Wealth advice that helps inspire confidence

The ZSLH Group

Your passion, drive and careful stewardship of family wealth has achieved a deserved level of success. Today, perhaps more than at any other time, you need the close collaboration of a UBS Private Wealth Advisor. Whether you’re pursuing a successful business venture, creating a philanthropic impact or investing for a legacy that lasts for generations, we have all the resources under one roof.

Select business owners, real estate investors and multigenerational families choose to work with us because of the depth of our experience, our knowledge and the direct and candid advice they know they can count on. We understand the complexity of significant wealth. That’s why we’ll work closely with you to help simplify your financial world, maintain your lifestyle and develop smart tax strategies so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence.

States with Red Pins
  • Aric Zamel photo

    Aric J. Zamel, CFP, CPWA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    Aric brings more than 20 years of experience to multigenerational families and
    business owners by offering thoughtful advice in four core areas of focus: investment
    management, lending solutions, tax-aware retirement planning and estate planning
    strategies. Providing his high net worth clients a personalized experience, Aric and his
    team strive to maintain high standards of integrity and professionalism in their
    relationships. As of March 2021, Aric and his team oversee over $2 billion in
    assets under management.

    Aric is a lifelong learner, seeking ongoing accreditation and experience. As a Private
    Wealth Advisor, he has a roster of clients that includes successful business and
    entertainment executives, physicians, attorneys and real estate entrepreneurs. He
    offers tailored, goal-oriented planning and objective investment guidance that looks
    to align his clients’ long-term planning with their values. Aric believes that clients
    appreciates his ability to anticipate needs, provide individual attention and
    communicate clearly and confidently about important financial decisions. As a result,
    he hopes that this will make a real impact in the lives of his clients.

    Past experience

    • Investment Banking Analyst Intern, Credit Suisse, 2000
    • VP Wealth Management, Citi Smith Barney, 2001 – 2009
    • Managing Director, UBS Beverly Hills Office, 2009 – current

    Education

    • UCLA, B.A., economics and political science, magna cum laude, honors
    • Series 7, 63 and 65 securities licenses

    Credentials

    • CERTIFIED FINANCIAL PLANNER™, CFP® 
    • Senior Portfolio Manager
    • Certified Private Wealth Advisor, CPWA® 

    Personal life

    • Aric resides in Los Angeles with his wife and four children.
    • He is active in numerous charitable and political organizations, and currently sits on the board of directors and is President of Young Israel of Century City.
    • Aric enjoys coaching his children’s Little League teams.

     

    • Barron's Top 1,200 Financial Advisors, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • On Wall Street – Top 40 Advisors Under 40, 2017, 2018, 2019, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

    • UCLA, B.A., economics and political science, magna cum laude, honors
    • Series 7, 63 and 65 securities licenses
    • Private Wealth Advisor
    131 South Rodeo Drive
    Suite 300
    Beverly Hills, CA 90212
  • Jim2

    James "Jim" Small, CFP, CEPA

    Managing Director–Wealth Management

    Financial Advisor

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    With over 30 years in the finance industry, Jim brings an extensive knowledge of both traditional and modern financial strategies. Jim’s mission is to help others achieve their goals by creating comprehensive financial plans that include asset management, trust and estate strategies, tax strategies, as well as philanthropic arrangement. By utilizing the breadth and depth of UBS resources as well as external partners, he is able to guide clients through their financial decision-making empowering them to look at their finances differently. Throughout his career he has also specialized in inter-generational planning, helping his clients, their children and grandchildren align their goals and values.

    By being a Certified Exit Planning Advisor, he is able to help business owners with key aspects of their business such as succession planning, liquidity, and development.

    Jim has been an arbitrator for the NASD, now FINRA, for over 20 years. As such, he strives to maintain the highest level of integrity, diligence, and professionalism. As a team, we have developed long-lasting multigenerational client relationships built on those values. Jim believes that every client deserves personalized advice and care throughout their financial journey with him.

    During his time at Citi Smith Barney, Jim received numerous awards and recognition industry wide. In 2007, he was named as the #12 Financial Advisor in the country by Bank Consultant Magazine and again made the top 25 in 2008. 

    Past experience

    • Insurance Specialist, Chicago Chamber of Commerce, 1990
    • Senior VP Wealth Management, Citi Smith Barney, 1991-2009
    • Managing Director, UBS Las Vegas Office, 2009 – current

    Credentials

    • CERTIFIED FINANCIAL PLANNER, CFP®
    • Certified Exit Planning Advisor, CEPA
    • Senior Portfolio Manager
    • Series 7, 63 & 65 securities licenses
    • Life & Health Ins. license

    Personal life

    • Jim resides in Las Vegas
    • He is FEMA certified in animal rescue
    • He enjoys travel, fishing, and all types of adventure sports.
    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      10801 W Charleston Boulevard
      Suite 400
      Las Vegas, NV 89135
    • Robert Levin

      Robert Levin, CFP, CEPA

      Senior Vice President–Wealth Management

      Financial Advisor

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      Dr. Bob Levin began his Wall Street career in 2001 and is a former pharmaceuticals analyst and physician. He directs a wealth management advisory team that specializes in working with the founders, investors and owners of large, successful healthcare (HC) businesses in all sectors of the industry. In collaboration with other professionals he shows his clients a disciplined process to unlock the value from their business —helping  them achieve their personal goals without having to rely on the income from the business. Bob takes pride in conducting that process with professionalism and integrity.

