Roger Wacker
Roger Wacker is Managing Director, Senior Portfolio Manager, and Private Wealth Advisor at UBS Private Wealth Management. With over 45 years of wealth management experience working across the globe, he draws upon his extensive experience and knowledge to offer customized wealth management advice and personalized service to his ultra-high net worth clients and their families and foundations. In 2015, Roger rejoined UBS after serving as a Managing Director and Senior Relationship Manager in the Private Banking North America business of Credit Suisse. Roger has built a successful career in finance and currently serves on the boards of several prominent organizations. Prior to joining the wealth management industry, he was a former Captain in the Swiss Army.
Roger Wacker Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor, Senior Portfolio Manager
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Managing Director, Senior Relationship Manager, Private Banking
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Chief Investment Officer
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.
He began his career at UBS Zurich headquarters in 1976. He moved to Los Angeles in 1989, where managed the West Coast Region for nearly a decade.
He was key to UBS' acquisition of Julius Baer. He served as Vice Chairman of UBS Private Bank.
RECOGNITION
2019-2021 Barron's Top 1,200 Financial Advisors
2021-2022 Barron’s Top 100 Private Wealth Management Teams
2020 Forbes America's Top Wealth Advisors
2017-2019 Forbes America's Top Wealth Advisors
2019-2024 Forbes Best-in-State Wealth Advisors
COMMUNITY INVOLVEMENT
Global Leadership Council, Mayo Clinic
Board of Directors, Providence St. John's Health Center
Trustee, PSJHC Foundation
Trustee, John Wayne Cancer Institute
Trustee, California Institute of the Arts
Chairman Emeritus, Swiss-American Chamber of Commerce