Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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 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
        • Tyler photo

          Tyler Blaisdell

          Authorized Officer

          Associate Market Executive

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          • AZ
          • CA
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          • DC
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          • GA
          • ID
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          • NC
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
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          • VA
          • WA
          • WY

          Tyler Blaisdell serves as the Associate Market Executive of the San Francisco Bay Area market. In this capacity, he oversees the Private Wealth Management business across 16 offices in Northern California in partnership with Market Executive Emily de la Reguera. Tyler focuses on the delivering the strategic initiatives of the firm to our advisors.

          Prior to his current role, he was a Senior Wealth Strategy Associate for one of UBS’ top advisors in the Bay Area. He advised on investment decisions and planning strategies, delivered with a high degree of client service. Before this, he operated in a similar capacity supporting 2 senior advisors based in Manhattan. Tyler Began his career as an Associate at AllianceBernstein.

          Tyler holds the Series 7, 9, 10, 63 & 65 licenses. He earned a B.A. in Politics from Princeton University and was a member of the Men’s lacrosse team and Tiger Inn.

                555 California Street
                32nd / 33rd / 34th Floor
                San Francisco, CA 94104
                tyler.blaisdell@ubs.com
                Tyler Blaisdell
                555 California Street,San Francisco,CA,94104
              • 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
                    • eileen fa web

                      Eileen Dofredo

                      Director

                      Admin Manager

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

                      Eileen is the Associate Market Admin Officer for the Private Wealth Management business and responsible for various administrative and personnel functions and manages the PWM Team Associates. A graduate from UC Davis with a B.S. in Managerial Economics, Eileen has more than 30 years of industry experience in the financial services industry.

                      Prior to joining UBS in 2017, Eileen worked at Morgan Stanley and Cowen & Co., and held various roles from Senior Sales Associate, Admin. Manager to Senior Complex Risk Officer.

                       Eileen earned her BS degree in Managerial Economics from U.C. Davis. Eileen holds the Series 63, Series 66, Series 7, Series 9 and Series 10 securities licenses.

                       Eileen lives in the East Bay of Northern California. In her free time, she enjoys hiking, traveling abroad and spending time with family and friends.

                       

                            555 California Street
                            32nd / 33rd / 34th Floor
                            San Francisco, CA 94104
                            eileen.dofredo@ubs.com
                            Eileen Dofredo
                            555 California Street,San Francisco,CA,94104
                          • chris final

                            Christopher Chow

                            Director

                            Market Supervisory Officer

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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

                            Christopher is the Associate Market Supervisory Officer for the Private Wealth Management business. A graduate from UC Berkeley with a Bachelor of Arts degree in Mathematics Applied Statistics, Christopher has more than 30 years of experience in the financial services industry.

                            Prior to joining UBS 2015, Christopher worked at Morgan Stanley as a Complex Risk Officer, and at Schwab as a Cross Border Sales / Operations Manager.

                            Christopher earned his Bachelor of Arts degree in Mathematics Applied Statistics from UC Berkeley. Christopher holds the Series 65, Series 63, Series 3, Series 7, Series 9, Series 10, Series 4, Series 24 and Series 8 securities licenses.

                            Christopher lives in San Francisco. In his free time, he enjoys traveling, hiking, cooking and fine dining.

                                  555 California Street
                                  32nd / 33rd / 34th Floor
                                  San Francisco, CA 94104
                                  christopherw.chow@ubs.com
                                  Christopher Chow
                                  555 California Street,San Francisco,CA,94104
                                • megan faweb

                                  Megan Zhang

                                  Authorized Officer

                                  Executive / Team Assistant

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                                  Megan Zhang serves as the Executive Team Assistant for the San Francisco Market. With over 13 years of experience supporting senior leadership in fast-paced environments. Known for anticipating executive needs, managing complex calendars and coordinating high-stakes meetings across teams. A trusted partner to the Market Executive, ensuring operational efficiency and maintaining the highest level of discretion and professionalism. Passionate about fostering strong internal relationships and driving seamless execution of strategic priorities.

                                  Megan holds her series 7 and 66 licenses. She earned a B.A. in Business Marketing from San Francisco State University. On the weekends you’ll find her spending time with family and friends, along with enjoying some Orangetheory Fitness classes.  

                                        555 California Street
                                        32nd / 33rd / 34th Floor
                                        San Francisco, CA 94104
                                        megan.zhang@ubs.com
                                        Megan Zhang
                                        555 California Street,San Francisco,CA,94104
                                      • Jennifer photo

                                        Jennifer Sales-Sorto

                                        Branch Office Administrator

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                                          Jennifer Sales is an Office Administrator with over five years of administrative experience. Since joining UBS in 2021, she has supported the management team at the San Francisco PWM branch by overseeing day‑to‑day administrative operations and serving as a key point of contact for employee HR‑related inquiries.

                                          Prior to joining UBS, Jennifer worked as a Case Assistant/Office Manager at an immigration law firm. She obtained a B.A. in Sociology from the University of California, Santa Barbara.

                                          She holds the Series 7 license.

                                                555 California Street
                                                32nd / 33rd / 34th Floor
                                                San Francisco, CA 94104
                                                jennifer.sales-sorto@ubs.com
                                                Jennifer Sales-Sorto
                                                555 California Street,San Francisco,CA,94104

                                              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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                                              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.

                                              A leader in wealth management

                                              Backed by the strength of our parent company, UBS AG

                                              $6.9 trn

                                              UBS Group invested assets
                                              As of 10/29/2025

                                              51 countries

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                                              UBS is a leading and truly global wealth manager

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