You. Your life’s goals. Our commitment.

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:

Service. As your steady point of contact, count on us to be your “personal CFO” for all aspects of your financial life.
Integrity. We will always be straight with you. We will tell you what is possible, what is not and what we believe is right for you.
Experience. We are a “firm within the firm” at UBS. Our deep, collective experience is backed by one of the leading wealth managers in the world.

Start the conversation

Pursuing your goals together

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.

Robert Zeiger

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- KY
- MA
- MD
- ME
- MI
- MO
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Robert has 30+ years of industry and investment experience. Robert spent the last 11 years at J.P. Morgan and Bear Stearns as an Executive Director within the Private Client Group. Robert received a Bachelor of Science Degree in Business Administration from Florida State University.

Prior to joining Bear Stearns, Robert founded a boutique investment banking firm located in Century City, California, where he served as CEO. Robert was directly responsible for managing all aspects of the firms trading desk and ultimately sold the firm to return to focus on his passion of client services and managing wealth.

Robert is an avid golfer and has played many of the most beautiful courses around the country. Robert and his family are avid travelers.

Robert lives in Santa Monica with his wife Lisa and two daughters Sarah and Hannah.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
David Tannenbaum

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- KY
- MA
- MD
- ME
- MI
- MO
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
Edward Tannenbaum

Managing Director–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- KS
- KY
- MD
- ME
- MI
- MO
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
David Justman

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- KS
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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.
- Forbes Best-in-State Wealth Advisors, 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.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
Rose Faranal

Authorized Officer

Team Administrator
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
Cynthia Jabr

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- KS
- MA
- MD
- MI
- MO
- MT
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Robert Zeiger

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- KY
- MA
- MD
- ME
- MI
- MO
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Robert has 30+ years of industry and investment experience. Robert spent the last 11 years at J.P. Morgan and Bear Stearns as an Executive Director within the Private Client Group. Robert received a Bachelor of Science Degree in Business Administration from Florida State University.

Prior to joining Bear Stearns, Robert founded a boutique investment banking firm located in Century City, California, where he served as CEO. Robert was directly responsible for managing all aspects of the firms trading desk and ultimately sold the firm to return to focus on his passion of client services and managing wealth.

Robert is an avid golfer and has played many of the most beautiful courses around the country. Robert and his family are avid travelers.

Robert lives in Santa Monica with his wife Lisa and two daughters Sarah and Hannah.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
David Tannenbaum

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- KY
- MA
- MD
- ME
- MI
- MO
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
Edward Tannenbaum

Managing Director–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- KS
- KY
- MD
- ME
- MI
- MO
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
David Justman

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- KS
- KY
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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.
- Forbes Best-in-State Wealth Advisors, 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.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
Rose Faranal

Authorized Officer

Team Administrator
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
Cynthia Jabr

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- KS
- MA
- MD
- MI
- MO
- MT
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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.
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

A focus on personalized access and service

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.

Multigenerational families

A focus on long-term planning

We work across generations—with our multigenerational team—to address growth strategies, insurance and lending solutions, wealth transfer and preservation, estate planning and philanthropic pursuits.

Our comprehensive services include:

Inheritance planning
Family meeting facilitation
Estate tax minimization strategies
Lifetime gifting strategies
Educational planning
Trust management
Private foundations
Charitable trusts
Donor-advised funds

Entrepreneurs

Understanding the full cycle of business needs

We address the full cycle of business needs from strategic business financing to discretionary portfolio management to succession and exit strategies. Working closely with our UBS Boutique Banking Network, we provide access to investment banking services, regardless of the size of the transaction.

Pre-liquidity planning. Our process begins with critical pre-liquidity planning through execution and closing.
Post-liquidity wealth management. To help inform our recommendations about deal structure, valuation opportunities and tax considerations, we’ll coordinate with our network of UBS and third-party specialists.

Executives

Executive financial planning with an integrated perspective

We understand the important role that executive compensation plans play into overall wealth strategy. This is especially true for senior executives who have more complex financial circumstances and rewards.

