Advice. Beyond investing.

Because wealth management is more than allocating your portfolio

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

CAA Building

What sets us apart

We have a repeatable process to map, understand and organize every component of a client's financial life. We strive to uncover everything - goals, intent, fears and challenges. We go deep with every client. We put our client's interest first. We play the long game.

  • Ryan Bristol Profile Photo

    Ryan Bristol

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • KS
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Ryan started his career in finance in 1999 at Goldman Sachs. Over the next decade, he developed a broad knowledge of finance through work in investment banking, investment management, commercial real estate and venture capital. Ryan always had a passion for entrepreneurship and wealth creation through small business. In 2009, he pivoted into wealth management with a focus on advising the families, executives and founders who own privately held companies. Prior to joining UBS Private Wealth Management in 2021 as a Managing Director, Ryan had spent nine years at J.P. Morgan Private Bank.

    He is very active in his local community having served on numerous boards including the American Red Cross, Orfalea College of Business at Cal Poly SLO, Association for Corporate Growth and the Investment Review Committee for the City of Thousand Oaks.

    He received his M.B.A. from the UCLA Anderson School of Management and his B.S. from Cal Poly, SLO. Ryan and his wife Andrea live in Thousand Oaks with their 3 kids. In his spare time, he spends time with his family either coaching his kid’s teams or traveling anywhere with mountains or a beach.

     

    Previous Experience:

    • J.P. Morgan Private Bank, Managing Director
    • Bernstein Private Wealth Management
    • Private Family Office
    • Bank of America
    • Morgan Stanley
    • Goldman Sachs

     

    Designations:

    • Series 7
    • Series 63
    • Series 65
    • Series 9
    • Life, accident and health insurance licenses
    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 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, 2023, 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.

    • Cal Poly SLO, Bachelor of Science
    • UCLA, Master of Business Administration (MBA)
    • Private Wealth Advisor
    3011 Townsgate Road
    Suite 300, 3rd Floor
    Westlake Village / T, CA 91361
    ryan.bristol@ubs.com
    Ryan Bristol
    3011 Townsgate Road,Westlake Village / T,CA,91361
  • Patrick Schaffer Profile Photo

    Patrick Schaffer

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • KS
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Patrick is a senior portfolio manager, family office consultant and institutional consultant at UBS Private Wealth Management and is also currently an Adjunct Faculty Member at Villanova University where he teaches a finance and accounting course.  Before UBS, Patrick was a Managing Director at JP Morgan Private Bank.

    Patrick has been recognized as a Forbes Best in State Wealth Advisor 2023, Forbes America’s Top Wealth Management Teams 2023, and Barron’s Top 1,200 Financial Advisor 2023. Patrick holds a BA from Johns Hopkins University, an MS from Villanova University, and has earned the CFA® designation from the CFA® Institute.

    Patrick is a member of the CFA® Society of Los Angeles, a board member for the Kathy and Frank Baxter Family Foundation, a member of the board of trustees for the Village School, an active volunteer with LA Alliance for College Ready Public Schools, and lives in Los Angeles with his wife and son.

     

    Previous Experience:

    J.P. Morgan Private Bank, Managing Director

    Rubicon Capital Group

    Zeke LP

    Susquehanna International Group

    J.P. Morgan Investment Bank

     

    Designations:

    Series 7

    Series 63

    Life, accident and health insurance licenses

     

    The Forbes Best-In-State Wealth Advisors 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. 

    The Forbes America’s Top Wealth Management Teams rating is complied by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.

    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 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.

    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 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, 2023, 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.

    • Johns Hopkins University, Bachelor of Arts
    • Villanova, Master of Science
    • Private Wealth Advisor
    • Chartered Financial Analyst®
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
    patrick.schaffer@ubs.com
    Patrick Schaffer
    2000 Avenue of the Stars,Los Angeles,CA,90067
  • Mazz 22

    Corey Mazza

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AR
    • AZ
    • AZ
    • CA
    • CA
    • CO
    • CO
    • DC
    • DE
    • DE
    • FL
    • FL
    • GA
    • GA
    • HI
    • HI
    • ID
    • ID
    • KS
    • KY
    • MA
    • MA
    • MD
    • MD
    • MI
    • NC
    • NJ
    • NJ
    • NM
    • NM
    • NV
    • NV
    • NY
    • NY
    • OH
    • OH
    • OK
    • OK
    • OR
    • OR
    • PA
    • PA
    • PR
    • PR
    • SC
    • SD
    • SD
    • TN
    • TN
    • TX
    • TX
    • UT
    • UT
    • VA
    • VA
    • WA
    • WA
    • WY

    Corey joined UBS Private Wealth Management in 2021 as a Senior Vice President - Wealth Management. In his role, Corey advises clients on a range of personal wealth matters including: investment management, pre-transaction planning, portfolio construction, and estate planning. 

