Brian Sharpes - UBS Institutional Consulting

UBS Senior Institutional Consultants Brian Sharpes and Kevin Sánchez help clients manage more than $2.1 billion in investments. Providing clients with a long-term partnership dedicated to helping them manage wealth is their foremost goal with a focus of providing tax-efficiency. 70 percent of the team's assets are managed for foundations, which they help implement institutional strategies utilizing diversified portfolios of independent investment managers. They use the same unbiased, fee-based approach for private clients, orchestrated with a team of external professionals in the areas of tax, estate law, and wealth transfer.

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400-2185 North California Boulevard
Walnut Creek, California
USA 94596
Phone: (800) 433-7992
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