Brian Sharpes - UBS Institutional Consulting
UBS Senior Institutional Consultants Brian Sharpes and Kevin SÃ¡nchez 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.
Walnut Creek, California
Phone: (800) 433-7992