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.

  • 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

                    House View Monthly

                    Mountain climbers on peak at sunrise

                    A leading global wealth manager

                    A new era of wealth is underway

                    And this is your time to define success on your terms.

                    Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                    When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                    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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