$6 trn
UBS Group invested assets
As of 12/31/2024
Professional guidance that helps inspire confidence
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
David provides ultra-high-net-worth clients with extensive knowledge and nuanced insights to assemble a complete picture of their financial situation. He works with industry recognized artists, songwriters, producers, directors, showrunners, digital talent, and executives to navigate the unique opportunities presented by their wealth. David has earned the Athletes and Entertainers Consultant (AEC) UBS business designation, a selective program unique to UBS that demonstrates his expertise providing holistic financial advice to clients across the sports and entertainment industries.
David has 30 years of experience and brings disciplined and institutional perspective to customized wealth management by integrating financial planning, investment banking, estate planning, and life insurance issues into a comprehensive approach. He graduated from the University of Southern California with a degree in business administration.
A New York native, David resides in Calabasas with his wife and two children. He has served as a board member of the USC Trojan Entertainment Network and a steering committee member for Sports Spectacular, an organization focused on funding diabetes research for Cedars-Sinai Medical Center.
CA Insurance License 0B98128
Aidan Martinez is a Senior Wealth Strategy Associate on the UBS Private Wealth Management team, where he partners with ultra-high-net-worth families, business owners, and entrepreneurs to help them make informed decisions about their wealth. In his role, Aidan leads the execution of comprehensive financial plans, coordinates with clients’ external advisors, and supports investment and retirement/brokerage planning strategies tailored to each client’s unique circumstances.
Aidan plays a key role in managing the day-to-day operations of the team’s planning process—building financial models, analyzing complex portfolios, and helping translate sophisticated advice into actionable steps. He also specializes in alternative investments, helping clients evaluate private market opportunities and incorporate them strategically into their broader portfolios.
A Los Angeles native, Aidan began his career at Charles Schwab before joining UBS in San Diego, where he supported clients through the Wealth Advice Center. He later transitioned to the Endurance Artist Management Private Wealth team in Los Angeles to focus more deeply on private portfolio planning.
Aidan earned his degree in business from the University of Colorado Boulder. Outside the office, he enjoys golfing, snowboarding, and spending time with family.
Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Executive Director
Western Division Head, Portfolio Advisory Group
Advanced Planning Group -Executive Director
Senior Wealth Strategy Consultant
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Current role and areas of expertise
Jeff joined UBS Bank USA in 2013 and he is currently a Senior Wealth Management Banker covering the Los Angeles market.
Jeff has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.
Professional history
Jeff began his career in financial services in 1999. Prior to joining UBS, Jeff held management roles at Charles Schwab Bank and PHH Mortgage.
Education and personal information
In Jeff’s role as a Senior Wealth Management Banker his NMLS # is 646233. He holds his Series 7 and 66 securities licenses. He also holds a BA from the University of Arizona.
Outside of the office, Jeff lives in Los Angeles and enjoys playing Golf, Basketball, and Hockey.
Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
David provides ultra-high-net-worth clients with extensive knowledge and nuanced insights to assemble a complete picture of their financial situation. He works with industry recognized artists, songwriters, producers, directors, showrunners, digital talent, and executives to navigate the unique opportunities presented by their wealth. David has earned the Athletes and Entertainers Consultant (AEC) UBS business designation, a selective program unique to UBS that demonstrates his expertise providing holistic financial advice to clients across the sports and entertainment industries.
David has 30 years of experience and brings disciplined and institutional perspective to customized wealth management by integrating financial planning, investment banking, estate planning, and life insurance issues into a comprehensive approach. He graduated from the University of Southern California with a degree in business administration.
A New York native, David resides in Calabasas with his wife and two children. He has served as a board member of the USC Trojan Entertainment Network and a steering committee member for Sports Spectacular, an organization focused on funding diabetes research for Cedars-Sinai Medical Center.
CA Insurance License 0B98128
Aidan Martinez is a Senior Wealth Strategy Associate on the UBS Private Wealth Management team, where he partners with ultra-high-net-worth families, business owners, and entrepreneurs to help them make informed decisions about their wealth. In his role, Aidan leads the execution of comprehensive financial plans, coordinates with clients’ external advisors, and supports investment and retirement/brokerage planning strategies tailored to each client’s unique circumstances.
Aidan plays a key role in managing the day-to-day operations of the team’s planning process—building financial models, analyzing complex portfolios, and helping translate sophisticated advice into actionable steps. He also specializes in alternative investments, helping clients evaluate private market opportunities and incorporate them strategically into their broader portfolios.
A Los Angeles native, Aidan began his career at Charles Schwab before joining UBS in San Diego, where he supported clients through the Wealth Advice Center. He later transitioned to the Endurance Artist Management Private Wealth team in Los Angeles to focus more deeply on private portfolio planning.
Aidan earned his degree in business from the University of Colorado Boulder. Outside the office, he enjoys golfing, snowboarding, and spending time with family.
Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Executive Director
Western Division Head, Portfolio Advisory Group
Advanced Planning Group -Executive Director
Senior Wealth Strategy Consultant
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Current role and areas of expertise
Jeff joined UBS Bank USA in 2013 and he is currently a Senior Wealth Management Banker covering the Los Angeles market.
Jeff has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.
Professional history
Jeff began his career in financial services in 1999. Prior to joining UBS, Jeff held management roles at Charles Schwab Bank and PHH Mortgage.
Education and personal information
In Jeff’s role as a Senior Wealth Management Banker his NMLS # is 646233. He holds his Series 7 and 66 securities licenses. He also holds a BA from the University of Arizona.
Outside of the office, Jeff lives in Los Angeles and enjoys playing Golf, Basketball, and Hockey.
Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
Whether your career is on the playing field, the hardwood, the stage or screen, we focus on your financial world so that you can focus on giving your best. How do we do it? Through customized financial planning focused on your needs and coordinated with your agent and accountant.
Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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