Lasting relationships

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Irene

    Irene Stanley

    Executive Director

    Market Director

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    • 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

    Irene Stanley is a highly experienced leader in Private Wealth Management, currently serving as Market Director for UBS in the San Francisco Bay Area. In this role, she co-leads the San Francisco PWM teams alongside Emily De La Reguera and also provides strategic oversight for the Walnut Creek PWM teams. Irene also oversees offices in Mill Valley and Napa, reflecting her ability to navigate both Private Wealth and broader Wealth Management environments. Since joining UBS in 2017, Irene has been instrumental in driving advisor development, fostering high-performing teams, and enhancing the client experience. Her leadership is marked by a collaborative approach, operational excellence, and a deep commitment to supporting advisors in delivering tailored solutions to clients. Prior to UBS, Irene spent nearly 25 years at Morgan Stanley, where she held several leadership roles including Executive Director and Associate Complex Manager. Her tenure was defined by her focus on talent development, risk management, and building strong, trust-based relationships across the organization. Irene also played a key role in mentoring new talent through the Private Wealth Advisor Associate Program. With over three decades of industry experience, Irene brings a wealth of knowledge, strategic insight, and a passion for empowering teams through her leadership at UBS.

          2 Belvedere Place
          Suite 220
          Mill Valley, CA 94941
          irene.stanley@ubs.com
          Irene Stanley
          2 Belvedere Place,Mill Valley,CA,94941
        • Emily photo

          Emily de la Reguera

          Executive Director

          Market Director

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          • 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

          Emily de la Reguera serves as the Market Executive for the San Francisco Market. In this capacity, she oversees the Private Wealth Management and Wealth Management businesses across 16 offices in Northern California.

          Prior to her current role, she was the Market Director for the Silicon Valley offices at UBS. Having spent 13 years in various roles at UBS, Emily leverages her extensive knowledge of the firm to bring the best of UBS to our Wealth Advisors and their clients. Emily has also served as Head of Next Generation Advisor Development where she was responsible for creating and driving UBS's strategy to develop the next generation of financial advisors.


          Emily began her career as a member of UBS' Graduate Talent Program (GTP) where she rotated through six different business areas of the firm. Upon completion of the program, she served as an Associate Product Manager for UBS' Securities Backed Lending Group where she helped
          manage UBS' credit line and margin portfolio. She has also worked at BlackRock in the Institutional Client Business where she was responsible for connecting global counterparts to help deliver congruency in how 200+ relationship managers represent BlackRock's fixed income capabilities.

          Emily holds a B.A in International Relations from Colgate University and a certificate for the Tuck Business Bridge Program from The Tuck School of Business at Dartmouth College.

                355 Santana Row
                Suite 2050
                San Jose, CA 95128
                emily.delareguera@ubs.com
                Emily de la Reguera
                355 Santana Row,San Jose,CA,95128
              • Alias

                Alias Masudi

                Director

                Admin Manager

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                • CA
                • NC

                Alias Masudi brings over 15 years of experience in banking and wealth management to his role as an Administrative Officer at UBS. Supporting the San Francisco Market, he oversees key operational functions, facilitates advisor and branch support, and helps ensure efficient workflows, strong compliance practices, and a seamless client-service environment. Known for his collaborative approach, Alias partners closely with market leadership and service teams to drive consistency and operational excellence across multiple Bay Area branches.

                 

                Before joining UBS, Alias spent eight years with Wells Fargo in banking, investment, and management roles, followed by more than five years at Morgan Stanley Wealth Management as both a Financial Advisor and Business Service Officer serving Palo Alto, Menlo Park, and San Mateo. He holds a Bachelor’s Degree in Finance from California State University, Stanislaus, and a Master’s Degree in Business Management from Ashford University.

                 

                Outside of work, Alias enjoys the outdoors, traveling, and cooking—often calling himself a “self‑proclaimed chef.” A devoted Bay Area sports fan, he proudly supports the Giants, Warriors, and 49ers. Born and raised in the East Bay, he now lives in Manteca with his wife, Francine, and their three children: Aris, Arian, and Ariyah.

                      1255 Treat Blvd
                      Suite 1000
                      Walnut Creek, CA 94597
                      alias.masudi@ubs.com
                      Alias Masudi
                      1255 Treat Blvd,Walnut Creek,CA,94597
                    • Barbara

                      Barbara Fain

                      Director

                      Market Supervisory Officer

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                      • CA

                      Barbara serves as the Market Supervisory Officer for the San Francisco Market. She has been with UBS since 2004 and has over 16 years of management experience in the financial industry.

                      Throughout her financial career she has held various roles including Operations Manager, Administrative Manager, Associate Market Executive and Client Experience Director.  In her current role as Market Supervisory Officer, Barbara is responsible for managing compliance and business risk, as well as implementation and education of firm policies and procedures across the Market. 

                      Barbara enjoys spending time with her family, dabbling in DIY projects and gardening. She is a graduate of Sierra College with a degree in Business Administration and General Science. She holds her Series 3, 7, 66, 9 and 10 securities licenses and is Insurance licensed.

                      CA Insurance License # 0M28906

                            3001 Douglas Boulevard
                            Suite 160
                            Roseville, CA 95661
                            barbara.fain@ubs.com
                            Barbara Fain
                            3001 Douglas Boulevard,Roseville,CA,95661
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                          Turn possibilities into a plan

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                          A leading global wealth manager

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                          Managing wealth in a changing world

                          Geopolitics, trade and your portfolio

                          In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

                          Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

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