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Private Wealth Management

[PWM] UBS Lobby-keys

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Ting O'Connor

    Ting O'Connor

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IL
    • IN
    • MA
    • MI
    • MT
    • NC
    • NM
    • NV
    • NY
    • OR
    • TX
    • VA
    • WA

    With over 25 years in the financial services industry, Ting focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. She develops strategies and advice for clients by understanding their short and long-term financial objectives.  The community that Ting serves includes individuals, families, corporations, endowments and foundations.  

    Ting received her bachelor's degree in Biochemical Engineering from National Huaqiao University in 1992 and her MBA with focuses on Financial Management and International Business from the University of San Diego in 1998. 

    When not in the office, Ting is meditating or volunteering in local non-profit organizations which focus on community health awareness.

    • Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2023The 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.

    • National Huaqiao University, Bachelor's, Biochemical Engineering
    • University of San Diego, MBA, Financial Management and International Business
    • Private Wealth Advisor
    • Chartered Retirement Planning Counselor
    • Retirement Plan Consultant
    355 Santana Row
    Suite 2050
    San Jose, CA 95128
    ting.oconnor@ubs.com
    Ting O'Connor
    355 Santana Row,San Jose,CA,95128
  • Jenny Brummer 2023

    Jenny Brummer

    Senior Wealth Strategy Associate

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IN
    • MA
    • MI
    • NC
    • NM
    • NV
    • NY
    • OR
    • TX
    • VA
    • WA

    Jenny has over 23 years of experience in the financial services industry.  In her role on the team, Jenny focuses on offering efficient and proactive client service, and building and nurturing client relationships.  She has built long-standing relationships with clients through an extensive understanding of services available to them.

    Jenny received her bachelor's degree in Sociology from the University of California at Santa Cruz in 2000.

    When not in the office, Jenny is traveling and spending time with her two young boys.

     

      • University of California at Santa Cruz , Bachelor's, Sociology
        355 Santana Row
        Suite 2050
        San Jose, CA 95128
        jenny.brummer@ubs.com
        Jenny Brummer
        355 Santana Row,San Jose,CA,95128
      • Erica 2023

        Erica Soriano

        Client Associate

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          Erica began her career in the financial services industry in 2015.  In her role on the team, Erica is responsible for various operational and administrative tasks, in addition to providing clients with a high level of service.

          Erica received her B.S. degree in Nursing from First Asia Institute of Technology and Humanities from the Philippines in 2008. 

          In her spare time, Erica loves to cook at home or travel with her husband and two kids

            • First Asia Institute of Technology and Humanities, B.S Nursing
              355 Santana Row
              Suite 2050
              San Jose, CA 95128
              erica.soriano@ubs.com
              Erica Soriano
              355 Santana Row,San Jose,CA,95128

            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.

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            UBS and Credit Suisse—stronger than ever

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            Exceptional financial strength and stability

            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

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            UBS is a leading and truly global wealth manager

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