Expertise you can count on



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
Marcus C. Fagersten
Senior Vice President Wealth Management
415-954-5985
marcus.fagersten@ubs.com
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Christopher Scroggins
Senior Vice President Wealth Management
Wealth Advisor
415-954-6854
chris.scroggins@ubs.com

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

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


Marcus Fagersten and Chris Scroggins

555 California Street
Suite 4650
San Francisco, CA 94104
415-954-5985
415-954-6854
201-318-4701 fax
Contact Us get directions


Marcus C. Fagersten
Senior Vice President Wealth Management
Christopher Scroggins
Senior Vice President Wealth Management
Wealth Advisor
Olga Vaillant
Senior Client Service Associate
Victoria K. Chu
Senior Client Service Associate
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