$5.9+ trn
UBS Group invested assets
As of 06/30/2024
What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.
Though our clients often choose us for our comprehensive wealth management experience, we look beyond the tactical guidance and take a much more expansive view of our role. We commit to understanding you, your family, business and personal priorities, as well as your total financial picture. With our rich tradition of advising the most accomplished individuals, we are not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency so you can leave a purposeful legacy.
Gary Amaral is a founding partner of Amaral Wealth Management, a wealth management team within the Private Wealth Management Group at UBS. Gary has provided wealth management advice and services to affluent individuals, families, and business owners since 1997. Gary spent eighteen years at Merrill Lynch in the Private Banking and Investment Group prior to joining UBS in 2015.
As a Private Wealth Advisor, Gary works closely with affluent and ultra-affluent families to design and implement cohesive strategies that respond to the demands of significant wealth. Gary is skilled in multiple disciplines, including investment management, trust and estate planning services, credit and lending, family office services, and philanthropy. He draws on his years of experience in advising highly successful families, corporate executives, and business owners; helping them to preserve, grow, and transfer wealth in the most effective manner possible. Gary provides detailed investment consulting services including investment strategy and asset allocation, and is a specially qualified Portfolio Manager in the UBS Portfolio Management Program (PMP). As a Portfolio Manager in this program, Gary creates and implements customized investment strategies and proprietary model portfolios, in addition to providing traditional advice and guidance.
Gary received a Bachelor’s degree in Finance from the University of Nevada Las Vegas and an M.B.A. from the Marshall School of Business at the University of Southern California. He has attained numerous financial designations such as the CFP®, CIMA®, CPWA®, and CRPC®.
Gary lives in Manhattan Beach, California with his wife Elisa and daughters Jasmine and Vanessa. In his free time he enjoys playing golf, literature and travel.
Deepak Danavar is a First Vice President and Financial Advisor with Amaral Wealth Management. Deepak provides financial guidance to clients and their families by taking a holistic approach to wealth management. Each family he works with has unique and complex financial lives and he enjoys collaborating with them to address their biggest financial challenges. Deepak utilizes a disciplined financial planning process to gain a firm understanding of family goals, attitudes toward risk, and personal values and leverages the intellectual capital of his team--and vast global resources of UBS--to develop and execute each plan.
Deepak has earned a B.S. from the University of California, Irvine and an M.B.A. from The Wharton School, University of Pennsylvania and holds several advanced designations in the field of Financial Planning. These include the Certified Financial Planner ™ (CFP®) certification, the Certified Investment Management Analyst (CIMA®), the Chartered Retirement Planning CounselorSM (CRPC®) designation and the Certified Private Wealth Advisor® (CPWA®) designation offered in conjunction with the University of Chicago, Booth School of Business.
When not working with clients, he spends time working with the people of his community. Through involvement with Adopt a Family, The Wharton Club of Southern California and Minds Matter, he strives to make a positive impact on society and the environment. Deepak resides in Los Angeles with his wife Sonia and their three children. In his spare time, Deepak enjoys spending time with his family and friends, playing golf, tennis, snowboarding and traveling.
Chris Harrer is a Financial Advisor with Amaral Wealth Management. Chris serves as a primary trusted advisor to entrepreneurs, high-net worth families, and business executives offering investment management, trust and estate succession planning and wealth transfer strategies by taking a holistic approach as well as providing private banking solutions. Prior to joining Amaral Wealth Management, Chris spent over 20 years as a successful entrepreneur and previously was Vice President & Senior Wealth Strategist at Northern Trust.
Chris has earned a B.B.A. degree from Loyola Marymount University, and an M.B.A. and M.S.B.A. degrees from the University of Southern California. Since 2002, Chris has served as an Adjunct Faculty member at the USC Marshall School of Business where he has won the student voted Golden Apple Teaching Award and has been inducted in the all-university honor society Skull & Dagger Society. He is also past Chairman of USC Marshall Partners and USC Marshall Alumni Association, and past USC Board of Governors member.
When not working with clients, Chris gives back to the community while serving on the Board of Directors of Didi Hirsch Mental Health services, where he served as Chairman of the Board from 2016 – 2020, and he supports law enforcement initiatives as a supporter of the CHP 11-99 Foundation and the LAPD Eagle and Badge Foundation. Chris resides in Malibu with his wife Tiffany and has four grown children. In his spare time, Chris enjoys spending time with his family, playing golf, running, and stand-up paddle boarding.
Gregory Buelet is an Associate Director and Senior Wealth Strategy Associate with Amaral Wealth Management. Greg began his financial services career in 1994. He spent five years at Goldman Sachs and sixteen years at Merrill Lynch in the Private Banking and Investment Group prior to joining UBS in 2015. Greg contributes to wealth management strategy, investment research and portfolio management. He applies his quantitative skills and market insight to help the team advance client goals and objectives.
Greg earned his Bachelor's Degree in Business Management from Pepperdine University in Malibu, California and holds several advanced designations in the field of finance and wealth management. These include the Certified Financial Planner® (CFP®) certification, the Certified Investment Management Analyst® (CIMA®) certification, as well as the Chartered Financial Consultant® (ChFC®), Accredited Wealth Management Advisor® (AWMA®) and Chartered Retirement Planning Counselor® (CRPC®) designations; certifications and designations awarded by the Certified Financial Planner Board of Standards, the Investments & Wealth Institute, the American College of Financial Services and the College for Financial Planning, respectively.
Breanna is a Registered Client Service Associate with Amaral Wealth Management. She earned her Bachelor’s degree in International Studies from the University of California, Irvine and has worked at UBS Private Wealth since 2022. Breanna is responsible for servicing the team’s private wealth clients, handling incoming and outgoing disbursements, coordinating client events and supports the Advisors in their daily business practices.
Alexandra is a Senior Wealth Strategy Associate with Amaral Wealth Management. Alexandra earned her Bachelor’s degree from the University of California, Santa Barbara and has worked in UBS Private Wealth since 2018. Alexandra provides support in multiple phases of client service, relationship building, and account maintenance. She is particularly attuned to the nuances and requirements that make each client family distinctive. Her goal is to provide outstanding administrative support and exemplary client service. Ali lives in Rancho Palos Verdes, California and enjoys running, baking and spending time with family and friends.
Sydney is a Client Service Associate with Amaral Wealth Management. Sydney earned her Bachelor’s degree from the University of California, Santa Barbara and has worked at UBS Private Wealth since 2022. Sydney is responsible for servicing the team’s private wealth clients, handling incoming and outgoing disbursements, coordinating client events and supports the Advisors in their daily business practices. Sydney lives in Santa Monica, California and enjoys spending time at the beach, traveling, and cooking.
Gary Amaral is a founding partner of Amaral Wealth Management, a wealth management team within the Private Wealth Management Group at UBS. Gary has provided wealth management advice and services to affluent individuals, families, and business owners since 1997. Gary spent eighteen years at Merrill Lynch in the Private Banking and Investment Group prior to joining UBS in 2015.
As a Private Wealth Advisor, Gary works closely with affluent and ultra-affluent families to design and implement cohesive strategies that respond to the demands of significant wealth. Gary is skilled in multiple disciplines, including investment management, trust and estate planning services, credit and lending, family office services, and philanthropy. He draws on his years of experience in advising highly successful families, corporate executives, and business owners; helping them to preserve, grow, and transfer wealth in the most effective manner possible. Gary provides detailed investment consulting services including investment strategy and asset allocation, and is a specially qualified Portfolio Manager in the UBS Portfolio Management Program (PMP). As a Portfolio Manager in this program, Gary creates and implements customized investment strategies and proprietary model portfolios, in addition to providing traditional advice and guidance.
Gary received a Bachelor’s degree in Finance from the University of Nevada Las Vegas and an M.B.A. from the Marshall School of Business at the University of Southern California. He has attained numerous financial designations such as the CFP®, CIMA®, CPWA®, and CRPC®.
Gary lives in Manhattan Beach, California with his wife Elisa and daughters Jasmine and Vanessa. In his free time he enjoys playing golf, literature and travel.
Deepak Danavar is a First Vice President and Financial Advisor with Amaral Wealth Management. Deepak provides financial guidance to clients and their families by taking a holistic approach to wealth management. Each family he works with has unique and complex financial lives and he enjoys collaborating with them to address their biggest financial challenges. Deepak utilizes a disciplined financial planning process to gain a firm understanding of family goals, attitudes toward risk, and personal values and leverages the intellectual capital of his team--and vast global resources of UBS--to develop and execute each plan.
