Experience. Advice. Collaboration.

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Ayse Ozkan is a Senior Vice President and Private Wealth Advisor with UBS Private Wealth Management. With over 30 years of industry experience, she is committed to building long-term relationships with Ultra High-Net-Worth clients, including multi-generational families, business owners, family offices, institutions and foundations. Ayse leads an experienced team centered on each client’s distinct wealth management priorities. She takes a proactive approach to connect clients with the broad global range of resources and capabilities at UBS.  

Together with her multidisciplinary team, Ayse offers strategies for investment management, philanthropy, business succession planning, trust and estate planning services, and structured credit solutions. She believes in robust communication and staying informed of changing client circumstances to better address their evolving wealth management needs.

Previous Experience

– Senior Vice President, Private Client Advisor, Bank of America
– Senior Vice President, Senior Private Banker, Wells Fargo
– Securities Trader and Credit Analyst, Bank of Boston in Istanbul, Turkey

Giving Back and Life

– Volunteers with Doors of Change Photo Charity, a non-profit organization that assists homeless youths
– Currently co-authoring a book with her late father about living in Turkey during the Coronavirus Pandemic
– Loves being close to the ocean, walking on the beach, sailing, pedal boarding, reading non-fiction and painting

• Wharton School of Executive Education
• San Diego State University, Personal Financial Planner Certificate Program
• Istanbul University, B.S. in Economics

• Private Wealth Advisor
• Series 7, 66, CA Insurance Licenses
• Certified Exit Planning Advisor

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• CA
• CO
• DC
• DE
• FL
• GA
• ID
• IL
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• MN
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• NC
• NV
• NY
• OH
• OR
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• WY

Sean Anthony is a Senior Vice President and Private Wealth Advisor with UBS Private Wealth Management. With 20 years of Financial Services industry experience, Sean works closely with Ultra High-Net-Worth Families and Business Owners to establish customized wealth management solutions across their entire balance sheets.  Sean believes that each relationship begins by listening to client’s priorities, hearing their current and legacy goals, discussing their concerns, and developing a collaborative wealth team around to deliver wealth management strategies that align with the client’s market view. 

Sean leads a team of locally based subject matter experts to leverage the resources of the firm to develop and implement client’s investment management strategies, trust and estate planning services, structured credit solutions, and legacy philanthropy goals.  Sean strives to build a complete wealth team around every client by incorporating their existing CPA, Attorney and other external advisory relationships to ensure continuity strategy, information quality across the client's entire family balance sheet.  

Previous Experience

– Senior Vice President, Private Client Advisor, Bank of America
– Senior Vice President, Senior Private Banker, Wells Fargo
– Vice President, Premier Client Manager, Bank of America

Giving Back and Life

– Volunteers with Bread of Life Rescue Mission, North Coast Solutions and The Boys and Girls Club
– Enjoys skiing, hiking and going to sporting events with wife Lindsay and four kids

• California Lutheran University, M.B.A.
• California State University, B.S. in Business Management and Marketing

• Private Wealth Advisor
• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER®
• Series 7, 66, CA Insurance Licenses

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• CA
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• DC
• FL
• GA
• ID
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• LA
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• NJ
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• OH
• OR
• RI
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• WA

Brian Gemmell is a Senior Wealth Strategy Associate with UBS Private Wealth Management. Brian has worked in the financial services industry since 1996. He focuses on the wealth management and investment needs of Ultra High-Net-Worth clients and their families. He serves as the primary point of contact for existing clients, and coordinates with a team of locally-based specialists to bring customized strategies to current and new clients.

Drawing from his experience as Client Manager, Credit Specialist and Branch Manager for the last 20 years, Brian tries to anticipate the needs of his clientele by utilizing the resources available at UBS to help addressed them promptly, and with care. With each relationship, Brian works to understand client concerns for short term financial goals and long-term aspirations. By listening closely to each client and working with their trusted advisors and family members, Brian assists with providing guidance to coordinate with the appropriate representatives of UBS’s global resources to support each client’s overall wealth strategy.

