Experience

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

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.

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

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

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

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.

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.

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 

Megan developed a passion for wealth management early on and began her career in financial services in 2017. Prior to joining the Legacy Multi Family Group in 2024, Megan spent 4 years with the UBS Portfolio Advisory Group in New York focused on portfolio construction, due diligence and investment strategy implementation for Ultra High Net Worth clients. 

Megan earned her Bachelor of Science in Economics from George Mason University. She holds her Series 7 and 66 licenses.

Outside of the office, Megan enjoys yoga, hiking, trying new restaurants, and spending time with her 7 nieces and nephews.

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.

Derin joined the Legacy Multi-Family Group in January 2024. She started her career with UBS in 2018 as a Client Associate in Santa Barbara, where the strong relationships she built with clients sparked her desire to create the most meaningful impact possible for the clients she serves. In pursuit of this, Derin currently assists in portfolio construction and investment analysis. Developing strong client relationships in pursuit of helping them accomplish their goals remains her highest priority.

Derin earned her Bachelor of Arts in Economics from the University of California, Santa Barbara and the Chartered Financial Analyst designation from the CFA Institute. She holds her Series 7 and 66 licenses.

Outside of the office, Derin enjoys entertaining, traveling, and pilates.

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.

Alan earned his B.S. in Business Administration from the Marshall School of Business at the University of Southern California in 2023. Prior to attending USC, Alan served in the United States Marine Corps as an Intelligence Analyst. Alan joined UBS in 2024 as a Client Service Associate and is responsible for day-to-day operational needs such as fulfilling money movement requests, reviewing daily reports, and ensuring a smooth client onboarding process and experience.

A Southern California native, Alan now resides in Marina Del Rey, California. In his free time, he enjoys beach volleyball, running, snowboarding, and spending time with family and friends.

Janay comes to Legacy Multi-Family Group as the new Team Business Manager. Janay plays a critical role in overseeing team operations while also working to provide a meaningful experience through analytic work. Having spent the previous four years with Morgan Stanley as a Group Director, Janay comes to us with over 20 years of experience in financial services through various roles.

Janay graduated from Berkeley College in Manhattan and currently holds her Series 7 and 66 licenses. New to California, by way of the east coast, Janay currently resides in Marina del Rey with her partner, Hans, and their two rescue dogs, Berit and Hobie. She enjoys exploring her new hometown and the surrounding areas with them as well as traveling, volunteering and playing tennis.