Tailored wealth advice

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.

Get started on your financial plan

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.

David Schachter

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- UT
- VT
- WA
- WY
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
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2023, 2024The 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 Chairman’s 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.
- University of Southern California, Degree in Business Administration: 1989 - 1993
- Private Wealth Advisor
- Athletes & Entertainers Consultant
Professional entertainers

Multi-generational families

Business owners

Professional athletes

Investing

Custom portfolios

Alternative investments

Lending services

2000 Avenue of the Stars
12th Floor
Los Angeles, CA 90067

david.schachter@ubs.com

David Schachter

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

Senior Wealth Strategy Associate
View bio
- 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
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
- University of Colorado, Boulder
2000 Avenue of the Stars
12th Floor
Los Angeles, CA 90067

aidan.martinez@ubs.com

Aidan Martinez

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

Christopher Bryan

Executive Director

Western Division Head, Portfolio Advisory Group

View bio

Chris is responsible for articulating and delivering comprehensive, research-driven
advice to UBS's ultra-high net worth (UHNW) clients. Leveraging the global
resources of the firm, he specializes in asset allocation and portfolio construction
including customized, product neutral solutions across all asset classes to meet
their financial goals.

Professional History

Currently serving as the Western Division Head, Chris has over twenty-five years of
experience within the Financial Services Industry, twenty-three of those at UBS. He
has held various roles at UBS including: Product Management and Development,
Sales Support, Branch Management and Direct Sales. For the past 14 years he has
served as a Senior Portfolio Strategist for the Portfolio Advisory Group servicing the
firms UHNW clients.

In 2013, he completed the UBS Americas Ascent Program and in 2021 the UBS
Leading the Future Program - targeted cross-business top talent programs aiming
to develop high potential talent and future leaders in the organization. Also, in
2020 he achieved the UBS Wealth Management Americas Sales Leadership
Excellence Award.

Education

He received his B.A. from Susquehanna University and holds his Series 7 & 66
licenses.

Licenses and Certifications

He holds the Certified Investment Management Analyst (CIMA®) designation.
Casey Verst

Advanced Planning Group -Executive Director

Senior Wealth Strategy Consultant

View bio

Introduction
Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

Professional History
Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

Education
Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
Jeffrey Lewis

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

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 Schachter

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- UT
- VT
- WA
- WY
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
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2023, 2024The 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 Chairman’s 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.
- University of Southern California, Degree in Business Administration: 1989 - 1993
- Private Wealth Advisor
- Athletes & Entertainers Consultant
Professional entertainers

Multi-generational families

Business owners

Professional athletes

Investing

Custom portfolios

Alternative investments

Lending services

2000 Avenue of the Stars
12th Floor
Los Angeles, CA 90067

david.schachter@ubs.com

David Schachter

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

Senior Wealth Strategy Associate
View bio
- 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
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
- University of Colorado, Boulder
2000 Avenue of the Stars
12th Floor
Los Angeles, CA 90067

aidan.martinez@ubs.com

Aidan Martinez

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

Christopher Bryan

Executive Director

Western Division Head, Portfolio Advisory Group

View bio

Chris is responsible for articulating and delivering comprehensive, research-driven
advice to UBS's ultra-high net worth (UHNW) clients. Leveraging the global
resources of the firm, he specializes in asset allocation and portfolio construction
including customized, product neutral solutions across all asset classes to meet
their financial goals.

Professional History

Currently serving as the Western Division Head, Chris has over twenty-five years of
experience within the Financial Services Industry, twenty-three of those at UBS. He
has held various roles at UBS including: Product Management and Development,
Sales Support, Branch Management and Direct Sales. For the past 14 years he has
served as a Senior Portfolio Strategist for the Portfolio Advisory Group servicing the
firms UHNW clients.

In 2013, he completed the UBS Americas Ascent Program and in 2021 the UBS
Leading the Future Program - targeted cross-business top talent programs aiming
to develop high potential talent and future leaders in the organization. Also, in
2020 he achieved the UBS Wealth Management Americas Sales Leadership
Excellence Award.

Education

He received his B.A. from Susquehanna University and holds his Series 7 & 66
licenses.

Licenses and Certifications

He holds the Certified Investment Management Analyst (CIMA®) designation.
Casey Verst

Advanced Planning Group -Executive Director

Senior Wealth Strategy Consultant

View bio

Introduction
Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

Professional History
Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

Education
Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
Jeffrey Lewis

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

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.

Connecting you to the deep resources of UBS

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.

Wealth transfer across generations

The unique needs of athletes and entertainers

Navigating opportunities across your enterprise

Making sense of significant wealth

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.

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Backed by the strength of our parent company, UBS AG

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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

Tailored wealth advice

Pursuing your goals together

David Schachter

Aidan Martinez

Christopher Bryan

Casey Verst

Jeffrey Lewis