Insight-based advice

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.

Get started on your financial plan

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.

Kenneth Josefsberg

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Ken joined UBS in April 2009 and has over 20 years experience in the financial services industry. As a Partner in the Rodeo Wealth Management Group, he provides customized investments solutions to ultra-high net worth individuals, institutions and family offices. Prior to joining UBS, Ken was a Sr. Vice President at Wells Fargo Investments in the Private Client Services division. Ken sits on numerous non-profit Boards mostly related to children. Ken and his wife Lisa live in Cheviot Hills with their two daughters Natalie and Stella. Ken's interests include triathlon, skiing and golf.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

ken.josefsberg@ubs.com

Kenneth Josefsberg

131 South Rodeo Drive,Beverly Hills,CA,90212
Nikolas Adell

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Nikolas Adell has been with UBS Financial Services since 2004 and started his career in the Financial Services Industry with major wire houses in 1998. He is Vice-President Investments and holds Series 3,63,65 & 7 as well as California Life & Health Licenses. Outside of the office he enjoys playing golf, skiing,
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.
Home Worker FL
Home Worker FL, FL 000

nikolas.adell@ubs.com

Nikolas Adell

Home Worker FL,Home Worker FL,FL,000
Andrew Mason

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- FL
- MA
- NC
- NE
- NJ
- NV
- NY
- OR
- TX
Andrew Mason is driven by his passion for creating a seamless and valuable client experience. As part of the Rodeo Wealth Management Group, Andrew is responsible for the operational needs of the team through client account administration, securities transactions, and cash management. Andrew is focused on what provides the highest standard of client service to those who have entrusted Rodeo Wealth Management to be their partner in their financial journey. Andrew graduated with his MBA in Finance and BA in Business Management from Azusa Pacific University and holds the Series 7 and 66 securities licenses. He has lived in the Los Angeles area for the past ten years and enjoys spending time with his fiancée Katie, family and friends, hiking, Jiu Jitsu, and running.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

andrew.b.mason@ubs.com

Andrew Mason

131 South Rodeo Drive,Beverly Hills,CA,90212

Kenneth Josefsberg

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Ken joined UBS in April 2009 and has over 20 years experience in the financial services industry. As a Partner in the Rodeo Wealth Management Group, he provides customized investments solutions to ultra-high net worth individuals, institutions and family offices. Prior to joining UBS, Ken was a Sr. Vice President at Wells Fargo Investments in the Private Client Services division. Ken sits on numerous non-profit Boards mostly related to children. Ken and his wife Lisa live in Cheviot Hills with their two daughters Natalie and Stella. Ken's interests include triathlon, skiing and golf.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

ken.josefsberg@ubs.com

Kenneth Josefsberg

131 South Rodeo Drive,Beverly Hills,CA,90212
Nikolas Adell

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Nikolas Adell has been with UBS Financial Services since 2004 and started his career in the Financial Services Industry with major wire houses in 1998. He is Vice-President Investments and holds Series 3,63,65 & 7 as well as California Life & Health Licenses. Outside of the office he enjoys playing golf, skiing,
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.
Home Worker FL
Home Worker FL, FL 000

nikolas.adell@ubs.com

Nikolas Adell

Home Worker FL,Home Worker FL,FL,000
Andrew Mason

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- FL
- MA
- NC
- NE
- NJ
- NV
- NY
- OR
- TX
Andrew Mason is driven by his passion for creating a seamless and valuable client experience. As part of the Rodeo Wealth Management Group, Andrew is responsible for the operational needs of the team through client account administration, securities transactions, and cash management. Andrew is focused on what provides the highest standard of client service to those who have entrusted Rodeo Wealth Management to be their partner in their financial journey. Andrew graduated with his MBA in Finance and BA in Business Management from Azusa Pacific University and holds the Series 7 and 66 securities licenses. He has lived in the Los Angeles area for the past ten years and enjoys spending time with his fiancée Katie, family and friends, hiking, Jiu Jitsu, and running.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

andrew.b.mason@ubs.com

Andrew Mason

131 South Rodeo Drive,Beverly Hills,CA,90212

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insight-based advice

Pursuing your goals together

Kenneth Josefsberg

Nikolas Adell

Andrew Mason

Kenneth Josefsberg

Nikolas Adell

Andrew Mason

*

*

Education

Credentials

*

*