      Bob is a Detroit native and as a teen he founded and grew a service company, paying for college with it. He then embarked on a HC journey and received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He completed a residency in pediatrics at Children’s Hospital of Los Angeles in 1988 and worked as a pediatrician until 2000.

      But he missed the excitement of business and decided to advance his acumen. He attended Johns Hopkins Business School and consulted for a venture capital fund. From 2001-2002 he worked as a pharmaceutical analyst at JPMorgan in New York City. Then in 2003 he joined the Global Private Client Group at Merrill Lynch in Beverly Hills and in 2006 he earned the Certified Financial Planner (CFP®) certification.

      At Merrill Bob founded a wealth management advisory practice that focused on the needs of founders, investors and owners of large HC businesses. Many wanted to gain liquidity but didn't know all their options or the market value of their business. He introduced them to a process to help them unlock the value from their business.

      In 2016  Bob’s team moved to UBS in Beverly Hills and in 2020 Bob obtained the Certified Exit Planning Advisor (CEPA®) certification in order to further help his clients. Away from work Bob likes sports, music, philosophy, history and travel. He especially enjoys any water–related destination with his family.

            131 South Rodeo Drive
            Suite 300
            Beverly Hills, CA 90212
          • Morgan Paul Hees

            Morgan Paul Hees

            Senior Vice President–Wealth Management

            Financial Advisor

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            Morgan Hees began his career in the financial services industry in 1985 with the municipal bond desk of Dean Witter Reynolds in Los Angeles, CA.  He earned his MBA from the Peter F. Drucker Graduate Management Center of Claremont Graduate University in 1991.  After moving to Santa Fe, Morgan began his financial advisory business in 1995 and has since earned his Portfolio Manager designation with the successor firm, Morgan Stanley.  In January 2015, he joined UBS Financial Services to form Hees Wealth Management Consultants.

            A native of California, Morgan received his Bachelor of Arts degree in Political Science from the University of California, Berkeley.  He and his wife, Katy, were married in 1984 and have three children.  Morgan is active in the Santa Fe community, having been a Business Leader of the Lensic Theater he currently serves as a member of the endowment committee for the Santa Fe Preparatory School. In his free time, Morgan enjoys gardening, reading, and numerous outdoor activities.

                  141 East Palace Avenue
                  Coronado Building
                  Santa Fe, NM 87501
                • Yev Katkovsky photo

                  Yevgeniy “Yev” Katkovsky, CIMA

                  Senior Wealth Strategy Associate

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                  As an integral part of the team, Yev provides key capabilities for their holistic approach: market research, asset consolidation and allocation, portfolio construction, trade strategies and executions, and client reviews. Working extensively with ultra high net worth clients, Yev is dedicated to maintaining operational excellence, as well as the integrity, accuracy and discipline exemplified by the team.

                  Yev offers specializations in multiple aspects of investment management, analysis and research. He provides deep access to the global resources, solutions and services of UBS. The result is a highly personalized investment strategy and service experience for each client.

                  Past experience

                  • Prior to joining UBS, Yev worked for three years at Merrill Lynch as an investment specialist and relationship manager in the Phoenix, AZ area.
                  • He started his career as an intern at a boutique investment firm in Los Angeles

                  Personal life

                  • Yev enjoys spending time with family and friends, traveling, sports and trying new restaurants.
                  • He is active in the Jewish Federation of Los Angeles, a nonprofit organization.

                   

                  “I am driven to provide insight and advice specific to each client’s needs. I have ongoing conversations not just about our clients’ overall finances, but their life goals, dreams and aspirations.”
                  – Yev Katkovsky

                        1285 6th Ave
                        New York, NY 10019
                      • Colin Christy

                        Colin Christy, CFA, CAIA

                        Senior Wealth Strategy Associate

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                        With a Chartered Financial Analyst designation, Colin has a broad knowledge of investments and provides a high level approach to portfolio management. Through his ability to analyze various scopes of investments ranging from securities, bonds, structured products and alternative investments, he is an integral part of the financial planning process. He works with the team on portfolio construction and management as well as client reviews. 

                        Furthermore, he specializes in market and economic research and is always looking for an opportunity to provide an advantage for our clients. With an experience in owning his own business catered to customer service, he understands that every client is unique and deserves customized investment strategies tailored to their specific needs.

                        Past experience

                        • Prior to joining UBS, Colin ran his own VIP concierge service that catered to multiple high net worth clients in Las Vegas. After substantial growth, he sold his company and changed directions by moving into the finance sector.
                        • Senior Wealth Strategy Associate, UBS Las Vegas Office, 2016 – current

                        Personal life  

                        • A Detroit native, he has lived in Las Vegas for over 15 years
                        • He enjoys hiking, reading, and volunteering at the local animal shelters

                            • CERTIFIED FINANCIAL PLANNER™
                            • Chartered Alternative Investment Analyst®
                            10801 W Charleston Boulevard
                            Suite 400
                            Las Vegas, NV 89135
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                          Private Wealth Management

                          We have a deep history working with high and ultra-high net worth clients. Many of our largest and most sophisticated clients, as well as their family offices, require bespoke and integrated advisory solutions. Our white glove service and deep access to the global resources, capabilities and leadership of UBS means our clients get the highly personalized attention of an extensive network of professionals:

                          • Advanced Planning Group
                          • Portfolio Advisory Group
                          • Family Advisory and Philanthropy Services
                          • Family Office Solutions Group

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