Managing Director–Wealth Management
Financial Advisor
Pasha Azad joins UBS as a Managing Director and Private Wealth Advisor, where he specializes in advising entrepreneurs, founders, artists, entertainers, and multigenerational families on sophisticated wealth management strategies.
Many of Pasha's clients have created wealth in unconventional ways through businesses, technology, concentrated equity positions, intellectual property, creative careers, and other unique assets. He helps bring structure and purpose to wealth, providing guidance across investment strategy, liquidity and transaction planning, tax and estate planning considerations, philanthropy, and multigenerational wealth transfer.
Pasha's approach is deeply personal and rooted in a simple philosophy: meaningful advice begins with understanding what matters most to the client. He works closely with each family and their network of legal, tax, and other professional advisors, leveraging the global resources and capabilities of UBS to address both immediate decisions and long-term objectives.
Above all, Pasha views his role as one of stewardship, helping clients preserve what they have built, make thoughtful decisions with their capital, and create a lasting impact for the people and causes that matter most to them.
Pasha earned a Bachelor of Arts in Political Science and Business Administration from the University of San Diego. Outside of work, he enjoys spending time with his family and raising his two sons, Ezra and Isaac. He is also actively involved with several local nonprofit organizations and is committed to giving back to his community.
Education
Managing Director–Wealth Management
Financial Advisor
Dayne Crist joins UBS as a Managing Director and Private Wealth Advisor, where he helps business owners, corporate executives, athletes, and entertainers navigate wealth transitions, including liquidity events, business sales, and periods of accelerated wealth creation. He understands that financial decisions are often intertwined with personal aspirations, family priorities, and the pressures that accompany success.
As a former starting quarterback at the University of Notre Dame, Dayne brings a unique perspective on performing under pressure and making critical decisions when the stakes are highest. Those experiences shape his approach today, allowing him to help clients navigate complexity with confidence, discipline, and strategic clarity.
Leveraging UBS's institutional resources and investment capabilities, Dayne provides comprehensive advice across investment management, tax-efficient planning, estate strategies, and risk management. He works closely with clients to develop tailored solutions that address their evolving needs while helping them build, preserve, and transfer wealth across generations.
Family remains central to Dayne's life. He enjoys spending time with his wife, Hilary, and their children, Holden and Caroline. An avid golfer, traveler, and lifelong Fighting Irish fan, Dayne maintains strong ties to Notre Dame through mentorship, alumni engagement, service on the steering committee of the annual Wealth Management Symposium, and support of future students through an endowed scholarship.
Education
Senior Vice President–Wealth Management
Financial Advisor
Steven Summerhays joins UBS as a Financial Advisor, helping high-net-worth families, athletes, business owners, and executives navigate the unique complexities of wealth. Whether that’s preparing an entrepreneur for a transaction, structuring a multigenerational legacy, or aligning philanthropy with core family values, his goal is to bring meaning, intention, and clarity to every decision.
For Steven, the heart of his work lies in building long-lasting relationships where clients know they have a dedicated advisor by their side through life’s ups and downs. Drawing on his former experience as a professional athlete, he knows high-performance demands accountability, discipline, and a commitment to strength as a team. These values guide his approach to helping clients preserve, grow, and execute what matters most to them.
By pairing UBS’s leading global capabilities with a boutique, deeply attentive, hands-on advisory team, Steven helps the families he serves navigate every market cycle and chapter of life with clarity, confidence, and assurance.
Steven earned a Bachelor's Degree in Finance from the University of Notre Dame. Still a competitor at heart, outside the office he is an avid golfer, fisherman, and lifelong sports fan who loves traveling and spending time with his family.
Education
Account Vice President
Financial Advisor
Koby Dardashti joins UBS as a Financial Advisor where he advises high-net-worth and ultra-high-net-worth individuals and families on the intricacies of managing, growing, and preserving their wealth.
Koby focuses a significant portion of his business on entrepreneurs, professional athletes, business owners and entertainers, helping clients navigate the complexities that often accompany business growth, liquidity events, concentrated wealth, variable income and significant career transitions. He also works with multigenerational families, helping clients develop thoughtful strategies around investments, estate and tax planning considerations, and the transfer of wealth across generations.
Koby believes the most valuable advisory relationships extend beyond investment management and takes a highly personalized approach to understanding each client’s priorities and long-term objectives. He strives to serve as a dedicated resource across the full scope of their financial lives and coordinate effectively with their other professional advisors.
Koby earned a Bachelor of Business Administration in Finance from the McCombs School of Business at The University of Texas at Austin. Outside of work, he enjoys playing and watching sports, live music, skiing and traveling, as well as spending time with family and friends.
Education
Director
Senior Wealth Strategy Associate
Lexie Kamran is a Senior Wealth Strategy Associate with more than five years of experience in asset management. She has partnered closely with Financial Advisors overseeing more than $5 billion in assets under management, serving as a liaison between clients, advisors and the firm. Her experience spans client relationship management, investment strategy, portfolio implementation, financial planning and business development. As an office leader, Lexie has trained and mentored associates for more than two years and actively managed a team of five junior associates. Known for her exceptional client service, proactive approach and ability to anticipate client needs, she has quickly become a trusted partner to both advisors and clients. Lexie holds the SIE, Series 7, Series 63 and Series 65 licenses and earned a Bachelor of Business Administration from Chapman University with a focus in Finance and Management.
Education
Director
Senior Wealth Strategy Associate
Ryan Siroky is a Senior Wealth Strategy Associate with more than five years of experience serving high-net-worth individuals, families, and institutional clients. He provided investment and wealth planning guidance to individuals and families, as well as their trusts, estates, foundations, and endowments. Ryan advised clients and their professional advisors on a wide range of complex planning matters, including multigenerational wealth transfer, philanthropic planning, and the sale of closely held businesses.
At UBS, he continues to deliver comprehensive planning and investment guidance to high-net-worth individuals and families, including athletes and entertainers, helping them navigate complex financial decisions with clarity and confidence.
Ryan holds the SIE, Series 7, Series 63, and Series 65 licenses and earned a Bachelor of Arts in Finance from Miami University in Oxford, Ohio, where he competed on the Division I Men's Ice Hockey Team. A native of Manhattan Beach, California, Ryan resides in Redondo Beach with his wife. Outside of work, he enjoys hockey, golf, cooking, and running.
Education
Authorized Officer
Senior Registered Client Associate
Alex Day is a Senior Registered Client Associate with more than two years of experience. He plays an important role in supporting client relationships and delivering a high level of service to individuals and families.
Originally from North Carolina, Alex relocated to Los Angeles in 2017 to attend the University of Southern California, where he earned a Bachelor of Science in Business Administration with a minor in Culture, Media, and Entertainment. Outside the office, he enjoys attending open houses and exploring Los Angeles' vibrant restaurant scene.
Education
Authorized Officer
Registered Client Associate
Nicolas Horn is a Registered Client Associate with experience supporting high-net-worth clients. He provides exceptional client service and operational support to help ensure a seamless client experience. Nicolas earned a Bachelor of Arts in Economics from the University of California, Los Angeles.
Education