Chris Marsh

Chris Marsh has served in a variety of roles across the US and International Wealth Management businesses since joining the firm in 1999, working with advisor teams to serve clients across the Asia Pacific, Switzerland, Europe and the United States. He has had the opportunity to work on strategies for growing the global business and creating solutions for unique client situations using UBS’s global resources.

Chris’s prior experience, including roles in technology, business development, consulting, and as a business coach, has given him insights into what those growing fastest do differently, despite the uncertainty of financial markets. Chris’s passion lies in helping to create solutions for multi-generational families, planning for their future, often including their businesses, endowments, or foundations.

Chris holds FINRA Series 3, 7, 9, 10, and 66 securities licenses, as well as a California Insurance License, most recently receiving the Certified Exit Planning Advisor® (CEPA®) designation. Chris earned a Bachelor of Science degree in Finance and MIS at the University of Virginia.

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