Experience

Drawing on his 19 years of broad and deep industry experience, Blair provides comprehensive wealth management and investment solutions to a select group of ultra high net worth entrepreneurs, corporate executives, families and foundations. As a dedicated Private Wealth Advisor, Blair makes use of the full resources of UBS platforms, global experience and thought leadership to assist his clients in attaining their most important goals. 

Blair strongly believes in philanthropy and uses his near-boundless energy to improve the lives of at-risk youth through board of director roles in organizations such as the San Diego County YMCA, the Monarch School for children affected by homelessness, and the San Diego Human Trafficking Prevention Collective. He has raised more than $1 million for at-risk youth by swimming the Catalina Channel, circumnavigating Manhattan, and completing a world record-setting 228-mile relay swim from Santa Barbara to San Diego. An accomplished NCAA Division I swimmer, Blair is also a five-time Ironman triathlete and has competed twice in the Ironman World Championship in Kona, HI. He lives with his wife and two children in Solana Beach, CA

For over 30 years Dan has helped a select clientele improve their lives and create legacies that matter. Dan works closely with UBS specialists, money managers, tax advisors and estate attorneys to help clients reach their defined goals and objectives.  Dan began his career at IBM and entered the investment industry in 1986.  He  was associated with Kidder, Peabody & Co. prior to its merger with UBS Financial. 

Dan is a Summa Cum Laude graduate of the Marshall School of Business at the University of Southern California.  He holds a Bachelor degree in Business Administration with an emphasis in Finance and Venture Management.  He received his Certified Investment Management Analyst® (CIMA®) designation from UC Berkeley's Haas School of Business.  Additionally, Dan is one of approximately 2,400 individuals worldwide who has attained a Certified Private Wealth Advisor® (CPWA®) designation.

Dan enjoys skiing, tennis, hiking and occasional pride-destroying golf. Dan and his wife Pamela have been married for thirty four years and have three married daughters: Megan, Lauren, and Taryn, and two grandchildren: Ryan and Reagan. 

CA Insurance License #0A38519

Chris Marsh has served in a variety of roles across the US and International Wealth Management businesses since joining the firm in 1999, working with advisor teams to serve clients across the Asia Pacific, Switzerland, Europe and the United States. He has had the opportunity to work on strategies for growing the global business and creating solutions for unique client situations using UBS’s global resources.

Chris’s prior experience, including roles in technology, business development, consulting, and as a business coach, has given him insights into what those growing fastest do differently, despite the uncertainty of financial markets. Chris’s passion lies in helping to create solutions for multi-generational families, planning for their future, often including their businesses, endowments, or foundations. “I find it extremely rewarding to connect colleagues and clients with experts and solutions from around the world. When something is important to our clients, and is the right thing to do, we can find a way to help them accomplish it.”

Chris holds FINRA Series 3, 7, 9, 10, and 66 securities licenses, as well as a California Insurance License, most recently receiving the Certified Exit Planning Advisor (CEPA) designation. Chris earned a Bachelor of Science degree in Finance and MIS at the University of Virginia.

Chris and his wife, Malinda, have three sons: Sean Michael, Danny and Xavier. They enjoy participating in many cultural and philanthropic organizations throughout San Diego, as well as with Boy Scouts and many children’s sports.

California Insurance License #0H66251

A Private Wealth Advisor at UBS with more than 20 years of experience in the financial services industry, Dustin has a passion for excellence in wealth management. Working with a select group of ultra high net worth individuals, companies, entrepreneurs and executives, Dustin is able to deeply focus on each client’s unique priorities. His significant experience gives him insights into how best to optimize investment portfolios for present and legacy goals through customized plans and strategies to achieve present and legacy goals.

By drawing on the vast global resources available at UBS, Dustin helps clients with a wide range of wealth planning needs, including cash flow management and lending; balance sheet optimization; insurance planning; income tax strategies; retirement planning advice; estate plan recommendations; charitable planning; and executive compensation advice.

A resident of Rancho Santa Fe, CA, Dustin enjoys spending time with his wife and two children, while still making time for exercise and an occasional game of golf.

“We take pride in creating comprehensive financial plans that coordinate investment portfolios with life goals to help ensure that short and long-term objectives are continually met.”

