Experience

Makes all the difference

Emily de la Reguera

Executive Director

Market Director

Emily de la Reguera is the Market Director for UBS’ Silicon Valley Wealth Management offices.  She is responsible for working with 56 Financial Advisor teams and oversees a combined $31B in assets.

Prior to this role, she was the Assistant Market Head for the Mid Atlantic Market, where she partnered with 11 Branch Managers to support the growth of their Advisors.  She has also served as the Head of Next Generation Advisor Development at UBS, where she was responsible for creating and driving UBS' strategy to develop the next generation of Financial Advisors which includes the New Financial Advisor (NFA) Program, the Wealth Planning Analyst (WPA) Program and the Intergenerational Advisor Program (IGAP).

Emily began her career as a member of the 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 the 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 area where she was responsible for connecting global counterparts to help deliver congruency in how 200+ relationship managers represent BlackRock's fixed income capabilities.

Registered States:
  • CA
  • DC
  • DE
  • MD
  • NC
  • NJ
  • NV
  • SC
  • VA
355 Santana Row
Suite 2050
San Jose, CA 95128

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Carrie Scaletta

Director

Admin Manager

Registered States:
  • CA
355 Santana Row
Suite 2050
San Jose, CA 95128

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Adam Tait

Wealth Planning Associate

Registered States:
  • CA
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

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