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

    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
        • Eileen

          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
              • 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 # #0512985

                      3001 Douglas Boulevard
                      Suite 160
                      Roseville, CA 95661
                      barbara.fain@ubs.com
                      Barbara Fain
                      3001 Douglas Boulevard,Roseville,CA,95661

                    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

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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