Experience Makes all the difference

Our wealth management practices focuses primarily on serving individuals and families with significant financial assets and more specialized planning needs. Our clients are mostly successful business owners and corporate executives and most often, they come to us because they are in the process of selling a business, retiring or are planning for a major liquidity event. Our in-depth planning process follows a comprehensive model based on a number of absolutely key wealth management issues which we have identified as effecting most wealthy families and affluent clients we represent.

Marcus C. Fagersten

Senior Vice President - Wealth Management
415-954-5985
marcus.fagersten@ubs.com
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Marcus Fagerstén is a Senior Vice President of Investments. He is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. He is also a member of the firm's Corporate Employee Financial Services (“CEFS”) group which serves executives and employees of public companies. Marcus joined UBS in July 2004 after more than eleven years at Smith Barney. In 2010, Marcus was named a "Top 40 Advisors Under 40" by On Wall Street Magazine. He received a BS of Finance from the University of Southern California. Marcus lives in Belvedere with his wife and daughters.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Christopher D. Scroggins

Senior Vice President - Wealth Management
Wealth Advisor
415-954-6854
chris.scroggins@ubs.com

Chris Scroggins is a Senior Vice President of Investments, based in San Francisco. Chris is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. He is also a member of the firm's Corporate Employee Financial Services (“CEFS”) group which serves executives and employees of public companies. Chris joined UBS in August 2006 when UBS acquired Piper Jaffray's private client business after more than thirteen years at Piper Jaffray. Chris studied economics at Colorado State University. He currently lives in Oakland with his wife and son.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, PR, SD, TX, UT, VA, WA, WI


Olga Vaillant

Senior Client Service Associate
415-954-5982
olga.vaillant@ubs.com

Olga Yusupova is a Registered Client Service Associate. Olga is client focused and responsible for enhancing the ongoing client experience by providing a high level of operational assistance to clients. Olga has over a decade of financial services experience. Prior to joining UBS in August 2007 she was employed by Morgan Stanley.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Victoria K. Chu

Senior Client Service Associate
415-954-6848
victoria.chu@ubs.com

Victoria Chu is a Registered Client Service Associate. Victoria is client focused and responsible for enhancing the onboarding and ongoing client experience for clients. Victoria has 11 years of financial services experience. Prior to joining UBS in April 2007, Victoria was employed by Wachovia Securities.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY