$3.9 trillion
In invested assets globally
As of 12/31/2022
Senior Vice President–Wealth Management
Financial Advisor
John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President–Wealth Management with UBS Financial Services Inc. He understands that it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When he talks about wealth management, he wants to learn about those life questions that are on your mind and, together, help you find the answers.
His comprehensive wealth management approaches focus on these areas:
Longevity planning, including retirement income and insurance planning
Wealth transfer strategies, including inheritance and business succession planning
Life transition planning for marriage, divorce or loss of a loved one
John received his M.F.A. from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds the UBS Athletes and Entertainers Consultant designation, Certified Investment Management Consultant® designation, the UBS Wealth Advisor designation, the life and health insurance licenses and the Series 7, 31, 63 and 65 securities licenses.
Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network and the Investments & Wealth Institute, and volunteers at weSPARK Cancer Support Center and Jewish Big Brothers. John resides in Bel Air, CA, where he enjoys spending time with his wife Mindy and three kids.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Vice President–Wealth Management
Financial Advisor
John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President–Wealth Management with UBS Financial Services Inc. He understands that it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When he talks about wealth management, he wants to learn about those life questions that are on your mind and, together, help you find the answers.
His comprehensive wealth management approaches focus on these areas:
Longevity planning, including retirement income and insurance planning
Wealth transfer strategies, including inheritance and business succession planning
Life transition planning for marriage, divorce or loss of a loved one
John received his M.F.A. from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds the UBS Athletes and Entertainers Consultant designation, Certified Investment Management Consultant® designation, the UBS Wealth Advisor designation, the life and health insurance licenses and the Series 7, 31, 63 and 65 securities licenses.
Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network and the Investments & Wealth Institute, and volunteers at weSPARK Cancer Support Center and Jewish Big Brothers. John resides in Bel Air, CA, where he enjoys spending time with his wife Mindy and three kids.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
As a successful entrepreneur, executive or entertainment professional, you have that something extra: the drive that has put you at the top of your industry. With such success comes complexity. You have the vision; now you need the plan.
Today, more than ever, you require the close collaboration, access and resources of a global wealth manager who shares your drive, understands your unique challenges and works closely with you and your family to help simplify your financial world.
I work with sophisticated, tenacious and creative clients who expect no less from their wealth advisor. They count on me for the confidence that comes from a comprehensive approach.
A plan for navigating your business
Over the past 25 years, I have had the privilege of advising a diverse group of successful entertainment professionals. I understand the unique challenges and opportunities that come from working in a highly creative industry.
Whatever your role in the entertainment industry—senior executive, working professional or creative artist—your life is unique with its own characteristics, earnings profile and variable career span. You require a Financial Advisor who knows the industry and understands your total financial picture. I can help craft creative financial strategies that account for the distinctive dynamics of your career.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
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.
Senior Vice President–Wealth Management
Client Associate
Senior Vice President–Wealth Management
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
$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
