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
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • TN
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    • UT
    • 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, 2023The 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
    • FL
    • ID
    • IL
    • IN
    • MD
    • MI
    • MN
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • TN
    • TX
    • 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, 2023The 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
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • MD
        • MI
        • MN
        • MO
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • TN
        • TX
        • 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 Best-in-State Wealth Management Teams, 2023The 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
          • 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
              • IN
              • NV
              • NY
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              • 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
                • Robbie Stone

                  Robbie Stone

                  Team Administrator

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • FL
                  • HI
                  • IA
                  • IL
                  • IN
                  • NC
                  • NJ
                  • NV
                  • NY
                  • PA
                  • TN
                  • TX
                  • VA
                  • WA

                  Robbie provides clients with the highest level of service for their wealth management needs and serves as administrative, operational, and investment support for the team.

                  Prior to joining the financial services industry, Robbie served as an Advisor and Board Member of Official Mobile Application, a former tech start-up, and aided in strategy, finance and business development at Paradigm Agency. Robbie also held roles at McKeon/Myones Management and Essential Management where he represented, and provided strategic career management to a global roster of award-winning entertainment clients. His first foray in his career was at Paramount Pictures working for renowned former studio executive and movie producer Robert Evans. 

                  Robbie hails from Colorado and Texas and currently resides in Los Angeles, CA. He graduated from the University of Colorado Boulder with a degree in Economics, and earned his MBA from Loyola Marymount University.  He also holds his Series 7 and 66 licenses. In addition to being fluent in Mandarin, he once helped build and operate a blueberry farm.  In his free time, he enjoys being outdoors, traveling, and spending time with friends and family.

                    • University of Colorado, Economics
                    • Loyola Marymount University, MBA
                      1999 Avenue of the Stars
                      36th Floor
                      Los Angeles, CA 90067
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                      Christopher Bryan

                      Executive Director

                      Western Division Head, Portfolio Advisory Group

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                      Casey Verst

                      Executive Director

                      Senior Wealth Strategy Consultant

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                      Jeffrey Lewis

                      Director

                      Senior Wealth Management Banker

                    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

                    What's your vision?

                    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.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $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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