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Observatory on mountain top

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.

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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 Ken Josefsberg Profile Picture

    Kenneth Josefsberg

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
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    • CA
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    • CT
    • DE
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    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.

          131 South Rodeo Drive
          Suite 300
          Beverly Hills, CA 90212
        • Nikolas Adell Profile Picture

          Nikolas Adell

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
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          • KS
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
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          • NC
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          • OR
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          • UT
          • VA
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          • WI

          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,

                131 South Rodeo Drive
                Suite 300
                Beverly Hills, CA 90212
              • Michael R. Mckenzie Profile Picture

                Michael R. Mckenzie

                Director

                Assistant Market Head

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                • AK
                • AL
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                • CA
                • CO
                • CT
                • DC
                • DE
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                • HI
                • IA
                • ID
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                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
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                • WV
                • WY

                After graduating from UCLA in 2000 with a degree in Economics, Michael began his career in the industry at PaineWebber as a margin clerk/wire operator.  He has spent the majority of his 18 year career in the Los Angeles area with UBS Financial Services teaming with advisors and clients to find innovative solutions for their investment and administrative needs.  He is well positioned to guide his colleagues toward their goals due to holding management roles in Operations, Administration, Supervision, and Sales and is currently the Market Administrative Officer for the West LA Market leading a team of 110 professionals.  He enjoys outdoor activities with his family, including soccer, volleyball, hiking, and attending concerts and sporting events.

                 

                  • UCLA, Degree in Economics
                    131 South Rodeo Drive
                    Suite 300
                    Beverly Hills, CA 90212
                  • Andrew Mason

                    Andrew Mason

                    Wealth Strategy Associate

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                    • AZ
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                    • NY
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                    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
                        • Susan Tunell Profile Photo

                          Susan L. Tunell

                          Director

                          Assistant Market Head

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                          • AZ
                          • CA
                          • NM

                                2121 Rosecrans Avenue
                                Suite 1300
                                El Segundo, CA 90245
                              • Kevin Janke Profile Photo

                                Kevin Janke

                                Director

                                Assistant Market Head

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                                • AR
                                • CA
                                • CO
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                                • MA
                                • NJ
                                • UT

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

                                    The circular economy: What is it?

                                    Retirement planning

                                    Retirement planning

                                    Multigenerational planning

                                    Multigenerational planning

                                    Legacy—Wealth for others

                                    For needs that go beyond your own—to help you improve the lives of others

                                    What will your legacy be?
                                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                    Learn more at ubs.com/wealthway.

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                                    A global leader in wealth management

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

                                    Our global footprint

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                                    UBS is a world-leading wealth manager

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