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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

The Demko Group
  • Justin Demko Profile Photo

    Justin Demko, CPM

    Managing Director–Wealth Management

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    • AK
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    • CA
    • CO
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    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    With over 20 years of experience in the financial services industry, Justin applies his extensive experience in the derivatives markets to the portfolio design process.  Focusing on pre-liquidity planning, he believes that careful planning precedes portfolio construction and manager analysis.  Prior to joining UBS, Justin served as a Vice President with Bear Stearns in New York City and with the Private Client division of CIBC Oppenheimer.

    Justin earned a B.S. in business administration with a concentration in finance from Cal Poly State University, San Luis Obispo.  He attended New York University's School of Professional Studies, focusing on international finance and financial planning.  He is a graduate of Columbia University's ACPM Program earning the Certified Portfolio Manager designation. 

    A native of San Luis Obispo, California, Justin and his family manage a working cattle ranch and avocado grove on the central coast.  As a licensed pilot, Justin volunteers with Angel Flight West as a Command Pilot and is also a member of the board.  The organization arranges free, non-emergency air travel for children and adults with serious medical conditions and other compelling needs.

    Justin is a career-path mentor to military veterans as part of American Corporate Partners, which aims to ease the transition from the military to the civilian workforce. ACP is the only nonprofit organization engaged in national corporate career counseling for our returning military.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Cal Poly State University, San Luis Obispo, B.S. in Business Administration with a Concentration in Finance
    • New York University's School of Professional Studies, International Finance and Financial Planning
    • Certified Portfolio Manager®
    • Senior Portfolio Manager
    • Private Wealth Advisor
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
  • Christine Bolger Profile Photo

    Christine Bolger

    Team Administrator

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    • AK
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    • CA
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    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Christine joined UBS in 2008 and the team in 2013.  She currently serves as the Team Administrator, leading the daily operations of the team and ensuring service excellence for our clients.

    Covering a wide range of client and team needs, Christine helps manage both individual relationships and our practice. She is passionate about client service and does all she can to help make a client's life easier by maintaining a proactive, diligent, and detailed oriented approach.

    On any given day, Christine will be inputting trades, preparing and reviewing materials for client meetings, supervising client service associates and other team members, managing the team workflow, and monitoring all client and Financial Advisor requests.

    Christine takes pride in educating new clients on account services and capabilities and oversees the on-boarding process for new clients. As the effective team COO, she provides additional support to Financial Advisors and acts as the lead service provider for high priority relationships.

    Christine holds FINRA Series 7, 31 and 66 securities license and earned a B.S. in Economics from the University of San Diego. Previously, she worked at Morgan Stanley and in the residential mortgage industry.

    Christine lives in Pasadena along with her husband, two children, and labradoodle.

          2000 Avenue of the Stars
          7th. Floor North
          Los Angeles, CA 90067
        • PB B&W

          Peter Belden

          Authorized Officer

          Senior Wealth Strategy Associate

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          • AZ
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          • NJ
          • NV
          • NY
          • OH
          • PA
          • RI
          • TN
          • TX
          • UT
          • WA
          • WY

          Peter is a Senior Wealth Strategy Associate with over 7 years of experience in the financial
          services industry, Peter supports lead advisors in the construction and implementation of wealth
          strategies for families and institutions. He also looks to drive new business opportunities by
          cultivating relationships with key advisors and strategic partners. Peter thrives on listening and
          communicating with clients as they pursue their long-term financial goals. Prior to joining UBS, Peter served as a Wealth Advisor with Monograph Wealth Advisors and as a Director
          with First Republic Private Wealth Management.


          Peter earned a B.Sc. from the United States Military Academy (USMA), West Point and is a
          former U.S. Army Engineer Officer. He earned his Personal Financial Planning certificate from
          the UCLA Extension school and is a Certified Financial Professional®. Peter holds FINRA Series
          7 and 66 securities licenses and his Insurance License.


          Peter was born and raised in London until attending USMA and currently resides in Seal
          Beach, CA with his wife Brittany and their two daughters, Olivia and Poppy.

              • CERTIFIED FINANCIAL PLANNER™
              2000 Avenue of the Stars
              7th. Floor North
              Los Angeles, CA 90067
            • Maria Ferrante Profile Photo

              Maria Ferrante

              Director

              Senior Wealth Strategy Associate

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              • AK
              • AL
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • LA
              • MA
              • MD
              • MI
              • MN
              • MO
              • MS
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • RI
              • SC
              • TN
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              • UT
              • VA
              • VT
              • WA
              • WI
              • WV

              Maria is a Senior Wealth Strategy Associate. She brings over 20 years of financial industry experience to the team, encompassing all aspects of client servicing for high-net worth families including trading, restricted Stock transactions, lending and liquidity needs.

              Maria has also worked for Bank Julius Baer and Credit Suisse in Los Angeles, as well as in Lugano, Switzerland.

              Maria grew up in Los Angeles and earned her B.A. in Sociology from the University of California, Santa Barbara. She holds FINRA Series 7, 66, 9 and 10 securities licenses, and is fluent in Italian.

              Maria and her husband have two children. Maria sits on the Board of Haven Academy of the Arts, an Arts Education Program that seeks to develop character and life skills in youth through the performing arts.

                    2000 Avenue of the Stars
                    7th. Floor North
                    Los Angeles, CA 90067
                  • Katie Mazzocco Profile Photo

                    Katie Mazzocco

                    Authorized Officer

                    Senior Wealth Strategy Associate

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                    • AK
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DE
                    • FL
                    • GA
                    • HI
                    • ID
                    • IL
                    • KS
                    • MA
                    • MI
                    • MT
                    • NV
                    • NY
                    • OH
                    • OR
                    • PA
                    • SC
                    • TX
                    • UT
                    • WA
                    • WI

                    Katie joined UBS in 2011, and the team in 2013.

                    With more than 15 years experience in the financial services industry, she provides comprehensive service to clients and assists the team in account operations and trading.

                    Prior to joining UBS, Katie was responsible for portfolio accounting and client reporting in the Operations Department of a Registered Investment Advisor for four years. Previously, she was the Director of Operations in a commodity brokerage firm for eight years.

                    Katie holds a Series 7 and 66 securities license and earned a B.A. in Political Science from the University of Michigan.

                          2000 Avenue of the Stars
                          7th. Floor North
                          Los Angeles, CA 90067
                        • Brittany Belden Profile Photo

                          Brittany Jane Belden

                          Client Associate

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                            Brittany is a Client Service Associate, joining the UBS Private Wealth office in Century City in 2016, and the team in January 2020.

                            Brittany assists with account maintenance, client requests, implementation of asset allocations and helps support the day to day operations of the team.

                            She takes pride in educating new clients on account services and capabilities and oversees the on-boarding process for new clients. Brittany provides additional support to Financial Advisors and acts as the lead service provider for high priority relationships.

                            Brittany received a Bachelor of Arts in Business Management from the Fashion Institute of Design and Merchandising in Los Angeles, and then graduated with a Juris Doctorate from Chapman University School of Law in 2015. Brittany passed the California Bar Exam in 2016, however does not perform this function at UBS.

                            Brittany currently resides in Seal Beach with her husband and two daughters.

                              • Fashion Institute of Design and Merchandising, B.A. Business Management
                              • Chapman University School of Law, Juris Doctorate
                                2000 Avenue of the Stars
                                7th. Floor North
                                Los Angeles, CA 90067

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