Creative. Collaborative. Confident.

Painting project

John Halperin

Senior Vice President–Wealth Management

Athletes and Entertainers Consultant

As a successful entrepreneur, executive or entertainment professional, your energy and ambition have put you at the top of your industry. With such success comes complexity. You have the vision, but also need a financial plan and portfolio that keep pace with your dynamic personal and professional goals.

Today, more than ever, you need the close collaboration, access and resources of a wealth management team that shares your drive, understands your unique challenges and works closely with you and your family to help simplify your financial world.

My team offers:

  • The personalized experience of a boutique relationship
  • A highly individualized approach centered on your objectives
  • Strategic access to UBS’s vast research and resources

 A comprehensive planning approach for your family and your future

We are committed to helping you meet your liquidity, longevity, and legacy needs by offering advice and resources for each component of your financial life.

  • Goals-based investment management
  • 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
  • Tax planning strategies in conjunction with your accountant and business manager
  • Coordination with your attorneys
Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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 Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Credentials

  • Athletes and Entertainers Consultant
  • Senior Managed Accounts Consultant
  • Wealth Advisor
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 281-3800

Email Me

Understanding the unique needs of entertainment professionals

A plan for navigating your wealth

Over the past 30 years, I have had the privilege of advising a diverse group of successful entertainment professionals. Our team understands the unique challenges and opportunities that come from working in a highly creative industry.

Whatever your role—senior executive, working professional or creative artist—your life has unique and variable characteristics, earnings profile and career span. Our team knows the industry, the importance of close collaboration with your team of trusted advisors, and will help you customize financial strategies that reflect the unique aspects of your profession.

We work with creative and focused clients who are sophisticated in their fields, and they look for the same qualities in their wealth advisor. They count on our team for the confidence and conviction that come from a comprehensive approach.

- John Halperin
Swimmer

UBS Sports & Entertainment

When incredible financial opportunities come your way

Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

A focus on personalized access and service

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.

businessman

Your comprehensive plan

swimmer

Your customized investments

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Your personalized service

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.

  • John Halperin Profile Photo

    John Halperin

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    “I understand 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. I want to learn about those life questions that are on your mind and, together, help you find the answers.”

    For the last 30 years, John has helped clients prepare for their financial futures. Having worked in the entertainment business developing films and TV shows early in his career, John has a deep understanding of the unique financial planning challenges faced by sports and entertainment professionals. His comprehensive wealth management approach focuses on longevity planning, wealth transfer strategies and life-transition planning. He collaborates closely with each client’s business management and accounting team to support estate planning, insurance needs, cash flow and liquidity challenges, and investment education initiatives.

    John started his career at Shearson Lehman Brothers in 1993, and he has subsequently earned the Certified Investment Management ConsultantSM® and UBS Wealth Advisor designations. He also holds the firm’s Athletes and Entertainers Consultant designation, which recognizes his experience providing holistic financial advice to clients across the sports and entertainment industries. In addition, John has earned the Series 7, 31, 63 and 65 securities licenses, as well as Life and Health Insurance licenses. He received his M.F.A. from the University of Southern California and a bachelor’s degree from the University of Michigan.

    John has a passion for making a difference in the community, both personally and professionally. He is a member of the Motion Picture & Television Fund Professional Advisory Network and the Investments & Wealth Institute. He also volunteers at weSPARK Cancer Support Center and Jewish Big Brothers. When he’s not at the office, John enjoys spending time with his children.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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 Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Southern California, M.F.A.
    • University of Michigan, Ann Arbor, B.A.
      131 South Rodeo Drive
      Suite 300
      Beverly Hills, CA 90212
      john.halperin@ubs.com
      John Halperin
      131 South Rodeo Drive,Beverly Hills,CA,90212
    • michael

      Michael Gordon

      Wealth Strategy Associate

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      • AL
      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • HI
      • ID
      • IL
      • KS
      • MA
      • MD
      • ME
      • MI
      • MN
      • MS
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WY

      Mr. Michael Gordon graduated from UCLA with a Bachelor of Arts in English and has worked in nonprofits before turning to the world of finance in 2021. He utilizes his communication and interpersonal skills through a stewardship model approach to provide excellent service to all clients and their accounts in any task. As a Registered Client Service Associate, he is devoted to the client service model here at UBS and our culture of professional development mixed with personal growth.

      Michael lives in Sherman Oaks and spends his free time cooking, hiking, and birdwatching with his wife Tania and their two dogs Toby and Marbles.

            131 South Rodeo Drive
            Suite 300
            Beverly Hills, CA 90212
            michael.r.gordon@ubs.com
            Michael Gordon
            131 South Rodeo Drive,Beverly Hills,CA,90212

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