Wealth advice for your life's goals

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Ira started in the financial services industry in 1982 and has been with UBS Financial Services Inc. since 2007.

Ira is very active in the community and serves on the boards of the Bakersfield Symphony Orchestra and Bakersfield North Rotary. Ira is interested in health and fitness and has been a daily exerciser his entire life. Ira and his wife Carole live in Bakersfield and have 3 grown children and 8 grandchildren.

Professional Experience:

• UBS Financial Services Inc. - Financial Advisor, Bakersfield, CA - May 2007 - Present
• Ira S. Cohen, Inc. - Investment Advisor, Bakersfield, CA - 1982 - May 2007

Education:

• B.A., University of Wisconsin, Madison, WI

• University of Wisconsin, Madison, WI, B.A.

• AZ
• CA
• CO
• DC
• FL
• ID
• IL
• IN
• MT
• NC
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• OH
• OK
• OR
• TN
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• WA
• WI
• WY

Jason has worked in the financial services industry since 2000 and has been with UBS since 2007.

Jason is very active in the community. He has served on the Boards of the Boys and Girls Clubs of Kern County as well as their Foundation and Legacy Board, the Ronald McDonald House at Memorial Hospital, Memorial Hospital Foundation, West Rotary, The Laurne Stroope/West Rotary Foundation and Stockdale Country Club’s Board of Directors. Jason enjoys spending time with his family and friends. He has four children.

Professional Experience

• UBS Financial Services Inc. - Financial Advisor, Bakersfield, CA - May 2007 - Present
• Ira S. Cohen, Inc - Investment Advisor, Bakersfield, CA - December 2000 - May 2007

Education:

• B.A., Colorado State University, Fort Collins, CO

• Colorado State University, Fort Collins, CO, B.A.

• AZ
• CA
• CO
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• WY

Shane Bryan is a proud Bakersfield native, born and raised in Kern County. Shane earned his B.A. in Political Science and Economics from California State University, Bakersfield, before launching his career in wealth management.

Shane began his career at Morgan Stanley in 2012 and has since gained extensive experience across both independent and institutional wealth management. In July 2022, he joined UBS, where he continues to provide strategic financial guidance to clients. He is a Certified Financial Planner™ (CFP®), demonstrating his commitment to comprehensive financial planning and client-focused service.

Beyond his professional work, Shane is deeply involved in the local community. He is married with two children and actively supports various philanthropic initiatives. In 2019, he was honored as “Kern County Man of the Year” by the Leukemia & Lymphoma Society – Central Chapter for his outstanding contributions to their mission.

• CA
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• TX

Petar is a Financial Advisor who started his career with UBS in 2015. He helps clients navigate complex financial decisions through personalized investment strategies and wealth management planning. He begins each client relationship by understanding their unique goals, analyzing their existing portfolios, and offering tax-efficient recommendations designed to align their investments with long-term objectives. Petar actively manages portfolios, conducts ongoing performance reviews, and continuously evaluates new investment opportunities. With a deep understanding of UBS’s comprehensive resources, Petar also advises clients on lending strategies, including portfolio and real estate lending solutions, to support their broader financial needs.

He graduated with honors from Loyola Marymount University with a B.A. in Finance and played on the men’s Division I soccer team. Petar was born and raised in Fresno, California, where his family owns and manages a vineyard. He is an avid tennis and soccer player and enjoys boating, skiing, wine making and traveling.

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Chris has been in the financial services industry since 2005 and has been with UBS Financial Services Inc. and The Cohen Group since 2013.

Chris is a native of Bakersfield with strong ties to the community. Chris is active with the Bakersfield Youth Lacrosse, Keep Kern Beautiful, Boy Scout Troop 125, Rotary Club of Taft, and Taft Union High School Oil Tech Academy. Chris also coaches youth lacrosse and baseball. Chris enjoys spending his weekends with family, cycling, and traveling. Chris and his wife Michelle live in Bakersfield and have 2 young children.

Professional Experience:

• UBS Financial Services Inc. - Financial Advisor, Bakersfield, CA - November 2013 - Present
• Morgan Stanley - Financial Advisor, Bakersfield, CA - August 2007 - October 2013

Education:

• B.S., Concordia University, Irvine, CA
• A.A., Taft College, Taft, CA

• Concordia University, Irvine, CA, B.S.
• Taft College, Taft, CA, A.A.

• CA

Cori has worked in the financial services industry since 2005 and has been with UBS since 2007.

Cori handles many of the day-to-day operations for the team and strives to provide the highest quality of client service. Cori enjoys volunteering, spending time with her family, and traveling. 

Professional Experience:

• UBS Financial Services Inc. - Senior Registered Client Service Associate, Bakersfield, CA - May 2007 - Present
• Ira S. Cohen, Inc. - Executive Assistant, Bakersfield, CA - April 2005 - May 2007

• California Sate University Bakersfield, B.S.
• Bakersfield College, A.A.

Romany is a talented and ambitious young professional who enjoys expanding her knowledge in the financial industry.

After earning her Bachelor’s degree in business administration with a  concentration in finance from Cal State Bakersfield she joined The Cohen Group. She is skilled at creating a welcoming, relaxed atmosphere for clients, making them feel at ease from the moment they connect. Whether it’s answering questions or finding the best solutions, she’s here to help.

On her free time she enjoys exercising, trying new cuisines and spending quality time with family.

• California Sate University Bakersfield, B.S.