Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Pencil and ruler on blueprints

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young family at the beach

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

investments

Investment Management

Tailored lending and cash management

Business transition and succession planning

Professionals

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jake Cooper

    Jake Cooper, CFP®, CIMA®

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • IA
    • ID
    • MA
    • MD
    • MI
    • MN
    • MS
    • MT
    • NC
    • ND
    • NE
    • NJ
    • NV
    • NY
    • OR
    • PA
    • PR
    • SD
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

      • Arizona State University, Finance
      • Yale School of Management, Investment Management Theory & Practice
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Accredited Wealth Management Advisor℠
      • Chartered Retirement Plans Specialist℠
      • Endowment & Foundation Consultant
      Financial planning
      Education planning
      Retirement planning
      Investing
      Alternative investments
      Equity plans
      Lending services
      Cash management
      1999 Avenue of the Stars
      36th Floor
      Los Angeles, CA 90067
    • Renee Fourcade

      Renee Fourcade, CIMA®, CRPS®

      Senior Vice President–Investments

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Barron's Top 100 Institutional Consultants, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
      • Barron's Top 100 Women Advisors, 2017, 2018, 2019, 2020The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
      • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from December of the prior year.
      • NAPA Top Women Advisors, 2016, 2019The NAPA rating is awarded annually in September based on information from June to August of the award year.
      • PLANADVISER Top Retirement Plan Advisers, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
      • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

          1999 Avenue of the Stars
          36th Floor
          Los Angeles, CA 90067
        • Dan

          Dan Brereton

          Wealth Strategy Associate

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          • CA
          • CO
          • MD
          • MT
          • NJ
          • NV
          • NY
          • TX

                1999 Avenue of the Stars
                36th Floor
                Los Angeles, CA 90067
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                MJ

                Client Associate Senior

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                • CA
                • MD
                • NV
                • NY
                • VA

                      1999 Avenue of the Stars
                      36th Floor
                      Los Angeles, CA 90067
                    • Christopher Bryan

                      Executive Director

                      Western Division Head, Portfolio Advisory Group

                      Chris is responsible for articulating and delivering comprehensive, research-driven
                      advice to UBS's ultra-high net worth (UHNW) clients. Leveraging the global
                      resources of the firm, he specializes in asset allocation and portfolio construction
                      including customized, product neutral solutions across all asset classes to meet
                      their financial goals.

                      Professional History

                      Currently serving as the Western Division Head, Chris has over twenty-five years of
                      experience within the Financial Services Industry, twenty-three of those at UBS. He
                      has held various roles at UBS including: Product Management and Development,
                      Sales Support, Branch Management and Direct Sales. For the past 14 years he has
                      served as a Senior Portfolio Strategist for the Portfolio Advisory Group servicing the
                      firms UHNW clients.

                      In 2013, he completed the UBS Americas Ascent Program and in 2021 the UBS
                      Leading the Future Program - targeted cross-business top talent programs aiming
                      to develop high potential talent and future leaders in the organization. Also, in
                      2020 he achieved the UBS Wealth Management Americas Sales Leadership
                      Excellence Award.

                      Education

                      He received his B.A. from Susquehanna University and holds his Series 7 & 66
                      licenses.

                      Licenses and Certifications

                      He holds the Certified Investment Management Analyst (CIMA®) designation.
                    • Casey Verst

                      Executive Director

                      Senior Wealth Strategy Consultant

                      Introduction
                      Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

                      Professional History
                      Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

                      Education
                      Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
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                      Jeffrey Lewis

                      Director

                      Senior Wealth Management Banker

                    Global Wealth Report - 2023

                    Global Wealth Report 2023

                    How has global household wealth developed in 2022? What are the projections for the years ahead?

                    Find out with the most comprehensive and up-to-date information on global household wealth.

                    Get the report

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $3.9 trillion

                    In invested assets globally 
                    As of 12/31/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager