Global Access. Boutique Solutions.

Private Wealth Management

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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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, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
After a decade long career at Deutsche Bank, Jesse, a Managing Director and Private Wealth Advisor, joined UBS in 2009. He understands that clients with significant wealth demand solutions that encompass a wide range of breadth and expertise. Jesse consistently delivers for the individuals and families he represents . His team is focused on goals based financial planning and money management. He leads the planning execution and implementation with his designation as a Senior Portfolio Manager, which allows him to manage both equity and fixed income portfolios on discretion.

For over 25 years, Jesse has a specific focus on servicing publicly-traded companies and its executives. He has earned the designation of Corporate Stock Benefit Consultant, which better positions him to help corporations manage the complexities of equity compensation plan administration by providing flexible service levels, 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.

He has also received the Family Office Consultant designation (FOC), which highlights his dedication and success in servicing large and complex clients with a minimum net worth of $100 million across their business structures.

Jesse, a black belt in Shaolin Kempo, is an experienced helicopter pilot, and an avid motorcycle rider. He enjoys welding, horseback riding and 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, 2023, 2024The 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
- Private Wealth Advisor
- Family Office Consultant
- Senior Portfolio Manager
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Alex Chivarsky, CEP®, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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
- Private Wealth Advisor
- Certified Equity Professional
- Family Office Consultant
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Michael Mckenzie

Director

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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

Wealth Strategy Associate

Equity Compensation Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
- University of California at Riverside, B.S. in Biochemistry with an emphasis in Medical Sciences
- Equity Compensation Associate
- Corporate Stock Benefit Analyst
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Ivanna Alcantara

Client Associate
View bio
- Loyola Marymount University, B.S. in Economics
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Michelle Zyman

Client Associate
View bio
Michelle Zyman joins Corporate Financial Group as a Client Service Associate bringing with her a unique set of problem-solving skills acquired through her experiences in the technology industry. Michelle has found a new professional challenge in finance and is excited to apply her expertise. Michelle brings a diverse perspective to our team, as she is a Venezuelan native who immigrated to the United States over 10 years ago.

Michelle is a graduate of Boston University’s computer science program. She began her career as a full-stack engineer for a Miami-based startup, where she honed her technical skills. Over time, Michelle shifted her focus towards artificial intelligence, working on developing innovative models to enhance human computer interaction. In addition to her technical roles, Michelle has experience in education. She served as a regional manager for a tech-oriented after school program, allowing her to pursue her passion for mentoring.

She aims to bring a fresh outlook to problem-solving, leveraging artificial intelligence in financial contexts, and connecting with clients to better understand their needs effectively. Michelle is enthusiastic about merging her tech background with finance and looks forward to making meaningful contributions to the team.
- Boston University, B.S. in Computer Science
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Jesse Amarillas, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
After a decade long career at Deutsche Bank, Jesse, a Managing Director and Private Wealth Advisor, joined UBS in 2009. He understands that clients with significant wealth demand solutions that encompass a wide range of breadth and expertise. Jesse consistently delivers for the individuals and families he represents . His team is focused on goals based financial planning and money management. He leads the planning execution and implementation with his designation as a Senior Portfolio Manager, which allows him to manage both equity and fixed income portfolios on discretion.

For over 25 years, Jesse has a specific focus on servicing publicly-traded companies and its executives. He has earned the designation of Corporate Stock Benefit Consultant, which better positions him to help corporations manage the complexities of equity compensation plan administration by providing flexible service levels, 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.

He has also received the Family Office Consultant designation (FOC), which highlights his dedication and success in servicing large and complex clients with a minimum net worth of $100 million across their business structures.

Jesse, a black belt in Shaolin Kempo, is an experienced helicopter pilot, and an avid motorcycle rider. He enjoys welding, horseback riding and 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, 2023, 2024The 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
- Private Wealth Advisor
- Family Office Consultant
- Senior Portfolio Manager
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Alex Chivarsky, CEP®, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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
- Private Wealth Advisor
- Certified Equity Professional
- Family Office Consultant
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Michael Mckenzie

Director

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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

Wealth Strategy Associate

Equity Compensation Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
- University of California at Riverside, B.S. in Biochemistry with an emphasis in Medical Sciences
- Equity Compensation Associate
- Corporate Stock Benefit Analyst
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Ivanna Alcantara

Client Associate
View bio
- Loyola Marymount University, B.S. in Economics
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Michelle Zyman

Client Associate
View bio
Michelle Zyman joins Corporate Financial Group as a Client Service Associate bringing with her a unique set of problem-solving skills acquired through her experiences in the technology industry. Michelle has found a new professional challenge in finance and is excited to apply her expertise. Michelle brings a diverse perspective to our team, as she is a Venezuelan native who immigrated to the United States over 10 years ago.

Michelle is a graduate of Boston University’s computer science program. She began her career as a full-stack engineer for a Miami-based startup, where she honed her technical skills. Over time, Michelle shifted her focus towards artificial intelligence, working on developing innovative models to enhance human computer interaction. In addition to her technical roles, Michelle has experience in education. She served as a regional manager for a tech-oriented after school program, allowing her to pursue her passion for mentoring.

She aims to bring a fresh outlook to problem-solving, leveraging artificial intelligence in financial contexts, and connecting with clients to better understand their needs effectively. Michelle is enthusiastic about merging her tech background with finance and looks forward to making meaningful contributions to the team.
- Boston University, B.S. in Computer Science
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Family Office Consultants

A select group of Private Wealth Advisors have earned the UBS business designation, Family Office Consultant, by demonstrating the knowledge and proficiency to help manage the investment, business, passion and legacy needs of ultra-high net worth families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Family Office Consultants align specific needs to the full suite of UBS capabilities.

The Family Office Consultant

Family Office Consultants (FOCs) are among a select group of Private Wealth Advisors who have earned a UBS business designation demonstrating their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients. Understanding the complexities of intergenerational wealth, FOCs align specific needs to the full suite of UBS capabilities.

Portfolio management

Keeping abreast of the ever-changing global economy and world capital markets is more than a full-time job, particularly in the current environment. The Portfolio Management Program affords us a uniquely effective format with which to manage your invested assets needs on a fully discretionary basis. Our experience tells us that the pitfalls may best be avoided, and the opportunities maximized, through the adoption of a specific, definite and feasible plan in which all available investment options are exhaustively researched and then exploited with the disciplined approach PMP offers.

Senior executives

As a successful executive, you understand the importance of careful and robust planning and the right personal wealth management advice.

Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, we are well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, we can help you enhance and preserve your success, today and for many years to come.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global Access. Boutique Solutions.

Pursuing your goals together

Jesse Amarillas, FOC

Alex Chivarsky, CEP®, FOC

Michael Mckenzie

Ron Costa

Ivanna Alcantara

Michelle Zyman