$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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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
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
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
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.
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.
Executive Director
Western Division Head, Portfolio Advisory Group
Executive Director
Senior Wealth Strategy Consultant
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
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
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
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.
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.
Executive Director
Western Division Head, Portfolio Advisory Group
Executive Director
Senior Wealth Strategy Consultant
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.
With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.
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 the Global Family Office, the Family Office Services Group 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 bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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