Insight-based advice

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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.

  • Jesse Amarillas Profile Photo

    Jesse Amarillas

    Managing Director–Wealth Management

    Financial Advisor

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    Jesse is uniquely positioned to help corporations manage the complexities of equity compensation plan administration by providing flexible service levels, employee education, and a robust suite of administrative tools and solutions. His highly experienced team also provides a gamut of executive services including 10B5-1 trading plans, Rule 144, and cashless stock option exercise and sales. Jesse joined UBS as a Senior Vice President in early  2009.  A tenured veteran at Deutsche Bank ; he covered numerous public companies offering advisory services to corporations and executives.  As a Senior Portfolio manager at UBS, he manages several equity and fixed income portfolios for private clients. Jesse, a black belt in Shaolin Kempo , is an experienced helicopter pilot, an avid motorcycle rider who enjoys playing the marimba. He is a graduate of the University of California at Los Angeles (UCLA), where he earned degrees in biology and economics.

    • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.

    • University of California at Los Angeles, Biology and Economics
      1999 Avenue of the Stars
      36th Floor
      Los Angeles, CA 90067
    • Alex Chivarsky Profile Photo

      Alex Rene Chivarsky

      Senior Vice President–Wealth Management

      Financial Advisor

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      Alex Chivarsky is a Financial Advisor for UBS in Century City. Alex and his team are well known as a valuable resource for corporate executives and have a deep understanding of the opportunities and challenges that they face. Alex started his career with UBS in early 2006 as an Investment and Portfolio Analyst specializing in Managed Accounts, Structured Solutions and Alternative Investments. Alex earned his degree in Political Science with an emphasis in Political Theory and Philosophy from the University of California at Los Angeles (UCLA) and has earned the Certified Equity Professional (CEP) Designation through the Certified Equity Professional Institute at the Leavey School of Business at Santa Clara University. Alex was born in Hamburg, Germany and has been living in the United States since 1986. Alex is a classically trained concert pianist , enjoys motorsports and tennis.

      • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2019, 2020, 2021The 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, 2020, 2021, 2022, 2023The 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.

      • University of California at Los Angeles, Political Science with an emphasis in Political Theory and Philosophy
        1999 Avenue of the Stars
        36th Floor
        Los Angeles, CA 90067
      • Michael Mckenzie B&W

        Michael Mckenzie

        Director

        Financial Advisor

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        Michael has been partnering with clients for 23 years to find solutions for their families’ needs. After graduating from UCLA in 2000 with a degree in Economics, Michael began his career in the industry at PaineWebber working in Operations to learn how its business was run and how to lead a team of professionals of up to 200 direct reports. He has spent most of his 23-year financial services career in the Los Angeles area with UBS Financial Services Inc., teaming with advisors and clients to find innovative solutions for their investment, planning, and service needs.

        Michael currently holds his FINRA Series 7, 66, 9 & 10, Health, Accident and Life Insurances licenses. He recently attained his Executive MBA from Loyola Marymount University in May of 2023 to further serve his C-suite clients and their needs.

        He is involved in the community partnering with The Los Angeles Urban League, The Fulfillment Fund, LA Works, and The Boys and Girls Club helping young leaders in underserved communities gain access to financial acumen, business, and life skills. He enjoys outdoor activities with his family, including soccer, volleyball, hiking, and attending concerts and sporting events.

          • Loyola Marymount University, Executive Master of Business Administration
            1999 Avenue of the Stars
            36th Floor
            Los Angeles, CA 90067
          • Ron Costa

            Ron Costa

            Wealth Strategy Associate

            Equity Compensation Associate

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              • University of California at Riverside, B.S. in Biochemistry with an emphasis in Medical Sciences
              • Equity Compensation Associate
              • Corporate Stock Benefit Analyst
              1999 Avenue of the Stars
              36th Floor
              Los Angeles, CA 90067
            • Ivanna Alcantara

              Ivanna Alcantara

              Client Associate

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                  • Loyola Marymount University, B.S. in Economics
                    1999 Avenue of the Stars
                    36th Floor
                    Los Angeles, CA 90067

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