    Prior to joining UBS, Corey was an Executive Director in the Private Bank at J.P. Morgan's Los Angeles office. Corey began his wealth management career as a Private Wealth Advisor at Goldman Sachs in Los Angeles.

    Corey received a Bachelor of Arts from Harvard University, a Master of Business Administration from the University of Texas at Austin, McCombs School of Management, and a Master of Science in Financial Planning from California Lutheran University. During his time at Harvard, he was named an All-American on the Varsity Football team, going on to play one season professionally in Europe.

    Corey served for six years in the United States Marine Corps as an Infantry Officer. He led a Rifle Platoon during a combat deployment to Afghanistan and attained the rank of Captain before being honorably discharged.

    Corey serves on the Board for the Harvard Club of Southern California and the Board for the Association of Corporate Growth: 101 Corridor.

    Corey and his wife, Kathryn, have three sons.

     

    Previous Experience

    • J.P. Morgan Private Bank
    • Goldman Sachs

     

    Designations

    • Series 7
    • Series 66
    • Series 3
    • Life, accident and health insurance licenses

     

    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 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, 2023, 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.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • Harvard, Bachelor of Arts
    • University of Texas, McCombs School of Business, Master of Business Administration, Investment Management
    • Private Wealth Advisor
    2000 Avenue of the Stars
    7th Floor North
    Los Angeles, CA 90067
    corey.mazza@ubs.com
    Corey Mazza
    2000 Avenue of the Stars,Los Angeles,CA,90067
  • Barry Peterson Profile Photo

    Barry Peterson

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • KS
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Barry joined UBS Private Wealth Management in 2021 as a Senior Vice President- Wealth Management. He works with Southern California’s most successful business owners, families and nonprofits, among other, to help them identify and achieve their unique goals and ambitions.

    With humility and a great sense of humor, Barry’s amiable disposition is what endears him to clients, whom he treats as an extension of his own family. He delivers highly tailored solutions across the financial spectrum – trust and estates planning, generational wealth transfer approaches, and portfolio construction and management – to maximize the value of his clients’ wealth and provide them with the flexibility to pursue their passions, philanthropic or otherwise.

    Prior to joining UBS Private Wealth Management Barry served as an Executive Director and Client Advisor at J.P. Morgan Private Bank covering the Los Angeles and Westlake Village offices. In the past Barry has worked exclusively in the nonprofit sector, most recently at the California Community Foundation as a charitable business development officer. There, he aided nonprofit endowments and gave advice to individuals going through transitions, usually from the full-time management of a company to the management of a philanthropic organization. Barry made his own transition out of the nonprofit sector because of a desire to work more closely with people and families.

    Barry earned a B.A. from Whittier College and an M.B.A. from the UCLA Anderson School of Management. He is also a certified specialist in planned giving, receiving the designation from the American Institute of Philanthropic Studies. He holds Series 7 and 63 licenses and is a member of the charitable board of QueensCare.

    Barry and his wife live in Studio City with their two children.

    Previous Experience:

    • J.P. Morgan Private Bank
    • California Community Foundation

    Designations:

    • Series 7
    • Series 63
    • Series 65
    • Life, accident and health insurance licenses
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

    • UCLA, Master of Business Administration (MBA)
    • Private Wealth Advisor
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
    barry.peterson@ubs.com
    Barry Peterson
    2000 Avenue of the Stars,Los Angeles,CA,90067
  • Dhanesh Bharvani Profile Photo

    Dhanesh Bharvani

    First Vice President–Wealth Management

    Private Wealth Advisor

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    • AR
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • KS
    • KS
    • KY
    • KY
    • MA
    • MD
    • MD
    • MI
    • MI
    • NC
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OK
    • OR
    • PA
    • PR
    • SC
    • SC
    • SD
    • TN
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY
    • WY

    Dhanesh joined UBS Private Wealth Management in 2021 as a Financial Advisor, Vice President – Wealth Management. In his role, Dhanesh advises clients on a range of personal wealth matters including: investment management, pre-transaction planning, portfolio construction, and long-term financial planning.

    Dhanesh works with clients to help them identify and achieve their unique goals and ambitions and helps develop tailored solutions across investing, lending, philanthropy, and estate planning.

    Dhanesh grew up in Hong Kong and began his career with J.P. Morgan Private Bank in Singapore working on the Non-Resident India team where he covered clients across multiple geographies. Prior to joining UBS, Dhanesh was a Vice President in the Private Bank at J.P. Morgan’s Los Angeles office.

    Dhanesh graduated with honors and received a BBA in Finance from Emory University's Goizueta Business School and is FINRA Series 7, Series 63, and Series 65 securities licensed.

    Dhanesh and his wife, Laurin, live in Playa Del Rey.

     

    Previous Experience: 

    • J.P. Morgan Private Bank, Los Angeles
    • J.P. Morgan Private Bank, Singapore

     

    Designations:

    • Series 7
    • Series 63
    • Series 65
    • Life, accident and health insurance licenses
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

    • Emory University, BBA
    • Private Wealth Advisor
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
    dhanesh.bharvani@ubs.com
    Dhanesh Bharvani
    2000 Avenue of the Stars,Los Angeles,CA,90067
  • Jenna Kraczek Profile Photo

    Jenna Kraczek

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • ID
    • MD
    • NJ
    • NY
    • SD
    • TN
    • TX
    • WA

    Prior to joining UBS, Jenna worked as an Investment Professional at JP Morgan Private Bank.

    She has over 18 years of financial industry experience including private equity, investment banking, venture capital, institutional sales and private banking. Jenna holds her FINRA Series 7, 63 and 65 licenses.

    Jenna and her husband live in Burbank, CA with their two daughters.

          2000 Avenue of the Stars
          7th. Floor North
          Los Angeles, CA 90067
          jenna.kraczek@ubs.com
          Jenna Kraczek
          2000 Avenue of the Stars,Los Angeles,CA,90067
        • Liv Arias Profile Photo

          Liv Arias

          Associate Director

          Team Administrator

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          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • MA
          • MD
          • NJ
          • NV
          • NY
          • OR
          • SD
          • TN
          • TX
          • WA

          Liv began her career in the financial services industry in 2000 and joined UBS in September 2006 from Smith Barney. She transitioned to Private Wealth Management in 2013 and has worked with numerous teams where she was responsible for client intake, trades, fed fund transfers and overseeing the training of new associates. Her experience with the firm continues to be an asset to the Legacy Multi-Family Group.

          Liv currently connects with both clients and advisors to support the day-to-day operational needs. This includes fulfilling money movement requests, reviewing daily reports, and ensuring a smooth client onboarding process and experience. She also educates all team members on firm administrative policies and procedures. Liv is committed to delivering exceptional client services.

          She received her degree in Business Administration with an emphasis in marketing management from the California Polytechnic University, Pomona. She holds her Series 7, 66, 9, 10, and CA Insurance Licenses.

          Her career with UBS has brought her to San Diego, Northern California and now back to Los Angeles. Outside of the office, Liv enjoys spending time with her family and friends, cooking and watching sports.

                2000 Avenue of the Stars
                7th. Floor North
                Los Angeles, CA 90067
                liv.arias@ubs.com
                Liv Arias
                2000 Avenue of the Stars,Los Angeles,CA,90067
              • Monica Schmidt Profile Photo

                Monica Schmidt

                Senior Wealth Strategy Associate

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                • CA
                • MD
                • TN

                Inspired by her mother and older brother, both of whom were financial advisors, Monica developed an interest in wealth management during her college years. Monica always places clients’ interests and expectations first. Her listening skills and attention to detail, which are at the core of her ability to establish strong relationships, inform everything she does on their behalf.

                Monica is committed to providing high-touch, personalized service that centers individual needs. She understands that every client’s situation is unique and that every conversation offers an opportunity to learn more about their goals and concerns. Monica supports banking and investment accounts, and her strengths as a communicator aid her team’s efforts to manage clients’ assets and help secure their legacies. Monica brings 17 years’ experience in wealth management to the team. Prior to joining UBS, she worked at both an RIA and JP Morgan Private Bank.

                Outside of the office, Monica enjoys spending time with her husband and family. Her hobbies include camping, hiking, traveling and exploring new places. 


