Lasting relationships

Understanding what matters most to you

Mother Daughter meeting

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.

Young man on a bridge

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.

  • Emily

    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
        • 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
              • Carrie

                Carrie Scaletta

                Director

                Admin Manager

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                • CA
                • OH

                Carrie Scaletta is a seasoned Administrative Officer with over 25 years of experience in operations, risk management, and compliance within the financial services industry. Since re‑joining UBS in 2019, she oversees the San Jose, Los Gatos, Palo Alto, and Fresno offices, supporting both Wealth Management and Private Wealth Management teams. Known for her collaborative leadership style, focuses on team development, and fostering an environment where people feel supported. Outside of work, Carrie enjoys spending time with her husband, and their dog, Copper. Whether taking walks or visiting Disney, she values the simple moments that bring joy, connection, and renewal.

                      355 Santana Row
                      Suite 2050
                      San Jose, CA 95128
                      carrie.scaletta@ubs.com
                      Carrie Scaletta
                      355 Santana Row,San Jose,CA,95128
                    • 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

                      UBS Insurance Agency License #0512985

                            3001 Douglas Boulevard
                            Suite 160
                            Roseville, CA 95661
                            barbara.fain@ubs.com
                            Barbara Fain
                            3001 Douglas Boulevard,Roseville,CA,95661
                          Three generations in apple orchard

                          Turn possibilities into a plan

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                          A leading global wealth manager

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                          Clarity in a rapidly changing world

                          We’re here to help guide you through uncertain times

                          Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                          Let’s create a path together so you can move forward with confidence, no matter what comes next.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $7 trn

                          UBS Group invested assets
                          As of 12/31/2025

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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