LEADERSHIP

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.

David Wong
Chief Financial Officer

David is the Chief Financial Officer and Chief Compliance Officer of Private Wealth Partners. He is in charge of all financial and operational affairs of the firm.

Prior to joining Private Wealth Partners, David was Corporate Controller at H & Q Asia Pacific. He is a UK Chartered Accountant and worked at Ernst & Young in London and PriceWaterhouseCooper in Hong Kong.

David holds a B.A. in Economics and Geography from the University of Leeds in England.

Ken Siebel
Chairman

Ken is the Founder and Co-Chairman of Private Wealth Partners. Ken 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.

Peter Maier
Co-Chairman

Peter is a Co-Chairman of Private Wealth Partners. He has 34 years of experience in both real estate and securities management, as well as a distinguished career in real estate and tax law.

Prior to Private Wealth Partners, Peter founded Maier & Siebel Real Estate Investment Advisors. He was also a partner at Siebel Capital Management and previously taught Law at the University of California Hastings College of Law.

Peter holds an L.L.M. in taxation from New York University, a J.D. from U.C. Berkeley and a B.A. in Economics from Claremont McKenna College.

At Private Wealth Partners, LLC we work as your personal investment adviser offering you investment advice and portfolio management for individual, family, trust, charity and retirement accounts. We serve clients nationally but predominantly in California.

© 2017 by Private Wealth Partners, LLC. All rights reserved.