Achievement is earned, legacies are built

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Will believes that good advice comes from a commitment to life-long learning. To that end, Will engages clients in an ongoing discovery process that identifies goals, incorporates values, and solves for specific  needs. Will embraces a model of integrated wealth management, navigating the complexities of personal finance—including investments, estate planning, taxes, cash flow generation, insurance, and more—to create comprehensive financial advisory solutions. He has established himself as a specialist in concentrated equity management,  business succession planning in a wealth management context, and multi-generational counseling.

Will joined UBS in 2007 after his research publication assessing the economic and ethical aspects of U.S. healthcare delivery.

Will graduated from the University of California – San Diego, where he received his Bachelor of Arts in Philosophy and a minor in Biology. He then went on to graduate from The London School of Economics, where he received his Master of Science in Philosophy and Public Policy. Will grew up in San Diego, California and currently resides in Oakland, California.

• Barron's Top 1,200 Financial Advisors, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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Kathryn is primarily responsible for managing the daily operations of the team, acting as COO. She works diligently to ensure tasks are completed in a timely manner and clients’ needs are met. Kathryn guides clients through the onboarding process, initiates and monitors account transfers, and maintains frequent communication between the clients and the team. She acts as the point person for any requests that arise, acting as liaison between all departments within UBS.

Prior to joining UBS Private Wealth Management in San Francisco in 2016, Kathryn worked as the Branch Office Administrator in the Boston UBS office for two years. She currently holds the Series 7 and 66 securities registrations as well as the Life, Health, and Accident Insurance License. UBS Financial Services Insurance Agency Inc. License #0512985. CA Insurance License #4257088.

Kathryn graduated with honors from Syracuse University, where she received her Bachelor of Arts in Economics and Bachelor of Arts in International Relations.

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Lisa is primarily responsible for managing the daily investment operations of the practice. Her responsibilities incorporate strategy implementation, rebalancing, account maintenance and oversight. She is the main point of contact for banking services, syndicate, and insurance. She enjoys using the firms resources to help clients navigate their financial goals.

Lisa began her investment services career in 1989 at Alex. Brown & Sons as an Institutional Equity Sales Trader.  With the desire to help individuals achieve their investment aspirations, she transitioned to Private Wealth Management in 1999 at Deutsche Bank Alex. Brown and later J.P. Morgan Securities, before finding her home at UBS in 2016.

Lisa graduated from San Francisco State University, where she received her Bachelor of Science in Business Administration with a concentration in Management. She holds the Series, 7, 24, 63, and 66 securities registrations.

California Insurance License #0M60681

UBS Insurance Agency #0512985