We support executives by offering:

Perspective on their complete financial picture, including stock options, 401(k) plans, deferred compensation, retirement planning, education savings (529 plans), pensions and insurance
A planning approach that integrates corporate benefits with personal investment strategies
A customized financial plan, tailored to the individual’s unique personal goals, priorities and financial circumstances
Access to UBS intellectual capital, publications, seminars and the full breadth of UBS’s global resources

Service

A personalized experience is the key to a successful relationship

Our entire team works diligently on your behalf. We work closely together to bring you the kind of high-touch service that helps simplify your financial life and builds long-lasting relationships. Many clients think of us as their “personal CFO”—this individualized attention aims to provide a level of confidence that is invaluable.

A family office level of attention. Our team helps you navigate the intersection of family, business, finance and legacy. We work with your whole family to develop strategies that serve current generations and yet are flexible enough to meet the needs of future generations.
Personalized client service. Long time clients who have become close friends are a testament to the quality of service we provide. They rely on our proactive and compassionate client service team for a host of critical financial and administrative needs.
A network of resources. By working closely with your accountants, attorneys and trusted advisors, as well as our network of financial professionals within and outside UBS, we can incorporate all perspectives into one comprehensive approach.
Keeping on track. We schedule regular meetings on a monthly, quarterly or semiannual basis, based on your preferences and what works best for you. This frequent and planned communication keeps us on track to meeting your goals and objectives.

Integrity

Careful stewards of your wealth

The foundation of our investment strategies comes from the insights of both internal and external sources, combined in an integrated and systematic process. Asset allocation and risk management is tailored to your unique situation. Ongoing monitoring and review of your portfolio helps us track your investments against relevant benchmarks.

Portfolio management. Our team is grounded in the best practices of prudent asset allocation and risk management. From equities to fixed income to hedging strategies, we build custom portfolios based on a system for identifying the most tax-efficient and risk-conscious ways to construct your investments.
Targeted returns. We look at your assets and liabilities, family dynamics and cash flow needs to help determine a rate of return that aligns with your goals.
Cash flow. We allocate stable, liquid assets to a portion of your portfolio to help mitigate inevitable market drawdowns.
Sustainable investing. Investing sustainably is a powerful and effective way to drive positive change in society without having to compromise your financial return.
Diversified asset allocation. We aim to craft an asset allocation that supports your financial plan and seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
Active risk management. We design and manage our portfolios to perform over full market cycles. With deep analysis and due diligence, we help manage risk and position you to take advantage of opportunities.
Tax mitigation strategies. Understanding the tax consequences of your investments and the potential impact on your financial plan is an integral piece of our approach. In coordination with your CPA and estate attorney, we will help you develop tax-efficient strategies for managing your wealth.

Experience

A road map for your financial priorities

Whatever stage of life you are in or financial challenges you face, we provide the thoughtful guidance to help direct your decision-making process. Our consultative approach is comprehensive: we gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan.

Retirement and lifetime income planning. Our team can work with you to protect your lifestyle and livelihood in retirement. We will help you understand such influences as risk and investment time horizon and evaluate your current asset allocation.
Trust and estate planning. We have the experience and the network to help with protecting your assets, reducing estate tax exposure, and transitioning wealth to future generations. We will coordinate with your tax and legal professionals, as well as the firm’s staff, who are highly experienced in handling trusts.
Lending solutions. Borrow wisely, the way you want it. Whether you need securities-backed lending, a mortgage or tailored credit solutions, we provide options for your unique situation.
Insurance consulting and review. We offer insurance strategies as a way to help protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries.
Philanthropic consulting. We’ll work with you and family members to provide education on philanthropy and practical solutions for the next generation. Our advice addresses tax-efficient investment strategies, your current charitable goals and contributions, and access to local organizations.

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

You. Your life’s goals. Our commitment.

Pursuing your goals together

Robert Zeiger

David Tannenbaum

Edward Tannenbaum

David Justman

Rose Faranal

Cynthia Jabr