Tailored wealth advice

• 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.

• University of Southern California, Degree in Business Administration: 1989 - 1993

• Private Wealth Advisor
• Athletes & Entertainers Consultant

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

• 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