Experience

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

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.

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.