The purposeful legacy

Northwest Private Wealth Management

For all that lies ahead.

We live in exciting times. Anything is possible, and we thrive on helping individuals like you create their own paths forward. We preserve and build upon your success by providing you with comprehensive investment and wealth planning advice tailored to your specific needs. Together we'll develop a clear plan that helps you pursue what matters most today and in the years ahead.

A commitment beyond wealth.

  • 150-year heritage in helping you transform your success into a lasting legacy
  • Resources for your unique and sophisticated needs—including your business, family, philanthropy and personal passions
  • Resources for educating your children about the responsibilities of wealth
  • Insights and experience to enrich every aspect of your life.

You’re in great company— UBS is one of the world’s largest wealth managers.

UBS AG (Euromoney awards)

Best Global Private Bank
2018, 2017, 2016, 2014

Best Services for Philanthropy and Social Impact Investing
2018, 2017, 2016, 2015

Best Family Office Services
2018, 2017

Best Services for Succession Planning Advice and Trusts

2018, 2017, 2016, 2015

Best Bank for Wealth Management in North America
2017

Best Global Wealth Manager
2017, 2016, 2015

The Euromoney awards were independently determined and awarded by the Euromoney editorial team. UBS did not pay a fee in exchange for these awards. For more information on a particular award, please visit ubs.com/us/en/designation-disclosures.

Boutique experience for the attention you deserve.

Your team is dedicated to serving only a select few families to ensure you have the personal touch and service level you expect. Through your team you’ll have access to the firm’s global experience and financial strength to help meet all your sophisticated needs.

Deeply involved in the community.

We are committed to investing in the communities we live in. That's why we give of our time and resources to a variety of charities such as Habitat for Humanity and other educational and civic organizations that are dedicated to having a positive impact on our community.


Working together to help you pursue what matters most.

Significant wealth brings complexity. UBS Wealth Way helps you think about your life and wealth along three key strategies: Liquidity. Longevity. Legacy. Each is designed to work in tandem throughout your life and beyond. Together, we’ll look at every aspect of your wealth—including nurturing your family’s financial, social, and human capital. All so that we can help pass on your values and your legacy today, tomorrow and for generations to come.

Liquidity


To help provide cash flow for short-term expenses, your team can put a Liquidity strategy in place that addresses all your complex needs—and makes them work together so you can sustain your lifestyle.

Longevity


For longer-term needs, your team supports you with a Longevity strategy to help you pursue any future endeavors—including business ventures, investment opportunities, wealth preservation and the ability to live the way you want for the rest of your life.

Legacy


For needs that go beyond your own, your team helps you create a Legacy strategy to translate your personal values and intentions into a tangible plan. Importantly, we facilitate family meetings and essential communications critical to sustaining your legacy now, and for generations.


Your leadership team.

Your leadership team has deep experience in the sophisticated needs of the wealthy. The team works closely with your Financial Advisor in bringing you the global resources, intellectual capital and comprehensive solutions the firm has to offer.

Lane Strumlauf

Managing Director, Northwest Market Head

555 California Street, 32nd floor
San Francisco, CA 94104
lane.strumlauf@ubs.com
415-963-5270

As the head of Private Wealth Management in the Northwest for UBS Wealth Management Americas (WMA), Lane oversees approximately 60 advisors and $28 billion in client assets. Prior to his current role at UBS, Lane was the West Division Director and also held the position of Regional Director for Northwest United States.

This follows four years of running WMA's South Florida Complex. Lane began his career in the financial services industry in 1992 as a Financial Advisor with Shearson Lehman Brothers in Atlanta, Georgia.

Lane and his family live in Orinda, California, and enjoys travelling and the outdoors. Lane's philanthropic interests are centered on medical research—after losing his closest friend and multiple family members to cancer. He has become an active fundraiser for the America Cancer Society, St. Jude Children's Research and Susan G. Komen for the Cure. Lane also serves as President of the Oren Margol Foundation, a non-profit organization created to help fund cancer research.

