BOARD MEMBER BIOGRAPHY

Roger Wacker

Managing Director

Private Wealth Advisor

Senior Portfolio Manager

 

310-734-3899

r.wacker@ubs.com

 

REGISTERED STATES


EXPERTISE

  • Wealth Management

  • Investment Strategies

  • Investment Risk & Rewards

  • AK

  • AZ

  • CA

  • CO

  • FL

  • GA

  • HI

  • ID

  • IL

  • MA

  • MN

  • NV

  • NY

  • TX

  • WA

Roger Wacker has over 44 years of wealth management experience working across the globe.

 

As a Private Wealth Advisor, Roger draws upon his vast experience and knowledge to offer customized wealth management advice and personalized service to his ultra-high net worth clients and their families and foundations. He works closely with his clients to develop investment strategies tailored to their needs. This ensures that he has a thorough understanding of their objectives, and that they have realistic expectations and an understanding of the risks and rewards inherent in their investments.

 

In 2015, Roger rejoined UBS as a Managing Director and Senior Portfolio Manager after serving as a Managing Director and Senior Relationship Manager in the Private Banking North America business of Credit Suisse. During his previous tenure at UBS, he was the Chief Investment Officer and head of the UBS Middle Eastern Group, where he managed assets in excess of CHF $11B. Then, after managing UBS’s West Coast Region for nearly a decade, Roger joined Julius Baer to head their North American Private Bank. He was key to UBS' acquisition of Julius Baer.

 

Roger earned a Swiss Banking Diploma and a Swiss Commercial Diploma. He is fluent in German, French and Swiss-German.

 

Roger serves on the Global Leadership Council for the Mayo Clinic, and on the Board of Directors for the Providence St. John's Health Center, where he is also a Trustee for the PSJHC Foundation and the John Wayne Cancer Institute. In addition, he is a Trustee for the California Institute of the Arts, serving on multiple committees, and is Chairman Emeritus of the Swiss-American Chamber of Commerce. Roger is also a former captain in the Swiss Army.

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