Global Access. Boutique Solutions.

Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Josh Cummins UBS

    Josh Cummins, CFA®

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • HI
    • IN
    • ME
    • NC
    • NV
    • NY
    • OR
    • TX

    Josh serves as Managing Director and Senior Portfolio Manager with over 25 years of experience in the wealth management industry. He specializes in addressing the complex needs of ultra-high-net-worth clients, providing comprehensive guidance across financial planning, asset allocation, and portfolio management. Josh works closely with accomplished entrepreneurs, entertainment professionals, and affluent families. His passion is to empower clients to live purposeful lives through the stewardship of their wealth.

    Before joining UBS, Josh held significant roles in Wealth Management at Merrill Lynch, Credit Suisse, and Donaldson, Lufkin & Jenrette. He is a Chartered Financial Analyst® and a member of the Los Angeles Society of Financial Analysts. Josh earned his MBA from Columbia University's Graduate School of Business and a degree in Business Administration from Pepperdine University. Forbes recognized him on the Best-in-State Wealth Advisors list for 2022-2024.

    Outside of his professional pursuits, Josh enjoys adventure travel, mountaineering, running, sushi, and fine wine. He resides in Westlake Village with his wife, Kristen, and they have three adult children—Kylie, Jake, and Caitlin.

    California Insurance License #0G94322

      • Columbia University, MBA
      • Pepperdine University, BS
      • Senior Portfolio Manager
      • Chartered Financial Analyst
      Financial planning
      Custom portfolios
      Business owners
      Professional entertainers
      Estate planning strategies
      Alternative investments
      Philanthropy
      Securities-backed lending
      3011 Townsgate Road
      Suite 300
      Westlake Village, CA 91361
      josh.cummins@ubs.com
      Josh Cummins, CFA®
      3011 Townsgate Road ,Westlake Village,CA,91361
    • Megan Lermer UBS

      Megan Lermer

      Team Administrator

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      • CA
      • CO
      • CT
      • HI
      • ME
      • NC
      • NY
      • OR
      • TX

      Megan serves as a registered Client Associate and Lead Team Administrator at Cummins Wealth Management. She is dedicated to building deep client relationships while actively managing the operational details of every financial need. With more than 25 years in wealth management, Megan holds Series 7 and 63 licenses. Prior to joining UBS Private Wealth Management, she distinguished herself at both Morgan Stanley and Stifel.

      Originally from the East Coast, Megan has resided in the Los Angeles area since 2003. She is a proud mother of three, including a teenage daughter and two college-aged sons.

            3011 Townsgate Road
            Suite 300, 3rd Floor
            Westlake Village / T, CA 91361
            megan.lermer@ubs.com
            Megan Lermer
            3011 Townsgate Road,Westlake Village / T,CA,91361
          • Juliana Barba UBS

            Juliana Barba

            Wealth Strategy Associate

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • HI
            • ID
            • IL
            • IN
            • MA
            • ME
            • MI
            • MO
            • MT
            • NC
            • NJ
            • NV
            • NY
            • OR
            • RI
            • TN
            • TX
            • WA
            • WI

            Juliana serves as a Wealth Strategy Associate for Cummins Wealth Management, where she assists in supporting financial planning, strategic analysis, and client servicing. In this role, she helps drive tailored strategies to support client needs.

            Prior to joining the team, Juliana grew her passion for wealth management as a Client Service Associate. She also has experience in the real estate sector, specializing in sales, client relations, and market analysis. Juliana holds a Bachelor of Science in Business Administration with a concentration in Financial Analysis from California State University Northridge. She is licensed with Series 7 and Series 66 credentials, along with a California Insurance License (#4434882).

            A lifelong resident of Los Angeles, Juliana enjoys outdoor pursuits, running, and spending quality time with her family.

                  222 East Carrillo Street
                  Suite 106
                  Santa Barbara, CA 93101
                  juliana.barba@ubs.com
                  Juliana Barba
                  222 East Carrillo Street,Santa Barbara,CA,93101

                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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                Turn possibilities into a plan

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                Maximize your potential wealth

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $7 trn

                UBS Group invested assets
                As of 12/31/2025

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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