
Authorized Officer
Senior Registered Client Associate
Authorized Officer
Senior Registered Client Associate
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.
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.
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