Experience

Over his 30 years in financial services, Robert Stringer has worked across various Wall Street firms such as Smith Barney, Oppenheimer & Co., Morgan Stanley and eventually joining UBS in 2015.  Prior to his career in financial services, Robert worked as an engineer/producer in the music industry, working alongside several marquee bands including the Eagles, Cat Stevens and Rick Danko.

Robert and his wife live in Sherman Oaks and have two sons, one who is a recent graduate of American Jewish University and the other finishing up his senior year at Tulane University.  The family enjoys traveling together to adventurous corners of the world and Robert is a wine enthusiast. 

Senior Vice President at Titan Partners, Glen Titan, has dedicated his entire career to helping people take control of their financial lives. A seasoned Wealth Manager and Senior Portfolio Manager with decades of expertise, Glen views his role as one of providing service and mentorship. He is dedicated to collaborating with clients to develop a vision for their financial future, and then coaching them to work on their plan through all cycles of the economy, from market highs to times of uncertainty.

A rational optimist who values the big picture over short-term gains, Glen strives to help clients lead lives of significance. Whether he’s protecting a family after a premature death, providing worry-free retirements, safeguarding assets during times of sickness or providing a lasting legacy for the next generation, Glen is a steadying force who keeps clients moving forward with purpose. He says that a good Financial Plan “insures against what can go wrong in order to acquire the luxury of investing for what can go right.”

Prior to UBS, Glen started his brokerage career at Drexel Burnham and then worked at PaineWebber in 1999 where he opened the first retail investment office in Southern California for Chase Manhattan Investment Services in 1991. A graduate of State University of New York at Albany with a BS in accounting, he started his career as a CPA at Coopers & Lybrand, where he performed audits of Wall Street firms LF Rothschild and Drexel Burnham.

Outside of work, Glen volunteers as a trustee of the Craft Contemporary Museum in Los Angeles and has served on the Board of Directors of the Friends of the Junior Arts Center for over 20 years. A lifelong Triathlete, he has competed in more than 200 races, including two Ironmans, 14 Escape from Alcatraz triathlons and nine New York City marathons. An avid adventure traveler, Glen has chased the Tour de France through the French Alps on his bicycle, fished for piranhas in the Amazon and swam with great white sharks.

Ryan began his financial services career in 1999 with Oppenheimer & Co.  While attending UCLA as an undergraduate, Ryan started as an intern at Oppenheimer & Co., accepting a full time position after graduating with a B.A. in Economics.  In 2007, Ryan and his partner Robert Stringer would move from Oppenheimer & Co., to Morgan Stanley.  Ryan and Bob would spend the next 9 years there until they moved to UBS in 2015. 

Outside of the office, Ryan has sat on various boards of local non-profits, and currently sits on the board of the Boys and Girls Club of Venice.  Ryan and his wife Debora live in Venice Beach, California with their son Eli and dog Kayla.  If he's not biking around Venice on the weekends, you will find him on the golf course or playing roller hockey in Santa Monica beach. 

Royce Bergman is used to having real conversations with clients about their lives. When they have a big decision to make or are dealing with a serious issue—financial or otherwise—he’s often the first call they make. It’s an honor that motivates him to help. It also speaks to the trusted relationships the Senior Vice President at Titan Partners has been building at UBS for over a decade.

Royce has over 10 years of experience helping clients prepare for the retirements they want, ensuring their families are secure and educating people about financial responsibility. He also works with corporations to manage corporate benefits, oversees $250 million in 401(k) profit sharing & defined benefit plans and works with employees to leverage their benefits.

What truly differentiates Royce is the service model he delivers. He’s a financial life planner as opposed to an investment manager. That starts with understanding the emotional experiences of his clients and building a plan that helps them lead meaningful lives.

Before joining UBS, Royce spent eight years as an executive in the entertainment industry, where he produced projects for film and TV, including ABC, CBS, HBO, Lifetime and A&E. A major turning point in his life occurred when his father passed away at the age of 50 and Royce took on the responsibility of overseeing his mother’s estate. In 2009, he joined the PHASE ONE Foundation, a non-profit organization that supports early cancer research, where he recently served as a Board Chair. Royce graduated from the University of Florida with a dual major in English and Business Writing. He lives in Los Angeles with his wife Ashleigh and their children, Greyson and Ruby.

Kevin Wilson began his financial services career in 2006, just prior to one of the most tumultuous economic periods on record. Over the past 11 years, he has helped clients manage their wealth some of the most turbulent times in history. Kevin joined UBS in 2015 after 10 years at Oppenheimer & Co.

Kevin emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also helps them with education funding and estate planning. Kevin is FINRA-registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Kevin lives in Sherman Oaks, California with his wife Megan. When he's not working, you will find him on the golf course or skiing in Mammoth.

Sophie joined UBS in 2015 from Morgan Stanley. She began her career in the Financial Industry at Merrill Lynch as an intern, where she was hired as the youngest analyst on the team. Along with assisting Senior Financial Advisors and the Regional Director, she was responsible for writing detailed reports and building financial models on a broad range of companies, in industries of interest for portfolio investments, while monitoring portfolio holdings. She joined Morgan Stanley in 2007 as a portfolio associate where she started working with Bob Stringer and Ryan Cheng as well as assisting management in training new hires.

Sophie graduated from the University of Southern California and holds a Bachelor of Science in Business Administration with an emphasis in Finance. She and her husband Eric enjoy traveling, wine and food. Sophie is fluent in Mandarin.

Sunny began her financial services career at Oppenheimer & Co. in 2000. She started on the operations side of the business, eventually transitioning to the client service side, supporting Kevin Wilson and his clients. In 2015, Sunny joined UBS. Outside of the office, Sunny keeps busy shuttling her son Myles from football practice to football games. Myles plays for San Diego State University and has a very promising football career ahead of him.

Carolyn joined UBS in 2021, prior she worked for a tech startup, Bambino, wearing all hats, including helping to raise money and launch the app. She has spent many years in client service roles while living in Dallas and Boston, working for Omnicom Media, Fidelity Investments, and Northeastern University. Carolyn has an in-depth understanding of all facets of account/client management and engagement, project management and marketing.