Knowledge

Justin is a senior portfolio manager and Private Wealth Advisor. He designs and constructs client portfolios, and helps determine the most efficient methods of executing the strategic investment plan for every client portfolio he manages.

Justin earned a B.S. in business administration with a concentration in finance from California Polytechnic State University, San LuisObispo. He attended New York University's School of Professional Studies, focusing on international finance and financial planning. Prior to joining UBS, Justin served as Vice President with Bear Stearns' Private Client Division in New York City and with the Private Client Division of CIBC Oppenheimer.

Justin holds FINRA Series 7, 31 and 66 securities licenses and is a licensed California insurance agent. He is also a graduate of the ACPM program held at Columbia University, earning the Certified Portfolio Manager designation. He applies his extensive experience in the derivatives markets to the portfolio design process.

A native of San Luis Obispo, California, Justin and his family manage a working cattle ranch and avocado grove on the central coast. As a licensed pilot, Justin volunteers with Angel Flight West as a Command Pilot and serves on the organization's board of directors. The organization arranges free, non-emergency air travel for children and adults with serious medical conditions and other compelling needs. He also is a career-path mentor to veterans as part of the American Corporate Partners.

Christine joined UBS in 2008 and the team in 2013.  She currently serves as the Team Administrator, leading the daily operations of the team and ensuring service excellence for our clients.

Covering a wide range of client and team needs, Christine helps manage both individual relationships and our practice. She is passionate about client service and does all she can to help make a client's life easier by maintaining a proactive, diligent, and detailed oriented approach.

On any given day, Christine will be inputting trades, preparing and reviewing materials for client meetings, supervising client service associates and other team members, managing the team workflow, and monitoring all client and Financial Advisor requests.

Christine takes pride in educating new clients on account services and capabilities and oversees the on-boarding process for new clients. As the effective team COO, she provides additional support to Financial Advisors and acts as the lead service provider for high priority relationships.

Christine holds FINRA Series 7, 31 and 66 securities license and earned a B.S. in Economics from the University of San Diego. Previously, she worked at Morgan Stanley and in the residential mortgage industry.

Christine lives in Pasadena along with her husband, two children, and labradoodle.

Peter is a Senior Wealth Strategy Associate with over 7 years of experience in the financial
services industry, Peter supports lead advisors in the construction and implementation of wealth
strategies for families and institutions. He also looks to drive new business opportunities by
cultivating relationships with key advisors and strategic partners. Peter thrives on listening and
communicating with clients as they pursue their long-term financial goals. Prior to joining UBS, Peter served as a Wealth Advisor with Monograph Wealth Advisors and as a Director
with First Republic Private Wealth Management.

Peter earned a B.Sc. from the United States Military Academy (USMA), West Point and is a
former U.S. Army Engineer Officer. He earned his Personal Financial Planning certificate from
the UCLA Extension school and is a Certified Financial Professional®. Peter holds FINRA Series
7 and 66 securities licenses and his Insurance License.

Peter was born and raised in London until attending USMA and currently resides in Seal
Beach, CA with his wife Brittany and their two daughters, Olivia and Poppy.

Brittany is a Client Service Associate, joining the UBS Private Wealth office in Century City in 2016, and the team in January 2020.

Brittany assists with account maintenance, client requests, implementation of asset allocations and helps support the day to day operations of the team.

She takes pride in educating new clients on account services and capabilities and oversees the on-boarding process for new clients. Brittany provides additional support to Financial Advisors and acts as the lead service provider for high priority relationships.

Brittany received a Bachelor of Arts in Business Management from the Fashion Institute of Design and Merchandising in Los Angeles, and then graduated with a Juris Doctorate from Chapman University School of Law in 2015. Brittany passed the California Bar Exam in 2016, however does not perform this function at UBS.

Brittany currently resides in Seal Beach with her husband and two daughters.

Katie joined UBS in 2011, and the team in 2013.

With more than 15 years experience in the financial services industry, she provides comprehensive service to clients and assists the team in account operations and trading.

Prior to joining UBS, Katie was responsible for portfolio accounting and client reporting in the Operations Department of a Registered Investment Advisor for four years. Previously, she was the Director of Operations in a commodity brokerage firm for eight years.

Katie holds a Series 7 and 66 securities license and earned a B.A. in Political Science from the University of Michigan.