Saman Samii

About Saman Samii

Our UBS team brings over 30 years of experience partnering with entrepreneurs, founders, and CEOs - from those scaling rapidly to those preparing for major liquidity events - who want a team that operates with the same intensity, precision, and purpose they do.Success brings complexity. That\'s where we come in. We serve as our clients\' quarterback across every dimension of their financial lives - coordinating pre-sale and post-sale strategy, tax optimization, lending, trust and estate design, and long-term wealth architecture under one unified plan. Our mission is simple: create clarity and confidence in moments that matter most. By leveraging the full global platform of UBS, our clients gain access to Family Office resources, investment banking, private market opportunities, and a worldwide network of experts and strategic partners. For high-growth CEOs who aren\'t yet ready for an exit, we provide direct access to exclusive research, connectivity, and intellectual capital to help them scale intelligently, strengthen their capital decisions, and prepare for the next major milestone.We believe exceptional outcomes require alignment - between personal goals, business vision, and financial strategy. That\'s why we approach every client relationship as a true partnership, backed by institutional depth delivered with the agility of a boutique team. I came to the U.S from Sweden on a collegiate tennis scholarship and later had a brief stint competing in professional tournaments. Those years taught me the discipline of preparation, the value of teamwork, and the mindset needed to perform under pressure - lessons that shape how we lead and serve our clients.If you are a business owner or a CEO seeking a long-term partner, feel free to email me at s••••••••@ubs.com or call me at 21••••••14. We office in Dallas, New York City, and Boston - serving clients are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. First Vice President - Wealth Management, Financial Advisor

   UBS

   Feb 2026 — Present · Dallas, TX, US

   I work with private individuals, founders, and entrepreneurs of significant financial means to organize, plan, and manage all areas of their wealth. My team and I draw on our extensive experience and robust network of professionals to support venture and private equity backed founders, helping these individuals make smart financial decisions as their business grows and approaches a liquidity event.

Education

• University of Central Oklahoma

  Masters of Science, Kinesiology

  2009 — 2011

• Cameron University

  Dual Major - Bachelor of Business Administration - BBA and Bachelor of Arts - BA, Business, Marketing, Economics, Communication

  2005 — 2009