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Tony Brookfield
UBS Private Wealth Management
Tony Brookfield is a seasoned professional in the field of wealth management, leading a proficient team at UBS Private Wealth Management catering to CEOs, executives, entrepreneurs, and affluent families.
With an MBA from Columbia Business School with a focus on Finance and International Business, and a BA in Economics from the University of California, Davis, Tony brings a strong educational background to his role.
Tony's expertise lies in meticulously understanding client requirements and coordinating with specialized professionals to create a tailored wealth management approach. He excels in harmonizing the efforts of tax and legal experts to offer a unified strategy.
Beyond his role at UBS, Tony holds significant positions such as being a San Francisco Ambassador for Columbia Business School, serving on the Executive Board of California Trout where he was formerly Chairman, and contributing to the UC Davis Capital Campaign Committee.
To connect with Tony Brookfield for an introductory discussion, reach out to him at tony.brookfield@ubs.com or 415-963-5264.
