Knowledge

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

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.

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.