Erik Pedersen

Administrative Manager

601 108th Avenue NE
Bellevue, WA 98004
erik.pedersen@ubs.com
425-451-2335

Our satellite offices in Washington, Oregon and Utah run smoothly thanks to the efforts of Erik. He is responsible for the day-to-day operations and compliance in the offices and supervises all support staff. Most recently, Erik worked at Fidelity Investments and holds his Series 7, 63, 65 and 9/10 licenses and earned a CFP designation. He received his degree in Economics from the University of Utah and his MBA from Utah State University. During his free time, Erik enjoys practically everything outdoors.

Dave Falk

Operations Manager

555 California Street, 32nd floor
San Francisco, CA 94104
dave.falk@ubs.com
415-963-5365

Dave has been at UBS for three years, partnering with our management team on a wide range of business and supervisory matters. Prior to joining us as Operations Manager, Dave held positions at Credit Suisse, Smith Barney, Pyramid Financial and others. He holds his Series 3, 7, 8, 9/10, 14, 24, 27, 53, 55, 63 and 65 licenses and has a passion for music which was his college major and a continued hobby. 

Irene Stanley

Market Supervisory Officer

555 California Street, 32nd floor
San Francisco, CA 94104
irene.stanley@ubs.com
415-963-5216

As Market Supervisory Officer, Irene oversees all risk management activities at the office and is responsible for branch audits and handling any investment concerns. She spent 25 years at Morgan Stanley Private Wealth Management prior to joining UBS and received her degree from California State University, Long Beach in Business Administration with a minor in Russian. She spends most of her free time with her family traveling or watching her daughter and son play sports.

Christopher Chow

Supervisory Officer

555 California Street, 32nd floor
San Francisco, CA 94104
christopher.chow@ubs.com
415-963-5235

Chris has worked in the financial services industry for over 25 years and has been with UBS for the last three of them. His previous position was a Complex Risk Officer at Morgan Stanley. Chris graduated with a degree in Applied Mathematics from University of California, Berkeley. He speaks four languages fluently and enjoys travelling and cooking.

Eileen Dofredo

Market Administrative Officer

555 California Street, 32nd floor
San Francisco, CA 94104
eileen.dofredo@ubs.com
415-963-5215

Eileen helps manage all of our offices.  She has 30+ years of experience in the industry and previously worked for Morgan Stanley Private Wealth Management and Cowen & Co. here in San Francisco. She holds her Series 7, 63, 66, 9/10 licenses and received her degree in Managerial Economics from the University of California, Davis.  Eileen enjoys traveling abroad and spending time with her family.

Karen Stinger

Assistant Vice President
Executive Assistant

555 California Street, 32nd floor
San Francisco, CA 94104
karen.stinger@ubs.com

Karen is the Executive Assistant for the Managing Director of the Northwest Private Wealth office that includes locations from San Francisco, Seattle, Portland and Salt Lake City. She also assists other members of the leadership team to run day-to-day operations.

Karen's responsibilities include but are not limited to travel coordination, finance and administrative processing, coordinates business development meetings, and is also key liaison with home office partners and key stakeholders in the wealth management market and branch structure.

In her free time Karen enjoys the outdoors, volunteering at the local animal shelter and senior center, and is also active in her Marin community.

Jodie Lu

Branch Office Administrator

555 California Street, 32nd floor
San Francisco, CA 94104
jodie.ju@ubs.com

As the Branch Office Administrator, Jodie assists the management team on a wide variety of administrative and operational tasks and is a resource to all support staff on HR-related inquiries. She holds her Series 7 and 63 licenses and received her degree in Business Administration with an emphasis in Finance from California State University, Long Beach. Jodie enjoys photography, reading, and outdoor activities.


Let's start a conversation.

Your goals and aspirations, your family and business, the legacy you want to leave behind - these are the things that drive you.They are also the very things that inspire us to craft an exclusive plan for you. To explore how we may serve you and your family's needs, please contact us. And experience the UBS difference.

UBS Financial Services Inc.
555 California Street, 32nd floor
San Francisco, CA 94104
415-963-5270

UBS Financial Services Inc. regional offices

Seattle, WA

925 4th Avenue
Seattle, WA 98104
888-299-1232

Bellevue, WA

601 108th Avenue NE
Suite 2000
Bellevue, WA 98004
888-299-1232

Salt Lake City, UT

299 Main Street, Suite 2275
Salt Lake City, UT 84111
888-299-1232

Portland, OR

805 SW Broadway, Suite 2600
Portland, OR 97205
888-299-1232