Shirley Chu is a financial advisor with UBS Financial Services in San Francisco, CA, holding a Series 66 designation and 17 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

John Davenport is a financial advisor with UBS Financial Services in San Francisco, holding Series 65 and Series 66 designations and 24 years of industry experience. He has worked at JPMorgan Chase bank and J.P. Morgan Securities Inc. since 2010. Davenport serves as an independent investment committee member for Gateway Public Schools and Gateway Charter School, focusing on endowment asset allocation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Zi Wang is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining UBS, Zi worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA, as well as Ernst and Young LLP. Zi also spent a year involved in extended travel during 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Rases Habra is a financial advisor at UBS Financial Services in San Francisco, CA, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Indiegogo Inc and DoorDash, as well as roles at the University of California, Santa Cruz. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform of financial planning, portfolio management, and capital markets operations.

James Hulburd is a financial advisor at UBS Financial Services in San Francisco, CA, with 42 years of industry experience. He has been with UBS since 2014 and holds Series 63 and Series 65 credentials. Hulburd serves as a trustee for The Bonderson Children's Trust. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of financial advisors who use proprietary research and model-based asset allocations to tailor client plans.

Jason Tulley is a financial advisor with UBS Financial Services in San Francisco, holding Series 63, 65, and 66 designations and possessing 24 years of industry experience. His prior roles include positions at BMO Capital Markets Corp., Mass Mutual Investors Services, and Credit Suisse Securities (USA) LLC. He also worked as a self-employed advisor for a brief period in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Carmen Cox is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and eight years of industry experience. She previously worked at Freestone Capital Management and Morgan Stanley before returning to UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary market assumptions and research to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Olga Kolin is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has held positions at Cresset Capital, Merrill, YellowBrickRoad Financial Advisors, and Belvedere Advisors LLC. Prior to her advisory roles, she was affiliated with Dominican University of California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jordan R. Duesenberg is a Series 66 licensed financial advisor with UBS Financial Services in San Francisco, CA, and has 11 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he teaches beginner-level yoga classes a few times a week. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations in its advisory approach.

Nelson Mackintosh is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as work at Equius Partners. Outside of finance, he has a minor involvement in a family-owned private investigations business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies to client goals.

Joseph Currier is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 2001. Currier served as a member of the board of directors for the Crested Butte Land Trust, a nonprofit focused on open space land preservation, from 2006 to 2012. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Charles Hulley is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. Based in San Francisco, CA, Hulley’s career includes over a decade at a major institutional firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions to tailor strategies for clients.

Paul Kromhout is a CFP® with 41 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2011. He holds a Series 63 license. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advice supported by proprietary research and model-based asset allocations.

Remington Tai is a financial advisor at UBS Financial Services with a Series 66 credential and two years of industry experience. He previously worked at Equitable Advisors and Morgan Stanley, and has held roles connected to New York University and several other firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and banking services.

Victor Villagracia is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1986. In addition to his advisory role, Villagracia serves on the Board of Directors for Beta Nanocoating Inc., providing industrial market knowledge, and is a member of the Board of Trustees for the Friends of the University of the Philippines Foundation in America, assisting with investment policy development. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a wide range of services including discretionary portfolio management, financial planning, and capital markets solutions.

Emily De La Reguera is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 credential and 15 years of industry experience. She has worked at UBS since 2011 and spent two years at BlackRock Investment Management. Outside of her advisory role, she serves on the boards of Young Audiences of Maryland and Pan Peru USA, a nonprofit empowering women entrepreneurs in rural Peru. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and services.

Joseph Asiano is a financial advisor at UBS Financial Services in San Francisco, CA, holding a Series 66 designation with 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides custody, underwriting, and capital markets services through its platform.

Jing Guo is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She is also involved with Connect China LLC, a business she has been affiliated with since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kenneth Cheung is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and bringing one year of industry experience. Prior to joining UBS in 2022, he worked at First Republic Bank from 2013 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, incorporating proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management, operating across brokerage, advisory, and capital markets platforms.

Stephen Mc Cashin is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at JPMorgan Securities and JPMorgan Chase Bank. He serves as a director and Aquatics Chair on the Board of Directors for the Orinda Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor investment strategies.