Deepak has earned a B.S. from the University of California, Irvine and an M.B.A. from The Wharton School, University of Pennsylvania and holds several advanced designations in the field of Financial Planning. These include the Certified Financial Planner ™ (CFP®) certification, the Certified Investment Management Analyst (CIMA®), the Chartered Retirement Planning CounselorSM (CRPC®) designation and the Certified Private Wealth Advisor® (CPWA®) designation offered in conjunction with the University of Chicago, Booth School of Business.
When not working with clients, he spends time working with the people of his community. Through involvement with Adopt a Family, The Wharton Club of Southern California and Minds Matter, he strives to make a positive impact on society and the environment. Deepak resides in Los Angeles with his wife Sonia and their three children. In his spare time, Deepak enjoys spending time with his family and friends, playing golf, tennis, snowboarding and traveling.
Chris Harrer is a Financial Advisor with Amaral Wealth Management. Chris serves as a primary trusted advisor to entrepreneurs, high-net worth families, and business executives offering investment management, trust and estate succession planning and wealth transfer strategies by taking a holistic approach as well as providing private banking solutions. Prior to joining Amaral Wealth Management, Chris spent over 20 years as a successful entrepreneur and previously was Vice President & Senior Wealth Strategist at Northern Trust.
Chris has earned a B.B.A. degree from Loyola Marymount University, and an M.B.A. and M.S.B.A. degrees from the University of Southern California. Since 2002, Chris has served as an Adjunct Faculty member at the USC Marshall School of Business where he has won the student voted Golden Apple Teaching Award and has been inducted in the all-university honor society Skull & Dagger Society. He is also past Chairman of USC Marshall Partners and USC Marshall Alumni Association, and past USC Board of Governors member.
When not working with clients, Chris gives back to the community while serving on the Board of Directors of Didi Hirsch Mental Health services, where he served as Chairman of the Board from 2016 – 2020, and he supports law enforcement initiatives as a supporter of the CHP 11-99 Foundation and the LAPD Eagle and Badge Foundation. Chris resides in Malibu with his wife Tiffany and has four grown children. In his spare time, Chris enjoys spending time with his family, playing golf, running, and stand-up paddle boarding.
Gregory Buelet is an Associate Director and Senior Wealth Strategy Associate with Amaral Wealth Management. Greg began his financial services career in 1994. He spent five years at Goldman Sachs and sixteen years at Merrill Lynch in the Private Banking and Investment Group prior to joining UBS in 2015. Greg contributes to wealth management strategy, investment research and portfolio management. He applies his quantitative skills and market insight to help the team advance client goals and objectives.
Greg earned his Bachelor's Degree in Business Management from Pepperdine University in Malibu, California and holds several advanced designations in the field of finance and wealth management. These include the Certified Financial Planner® (CFP®) certification, the Certified Investment Management Analyst® (CIMA®) certification, as well as the Chartered Financial Consultant® (ChFC®), Accredited Wealth Management Advisor® (AWMA®) and Chartered Retirement Planning Counselor® (CRPC®) designations; certifications and designations awarded by the Certified Financial Planner Board of Standards, the Investments & Wealth Institute, the American College of Financial Services and the College for Financial Planning, respectively.
Breanna is a Registered Client Service Associate with Amaral Wealth Management. She earned her Bachelor’s degree in International Studies from the University of California, Irvine and has worked at UBS Private Wealth since 2022. Breanna is responsible for servicing the team’s private wealth clients, handling incoming and outgoing disbursements, coordinating client events and supports the Advisors in their daily business practices.
Alexandra is a Senior Wealth Strategy Associate with Amaral Wealth Management. Alexandra earned her Bachelor’s degree from the University of California, Santa Barbara and has worked in UBS Private Wealth since 2018. Alexandra provides support in multiple phases of client service, relationship building, and account maintenance. She is particularly attuned to the nuances and requirements that make each client family distinctive. Her goal is to provide outstanding administrative support and exemplary client service. Ali lives in Rancho Palos Verdes, California and enjoys running, baking and spending time with family and friends.
Sydney is a Client Service Associate with Amaral Wealth Management. Sydney earned her Bachelor’s degree from the University of California, Santa Barbara and has worked at UBS Private Wealth since 2022. Sydney is responsible for servicing the team’s private wealth clients, handling incoming and outgoing disbursements, coordinating client events and supports the Advisors in their daily business practices. Sydney lives in Santa Monica, California and enjoys spending time at the beach, traveling, and cooking.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. No matter what's happening in the markets, at home or throughout the world, we're with you and your family.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager