Speakers

Chris Marsh is a Managing Director at UBS Financial Services, responsible for the Wealth Management business across San Diego County: Rancho Bernardo, San Diego Downtown, Carmel Valley, and La Jolla branches.

Capabilities to impact your life and wealth
Chris has served in a variety of roles, across the US and International Wealth Management businesses, since joining the firm in 1999. Chris has worked with advisor teams serving clients in Asia Pacific, Switzerland,Germany,France,Monaco,UKand the United States. He has had the opportunity to work closely with advisor teams globally, create solutions for unique client situations using UBS's global resources.

Experience to guide you forward
Chris's prior experience, including roles in technology, business development,andasaprofessionalbusinesscoach, have given him insights into helping businesses grow quickly – despite the uncertainty of financial markets. His experience has also proven valuable in supporting financial and estate planning across generations – a challenge many clients face. Chris's passion lies in helping to create solutions for clients, their families, and often their companies, endowments, or foundations. "I find it extremely rewarding to connect San Diego-based colleagues and clients with experts and solutions from around the world. The talent and wealth of experience from our 150-year tradition at UBS creates confidence among our team; when something is important to our clients, and is the right thing to do, we can find a way to help them accomplish it."

Professional achievements and education
Prior to joining UBS, Chris worked with SNL Securities and Andersen Consulting in roles ranging from consulting to technology and sales. He holdsFINRA Series 3, 7, 9, 10, and 66 securities licenses, as well as a CaliforniaStateInsuranceLicense.ChrisearnedaBachelorof Science degree in Finance and MIS at the University of Virginia.

Outside the office
Chris and his wife, Malinda, have three sons: Sean Michael, Danny and Xavier. They enjoy participating in many cultural and philanthropic organizations throughout San Diego, as well as with Boy Scouts and many children’s sports.