Doug is a Senior Vice President–Wealth Management at the UBS Mill Valley office. He has been with the firm for over 25 years, having joined the predecessor firm PaineWebber in 1993. He’s gained valuable insights, not only from his own practice, but also from his father’s 30+ year wealth advisory career. Doug is a portfolio manager and wealth advisor who works side by side with families to develop and implement plans to help them attain their short and long-term goals. Doug acts as a personal CFO for his clients, helping them with every aspect of their financial lives.

Doug was born in London and moved to the San Francisco Bay Area at the age of 5. He is a graduate of the University of California at Los Angeles with a degree in economics. He is a member of the Investment and Wealth Institute (formerly IMCA) and regularly attends continuing advanced educational seminars to keep abreast of the latest developments in investment management and financial planning. Outside of the office, Doug enjoys sailing, biking and spending time with his wife and two kids. He lives in Marin County and is active in the community, he supports and/or volunteers his time with the Marin Foster Care Association, the YES Foundation, the Coast Guard Foundation and Juma Ventures.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, OR, TN, TX, VA, WA, WI

Registered States:
CA, CO, CT, GA, MI, NH, TX