Experience

Josh is a Managing Director and Senior Portfolio Manager with 25 years of experience in the wealth management industry. His focus is on serving the complex, holistic needs of ultra-high-net-worth clients. Josh advises on all aspects of goals-based wealth management, including financial planning, asset allocation and portfolio management. Working with successful entrepreneurs, entertainers, and wealthy families, his passion is to empower clients to live purposeful lives through the stewardship of their wealth. 

Prior to joining UBS, Josh worked in Wealth Management at Merrill Lynch, Credit Suisse and Donaldson, Lufkin & Jenrette. He holds the Chartered Financial Analyst® designation and is a member of the Los Angeles Society of Financial Analysts. Josh completed his BA in Business Administration from Pepperdine University and earned his MBA from the Graduate School of Business at Columbia University. He has been recognized by Forbes on the Best-in-State Wealth Advisors list from 2022-2024. Josh enjoys adventure travel, mountaineering, running, great sushi, and fine wine. He resides in Westlake Village with his wife, Kristen. They have three adult children, Kylie, Jake and Caitlin. 

Megan is a registered client associate and the lead team administrator for Cummins Wealth Management. She has worked in the financial services industry for over 25 years and holds Series 7 and 63 licenses. Prior to joining UBS Private Wealth Management, Megan experienced notable success at Morgan Stanley and Stifel. She enjoys proactively engaging high net worth clientele, deepening client relationships, and serving as her team’s lead trader. Originally from the east coast, Megan has been a resident of the Los Angeles area since 2003. She is a dedicated mother of three, including a teenage daughter and two college-aged sons.