An experienced and committed team

Alex received a BSc in Biology with a minor in Russian language from Seton Hall University in South Orange, NJ. While studying at the university, he interned at Novartis Pharmaceuticals in the department of functional genomics. Following a brief stint at Columbia Presbyterian University Hospital, Alexander started work as a sell-side equity research analyst covering the biotech and pharmaceutical industry. His work included building and updating fully integrated financial and valuation models, writing research reports and presenting findings to senior management.

His career at UBS Wealth Management in Carmel started in 2004. For over a decade, Alex has built a successful wealth management practice at UBS that incorporates financial and estate planning, asset and liability management, business-succession and hedging strategies for a selected group of high net-worth families. Alex earned his Chartered Financial Analyst (CFA) designation in 2016, and is a member of the CFA society San Francisco. In 2010 he earned the designation of Wealth Advisor, an advanced and rigorous planning achievement to address the deepest of his client's financial planning needs.

When he is not climbing Mt. Whitney or swimming in the ocean, Alex and his wife Maryn enjoy traveling the world and spending time with family and friends.

Tim has grown his business to include clients with diverse backgrounds across all stages of life.  From the corporate executive in her peak earning years looking to fund her retirement goals, to the cattle rancher focused on passing his wealth and legacy to the next generation, to the philanthropist whose desire is to make a positive and long-lasting impact in her community for years to come . 

He takes great care to understand each one of his clients in a deep and personal way in order to provide the most appropriate advice for that individual based on their life experience, personal goals and desires.  He is passionate about distilling the complex and ever-changing aspects of the markets and economy in a way that helps his clients understand how it impacts their lives personally. 

After graduating from UCLA, Tim joined UBS financial services as a wealth management advisor in the Carmel, California branch in 2006 and holds the Certified Exit Planning Advisor designation.  When not working, Tim loves most of all to spend time with his wife and three children as well as mentor the next generation of youth in his community.

Tom's experience includes 10 years of Institutional Investment Management and over 35 years as a Financial Advisor. His strength is the experience gained working with High Net Worth Clients over several market cycles focusing on meeting their goals.

After serving in the US Naval Security Group, he graduated from the University of Maryland with a B.S. in Economics. Professionally, Tom earned a CFA (Chartered Financial Analyst) designation as well as the designation of CRPS (Chartered Retirement Plan Specialist)/ He is currently a member of the CFA society of S.F. and the CFA Institute.

Tom's community involvement includes over 15 years of past service on the board of the Monterey Bay Area Boy Scouts Council, and several years prior service on the All Saints Day School board. He was a co-founder and past president of the AT&T Pebble Beach Jr. Golf Association where he served for over 15 years on their board.

Tom is married and has one daughter and son-in law both of whom he enjoys visiting as much as possible. His interests include golf and spending time with family and friends.

Derek was born and raised in St. Petersburg, Florida. He earned his Bachelor's degree in Organizational Communication at the University of South Florida. His career in Wealth Management started at Merrill Lynch.

In 2013, Derek joined forces with the UBS Saint Petersburg FL Office. Derek held several positions with the firm from Registered Client Service Associate to Wealth Strategy Associate.

Derek's Financial Advisor role with Tarantino Ljubimow Colvin Wealth Management focuses primarily on ultra-high net worth multi-generational families.

During his free time, Derek participates in several charitable organizations in the community. He also enjoys playing golf, boating and spending time with his wife and two kids. 

CA Insurance License No. 4207859

Elvia is a Client Service Associate with over 15 years of experience in the financial services industry. Elvia is responsible for account maintenance , relationship building, and providing clients with a high level of service.