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    Chris Marsh

    Managing Director - Wealth Management | UBS Financial Services, Inc.

    Chris Marsh is a Managing Director - Wealth Management and Private Wealth Advisor at UBS Financial Services, Inc., based in San Diego County, California.14 He has served in various roles across US and International Wealth Management businesses since joining UBS in 1999.2

    Career Highlights

    • Current Role: Managing Director and Private Wealth Advisor at UBS, focusing on comprehensive wealth management for ultra-high net worth clients.4
    • Experience: Over 20 years in the financial services industry, including roles in technology, business development, and consulting.2
    • Previous Positions:
      • Complex Director for San Diego County at UBS (June 2010 - Present)
      • Business Development/Regional Sales Manager at UBS (2006 - June 2010)
      • Sales Development roles in Asia Pacific, EMMEA, and Western Europe at UBS AG in Zurich (2002 - 2006)1

    Expertise and Approach

    Chris specializes in creating solutions for multi-generational families, planning for their future, often including their businesses, endowments, or foundations.2 He leverages UBS's global resources to connect clients with experts and solutions from around the world.4

    Credentials

    • Holds FINRA Series 3, 7, 9, 10, and 66 securities licenses
    • California Insurance License
    • Certified Exit Planning Advisor (CEPA) designation4

    Education

    Bachelor of Science degree in Finance and MIS from the University of Virginia.4

    Chris Marsh has been recognized for his leadership, being honored as a leader at UBS and described as a trusted confidante, mentor, and role model.3

    Highlights

    Jan 1 · advisors.ubs.com
    Meet the team - Prospect Wealth Partners - La Jolla, CA | UBS
    Meet the team - Prospect Wealth Partners - La Jolla, CA | UBS
    Jan 1 · advisors.ubs.com
    Meet the team - Coastal Advisors - San Diego, CA - UBS
    Meet the team - Coastal Advisors - San Diego, CA - UBS

    Related Questions

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    Chris Marsh
    Chris Marsh, photo 1
    Chris Marsh, photo 2
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    Location

    San Diego County, California, United States