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Experience Makes all the difference John Chris Marsh Market Area Manager Chris Marsh truly believes that Financial Advisors and their teams can change the world and can impact families for generations to come.
They do this through engaging with families in meaningful and personalized ways focusing on what is most important to that family unit and helping to 60482 sex dating them through life's phases with insightful wealth guidance. Pulling on the deep resources of a global financial firm, Chris Marsh le the San Diego Market for UBS helping Advisors and Field Leaders to both anticipate the needs of the clients they serve and address those needs in forward thinking, creative ways.
He is passionate about giving back and helps to engage and strengthen community and global philanthropic efforts throughout San Diego and beyond. The focus is always on finding meaning and purpose around one's wealth in impactful ways. Chris brings a wealth of experience to his current role.
T w i n o a k s
Within UBS Chris has held leadership positions both within the US and fiego, which provides him a unique perspective on the global nature of wealth and financial investments. Married with 3 boys, Chris enjoys engaging with his family in his spare time.
She truly believes that wealth is about living according to a defined value system, that this value system will vary by family unit and that the social, intellectual and human capital within a family is equally or more important than the financial capital of that family unit. Depending upon how a family mixes these ingredients they can create opportunities and legacies to enhance their world in meaningful ways.
She assists Advisors and clients to access the specialized resources of a global firm necessary to address the needs of complex wealth within affluent families, entrepreneurs, endowments and foundations.
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In her current role Chris coaches Financial Advisors and their teams, leadership teams within the Market and helps drive business through strategic planning and partnering, coaching, employee development and community outreach. She is d in the Securities Industry with a Series 7, 9, 10 and 66 in addition to State Insurance licensure. Originally from New York, Chris is married with 2 children. In her free time you'll see her enjoying the outdoors, exploring new restaurants and appreciating live music.