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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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, 2023, 2024The 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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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 Repar

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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
Alexander Chumas

Client Associate
View bio
- 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

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

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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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, 2023, 2024The 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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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 Repar

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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
Alexander Chumas

Client Associate
View bio
- 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

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

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.

Who we work with

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.

Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

The unique needs of athletes and entertainers

Family offices

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.

Let's talk

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

Tailored wealth advice

Thank you.

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Pursuing your goals together

David Schachter

Dane Abbott

Tony De La Rosa

Petar Repar

Alexander Chumas

Christopher Bryan

Casey Verst

Jeffrey Lewis