Phaby Utomo, CFA
Phaby joined Bordeaux Wealth Advisors with over 20 years of experience working with high-net-worth individuals and families globally. Previously, Phaby was a Senior Client Advisor at UBS Wealth Management in Toronto, Canada for 13 years where she helped families steward their wealth and legacy, focusing on holistic planning including multi-generational wealth transfer, philanthropy and family governance.
Prior to UBS, Phaby spent nine years at Citigroup with the majority of her tenure managing international clients at the Private Bank. In addition to her years in financial services, she also worked with World Vision to help advance its major donor and corporate fundraising efforts and its microeconomic development programs globally.
Phaby earned a Bachelor of Business Administration degree in Finance and a Bachelor of Arts degree in Economics from The University of Texas at Austin. She is a CFA charter holder and a member of the CFA Institute.
Phaby lives in the San Francisco Bay Area with her husband and enjoys playing the piano, taking long hikes, and traveling to new places and experiencing different food and culture.