Global access. Strategic solutions.

Private Wealth Management

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.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Justin Demko, CPM

Managing Director–Wealth Management
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- 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
12th Floor South
Los Angeles, CA 90067

justin.demko@ubs.com

Justin Demko, CPM

2000 Avenue of the Stars,Los Angeles,CA,90067
Peter Belden

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- MI
- MT
- NJ
- NV
- NY
- OH
- PA
- RI
- TN
- TX
- UT
- VA
- WA
- WY
Peter is a Senior Wealth Strategy Associate with over 11 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.

California Insurance License #0L48089
- CERTIFIED FINANCIAL PLANNER
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

peter.belden@ubs.com

Peter Belden

2000 Avenue of the Stars,Los Angeles,CA,90067
Christine Bolger

Team Administrator
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

christine.reichl@ubs.com

Christine Bolger

2000 Avenue of the Stars,Los Angeles,CA,90067
Maria Ferrante

Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

m.ferrante@ubs.com

Maria Ferrante

2000 Avenue of the Stars,Los Angeles,CA,90067
Brittany Jane Belden

Client Associate
View bio
- Fashion Institute of Design and Merchandising, B.A. Business Management
- Chapman University School of Law, Juris Doctorate
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

brittany.belden@ubs.com

Brittany Jane Belden

2000 Avenue of the Stars,Los Angeles,CA,90067
Katie Mazzocco

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- KS
- MA
- MI
- MT
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- 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
12th Floor South
Los Angeles, CA 90067

katie.mazzocco@ubs.com

Katie Mazzocco

2000 Avenue of the Stars,Los Angeles,CA,90067

Roxanne Kroll

Associate Director

Team Administrator
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- WA
- WY
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

r.kroll@ubs.com

Roxanne Kroll

2000 Avenue of the Stars,Los Angeles,CA,90067
Patrick Joos

Senior Registered Client Associate
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- WA
Patrick is a Senior Client Service Associate and helps the team both onboard new clients and manage existing client relationships.

He is responsible for operational and administrative duties including trading, reporting and information gathering.

Patrick also supports the Financial Advisors with their offshore clientele booked in Switzerland, using his in-depth knowledge of international investment markets and financial products to enhance the client experience.

Patrick earned a B.A. in Banking and Finance from Academy of St. Gallen in Switzerland. He worked for several national and international banks in Switzerland for 18 years before joining Credit Suisse Private Bank in Los Angeles in June 2014. He joined UBS Private Wealth Management in November 2015 and holds FINRA Series 7 and 66 securities licenses.

Born and raised in St. Gallen, Switzerland, Patrick is fluent in Swiss-German and German and has proficiency in French. He currently lives in the South Bay with his wife and three children.
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

p.joos@ubs.com

Patrick Joos

2000 Avenue of the Stars,Los Angeles,CA,90067

Justin Demko, CPM

Managing Director–Wealth Management
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- 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
12th Floor South
Los Angeles, CA 90067

justin.demko@ubs.com

Justin Demko, CPM

2000 Avenue of the Stars,Los Angeles,CA,90067
Peter Belden

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- MI
- MT
- NJ
- NV
- NY
- OH
- PA
- RI
- TN
- TX
- UT
- VA
- WA
- WY
Peter is a Senior Wealth Strategy Associate with over 11 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.

California Insurance License #0L48089
- CERTIFIED FINANCIAL PLANNER
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

peter.belden@ubs.com

Peter Belden

2000 Avenue of the Stars,Los Angeles,CA,90067
Christine Bolger

Team Administrator
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

christine.reichl@ubs.com

Christine Bolger

2000 Avenue of the Stars,Los Angeles,CA,90067
Maria Ferrante

Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

m.ferrante@ubs.com

Maria Ferrante

2000 Avenue of the Stars,Los Angeles,CA,90067
Brittany Jane Belden

Client Associate
View bio
- Fashion Institute of Design and Merchandising, B.A. Business Management
- Chapman University School of Law, Juris Doctorate
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

brittany.belden@ubs.com

Brittany Jane Belden

2000 Avenue of the Stars,Los Angeles,CA,90067
Katie Mazzocco

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- KS
- MA
- MI
- MT
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- 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
12th Floor South
Los Angeles, CA 90067

katie.mazzocco@ubs.com

Katie Mazzocco

2000 Avenue of the Stars,Los Angeles,CA,90067
Roxanne Kroll

Associate Director

Team Administrator
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- WA
- WY
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

r.kroll@ubs.com

Roxanne Kroll

2000 Avenue of the Stars,Los Angeles,CA,90067
Patrick Joos

Senior Registered Client Associate
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- WA
Patrick is a Senior Client Service Associate and helps the team both onboard new clients and manage existing client relationships.

He is responsible for operational and administrative duties including trading, reporting and information gathering.

Patrick also supports the Financial Advisors with their offshore clientele booked in Switzerland, using his in-depth knowledge of international investment markets and financial products to enhance the client experience.

Patrick earned a B.A. in Banking and Finance from Academy of St. Gallen in Switzerland. He worked for several national and international banks in Switzerland for 18 years before joining Credit Suisse Private Bank in Los Angeles in June 2014. He joined UBS Private Wealth Management in November 2015 and holds FINRA Series 7 and 66 securities licenses.

Born and raised in St. Gallen, Switzerland, Patrick is fluent in Swiss-German and German and has proficiency in French. He currently lives in the South Bay with his wife and three children.
2000 Avenue of the Stars
12th Floor South
Los Angeles, CA 90067

p.joos@ubs.com

Patrick Joos

2000 Avenue of the Stars,Los Angeles,CA,90067

Philanthropy

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

Workplace Wealth Solutions

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Global access. Strategic solutions.

Pursuing your goals together

Justin Demko, CPM

Peter Belden

Christine Bolger

Maria Ferrante

Brittany Jane Belden

Katie Mazzocco

Roxanne Kroll

Patrick Joos