Lock Bingham is the founder and president of Bingham Private Wealth. During nearly two decades in the financial services industry, he’s retained his focus on building deeply trusted client relationships. His proudest moments are helping people achieve the outcomes they want and bringing families together around shared generational goals.

Lock founded Bingham Private Wealth in order to provide the kind of guidance that helps improve not only his clients’ lives, but their children’s and grandchildren’s lives as well. Lock and his team put clients at the center of everything. They seamlessly integrate strategic investing with personalized creative planning to help each client fulfill their highest aspirations for their lives and legacies.

Before starting Bingham, Lock served as a senior vice president at Stifel, and financial advisor at Sterne Agee and Savant Investment Group. He earned an MBA from the University of San Francisco, as well as a Bachelor of Music from Michigan State University. This dual expertise informs his wealth management practice. He’s uniquely focused on helping clients align both heart and mind to make financial decisions based on what they care about most.

Lock also holds the Chartered Retirement Plans Specialist^® and Certified Private Wealth Advisor^® designations. He’s a finance advisory board member of the University of San Francisco and serves on the board of the San Francisco Conservatory of Music.

On the Personal Side

Lock is a third-generation San Francisco native with deep ties to his home city. Happily married with two wonderful children, he loves to explore all over California with his family. Being out in nature with his kids is a passion. He also plays the double bass in an orchestra, is an avid Peloton cyclist, and enjoys hunting, fishing, and golfing. Lock works out five days a week and in his spare time he can usually be found reading economic reports, white papers, financial news, and business management books—or else reading to his kids at bedtime.

What Lock Brings to the Table

A consummate grilling aficionado, Lock creates an entirely new meaning for the old expression, “your goose is cooked.” After attending BBQ school to refine his skills, he learned to whip up a gourmet goose breast, complete with a delectable sweet/savory sauce. Being able to bag the goose himself—even though it means getting up at 4:00 am to sit in the cold—completes the whole epicurean adventure for Lock!

Ali Bradshaw manages client service requests and lends her support to the entire Bingham Private Wealthteam. In addition to assisting clients with stock quotes and account-related details, she sets up new accounts, processes documents, and helps plan meetings. Diligent and outgoing, Ali is devoted to helping clients with whatever they need.

Before joining Bingham, Ali served as a client service associate at Stifel. She holds a bachelor’s degree in communications from University of California in Davis.

On the Personal Side

After raising her children, Ali decided to return to the workforce and financial services came naturally. She’s the third generation in her family to work in financial services in San Francisco. Both her father and grandfather served at one of the nation’s oldest private investment firms, and Ali worked there as well during her high school and college years. She was also a Division 1 soccer player in college.

Walter Santander is committed to delivering exceptional service and exceeding client expectations. Highly skilled at analyzing complex financial information, he clearly communicates relevant insights to clients. Walter believes in building strong client relationships and providing personalized solutions for every need.

Before joining Bingham Private Wealth, Walter served as a client service associate at Stifel, TD Ameritrade, and Charles Schwab & Co. He studied business administration at San Francisco State University.

On the Personal Side

Walter has been a pro bono mentor at Big Brother Big Sister Foundation since 2012. He was also a volunteer at the nonprofit cooking school, 18 Reasons.

Outside of work, Walter enjoys staying active through working out and traveling. He also values spending quality time with friends, further enriching his well-rounded approach to life and work.