Experience

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.

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.

Often the first voice that clients hear, Brittany delivers a high level of client service as an integral aspect of her day to day routine.

As a Registered Client Service Associate (CSA), she constantly caters to sophisticated client's needs; while evaluating the right steps to take to complete their requests in a timely fashion. Client operations encompasses all of the "little things" and big things that are neceassary to accomplish daily buiness. It is the responsibility of the CSA to manage all operational requests from our clients and keep their accounts running smoothly. Brittany is organized, proactive, takes detailed notes and tracks requests hisorically; while keeping our clients abreast of all important account details.

Brittany is committed to delivering the highest level of personal service. She began working in the financial services industry in 2014, and has obtained both her Series 7 and Series 66 licenses.

Brittany has a passion for health and wellness, working out, and loves to cook for friends and family.