Understanding

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

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.