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.

  • Bonomo

    Michael Bonomo

    Executive Director

    Market Director

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Michael Bonomo is a Senior Market Director covering our Private Wealth Management offices in our San Francisco Market. Prior to joining UBS, Mike led the San Francisco and Seattle markets for West Coast PWM at Morgan Stanley. Michael began his career in 2007 as a Financial Advisor and was elevated to a producing sales manager role in 2012 at Merrill Lynch. In 2013, Michael joined Morgan Stanley as the Associate Complex Manager in Midtown Manhattan. During his tenure in New York, Michael developed a keen insight into helping advisors grow their business and clearing obstacles that stood in their way. One of the largest complexes at Morgan Stanley, Michael learned how to translate the power of the broader firm into revenue opportunities for advisors. With a wide range of experience in Private Wealth Management, Graystone, International Wealth Management, sales and trading, Michael was promoted to lead the Dallas Park Cities branch in 2018. Throughout his assignment in Dallas, he transformed the Park Cities branch into a top performer. In 2021, Michael’s leadership was endorsed again when he was asked to lead many of the industry’s top advisors in the Bay Area and Seattle. As Market Manager, Michael serves as a conduit between advisors and the broader Morgan Stanley franchises of Investment Banking Division, Morgan Stanley at Work and E*TRADE.

    A native of Missouri, Michael is a graduate of the University of Missouri at Kansas City and holds an MBA from Olin Business School at Washington University in St. Louis. He is an avid Kansas City sports fan. Currently, Michael resides on the Peninsula with his wife and two children. In his spare time, Michael enjoys playing golf, sporting clays and skiing.

          555 California Street
          32nd / 33rd / 34th Floor
          San Francisco, CA 94104
          michael.bonomo@ubs.com
          Michael Bonomo
          555 California Street,San Francisco,CA,94104
        • Topacio

          Philip Topacio

          Director

          Market Administrative Officer

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          • AK
          • AL
          • 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

          Philip serves as the Market Administrative Officer for the San Francisco Market. He has been with UBS since 2016 and has over 18 years of management experience in the financial industry.

          Throughout his financial career he has held various roles including Complex Operations Manager, Compliance Specialist, and Complex Supervisory Officer.  In his current role as Market Administrative Officer, Phil is responsible for managing the Market Team Associate Staff, as well Business Manager across the Market. 

          Phil enjoys spending time with his family and coaching youth sports. He is a graduate of Heald College with a degree in Business Administration. He holds his Series 3, 7, 66, 9 and 10 securities licenses.

                555 California Street
                32nd / 33rd / 34th Floor
                San Francisco, CA 94104
                philip.topacio@ubs.com
                Philip Topacio
                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

                    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.

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                    $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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