Marcus is a member of our Corporate Services practice and Individual and Family Wealth Management practice. He represents a select clientele of corporations, corporate executives at public companies, affluent families and other substantial shareholders. His experience includes providing advice and execution services on a broad array of specialized transactions involving restricted/control securities as well as providing integrated family wealth management services and counsel. Marcus joined UBS in 2004 after more than eleven years at Smith Barney. He earned his BS in Finance from the USC.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Bill is a member of our Corporate Services practice. Bill advises corporate clients as well as individual executives on their equity compensation plans located throughout the United States. Bill has been a member of the National Association of Stock Plan Professionals (NASPP) Silicon Valley Chapter since 2000 as well as a member of the Executive Committee. He earned a B.S. in Political Science from Santa Clara University.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Alex is a member of our Individual and Family Wealth Management practice. He serves executives and employees of public companies. Alex is a Senior Portfolio Manager with the UBS Portfolio Management Program and joined the firm 20 years ago. Alex earned a B.A. in Economics from the University of California, Los Angles. He lives in Mill Valley with his wife and two children.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, TN, TX, UT, VA, WA

Chris is a member of our Individual and Family Wealth Management practice. He is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. He serves executives and employees of public companies. Chris joined UBS in August 2006 when UBS acquired Piper Jaffray's private client business after more than thirteen years at Piper Jaffray. Chris studied economics at Colorado State University. He currently lives in Oakland with his wife and son.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI

Emily is a member of our Individual and Family Wealth Management practice. Emily is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and assists affluent individuals, retirees, business executives and small business owners with a wide range of wealth management and financial planning needs – from retirement planning and 83(B) option exercise strategies to more complex scenarios, estate planning and buy-sell agreements for their businesses.

Registered States:
AZ, CA, CO, CT, DC, GA, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

Robert is a member of our Individual and Family Wealth Management practice. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and serves executives and employees of public companies. Robert is a board member of the San Francisco Senior Center.  He graduated from San Francisco State University - Cum Laude.

Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA

Steve is a member of our Individual and Family Wealth Management practice. He serves executives and employees of public companies. Steve joined the firm 25 years ago, prior to which he was employed by KPMG in San Francisco. He earned a B.S. in Accounting from San Francisco State University.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY

Olga is a Registered Client Service Associate. Olga is client focused and responsible for enhancing the ongoing client experience by providing a high level of operational assistance to clients. Olga has over a decade of financial services experience. Prior to joining UBS in 2007 she was employed by Morgan Stanley.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Victoria is a Registered Client Service Associate. Victoria is client focused and responsible for enhancing the ongoing client experience by providing a high level of operational assistance to clients. Victoria has over a decade of financial services experience. Prior to joining UBS in 2007, Victoria was employed by Wachovia Securities.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI

Ryan is a Registered Client Service Associate. Ryan is client focused and responsible for enhancing the ongoing client experience by providing a high level of operational assistance to clients.

Registered States:
CA

Registered States:
CA