Previous Experience

– Senior Vice President, Private Client Manager, Bank of America
– Senior Vice President, Wealth Management Banker, Merrill Lynch
– Vice President, Premier Client Manager, Bank of America

Giving Back and Life

– Volunteers with Boy Scouts of America, American Cancer Society, Feeding America and Mojalet Dance Collective
– Enjoys exploring the outdoors and supporting his wife Lyndsey and four kids through sports and the arts

• University of Phoenix, B.S. in Finance, Graduated Delta Mu Delta

• Series 7, 63, 65, CA Insurance Licenses

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Chase Puente is a Client Service Associate with UBS Private Wealth Management. Leveraging his 6 years of experience in the financial services industry, previously working at TD Ameritrade and Comprehensive Advisor, Chase brings a high level of care and attention to detail to meet client needs.

Previous Experience

- Relationship Manager II, TD Ameritrade
- Client Service Associate, Comprehensive Advisor

Giving Back and Life

- Volunteers for Serve your City and San Diego Rescue Mission.
- Enjoys traveling with his wife Jessie and spending time with their family and friends. Other hobbies include surfing, snowboarding, and playing softball.

• Xavier University, BS in Business Administration

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Sydney Hyland is a Senior Wealth Strategy Associate with UBS Private Wealth Management. Sydney specializes in client relationship building and business development, providing tailored financial planning and investment strategies for Ultra High-Net-Worth clients. She works closely with clients to analyze risks and opportunities, provide informed recommendations, and utilizes the firm's platform to develop customized asset allocation strategies.

Previously, at LPL Financial, Sydney held a variety of roles such as a High-Net-Worth Consulting Associate, an Advisory Consultant, and a Move Money Specialist. In her most recent position, she worked closely with Financial Advisors to deeply understand their clients’ financial and personal goals and craft tailored solutions. This involved leveraging advanced tools and modeling techniques to develop client-approved deliverables for investment planning, advanced financial planning, and estate planning. During this time, she had the privilege of consistently collaborating with a team of CFPs, CFAs, CPAs, Tax Attorneys, and Estate Planning Attorneys.

Previous Experience

– High-Net-Worth Consulting Associate, LPL Financial
– Internal Advisory Consultant, LPL Financial
– Move Money Specialist, LPL Financial

Education

– San Diego State University, B.S. in Business Administration (Finance)

Credentials

– CERTIFIED FINANCIAL PLANNER®
– SIE, Series 7, and Series 66

Life

–Sydney enjoys traveling, surfing, snowboarding, and staying active through workouts at F45.

• San Diego State University, B.S. in Business Administration (Finance)

• CERTIFIED FINANCIAL PLANNER®
• Series 7, 66 Licenses

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Eugene Plahotnii is a Team Administrator with UBS Private Wealth Management, with over 11 years of experience Eugene is seasoned financial professional in the wealth management industry. His focus is on team building, business operations, account services and support with investment planning and advanced estate planning. Among other key responsibilities he is involved in administrative and technical support and managing existing client relationships.

Prior to joining UBS Private Wealth, Eugene's extensive background in the financial industry began in 2013 when he joined a private boutique firm in San Diego serving clients in both San Diego and the San Francisco Bay Area. Throughout his career, Eugene has consistently provided exceptional service to clients, which has contributed to his growth and reputation as a trusted specialist.

Previous Experience
– Business Operations Manager, Wells Fargo Advisors
– Business Operations Manager & Financial Planner, ATS Financial

Education

–  Accounting and Business Administration Bachelors Degree, Romania

Credentials

– Series 7, 66, CA Insurance Licenses

Life

– Enjoys travelling, exploring different cultures, and is car enthusiast

– He also likes spending time outdoors with his family, exploring new places

• Romania, Accounting and Business Administration Bachelors Degree

• Series 7, 66, CA Insurance Licenses