Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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 photo

    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
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          Joan Phinney

          Director

          Admin Manager

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          • AK
          • CA
          • CO
          • CT
          • DE
          • GA
          • IA
          • ID
          • IL
          • KS
          • LA
          • MN
          • MO
          • MS
          • NC
          • ND
          • NM
          • NV
          • NY
          • OH
          • RI
          • SC
          • TN
          • VA
          • VI
          • WA
          • WI
          • WV
          • WY

                3001 Douglas Boulevard
                Suite 160
                Roseville, CA 95661
                joni.phinney@ubs.com
                Joan Phinney
                3001 Douglas Boulevard,Roseville,CA,95661
              • 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
                    • Sanam

                      Sanam Baiani

                      Branch Office Administrator

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                        From a young age, Sanam Baiani has built her professional life on a foundation of family, entrepreneurship, and a deep commitment to service. She began working in her family business at just 16, gaining early exposure to hands‑on operations, responsibility, and customer care. By 17, with the support of her father, Sanam and her sister launched their own jewelry business, learning to blend creativity with business acumen and developing the entrepreneurial instincts that continue to guide her today.

                        These early experiences shaped her signature work ethic—resourceful, proactive, and people‑centered. Over the years, Sanam transitioned her skills into the corporate environment, where she now serves as an Office Administrator at UBS in the San Mateo office. In her role, she supports daily operations, facilitates seamless communication across teams, and contributes to the overall client and advisor experience. Her background in running family and small businesses gives her a unique perspective: she approaches every task with ownership, adaptability, and a genuine desire to make work easier for those around her.  She began working at UBS in 2016 after selling her business in Downtown San Francisco.

                        Sanam Got her bachelor degree in French Literature.

                        Known for her reliability, warmth, and solution‑oriented mindset, Sanam brings both entrepreneurial spirit and operational excellence to her work—qualities rooted in a lifetime of stepping up, building alongside family, and learning the value of service from the ground up.

                         

                              400 South El Camino Real
                              Suite 900
                              San Mateo, CA 94402
                              sanam.baiani@ubs.com
                              Sanam Baiani
                              400 South El Camino Real,San Mateo,CA,94402

                            Connecting you to the deep resources of UBS

                            By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                            A plan to simplify your financial life

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                            Advice for business owners & entrepreneurs

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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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                            Backed by the strength of our parent company, UBS AG

                            Global leader

                            UBS is a leading and truly global wealth manager

                            More than 160 years

                            offering financial advice

                            Financial strength

                            Driving confidence.
                            A-  Standard & Poor’s
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                            A3
                              Moody’s


                            UBS AG, long-term senior secured debt rating. As of 03/31/2024

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