For over 20 years, Bill has been advising successful entrepreneurs, venture capitalists and other wealthy families. Prior to joining UBS Private Wealth Management in 2008, Bill worked as a Director for Credit Suisse from 2001 to 2008. Bill worked as an Associate for JP Morgan Private Bank from 1998 to 2001. From 1996 to 1998, Bill was an Associate with the Coopers and Lybrand FAS Practice in Los Angeles, focusing on merger and acquisition due diligence and corporate reorganizations. Bill earned a B.A. in Business Economics from the University of California at Los Angeles. Bill was born and raised in Santa Barbara, California but now lives in Tiburon, California with his wife and three children. He is an avid surfer and golfer, and he occasionally dabbles in cycling. In the 9th grade, he appeared as a contestant on the first ever Wheel of Fortune Family Week.

Registered States:
AK, CA, CO, CT, DC, DE, FL, GA, HI, MA, ME, NC, NJ, NV, NY, OR, RI, SD, TX, VA, WA, WI

Scott and his team provide customized investment advice to a select group of families and their related entities. Scott is responsible for investing client portfolios in various global investment strategies across all asset classes including fixed income, equities, alternative investments, and commodities. Asset allocations are constructed in consultation with clients based on risk tolerance and long-term investment goals and then managed against a set of investment policies designed to achieve those objectives.

Scott also designs client specific strategies for diversifying and optimizing concentrated equity and employee stock option positions in a disciplined and tax sensitive manner: (I) during the pre-liquidity phase, (ii) after initial public offerings (IPOs), often by executing 10b5-1 plans, and (iii) in connection with merger and sale transactions.

In addition, Scott works with clients and their tax and legal advisors to implement comprehensive wealth transfer strategies intended to achieve their charitable giving and estate planning objectives while minimizing estate and income taxes.

Our clients include successful entrepreneurs, CEOs, private equity, and venture capital general partners and hedge fund managers.

Scott was an investment banker for 10 years prior to entering the wealth management field.

Registered States:
AK, CA, CO, CT, DC, DE, FL, GA, HI, MA, ME, NC, NJ, NV, NY, OR, RI, SD, TX, VA, WA, WI