Financial planning tailored to your goals

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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 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, 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, 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 Chivarsky, CEP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    • CA
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    • DC
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    • HI
    • IA
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    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
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    • NC
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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 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
    • Certified Equity Professional
    • Corporate Stock Benefit Consultant
    1999 Avenue of the Stars
    36th Floor
    Los Angeles, CA 90067
  • Michael Mckenzie B&W

    Michael Mckenzie

    Director

    Financial Advisor

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    • AK
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    • DC
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    • GA
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    • IA
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    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
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    • OR
    • PA
    • RI
    • SC
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    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

        Ron Costa

        Wealth Strategy Associate

        Equity Compensation Associate

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        • AK
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        • 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
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        • TN
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        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

        Ron has recently 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
          1999 Avenue of the Stars
          36th Floor
          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, Executive Master of Business Administration
                1999 Avenue of the Stars
                36th Floor
                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.

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              Exceptional financial strength and stability

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              UBS to acquire Credit Suisse

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              UBS Sports & Entertainment

              When incredible financial opportunities come your way

              Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

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              UBS is a world-leading wealth manager

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