About Our San Francisco Office
Located in the South of Market area in the city’s tallest building, our San Francisco office provides a wide range of customized wealth planning, investment management and financial management services. Bay Area clients have convenient local access to the world-class resources of a global leader, delivered through personal, client-focused relationships and backed by over 200 years of experience.
Want to talk to someone from our San Francisco Office?
Get in touch and put our experienced San Francisco-based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:00 PM PT
Contact
Office Phone: 415-969-4805
Local Leadership
Our San Francisco Team
Robert Kricena
Regional President – Northwest U.S.
Thomas Fickinger
Regional President – San Francisco
Yale Kofman
Senior Director
Nick Zappia
Regional Director – Private Banking
Eileen Foley
Executive Director – Family Office
Want to know more?
Send us an email and we’ll schedule a call that works for you.