Experience

Scott joined UBS Wealth Management in 1980 with a Business Degree from the University of Southern California and has been with the firm ever since. A native of Southern California, he is a Senior Vice President-Investments and a Senior Portfolio Manager. Scott is responsible for the day to day investment management and overall asset allocation of the portfolios. Scott is married with two children and lives in Manhattan Beach.

Leslie started in wealth management in the year 2000, a year after she graduated from UCLA with a B.S. in Psychobiology.  She originally wanted to become a physician but was drawn to Wall Street.  As a financial advisor, Leslie is fulfilled by her work in helping others in their financial wellness journey.  She joined UBS in 2012 as a manager after spending nine years at Merrill Lynch and Morgan Stanley.  After 15 years managing multiple branch offices, she transitioned to a full time advisor role.  

Leslie is very passionate about higher education and lifelong learning.  She obtained her MBA in Finance in 2005 from the USC Marshall School of Business, where she sat on the Student Investment Fund managing a portion of the school's endowment.  She earned the Certified Financial Planner™ certification in 2010, the Chartered Financial Analyst® in 2019, the Certified Private Wealth Advisor® certification in 2020, and the Certified Exit Planning Advisor designation in 2023.

Leslie, her husband and their two daughters live in La Cañada Flintridge, where she serves as a trustee of the La Cañada Educational Foundation Endowment.  She loves her coffee in the morning and wine in the evenings.  

Christine Lee is a Senior Registered Client Service Associate who has been at UBS since 2009.  She brings a wealth of experience and knowledge given her extensive tenure in financial services that dates back to 1997.  Outside of work, Christine loves to spend quality time with her grandson and at the gym staying fit.