                Education and credentials

                • B.A., Benedictine University
                • Series 7, 63 and 65 securities licenses 

                      2000 Avenue of the Stars
                      7th. Floor North
                      Los Angeles, CA 90067
                      monica.schmidt@ubs.com
                      Monica Schmidt
                      2000 Avenue of the Stars,Los Angeles,CA,90067
                    • Aiko Leong Profile Photo

                      Aiko Leong

                      Senior Wealth Strategy Associate

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                      • CA
                      • DE
                      • FL
                      • HI
                      • MD
                      • NV
                      • NY
                      • OK
                      • OR
                      • TN

                      Aiko joined UBS Private Wealth Management in 2021 as a Client Service Associate with the Legacy Multi-Family Group. Aiko supports clients through operational management and investment analysis. She began her career at another wealth management firm in Los Angeles where she worked directly with clients to analyze and develop strategies to maximize their retirement plans. Aiko holds her Series 7 and 66 licenses.

                      Aiko earned her Bachelor of Arts in Economics from the University of Southern California. She received an athletic scholarship as a member of the USC Women’s Golf team where they were ranked in the top three nationally at the end of every season. In her final season, which was cut short due to the pandemic, the team was ranked #1 nationally, with her securing a spot on the Arnold Palmer Cup Watch List and holding the team’s lowest competitive round of the season at 6-under 66. She is a three-time Mark’s Scholar Athlete and a Pac-12 Academic Honor Roll recipient. She has been playing golf since she was eight years old and has competed in three USGA Championships. Aiko grew up in Honolulu, Hawaii and graduated from Punahou School.

                      In her free time, Aiko enjoys traveling, playing golf, cooking, strength training and spending time with her dog and family.

                            2000 Avenue of the Stars
                            7th. Floor North
                            Los Angeles, CA 90067
                            aiko.leong@ubs.com
                            Aiko Leong
                            2000 Avenue of the Stars,Los Angeles,CA,90067
                          • Derin Wenger Profile Photo

                            Derin Wenger

                            Senior Wealth Strategy Associate

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                            • AL
                            • AZ
                            • CA
                            • CT
                            • DE
                            • FL
                            • GA
                            • HI
                            • ID
                            • IL
                            • MA
                            • MD
                            • MI
                            • MO
                            • NC
                            • NJ
                            • NY
                            • OR
                            • SD
                            • TN
                            • TX
                            • UT
                            • VA
                            • WA
                            • WY

                                  2000 Avenue of the Stars
                                  7th. Floor North
                                  Los Angeles, CA 90067
                                  derin.wenger@ubs.com
                                  Derin Wenger
                                  2000 Avenue of the Stars,Los Angeles,CA,90067
                                • Margaret Lauer

                                  Maisy Lauer

                                  Client Associate

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                                    Maisy began her career at UBS as a Client Service Associate in 2017. She joined the Legacy Multi-Family Group in March 2023. Throughout her time at UBS, she has been responsible for a wide range of the day-to-day operational and administrative tasks. She works closely with the Financial Advisors to help create an overall wonderful experience. Prior to being in the financial services industry, she was an Assistant Preschool Teacher for six years. Maisy is on the Board of Directors for the Addiction Recovery Foundation in Columbus, OH, which is a cause dear to her heart. The youngest of five children, she enjoys spending much of her time with her family, especially her six young nieces. She loves dancing, traveling, cooking, walks with her dog, exploring new restaurants and watching movies.

                                          2000 Avenue of the Stars
                                          7th. Floor North
                                          Los Angeles, CA 90067
                                          maisy.lauer@ubs.com
                                          Maisy Lauer
                                          2000 Avenue of the Stars,Los Angeles,CA,90067

                                        The proof is in our numbers

                                        5

                                        Advisors on the team

                                        170

                                        Collective years of experience

                                        12 person

                                        seasoned team


                                        Getting ready to exit?

                                        What business owners need to know now to prepare for a successful sale

                                        73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.

                                        See more insights now

                                        Our insights

                                        Pat Schaffer and members of our team have been featured on National Media outlets.

                                        You. Connected.

                                        As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

                                        You. Connected.

                                        Your business

                                        Your business

                                        Your family

                                        Your family

                                        Your legacy

                                        Your legacy

                                        72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

                                        Younger generations are positioned to become more economically empowered than their parents, yet they face an increasingly fast-paced and volatile future. To help brave the unknown, UBS Private Wealth Management can support your family through all generations to plan for the next era.

                                        COVID-19 exposed economic disparities, so those with the financial means to help stepped up. UBS Private Wealth Management can help your giving have an even greater impact by connecting you with other like-minded donors.

                                        A leader in wealth management

                                        Backed by the strength of our parent company, UBS AG

                                        $5.8+ trn

                                        UBS Group invested assets
                                        As of 03/31/2024

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a leading and truly global wealth manager

                                        Defining your priorities. Pursuing what matters.

                                        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.