Senior Vice President–Wealth Management
Financial Advisor
Our team works with Ultra High Net Worth Individuals, their businesses and families focusing on providing clients integrated financial solutions in the following areas:
US Wealth Management Investment & Debt Solutions
Swiss Based Investment Management & Debt Solutions
Investment Banking
Global Asset management
Efficient Property Exchange to Public Real Estate Investment Trusts
Direct Real Estate Investment
Commercial Real Estate Lending
Mortgage & Liability Management / Cost Reduction
David Forrest Background:
Prior to UBS David spent 20yrs with Merrill Lynch. David focused on managing client investments, liabilities, also hedging & monetizing concentrated positions… primarily for real estate investors.
In addition, David has 15 yrs experience in the commercial real estate business. He held multiple investment management and development roles with Lowe Enterprises, Brookfield and Oxford Properties.
Education: Masters Degree from University of Colorado
Bachelor of Science Degree from University of Virginia
David now resides in Rancho santa Fe, CA.
Education
Senior Wealth Strategy Associate
Leah has been in wealth management for over 15 years. She has broad experience in short & long range planning, and portfolio management. After her experience as a business related attorney, Leah became a financial advisor for Merrill Lynch. She was also a District Specialist for Merrill Lynch, educating and advising clients and advisors on insurance related products, prior to joining UBS over 5 years ago.
Leah's background includes experience in commercial and residential real estate. She earned her JD from the University of Southern California, Gould School of Law: and her MA from the New York School of Visual Arts. Leah earned her bachelor's degree from Wesleyan University in Middletown, CT. She now resides in Rancho Santa Fe, CA.
Education