Global access. Strategic solutions.

Private Wealth Management

Mountain climbers reaching the summit

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Four people meeting in glass office
Business transition and succession planning

Business transition and succession planning

Multigenerational planning

Multigenerational planning

Family offices

Family offices

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Joseph Baer

    Joseph Baer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • ID
    • IL
    • MA
    • MD
    • MI
    • MO
    • NC
    • NH
    • NM
    • NV
    • NY
    • OR
    • PA
    • TX
    • UT
    • WA
    • WI
    • WY

    Joe Baer joined UBS Private Wealth Management in 2012 after twelve years at AllianceBernstein where he became a Principal of the firm in 2005.

    He began his professional career with a national public accounting firm, and subsequently became financial controller of an international hotel company and vice president of a regional commercial real estate firm.

    Joe received his Bachelor of Arts degree in Business Administration from Washington State University in 1981 and subsequently earned his accreditation as a Certified Public Accountant.

    Joe is a native of Bellevue and resides in Sammamish with his wife, Barbara. They have two grown children living on the east coast. In his spare time, Joe enjoys backpacking, skiing, and fly fishing, as well as spending time with his family. Joe and Barbara are active supporters of the Sammamish YMCA, Camp Four Winds on Orcas Island, and Eastside Catholic School.

          925 Fourth Avenue
          31st and 32nd Floors
          Seattle, WA 98104
        • KFred

          Kyle Frederickson, Strategic Partner

          Financial Advisor

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          • AZ
          • CA
          • CO
          • ID
          • IL
          • MA
          • MO
          • NY
          • OR
          • TX
          • WA

          Kyle Frederickson joined UBS in 2015 and has over 15 years of experience in the private wealth management industry.

          Prior to joining UBS, Kyle worked for Lord Abbett & Company, a privately held asset management company managing over 200 billion dollars in both institutional and retail markets.

          As a Strategic Partner, along with private wealth management experience, Kyle brings a unique perspective to UBS having helped business owners successfully navigate exits. He provides clients with wealth management services such as: cash flow and estate planning, investment selection, and has a specific focus on consulting and guiding business owners through major liquidity events.

          Outside of the office Kyle is a husband to Katie, father to his son Grayson, and an avid outdoorsman. He spends much of his time enjoying activities such as skiing, golfing, and fly fishing.

                225 108th Avenue NE
                Suite 800
                Bellevue, WA 98004
              • Gregory Olson

                Gregory Olson

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AK
                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • HI
                • ID
                • IL
                • MA
                • MD
                • MI
                • MO
                • NC
                • NH
                • NM
                • NV
                • NY
                • OR
                • PA
                • TX
                • UT
                • WA
                • WI
                • WY

                Greg Olson began his advisory career in 1994 as a management consultant working with wealthy families and entrepreneurs across a broad range of strategic and operational issues. In 2003, Greg took his passion for working with business owners and executives from helping them optimize their businesses to aligning their financial resources to meet their goals upon business sale or retirement.

                Greg joined UBS in 2012 after nine years at AllianceBernstein. A Principal of the firm, Greg presented extensively to clients and professionals on advanced estate planning strategies.

                After graduating from the United States Air Force Academy in 1987, Greg served as both an instructor pilot and evaluator in the supersonic Northrop T-38 Talon. Following nine years of military service, Greg traded in his ejection seat and parachute for a backpack to earn his MBA from the Anderson Graduate School of Management at UCLA in 1994.

                Greg and his wife Vivian, also a graduate of the United States Air Force Academy, spend their spare time playing tennis and golf with friends and with their two children.

                      925 Fourth Avenue
                      31st and 32nd Floors
                      Seattle, WA 98104
                    • Tye Rickert

                      Tye Rickert, CFA

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                      • AK
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DE
                      • FL
                      • HI
                      • ID
                      • IL
                      • MA
                      • MD
                      • ME
                      • MI
                      • MO
                      • NC
                      • NH
                      • NM
                      • NV
                      • NY
                      • OR
                      • PA
                      • TX
                      • UT
                      • WA
                      • WI
                      • WY

                      Tye Rickert joined UBS Private Wealth Management in June 2012 after serving two years as a Vice President at Morgan Stanley Private Bank in Bellevue. During his time there, he was responsible for private and tailored lending for ultra high net worth clients residing in Washington and Alaska. Prior to this, he spent nearly five years as an associate and senior associate at AllianceBernstein in Seattle.

                      Tye holds the Chartered Financial Analyst (CFA) designation and focuses on multi-generational wealth planning, asset allocation, portfolio implementation and lending. He earned his Bachelor’s degree in Business Administration from the University of Washington in 2003 and is active in local alumni events.

                      Tye was raised in Skagit Valley but now resides in Sammamish with his wife Kerry and their three children. Tye is an avid college football fan and enjoys golfing, skiing and coaching youth sports.

                      CA Insurance License 4111253

                            925 Fourth Avenue
                            31st and 32nd Floors
                            Seattle, WA 98104
                          • Amit Trivedi

                            Amit Trivedi, CFA, CEPA, Strategic Partner

                            Financial Advisor

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                            • AZ
                            • CA
                            • CO
                            • ID
                            • IL
                            • MA
                            • MO
                            • NY
                            • OR
                            • TX
                            • WA

                            Amit Trivedi joined UBS in 2016 and brings over 20 years of corporate and financial services experience to The Northwest Group.

                            As a Strategic Partner and Financial Advisor for The Northwest Group, his role involves all aspects of Wealth Management with a particular focus on business exit planning and portfolio management.

                            Amit has earned the Chartered Financial Analyst (CFA) and Certified Exit Planning Advisor (CEPA) designations. He earned his Bachelor of Arts in Finance from Seattle University (GO CHIEFTANS).

                            Amit lives in Sammamish with his wife, Priti and their two sons. He is very involved with his children's school and their extra circular activities which include skiing, Cub Scouts, swimming, bicycling and more recently, surfing.

                                  225 108th Avenue NE
                                  Suite 800
                                  Bellevue, WA 98004
                                • Daniel Slattery

                                  Daniel Slattery

                                  Senior Wealth Strategy Associate

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                                  • AK
                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • HI
                                  • ID
                                  • IL
                                  • MA
                                  • MI
                                  • MO
                                  • MT
                                  • NC
                                  • NH
                                  • NM
                                  • NV
                                  • NY
                                  • OR
                                  • TX
                                  • UT
                                  • WA
                                  • WI
                                  • WY

                                  Dan Slattery joined UBS in 2015 after four years at Citizens Bank in Boston. He focused on mortgage financing for clients in a number of programs including Jumbo, FHA, and VA loans. He later transitioned to the private bank as a trust administrator.

                                  Dan earned his Bachelor’s degree in Business Administration from Colby-Sawyer College in 2009 while playing varsity baseball as a pitcher. He also played drums in several bands opening for national acts.

                                  Dan resides in Queen Anne with his wife Jessica, who works at Amazon and is also a Massachusetts native. They enjoy working out, hiking, camping, traveling, and spending time with their two Maine Coon cats.

                                        8 Essex Center Drive
                                        2nd Floor
                                        Peabody, MA 01960

                                      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.

                                      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