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.

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    Eileen Dofredo

    Director

    Admin Manager

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    • AR
    • CA
    • MA
    • UT
    • WA

    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/ 34th /46th Floor
          San Francisco, CA 94104
          eileen.dofredo@ubs.com
          Eileen Dofredo
          555 California Street,San Francisco,CA,94104
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          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/ 34th /46th Floor
                San Francisco, CA 94104
                christopherw.chow@ubs.com
                Christopher Chow
                555 California Street,San Francisco,CA,94104
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                Megan Zhang

                Authorized Officer

                Executive / Team Assistant

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                • CA

                      555 California Street
                      32nd/ 34th /46th Floor
                      San Francisco, CA 94104
                      megan.zhang@ubs.com
                      Megan Zhang
                      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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                    UBS ElectionWatch

                    Election day is over. Now what?

                    Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

                    Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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