Northwest Private Wealth Management

The Purposeful Legacy

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.


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. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can  help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the  confidence to fund short-term needs regardless of the markets, and helps reduce the  likelihood of making impulsive investment decisions during periods of market volatility. 

  • Entertainment and travel
  • Taxes
  • Purchasing a home

Longevity

To help improve the lives of others

This strategy includes the resources you’ll need over the course of  your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than  trying to outperform the markets.

  • Retirement
  • Healthcare and long-term expenses
  • Second home

Legacy

To help improve the lives of others

This strategy includes all of the resources for needs that go  beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer timeframes.

  • Giving to family
  • Philanthropy
  • Wealth transfer over 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.

Eileen Dofredo

Market Administrative Officer

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

Eileen helps manage the Northwest PWM offices. She oversees various administrative and personnel functions including the hiring for team associates and managing their performance reviews. Eileen has 25+ years of experience in the industry and previously worked for Morgan Stanley PWM and Cowen & Co. She's held various positions from Senior Sales Associate, Administrative Manager to Senior Complex Risk Officer. She received her degree in Managerial Economics from the University of California, Davis. Eileen enjoys traveling abroad and spending time with her family.

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.

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. 

Christopher Chow

Supervisory Officer

555 California Street, 32nd floor
San Francisco, CA 94104
christopherw.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.

Luke Daigle

Operations Manager

555 California Street, 32nd Floor
San Francisco, CA 94104
luke.daigle@ubs.com
415-963-5357

Luke Daigle has been at UBS for 4 years and in the Industry for over 22 years. As an industry veteran, Luke works daily with Management on a variety of Operational and Risk initiatives to achieve operational excellence. Prior to joining UBS, Luke had career success at Morgan Stanley, Fidelity Investments and E*TRADE. Luke holds a B.A. degree in Communications from California State East Bay. In his free time, Luke has a passion for travel, fitness, outdoor activities and chasing an endless summer.

Karen Stinger

Assistant Vice President
Executive Assistant

555 California Street, 32nd floor
San Francisco, CA 94104
karen.stinger@ubs.com
415-963-5236

Karen is the Executive Assistant for the Managing Director of the Northwest Private Wealth Management Market 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.lu@ubs.com
415-963-5283

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