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$2.8 trillion
In invested assets globally
As of 06/30/2022
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 entertainment clients, tech entrepreneurs and individuals that have had liquidity events. He provides guidance on how best to reduce concentrated positions and structure strategic asset allocations that align with personal and family goals. His 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, Dane spent two years with Morgan Stanley Smith Barney. Dane attended Loyola Marymount University, majoring in International Finance and Art History. He is a Los Angeles native and he currently resides in Venice Beach.
Senior Vice President–Wealth Management
Dane works closely with entertainment clients, tech entrepreneurs and individuals that have had liquidity events. He provides guidance on how best to reduce concentrated positions and structure strategic asset allocations that align with personal and family goals. His 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, Dane spent two years with Morgan Stanley Smith Barney. Dane attended Loyola Marymount University, majoring in International Finance and Art History. He is a Los Angeles native and he currently resides in Venice Beach.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
