Financial planning tailored to your goals

2022 Team Photo

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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    With over 20 years of experience , 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.During his tenure at Deutsche Bank; he covered numerous public companies offering advisory services to corporations and executives. Jesse joined UBS as a Senior Vice President in early  2009. 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, and an avid motorcycle rider. He enjoys welding and playing the marimba. Jesse 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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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
    • Corporate Stock Benefit Consultant
    • Senior Portfolio Manager
    • Private Wealth Advisor
    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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is 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, 2022The 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
    • Certified Equity Professional
    • Corporate Stock Benefit Consultant
    1999 Avenue of the Stars
    36th Floor
    Los Angeles, CA 90067
  • Emily Van Hoorickx Profile Photo

    Emily Van Hoorickx

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
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    Emily W. Van Hoorickx has focused on equity compensation programs and financial planning for over 30 years. She is a Certified Financial Planner (CFP), Certified Equity Professional (CEP), and one of the select few advisors with a designation of Wealth Advisor. Additionally, she is a Corporate Services Financial Advisor, Corporate Stock Benefit Consultant, and a member of the Equity Plan Advisory Services (EPAS) group. Emily maintains licenses for multiple financial instruments and securities registration in all 50 states.

    Emily leads a team that is dedicated to helping individuals develop and maintain a comprehensive wealth management plan, as well as working with corporations wishing to enhance the delivery of employee benefit plans. 

    In addition to her financial background, Emily's education includes a degree from the University of California at Berkeley, and has studied in Turnhout, Belgium and Oxford, England.  She is a founding member of both the National Association of Stock Plan Professionals (NASPP), The Global Equity Organization (GEO).  She is a two-time past-president of the Silicon Valley Chapter of NASPP and has also served as the Chair of Santa Clara University’s Certified Equity Professionals Institute (CEPI) twice. Emily has been married for over 30 years and her daughter now also works with the team. 

    • Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
    • Barron's Top 1,000 Financial Advisors, 2009, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Women Advisors, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • University of California at Berkeley
    • Certified Equity Professional
    • CERTIFIED FINANCIAL PLANNER™
    50 West San Fernando Street
    8th Floor
    San Jose, CA 95113
  • Robert Cruz

    Robert Cruz

    Financial Advisor

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    • MI
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    • NC
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    • UT
    • VA
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    Robert delivers a comprehensive wealth management experience by focusing on detailed financial and estate planning, portfolio management and wealth transfer strategies. He works closely with UBS specialists, tax advisors and estate attorneys to help clients achieve their defined goals and objectives. Robert has been in wealth management since 2009 and joined UBS Financial Services in February 2013. Prior to UBS, Robert worked for Wells Fargo Advisors.

    Raised in Sun Valley, Idaho, Robert moved to Los Angeles to pursue his passion for wealth management. He received his B.S. in Finance from California State University, Northridge. Robert currently lives in Pasadena with his family. He can be found spending his spare time volunteering, traveling and maintaining an overall active lifestyle by practicing Krav Maga, snowboarding, hiking and occasionally playing squash.

          251 South Lake Avenue
          10th Floor
          Pasadena, CA 91101
        • Madeline Van Hoorickx Profile Photo

          Madeline Van Hoorickx

          Financial Advisor

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          • IN
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          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
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          • NJ
          • NM
          • NV
          • NY
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          • OR
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          Madeline Van Hoorickx has been with UBS for four years, starting at the Silicon Valley Investment Group as a junior member of the team. She went on to work as a Financial Advisor at UBS' headquarters in Weehawken, NJ where she received formal training for three years before rejoining our team in San Jose as a Wealth Strategy Associate.  Madeline focuses on incorporating equity compensation into financial planning and investment management. In addition to being a Financial Advisor, Madeline is a Corporate Stock Benefit Consultant and holds here Chartered Retirement Planning Counselor (CRPC®) designation. She is currently pursuing her Certified Equity Professional (CEP) and Certified Financial Planner (CFP®) designations.

          Madeline graduated from the University of Redlands with a B.S. in Business Administration and a B.A. in Economics where she swam competitively and was involved with Rotary, the Redlands Student Investment Fund, and the Omicron Delta Epsilon Honor Society for Economics.

            • University of Redlands, B.S. Business Administration, B.A. Economics
            • Chartered Retirement Planning Counselor℠
            • Corporate Stock Benefit Consultant
            50 West San Fernando Street
            8th Floor
            San Jose, CA 95113

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

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          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

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