Experience Makes all the difference

Clare Kiesel

Executive Director
Certified Exit Planning Advisor (CEPA®)
650-289-7002

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At UBS, we offer our clients access to some of the world’s most powerful financial resources. We are able to bring the most important resources to the table whenever we discuss your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management to gain context and a better understanding of your entire financial picture.

Clare is Executive Director of our Silicon Valley Complex and Branch Manager of the UBS Menlo Park branch. Clare works alongside her Advisor teams to execute on our purpose – to help our clients improve their lives and create legacies that matter. She drives client satisfaction by connecting wealth management professionals and their clients to the firm’s unparalleled resources, services and insights.

Prior to this role, Clare was the Assistant Market Head of the UBS Greater Boston Market helping connect financial advisors in the Boston area with the firm's resources. Prior to that, Clare served as a strategic analyst working on key priorities of the firm's Wealth Management Advice and Platforms business. Clare began her career at UBS in the Graduate Talent Program where she worked in various parts of the organization including financial planning, advisory solutions, and fixed income.

Clare earned a dual degree in Economics and International Studies from the University of Michigan. Clare also has her Certified Exit Planning Advisor (CEPA) designation in which she helps privately held business owners' personal, financial and business situations at every stage of their business. Clare resides in Somerville, MA. Clare volunteers with America's VetDogs, a nonprofit organization that provides service dogs to veterans and first responders with disabilities.