Today’s opportunities. Tomorrow’s legacy.

Private Wealth Management

Mainsail Team photo

Get a clear view of your wealth

When you have created or inherited substantial wealth, you face daily decisions about your immediate needs, your longer-term goals and aspirations for future generations. From business to finance to family, you have possibilities limited only by your own imagination, courage and determination.

As Private Wealth Advisors and Family Office Consultants, we offer the access, perspective and, importantly, the passion to help our clients pursue what is possible today and for generations to come. Our deep history with multigenerational families, entrepreneurs, senior executives and family offices means we have the experience you need to unlock opportunities, preserve wealth and create continuity.

 

Meet our team

  • Drew Freides

    Drew Freides, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Drew began his career in financial services in 1999 at Goldman Sachs Private Wealth Management, where, in 2008, he successfully achieved membership in the firm’s influential Leadership Council. In April 2009, he joined UBS Private Wealth Management and now leads one the largest teams in all of UBS. Drew’s clients have appreciated his team’s holistic approach, incorporating liability management and estate planning, along with tax optimization and philanthropic strategies into their investment advice, creating a thoughtful overall financial plan. The team focuses on providing executives of both public and private companies, as well as multigenerational families thoughtful advice regarding any financial issues.

    Prior to his career in wealth management, Drew spent seven years designing and managing the construction of custom racing yachts at Nelson-Marek Yacht Design, focusing primarily on the design of America’s Cup yachts. In addition to designing the yachts, Drew was a crew member aboard multiple America’s Cup yachts. Drew continues to pursue his passion of sailboat racing, winning 3 World Championships & 3 National Championship in the past 5 years – He is the 2021 & 2020 IC 37 National Champion, the 2019 Farr 40 World Champion, the 2017 & 2018 Melges 20 World Champion, as well as the 2017 Melges 20 US National Champion. He has also been Rolex Yachtsman of the Year Finalist.

    Drew is passionate about animals, serving on the boards of and as treasurer for two nonprofit animal rescue organizations: Farm Girl Dog Rescue, Inc. and Animals Help People Help Animals (AHPHA). Equally enthusiastic about sailing, Drew is an active member of the New York Yacht Club, the San Diego Yacht Club and the California Yacht Club. He is on the investment committee for the San Diego Yacht Club. Drew is also on the board of US Sailing Hall of Fame, and is Chairman of the Investment Committee for the US Sailing Association, managing the investments for the US Olympic Sailing Team.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron’s Top 50 Private Wealth Advisory Teams, 2019, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
    • Barron's Top 1,000 Financial Advisors, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The 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 Advisors, 2018, 2019, 2020, 2021, 2022The 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/SHOOK Top 100 Wealth Advisors, 2016The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. 

    • Darden School of Business at University of Virginia, M.B.A with honors
    • MIT, B.S. and M.S. in naval architecture and marine engineering
    • Private Wealth Advisor
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
  •  Michael D. Kanigher

    Michael Kanigher, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    With over 20 years of experience in private wealth management, Michael holds a high level of expertise that distinguishes him as a leader in the industry.  He is a lead financial advisor on Mainsail Wealth Partners, , and manages 12 staff members along with 5 other financial advisors. Michael attributes this success to the shared efforts of his team.

    Recognized for an accomplished career and commitment to service, Michael was named Co-Chair of the influential UBS Financial Advisor Advisory Council (FAAC) in 2015. The FAAC, a select group of 14 Financial Advisors representing all UBS Advisors, addresses the critical issues and concerns that ultimately help Advisors better serve their clients. In addition, he is a Senior Portfolio Manager. Michael has served on the Private Wealth Management Banking Committee, advising the firm on lending issues that impact the firm’s wealthiest clients. 

    Prior to starting his career in private wealth management, utilizing his entrepreneurial abilities, Michael owned and operated a sports card distribution company. The company was active under Michael’s guidance and leadership for most of the 1990s. Michael earned an M.B.A.in Finance from UCLA Anderson School of Management, where he subsequently joined the Alumni Executive board and served as c\Chairman of the Alumni Development Committee. He also attended San Diego State University, where he earned a B.S. in Business Administration with a Distinction in Finance. 

    Outside of work, Michael is a runner, a triathlete and an all-around family man. In addition, Michael serves on the board of the East Valley YMCA. He received The Significant Sig Award in 2021, which is one of Sigma Chi Fraternity’s highest honors recognizing alumni members for their exemplary achievements in their fields of endeavor.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron’s Top 50 Private Wealth Advisory Teams, 2019, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The 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 Advisors, 2018, 2019, 2020, 2021, 2022The 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/SHOOK Top 100 Wealth Advisors, 2016The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. 

    • UCLA Anderson School of Management , M.B.A.
    • San Diego State University, B.S. in Business Administration with a distinction in Finance
    • Private Wealth Advisor
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
  • Steven Westerman

    Steven Westerman, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NV
    • NY
    • PA
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Steven has over 20 years of experience in the financial services industry. He joined UBS Private Wealth Management in 2009 and received his Private Wealth Advisor accreditation & designation in 2012. Steven provides customized wealth planning strategies to high net worth individuals and families, with a focus on entrepreneurs who have sold a business and executives at public companies. He has experience in managing wealth resulting from IPOs, mergers, and sales of and privately owned businesses, and has spent most of his career working with options and the hedging of concentrated stock positions.

    Steven was born in Cape Town, South Africa, and his family moved to the United States at a young age where he spent most of his childhood growing up in Atlanta, GA. After obtaining his undergraduate degree from the University of Michigan (Ann Arbor) with a double-major in Economics and Psychology, Steven joined Lehman Brothers in 2001 in their Equity Derivatives division. Two years later he was hired by Credit Suisse to work in their Debt Capital Markets group and then transitioned into their Private Banking division in 2004. While working full-time, Steven was able to obtain his M.B.A. from the Marshall School of Business in 2009. Steven currently serves on the Board of Directors at Hillel Hebrew Academy and mentors and offers career guidance to military veterans through American Corporate Partners.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron’s Top 50 Private Wealth Advisory Teams, 2019, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.

    • Marshall School of Business at the University of Southern California , M.B.A.
    • University of Michigan, B.A in Economics and Psychology
    • Private Wealth Advisor
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
  • James Hulburd Photo

    James Hulburd

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • DE
    • HI
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OR
    • SD
    • TN
    • TX
    • WA

    Jim began his career in Financial Services in 1983. After a career spanning several firms, Jim joined UBS Private Wealth Management in 2014.

    Jim received a B.S. in Mathematics from Santa Clara University. He holds FINRA series 7, 8, 63, and 65.

    Jim has focused his practice on a limited number of affluent families, primarily former Executives, Founders and early employees of Technology companies. Jim works with his clients addressing not only their financial needs but also developing philanthropic and wealth transfer strategies.

    Jim is involved with a number of organizations serving children, education and healthcare. He currently serves on the Board of Directors of the Jesuit School of Theology of Santa Clara University. He also served for many years on the Boards of the Taylor Family Foundation and College is Real.

      • Santa Clara University, B.S in Mathematics: 1978 - 1982
      • Private Wealth Advisor
      555 California Street
      32nd/ 34th /46th Floor
      San Francisco, CA 94104
    • Stephen McCashin

      Stephen McCashin

      Managing Director–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Steve has worked in the wealth management industry since 2001. He began his career at UBS in New York before relocating to Los Angeles in 2003. Steve held several positions as both a branch manager and investment specialist during his time in Los Angeles. In 2012, Steve and his family moved to Northern California where he served as the Managing Director and Market Manager for UBS Private Wealth Management until 2018 when he joined J.P Morgan Wealth Management in a similar capacity. Upon returning to UBS in July 2022, Steve joined Mainsail Partners. He brings over twenty years of experience working with ultra high net worth families and the teams that served them. Steve holds an Executive MBA from the Anderson school at UCLA and a Finance degree from Penn State. He resides in Orinda, CA with his wife, Jennie, and their four children.

            555 California Street
            32nd/ 34th /46th Floor
            San Francisco, CA 94104
          • Brendan Carroll

            Brendan Carroll

            Vice President–Wealth Management

            Financial Advisor

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            • CA
            • DC
            • FL
            • GA
            • MA
            • MD
            • NV
            • NY
            • TN
            • TX
            • UT

            Brendan develops customized wealth management solutions for ultra high net worth individuals, families and foundations. Utilizing a holistic approach encompassing investing, philanthropic and tax minimization strategies, as well as estate and legacy planning services, Brendan works closely with clients and their outside advisors to provide portfolio recommendations, reviews and asset allocation analysis utilizing his team and UBS's global investment research and leading open architecture, manager and fund selection process. Brendan believes in proactively communicating with clients and creates a customized plan to achieve an ongoing dialogue with each client. He also provides clients access to various UBS educational events and materials. 

            Prior to joining UBS, Brendan was with UTA in Los Angeles and NAI Global in Boston before that. Brendan received a B.A. in environmental studies with a concentration in policy and law at the University of Washington, and when called for, utilizes that knowledge for clients interested in ESG (environmental, social and governance) and sustainable investing. While at the University of Washington, he was a member of the Men's Heavyweight Varsity Rowing Team. Brendan holds the Series 7 and 66 securities licenses as well as a life insurance license.

            Brendan resides in Manhattan Beach, CA, with his wife, Samantha, and their two children. Outside of work, he enjoys golf and ocean swimming and is currently a Los Angeles Regional Advisory Board Member of The Ireland Funds.

                  525 Okeechobee Blvd.
                  Suite 1500
                  West Palm Beach, FL 33401

                The value of Family Office Consultants

                Drew Freides, Michael Kanigher and Steven Westerman are among a select group of Private Wealth Advisors who have earned the Family Office Consultant (FOC) business designation. Understanding the complexities of intergenerational wealth and the associated challenges, FOCs align specific needs to the full suite of UBS capabilities, managing the investment, business, passion and legacy needs their clients face.

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                The proof is in our numbers

                $9.4 billion

                Assets under management

                As of 12/31/2021

                160+

                Collective years of experience

                13

                Years in business as a team


                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                #1

                For Ultra-High Net Worth clients

                Euromoney Private Banking and Wealth Management Survey, 2016-2022

                #1

                Family office services

                Euromoney Private Banking and Wealth Management Survey, 2021

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