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$3.9 trillion
In invested assets globally
As of 12/31/2022
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Senior Vice President–Wealth Management
Dane works closely with tech entrepreneurs, family offices, and entertainment clientele. He provides clients guidance on how best to reduce concentrated equity positions and structure strategic asset allocations that align with personal and family goals. My objective as a trusted advisor is to take a holistic approach incorporating liability management and estate planning, along with tax optimization to provide thoughtful advice and solutions.
Prior to joining UBS, he spent two years with Morgan Stanley. Dane attended Loyola Marymount University, majoring in International Finance and Art History. He is a Los Angeles native and currently resides in Santa Monica with his wife and son.
CA Insurance License 0G63990
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Vice President–Wealth Management
Dane works closely with tech entrepreneurs, family offices, and entertainment clientele. He provides clients guidance on how best to reduce concentrated equity positions and structure strategic asset allocations that align with personal and family goals. My objective as a trusted advisor is to take a holistic approach incorporating liability management and estate planning, along with tax optimization to provide thoughtful advice and solutions.
Prior to joining UBS, he spent two years with Morgan Stanley. Dane attended Loyola Marymount University, majoring in International Finance and Art History. He is a Los Angeles native and currently resides in Santa Monica with his wife and son.
CA Insurance License 0G63990
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
