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Tony Brookfield

UBS Private Wealth Management

Tony Brookfield is a Senior Vice President and Senior Portfolio Manager at UBS Private Wealth Management, based in San Francisco, California. He has been with UBS since December 2015, focusing on providing brokerage and investment advisory services to high-net-worth individuals, families, and executives. His expertise lies in comprehensive wealth management, coordinating specialized professionals to deliver tailored financial strategies.12

Before joining UBS, Tony served as Director at Credit Suisse from 2006 to 2015 and as Managing Director at Bank of America from 2003 to 2006, where he specialized in wealth management for ultra-affluent families. Additionally, he was Chairman of the Board for California Trout between 2010 and 2012, contributing to aquatic ecosystem conservation.12

Tony holds an MBA in International Business and Finance from Columbia Business School and a BA in Economics from the University of California, Davis. He is also a Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). His accolades include being recognized as a Forbes Best-In-State Wealth Advisor multiple times.123

Highlights

Apr 30 · Forbes
This Chinese-American Advisor Helps Tech Founders Keep Their Newfound Wealth - Forbes
Apr 30 · Forbes
This Chinese-American Advisor Helps Tech Founders Keep Their Newfound Wealth - Forbes

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Tony Brookfield
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Location

San Francisco Bay Area