Tailored wealth advice

Professional guidance that helps inspire confidence

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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.

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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 Bryan Schachter Profile Picture

    David Schachter

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • 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, 2023The 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.

    • 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
    1999 Avenue of the Stars
    36th Floor
    Los Angeles, CA 90067
  • Dane Abbott Profile Picture

    Dane Abbott

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • ID
    • IL
    • IN
    • MD
    • MI
    • MN
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • VT
    • WA
    • WY

    Dane works closely with entertainment clients, tech entrepreneurs and individuals that have had liquidity events. He provides guidance on how best to reduce concentrated positions and structure strategic asset allocations that align with personal and family goals. His objective as a trusted advisor is to take a holistic approach incorporating liability management and estate planning, along with tax optimization to provide thoughtful advice and solutions.

    Prior to joining UBS, Dane spent two years with Morgan Stanley Smith Barney. Dane attended Loyola Marymount University, majoring in International Finance and Art History. He is a Los Angeles native and currently resides in Santa Monica.

    CA Insurance License 0G63990

    • 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.

        Family Offices
        Entrepreneurs
        Multi-generational families
        Professional entertainers
        1999 Avenue of the Stars
        36th Floor
        Los Angeles, CA 90067
      • Tony De La Rosa Profile Picture

        Tony De La Rosa

        First Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • MD
        • MI
        • MN
        • MO
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • TX
        • VT
        • WA
        • WY

        Tony works with tech entrepreneurs, entertainment clients and next-generation inheritors to guide them through wealth accumulation, preservation and transfer. His prior investment banking experience affords him the opportunity to provide informed recommendations about lending strategies that support the entrepreneurial process from startup to sale, and beyond. Tony provides expertise and in-house resources for our clients’ wealth management needs after a liquidity event, including family office solutions, estate planning strategies, philanthropic planning, tax optimization strategies, and sustainability/impact investing.

        He holds a B.A. in Business Management Economics with Honors from the University of California, Santa Cruz. Tony was born and raised in Santa Monica and currently lives in Pacific Palisades with his wife and daughter.

        CA Insurance License 0F58426

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award 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.

        • University of California, Santa Cruz, B.A. in Business Management Economics with Honors: 2002 - 2006
          Family Offices
          Multi-generational families
          Entrepreneurs
          Professional entertainers
          Custom portfolios
          Alternative investments
          Cash management
          Impact investing
          1999 Avenue of the Stars
          36th Floor
          Los Angeles, CA 90067
        • Petar Zvonimir Repar Profile Picture

          Petar Repar

          Wealth Strategy Associate

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          • CA
          • DE
          • MD
          • NV
          • NY
          • TN
          • TX

          Petar focuses primarily on investment research, portfolio analysis and trading execution. He begins each client relationship by learning about clients’ objectives, analyzing their current portfolios and making tax-efficient recommendations about how to better align their portfolio with their goals. He then trades the portfolio and reviews it regularly, while continually evaluating new investment opportunities. In addition, Petar has a deep knowledge of the scope of UBS resources, and he oversees the implementation of client lending strategies, including portfolio and real estate lending.

           Petar started his career at UBS as an intern in 2015 and joined the firm full time after graduating with honors from Loyola Marymount University with a B.A. in finance. While attending LMU, he was co-manager of the Student Investment Fund and a member of the men’s Division I soccer team. 

          Petar was born and raised in Fresno, California, where his family owns and manages a vineyard. He is an avid tennis and soccer player and enjoys boating, skiing and traveling.

          Petar holds his FINRA Series 7 and Series 66 securities licenses.

            • Loyola Marymount University, B.A. in Finance with Honors: 2013 - 2017
              Investing
              Custom portfolios
              Asset allocation
              Alternative investments
              Securities-backed lending
              1999 Avenue of the Stars
              36th Floor
              Los Angeles, CA 90067
            • Alex Chumas headshot

              Alexander Chumas

              Client Associate

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              • CA
              • DE
              • IN
              • NV
              • NY
              • TN
              • TX
              • WA

              Alex Chumas is a Registered Client Associate committed to providing a positive client experience by tailoring thoughtful solutions based on individual preferences and needs. He manages operational functions for the team while supporting all other daily functions. Alex graduated from  the University of Southern California where he competed on the Club Fencing team and played on the drumline for the Spirit of Troy. Prior to joining UBS, Alex worked at Bank of America and Evoke Advisors, a Los Angeles based Register Investment Advisor.

              A Las Vegas native, Alex now resides in Westwood where he is active in his community. He volunteers with a non-profit for the benefit of the Los Angeles animal shelter. In his spare time, Alex trains for triathlons and enjoys the outdoors. He is a passionate football fan and movie buff.

                • University of Southern California, Economics: 2017 - 2020
                  1999 Avenue of the Stars
                  36th Floor
                  Los Angeles, CA 90067
                • Christopher Bryan

                  Executive Director

                  Western Division Head, Portfolio Advisory Group

                  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

                  Executive Director

                  Senior Wealth Strategy Consultant

                  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.
                • Jeff

                  Jeffrey Lewis

                  Director

                  Senior Wealth Management Banker

                  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.

                Who we work with

                Who we work with

                The unique needs of athletes and entertainers

                The unique needs of athletes and entertainers

                Family offices

                Family offices

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                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.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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