Financial planning tailored to your goals

Two people distant

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, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • 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
    jesse.amarillas@ubs.com
    Jesse Amarillas, FOC
    2000 Avenue of the Stars,Los Angeles,CA,90067
  • Alex Chivarsky Profile Photo

    Alex Chivarsky, CEP®, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • 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 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.
    • Forbes 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.

    • 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
    alex.chivarsky@ubs.com
    Alex Chivarsky, CEP®, FOC
    2000 Avenue of the Stars,Los Angeles,CA,90067
  • Michael Mckenzie B&W

    Michael Mckenzie

    Director

    Financial Advisor

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    • 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
        michael.mckenzie@ubs.com
        Michael Mckenzie
        1999 Avenue of the Stars,Los Angeles,CA,90067
      • Ron Costa

        Ron Costa

        Wealth Strategy Associate

        Equity Compensation Associate

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        • 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

        Ron joined the team as a Corporate Stock Benefit Analyst, bringing a unique set of skills and experiences to the role with his track record of success in real estate.

        With a commitment to excellence and a desire to continue growing professionally, Ron has now taken on a new challenge in the finance industry. As a member of the Corporate Financial Group, he is responsible for providing top-notch service to our clients, helping them navigate the complexities of the financial world and achieve their goals. His experience in real estate has given him a keen understanding of the importance of building strong relationships with clients and delivering exceptional service.

        Ron has obtained his Series 7, Series 66, Life, Accident & Health Insurance licenses and has recently achieved the Equity Compensation Associate designation. He is currently pursuing the Certified Equity Professional designation.

        Ron is an avid lover of the outdoors, enjoying activities like hiking and camping. When the weather is not cooperating, he can be found watching his favorite television shows with his Alaskan Klee Kai, Kygo.

          • 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
          ronald.costa@ubs.com
          Ron Costa
          2000 Avenue of the Stars,Los Angeles,CA,90067
        • Ivanna Alcantara

          Ivanna Alcantara

          Client Associate

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            Meet Ivanna Alcantara, a talented and ambitious young professional who has recently made a career transition from public relations to finance.

            After earning her Bachelor's degree in Economics and Political Science from Loyola Marymount University, Ivanna began her career in the PR industry. She has experience in developing and executing strategic communication plans, managing media relations, and building strong relationships with clients. However, Ivanna was eager for a new challenge and an opportunity to explore her interest in finance. Drawing on her analytical skills and natural aptitude for numbers, she decided to pivot her career and take on a new role in finance.

            Today, Ivanna is thriving in her new career, where she is using her skills and experience to excel as a financial professional. Her commitment to excellence and dedication to serving clients make her an asset to our team.

              • Loyola Marymount University, B.S. in Economics
                2000 Avenue of the Stars
                7th. Floor North
                Los Angeles, CA 90067
                ivanna.alcantara@ubs.com
                Ivanna Alcantara
                2000 Avenue of the Stars,Los Angeles,CA,90067
              • Michelle Zyman

                Michelle Zyman

                Client Associate

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                  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
                      michelle.zyman@ubs.com
                      Michelle Zyman
                      2000 Avenue of the Stars,Los Angeles,CA,90067

                    Private Wealth Management

                    As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                    Advising corporate executives

                    Advising corporate executives

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                    Retirement planning

                    Portfolio management

                    Portfolio management

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                    Workplace Wealth Solutions

                    Creating a truly rewarding workplace

                    Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

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