$3.9 trillion
In invested assets globally
As of 12/31/2022
You have dreams, a vision of the future that is uniquely yours. You also have questions and concerns about making the right decisions regarding your personal, business and the financial world of your family. You expect clear answers and solid guidance from your advisor.
As a multigenerational team, we pride ourselves on the candor and ease of communication that we develop with each generation of our clients. For more than five decades, we have been building trusted relationships that are supported by our core values:
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$3.9 trillion
In invested assets globally
As of 12/31/2022
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
310-772-7094
David has 20+ years of industry and investment experience. David spent his entire career in the Private Client Group as a Managing Director at J. P. Morgan Securities and its predecessor firm, Bear Stearns, prior to joining UBS in 2015. David is a graduate of UCLA with a B.A. in English.
David’s passion for design and entrepreneurial curiosity inspired him to re-invent the outdoor patio heater and co-found the award winning design company Kindle Living, a design company focused on outdoor living products. Kindle Living holds several global Utility and Design Patents with products on all 7 continents and in100+ countries.
David is active in the community and serves as a Trustee and Board member of Crossroads School in Santa Monica, California . David also serves as a Trustee of the Atlas Family Foundation whose mission is to address the early childhood population of 0 – 3, focused on prenatal care and early childhood development.
David is a 3rd generation Angelino and lives in Pacific Palisades with his wife Allison and four children Jack, Ben, Caroline and Oliver.
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
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
310-772-8003
David has spent his entire career in the securities and investment industry, starting in 1976. David held positions as a broker and financial advisor to private clients at PaineWebber as well as CA-based investment banking and brokerage firm Bateman, Eichler, Hill, Richards. David was a Senior Managing Director at J.P. Morgan Securities and its predecessor firm, Bear Stearns, for 28 years, before joining UBS in 2015.
As an active participant in the community, David sits on several boards. He is the former President of the Jewish Institute for National Security Affairs (JINSA), based in Washington, D.C.; a member of the Board of Directors of the Committee for Accuracy in Middle East Reporting in America (CAMERA), Los Angeles; and a member of the Advisory Board of Fuel for Truth in New York City. David has been an Adjunct Professor at UCLA teaching investments and finance for 25 years.
Since 2008, David has co-chaired an annual Holiday Appeal that has raised and distributed more than $1 million to wounded warriors and other deserving veteran families suffering economic hardships.
David and his wife Laura have two sons and one grandson.
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
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
310-772-7093
Eddie has spent 50 years in the securities and investment industry working with high net worth individuals and families starting his career at Bateman Eichler, Hill, Richards in 1972. Eddie was a Managing Director at J.P. Morgan
Securities and its predecessor firm, Bear Stearns, for 33 years before joining UBS in 2015.
Eddie received a Bachelor of Science Degree in Finance from the University of Southern California. He served as an Ensign for two years, with the United States Navy, where he was assigned to the USS Fort Marion.
Eddie is actively engaged at USC, most notably for being the founder of the legendary USC Mascot Traveler. For nearly 40 years Eddie has been responsible for the caretaking and travel of the six Travelers representing the school. Eddie currently serves as the USC NROTC Alumni Treasurer.
Eddie maintains an active relationship with the Marshall School Business Program at USC. Each year, Eddie is an active Mentor with new undergraduate students assigned to his leadership for the school year. He focuses on introducing them to the business world outside USC, helping them navigate their future world in business.
Eddie’s love of horses includes a stable of race horses that have won multiple derby and stake races. Eddie and his wife, Patti have four children and five grandchildren and live in Brentwood, California.
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
Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
310-772-7024
Cyndi has worked four years in the securities and investment industry. Prior to joining UBS in 2015, Cyndi worked at J.P. Morgan Securities and Merrill Lynch Private Bank. She achieved CFP® certification in 2016. Cyndi earned her Bachelor of Business Administration degree from the University of Texas at El Paso.
She moved to Los Angeles in 2011 and currently resides in the city with her husband.
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
Associate Director
Team Administrator
UBS Financial Services Inc.
Private Wealth Management
310-772-8007
Rose has more than 20 years of experience in the financial services industry. Following her graduation in 1992 from UC Riverside with a B.A. in Business/Economics, Rose worked for J.P. Morgan Securities and its predecessor Bear Stearns for 22 years before joining UBS in 2015.
To balance her corporate career, Rose is a certified Hatha Yoga teacher, marathon competitor, and avid hiker.
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
Financial Advisor Associate
UBS Financial Services Inc.
Private Wealth Management
310-772-8008
Sam Callari joined UBS as a Wealth Planning Associate in 2017 and works closely with clients to help them pursue their goals through financial planning. Sam provides expertise in areas such as retirement income and cash flow analysis, estate and multigenerational planning, business succession planning, charitable giving strategies, and tax planning. Prior to UBS, Sam worked at a Microsoft Accenture joint venture as a Data and Analytics Consultant collaborating with investment management and financial service companies to develop advanced analytical models and applications utilized for making both investment and operational decisions. Sam received a Bachelor's degree in Business & Technology and a Master's degree in Financial Engineering from Stevens Institute of Technology. He currently resides in Westchester with his wife and enjoys golf, traveling, and staying active.
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
Senior Client Associate
UBS Financial Services Inc.
Private Wealth Management
310-772-7073
William brings 5 years of experience to Broadleaf. Prior to joining the team in May 2019, he was a Trader for the UBS Miami-Uruguay Complex and executed orders in a variety of financial instruments for retail and institutional clients. He graduated from George Washington University in 2014 and earned his Bachelor's of Business Administration with a concentration in Finance.
William recently relocated in May 2019 and currently resides in Los Angeles, CA.
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
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
310-772-7094
David has 20+ years of industry and investment experience. David spent his entire career in the Private Client Group as a Managing Director at J. P. Morgan Securities and its predecessor firm, Bear Stearns, prior to joining UBS in 2015. David is a graduate of UCLA with a B.A. in English.
David’s passion for design and entrepreneurial curiosity inspired him to re-invent the outdoor patio heater and co-found the award winning design company Kindle Living, a design company focused on outdoor living products. Kindle Living holds several global Utility and Design Patents with products on all 7 continents and in100+ countries.
David is active in the community and serves as a Trustee and Board member of Crossroads School in Santa Monica, California . David also serves as a Trustee of the Atlas Family Foundation whose mission is to address the early childhood population of 0 – 3, focused on prenatal care and early childhood development.
David is a 3rd generation Angelino and lives in Pacific Palisades with his wife Allison and four children Jack, Ben, Caroline and Oliver.
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
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
310-772-8003
David has spent his entire career in the securities and investment industry, starting in 1976. David held positions as a broker and financial advisor to private clients at PaineWebber as well as CA-based investment banking and brokerage firm Bateman, Eichler, Hill, Richards. David was a Senior Managing Director at J.P. Morgan Securities and its predecessor firm, Bear Stearns, for 28 years, before joining UBS in 2015.
As an active participant in the community, David sits on several boards. He is the former President of the Jewish Institute for National Security Affairs (JINSA), based in Washington, D.C.; a member of the Board of Directors of the Committee for Accuracy in Middle East Reporting in America (CAMERA), Los Angeles; and a member of the Advisory Board of Fuel for Truth in New York City. David has been an Adjunct Professor at UCLA teaching investments and finance for 25 years.
Since 2008, David has co-chaired an annual Holiday Appeal that has raised and distributed more than $1 million to wounded warriors and other deserving veteran families suffering economic hardships.
David and his wife Laura have two sons and one grandson.
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
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
310-772-7093
Eddie has spent 50 years in the securities and investment industry working with high net worth individuals and families starting his career at Bateman Eichler, Hill, Richards in 1972. Eddie was a Managing Director at J.P. Morgan
Securities and its predecessor firm, Bear Stearns, for 33 years before joining UBS in 2015.
Eddie received a Bachelor of Science Degree in Finance from the University of Southern California. He served as an Ensign for two years, with the United States Navy, where he was assigned to the USS Fort Marion.
Eddie is actively engaged at USC, most notably for being the founder of the legendary USC Mascot Traveler. For nearly 40 years Eddie has been responsible for the caretaking and travel of the six Travelers representing the school. Eddie currently serves as the USC NROTC Alumni Treasurer.
Eddie maintains an active relationship with the Marshall School Business Program at USC. Each year, Eddie is an active Mentor with new undergraduate students assigned to his leadership for the school year. He focuses on introducing them to the business world outside USC, helping them navigate their future world in business.
Eddie’s love of horses includes a stable of race horses that have won multiple derby and stake races. Eddie and his wife, Patti have four children and five grandchildren and live in Brentwood, California.
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
Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
310-772-7024
Cyndi has worked four years in the securities and investment industry. Prior to joining UBS in 2015, Cyndi worked at J.P. Morgan Securities and Merrill Lynch Private Bank. She achieved CFP® certification in 2016. Cyndi earned her Bachelor of Business Administration degree from the University of Texas at El Paso.
She moved to Los Angeles in 2011 and currently resides in the city with her husband.
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
Associate Director
Team Administrator
UBS Financial Services Inc.
Private Wealth Management
310-772-8007
Rose has more than 20 years of experience in the financial services industry. Following her graduation in 1992 from UC Riverside with a B.A. in Business/Economics, Rose worked for J.P. Morgan Securities and its predecessor Bear Stearns for 22 years before joining UBS in 2015.
To balance her corporate career, Rose is a certified Hatha Yoga teacher, marathon competitor, and avid hiker.
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
Financial Advisor Associate
UBS Financial Services Inc.
Private Wealth Management
310-772-8008
Sam Callari joined UBS as a Wealth Planning Associate in 2017 and works closely with clients to help them pursue their goals through financial planning. Sam provides expertise in areas such as retirement income and cash flow analysis, estate and multigenerational planning, business succession planning, charitable giving strategies, and tax planning. Prior to UBS, Sam worked at a Microsoft Accenture joint venture as a Data and Analytics Consultant collaborating with investment management and financial service companies to develop advanced analytical models and applications utilized for making both investment and operational decisions. Sam received a Bachelor's degree in Business & Technology and a Master's degree in Financial Engineering from Stevens Institute of Technology. He currently resides in Westchester with his wife and enjoys golf, traveling, and staying active.
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
Senior Client Associate
UBS Financial Services Inc.
Private Wealth Management
310-772-7073
William brings 5 years of experience to Broadleaf. Prior to joining the team in May 2019, he was a Trader for the UBS Miami-Uruguay Complex and executed orders in a variety of financial instruments for retail and institutional clients. He graduated from George Washington University in 2014 and earned his Bachelor's of Business Administration with a concentration in Finance.
William recently relocated in May 2019 and currently resides in Los Angeles, CA.
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
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
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