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Collaboratively Dedicated
to Our Clients

Your Private Wealth Partners Team

Private Wealth Partners brings extensive experience and expertise to the investment management and financial planning process. Our diverse backgrounds allow us to effectively help you reach future milestones. Together, we are dedicated to our clients and to putting their interests first.



Ken Siebel Photo
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Ken Siebel

Chairman
Ken Siebel

Ken Siebel

Chairman


Ken is the Founder and Co-Chairman of Private Wealth Partners. He has more than 50 years of experience in the investment business, including 38 years as a primary portfolio manager. 

Prior to his time with Private Wealth Partners and its predecessor firm, Ken, along with Peter Maier, founded Maier & Siebel Real Estate Investment Advisors. Previously he was a founding partner of Robertson, Colman & Siebel, along with Siebel Capital Management.

Ken holds a B.A. and an MBA from the University of Wisconsin.

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William Dagley

President
William Dagley

William Dagley

President

Bill is the President of Private Wealth Partners and leads our investment management and business activities. Bill has 25 years of industry experience, the last 15 with Private Wealth Partners and its predecessor organizations.

Prior to Private Wealth Partners, Bill held an institutional trading position with Hambrecht & Quist. From 1984 to 1994, Bill was a member of the Pacific Stock Exchange.

Bill sits on the Board of Trustees at Dominican University. He holds a B.A. and an MBA from U.C. Berkeley.


Michael B. Yongue, JD, CFA Photo
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Michael B. Yongue, JD, CFA

CCO & COO

Michael Yongue

CCO & COO


Michael is the Chief Compliance Officer at Private Wealth Partners. He has worked in the wealth management industry for 15 years on both the planning and advisory sides. Prior to joining PWP, Michael headed the Wealth Management & Trust department for a regional bank in Marin County. 

 Michael is a CFA Charterholder. He earned his undergraduate degree from San Diego State University and his Juris Doctorate from California Western School of Law in San Diego. 

 He is a member of the California and Marin County Bar Associations. Michael also serves on the Board of Directors for Legal Aid of Marin.


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Katrina Sutherland

Director of Client Services & Operations
Katrina Sutherland

Katrina Sutherland

Director of CLIENT SERVICES & OPERATIONS


Katrina leads the Client Services & Operations team with over 13 years of experience in financial services. Prior to joining Private Wealth Partners, she worked in New York where she performed various positions ranging from equity trading to client services. Katrina holds a B.A. from the University of Arizona where she was also a member of the women’s cross country team.

F. Chris Greene, CFA Photo
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F. Chris Greene, CFA

Director of Research & Sr. Portfolio Manager
F. Chris Greene

F. Chris Greene, CFA

Director of Research & Sr. Portfolio Manager


Chris is the Director of Research and a Senior Portfolio Manager at Private Wealth Partners. He is responsible for leading the firm's research and investment process. He has worked in the investment business for 25 years in various capacities, ranging from investment banking to work as a research analyst and portfolio manager for both institutional and high net-worth clients. Prior to PWP, Chris founded a successful SaaS subscription-software company focused on the statistical analysis of investments.

Chris is a CFA Charterholder, holds a bachelor’s degree in economics from Claremont McKenna College and is a member of the Association of Investment Management and Research and the Security Analysts of San Francisco.

Chris is a long-time resident of Marin County where he lives with his wife and two children.

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Jason Saxon

Head of Trading
Jason Saxon

Jason Saxon

Head of Trading


Jason joined the Private Wealth Partners team in 2005, bringing over 25 years of securities industry experience with an emphasis on trading across the full range of product types and asset classes. Jason also brings extensive operations experience to Private Wealth Partners.

Prior to joining Private Wealth Partners, Jason worked at E*Trade and helped them grow their equity and fixed income business in their New York and Menlo Park offices.

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Ashley Saia

Client Services Officer & Controller

Ashley Saia

CLIENT SERVICES Officer & Controller


Ashley is a member of the Client Services & Operations team. Prior to working at Private Wealth Partners, she worked at a Tax Accounting firm, as a Senior Associate.  She has experience working with both businesses and individual clients to ensure tax compliance, as well as tax planning, to help them achieve their financial success.

 Ashley holds a B.S. from Bentley University in Corporate Finance & Accounting, and a Masters in Taxation. She was also a member of the Bentley University Women’s Basketball Team and currently coaches basketball at Marin Catholic High School.


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James Lenczowski

Research Analyst & Portfolio Manager
 James Lenczowski

James Lenczowski

Research Analyst & Portfolio Manager


James is an analyst in the firm’s research department as well as a Portfolio Manager where he serves primarily individuals and families. Prior to joining Private Wealth Partners in 2018, James served in the Navy as a navigator aboard the USS Coronado (LCS 4).

James holds a B.S. in Economics from the United States Naval Academy.

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Richard Kuchen

Senior Vice President
Richard Kuchen

Richard Kuchen

Senior Vice President


Dick is the Senior Vice President of Private Wealth Partners and is responsible for interacting with key client relationships. Before joining Private Wealth Partners, Dick worked with both HSBC Private Bank and Wells Fargo Private Bank as a Senior Vice President. He has over 15 years of experience in the financial services industry, assisting clients in meeting their investment needs.

Prior to his business career, Dick was a Division I college basketball coach for 32 years. He served as Head Basketball Coach at the University of California, Berkeley and Yale University. Previously he was an assistant coach at the University of Notre Dame, the University of Iowa and Washington University (St. Louis, Missouri).

Dick holds a B.S. in Business from Rider University.

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Vickie Marinovich

Executive Assistant to the President
 Vickie Marinovich

Vickie Marinovich

Executive Assistant to the president


Vickie has over 13 years of experience as an executive assistant in the financial services industry, prior to which she worked as an onboard flight attendant supervisor at United Airlines. Vickie provides direct support to Bill Dagley and Peter Maier. 

Cynthia Bansen Photo
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Cynthia Bansen

Executive Assistant to the Chairman
Cynthia Bansen

Cynthia Bansen

Executive Assistant to the Chairman


Cindy has been with Private Wealth Partners for over 20 years as Executive Assistant to Ken Siebel. She also provides support to the company in the area of Human Resources. She was previously the Administrative Manager for St. Paul Fire and Marine Insurance Company and Advertising Sales Supervisor for The Oregonian Publishing Company. Cindy attended Southern Oregon University and received her Certificate in Human Resources Management from Portland State University. 

Peter Maier Photo
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Peter Maier

Our Beloved Friend and Colleague
Peter Maier

Peter Maier

OUR BELOVED FRIEND AND COLLEAGUE


As you may know, our dear friend and colleague Peter Maier passed away on December 21, 2021. It gives us solace knowing Peter passed away peacefully, surrounded by his family, and loved ones. He was ninety-three.
 
Peter served as Co-Chairman of Private Wealth Partners, and we will always remember him as an extremely dedicated, hard-working, and amicable co-worker. Peter loved asset management and tax law, but above all, he loved to work. His devotion to the business and to Private Wealth Partners’ clients was absolute, and it serves as a source of inspiration for the rest of the PWP team as we move forward. Peter’s tenure with Private Wealth Partners and its predecessor firms was almost 40 years. Peter had a very successful career.
 
The Private Wealth Partners team will continue the stewardship and management of your assets just as we always have. If you have any questions, please do not hesitate to email us at clientservices@pwpart.com or call us at 415-461-3850. Thank you for your continued confidence in Private Wealth Partners, and have a safe, happy, and healthy holiday season.
 
 Very sincerely,
 
 Bill Dagley and the PWP Team