People

Roger Wacker

Roger Wacker

Formal First Name
Roger

Roger Wacker is a Managing Director, Private Wealth Advisor, and Senior Portfolio Manager of The Wacker, Demko, Lendi, Jaeggi, Bemel Team at UBS with over 44 years of experience in the wealth management industry across the globe. With vast experience and knowledge on the financial services industry, he delivers customized wealth management advice and personalized service to his ultra-high net worth clients and families, and foundations. Prior to rejoining UBS in 2015, Roger served as a Managing Director and Senior Relationship Manager in the Private Banking North America business of Credit Suisse. During his 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 was key to UBS' acquisition of Julius Baer. Prior to joining the wealth management industry, Roger was a former captain in the Swiss Army.

Professional Experience

  • Roger earned a Swiss Banking Diploma and a Swiss Commercial Diploma.


Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020


Community Involvement