Experience

As a Private Wealth Advisor with UBS Private Wealth Management division, Dorian aims to help clients, their families and their businesses pursue their most important goals. He considers the full scope of their wealth management needs when advising his clients. Because every individual and family is different, his recommendations are customized to their situation and objectives, and supported by the global resources of UBS.

Dorian began his career in financial services in 1985 and joined UBS in 1994. His approach is straightforward: understand what's most important to clients, and help them plan and invest to fulfill their life goals. Dorian also focuses on wealth preservation strategies, since unforeseen circumstances and life's unexpected twists and turns can derail even the best of plans. He feels great satisfaction assisting clients in navigating through difficult times.

Dorian and his team work with a diverse group of families and executives, successful entrepreneurs and business owners who have built their wealth through hard work and a commitment to their businesses.

Experience

• Financial advisor, Merrill Lynch, October 1985 – February 1990
• Swissbank Corporation (predecessor firm of UBS), Oct 1990 – present

Education

• B.A., economics, University of California Los Angeles (UCLA)
• Fluent in French and Arabic

Accomplishments

• Certified Exit Planning Advisor® (CEPA®)
• Certified Investment Management Analyst® (CIMA®)
• Series 4, 7, 9, 63 and 66 securities licenses
• Life, health, variable annuity and variable life insurance license in California

Life

• Dorian is committed to a number of charitable causes
• He enjoys fine wines, fine dining and good cigars
• He also enjoys cycling, hiking, fishing and boating

Pablo began his career in financial services in 1999 at UBS. He has a great deal of loyalty to the firm and clients value his commitment. Pablo holds Series 7 and 66 security licenses and is also accredited to offer life, health, variable annuity and variable life insurance in California. Pablo is fluent in English and Spanish, and is proficient in French. He received a B.A. in international development from the University of California, Los Angeles. Pablo is also involved with the Relief Organization and traveled to Haiti on a volunteer relief mission after the 2010 earthquake in Haiti.

Victoriya joined UBS in 2015 and the team in 2020.

Victoriya began her career at an estate planning and business law firm, where she was employed for over six years supporting high net worth clients with their estate planning, as well as business, retirement, life insurance and tax planning goals and needs.

Victoriya utilizes the expertise she obtained, particularly regarding trusts, estates and business entities, to assist our private wealth clients.

Some of Victoriya’s additional responsibilities include marketing, business development, trading and investment execution, performance reporting, cross collaboration with specialists across the firm and investment manager due diligence.

Victoriya received a B.A. in political science with a Minor in global studies from the University of California, Los Angeles. Victoriya also holds the Series 7 and 66 securities licenses.