Rachel is the team’s lead support person and the primary contact for the daily needs of our clients. She collaborates with members of the team to enhance client relationships and helps to ensure that every day we are providing the highest level of service possible. Rachel leverages her extensive experience and knowledge of the securities industry to assist with the development and management of all business activities and initiatives.   

Rachel joined the team at the end of 2018 and while new to the firm, she has significant experience in investment management and banking with earlier roles as diverse as product manager, wealth associate, and department manager of trading.

Rachel holds FINRA Series 7 and 63 licenses. She attended the University of Oregon after being awarded a four-year Presidential Scholarship and graduated a member of the Phi Beta Kappa Honor Society for academic performance. 

Passionate about the importance of early childhood education, Rachel spent the last decade teaching advanced reading and math as a volunteer at Skyline Elementary School. In her spare time, she enjoys traveling, skiing, running, and spending time with her son and two dogs. 

As a highly organized and resourceful Team Administrator, Kathleen has a strong background in providing operational support.  She ensures smooth daily operations while supporting the strategic goals of our team. With proven ability to manage administrative tasks, streamline processes and coordinate team activities, she serves as a vital point of contact and is central for maintaining the efficiency of day-to-day client support.

Kathleen began her financial services career in 1994 with UBS Financial Services Inc. in Long Beach and Newport Beach, CA, where she served as a Senior Registered Client Service Associate for over 12 years. Kathleen then advanced to roles with a prominent advisory team in Long Beach, where she worked for an additional 18 years. With more than 30 years of experience, she has served as a Relationship Manager and Institutional Consultant, specializing in administrative support for clients and advisors.

Kathleen holds an associate’s degree in arts from Orange Coast College and pursued studies in fine arts and graphic design at California State University, Long Beach. She holds Series 7 and 66 licenses and is also a Notary Public.

Outside of work, Kathleen enjoys traveling, attending baseball and football games, and spending quality time with her two sons, family, and friends

Andy is a Wealth Strategy Associate for Coastal Advisors. He primarily assist with the portfolio reporting, research, analysis, and client philanthropy. Andy is Series 7 and Series 66 licensed and is a CFA charterholder.

Andy attended San Diego State University, where he received a Bachelor’s Degree in Finance. Prior to joining UBS, Andy was a senior analyst at StepStone Group, a global private markets advisory firm in La Jolla.

In his free time, Andy enjoys sailing, traveling and rooting for Los Angeles sports teams.

CA Insurance License #0K33011

John is a Wealth Strategy Associate for Coastal Advisors. He primarily assists with financial planning, business development and client service. John is Series 7 and Series 66 licensed and is a CFA level 2 candidate. 

John attended Azusa Pacific University, where he received a Bachelor’s degree in Economics with Magna Cum Laude honors and was a member of their football team. Prior to joining our team, he interned for a UBS wealth management team in Orange County.

 In his down-time, John enjoys participating in CrossFit, golfing and rooting for the Los Angeles Chargers.

Cassie dedicates herself to building and maintaining long-lasting client relationships through her professionalism, reliability, and exceptional attention to detail. Her expertise lies in mathematical reasoning, managing account transactions, and ensuring seamless communication between clients and the UBS team. Although having recently joined UBS in 2022, Cassie has a deep understanding of financial concepts and products, allowing her to overcome challenges and exceed client expectations.

Cassie holds FINRA Series 7 and 66 licenses. She attended San Diego State University where she received her BASc with Honors in Statistics, Emphasis in Actuarial Science. In her spare time, she enjoys volunteering, hiking, and playing Volo sports.

Sydney Jang is a dedicated Client Service Associate who is passionate about providing best-in-class service for clients. Sydney works diligently to respond to client needs and requests, serving as a central point of contact. With a strong interest in wealth management sparked by an internship with UBS, Sydney understands the importance of building strong client relationships to create customized portfolios.

Recently graduated from University of California San Diego earning a BS in Business Economics, Sydney has a background in economic reasoning, financial concepts, and client relations allowing her to dig into the details and assist clients with day-to-day needs. Sydney's goal is to ensure a seamless experience in every interaction with the firm.  Sydney is also a Certified Associate in Project Management (CAPM) with Project Management Institute.

Outside of work, Sydney enjoys basketball, surfing, cooking, and traveling.