Today’s opportunities. Tomorrow’s legacy.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• 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, where, in 2008, he successfully achieved membership in the firm’s influential Leadership Council. In 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. He is also part of a select group of advisors, the Athletes and Entertainers Consultants, that provide industry-specialized advice for entertainment executives and professional athletes.  

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 Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
• Barron’s Top 50 Private Wealth Management 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, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America’s Top Wealth Management Teams, 2022The 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 Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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, 2022, 2023The 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, 2023The 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.

• 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

• 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 Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
• Barron’s Top 50 Private Wealth Management 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, 2023
  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, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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, 2022, 2023The 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, 2023The 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 Anderson School of Management , M.B.A.
• San Diego State University, B.S. in Business Administration with a distinction in Finance

• Private Wealth Advisor

• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• ID
• IL
• MA
• MI
• 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 Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
• Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams, 2022The 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, 2023The 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.

• 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

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

Melanie Desma, with over 20 years’ experience in both Private Wealth Management and at UBS, brings to Mainsail Wealth Partners distinctive operational expertise and a deep level of understanding of all aspects of excellent client service.

Melanie began her career at UBS in 2000 working for PaineWebber Operations. After, she went on to office administration and then client services within the firm, gaining her preliminary experience in servicing clients and their specific needs. In 2005, Melanie accepted a position with UBS doing internal audits and moved to UBS’s home office in Weehawken, NJ. She spent two years conducting internal audits at various UBS locations within the United States and Puerto Rico. Melanie returned to California in 2007 as an operations manager to open the first UBS Private Wealth office in Los Angeles. She was in charge of hiring and training a new operations staff, approving transactions and reviewing trades and other risk items. There, she gained her unique experience as a flagship member and was a vital part of growing the Los Angeles office to the high-caliber it operates at now. The broad level of knowledge Melanie gained through her different positions within the company positioned her to extend this virtuosity to a private wealth management team.

And thus in 2009, Melanie decided to return to client services and joined Mainsail Wealth Partners, where she managed all aspects of client service, account openings and transfers, and relationship maintenance for a rapidly growing book of business. As the team has grown and expanded, Melanie now helms a team of 12 support staff. She has a deep level of expertise in account opening and transfers, incoming and outgoing disbursements, implementation of asset allocations, trading and day-to-day client requests. Her on-the-job experience sets her apart, differentiating the level of service every client experiences with Mainsail Wealth Partners.

Melanie received a B.A. in sociology from the California State University, Northridge. She holds the Series 7 and 66 securities licenses. Melanie lives in Long Beach with her husband Paul and two young daughters.

• California State University, Northridge, B.A. in sociology

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

• CA
• CO
• DC
• DE
• FL
• NY
• PA

Kate has worked in private wealth management for 17 years. She is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER^TM professional (CFP^®), making her one of only a very few financial advisors to hold both designations.

Before joining UBS, Kate worked for a trust company, Fiduciary Trust International, where she guided clients through the complex estate administration process that begins upon the death of a family member (and often ends two years later with assets placed in various kinds of trusts).

Prior to that, Kate worked for 10 years at BT Financial Group, one of Australia’s leading private wealth management firms.

For Kate, everything is about the client and harnessing the full resources of a firm like UBS to find solutions for their specific needs. To do that, Kate gets to know her clients very well—to the point where she might know you better than you know yourself. 

Kate is a board member of the Children's Burn Foundation and when she can, Kate and her partner, Matt enjoy golf at Bel Air Country Club. 

• Forbes America’s Top Wealth Management Teams, 2022The 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, 2023The 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.

• Kaplan University, Sydney, Australia, Master of Applied Finance
• University of Technology, Sydney, Australia, B.B.A., accounting and marketing

• Chartered Financial Analyst®
• CERTIFIED FINANCIAL PLANNER™

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• LA
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• RI
• TX
• UT
• VT
• WA
• WI
• WY

Mark joined the team in 2011 after obtaining an M.B.A. from The Graziadio School of Business & Management at Pepperdine University in April of 2011. Mark has extensive experience both in the markets as well as working in the industry, resulting in unique exposure to a wide range of client circumstances. Mark brings to the team a deep knowledge of the field, solutions, and strategies that lends itself to his daily work with clients.

He is in charge of developing portfolio analysis, creating and adjusting custom reporting and modeling, and overseeing and managing the implementation of client portfolios. He leads the analyst team who provides both investment knowledge, due diligence, and holistic analysis for their clients. Mark, joining Mainsail Wealth Partners in its early days, has played an integral role in growing the group to what it is today. Prior to joining UBS, Mark worked at Merrill Lynch Wealth Management. He received a B.A. in business administration from Pepperdine University in 2009. Mark holds the Series 7 and 66 securities licenses.

While at Pepperdine, Mark made multiple trips to San Felipe, Mexico, through a service group committed to building houses for impoverished families. In his free time, Mark enjoys surfing, cycling and playing the drums, as well as spending time with his family.

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

Langdon Froomer graduated from Johns Hopkins University in 2016  with a B.A. in Economics.  During his time at Johns Hopkins, he was the captain of the Varsity Water Polo Team. Prior to joining Mainsail Wealth Partners in 2017, Langdon supported advisor teams across the Los Angeles Private Wealth Management market as a Wealth Planning Analyst, creating customized financial plans for clients. Building on his financial planning expertise, he obtained the Certified Financial Planner (CFP®) designation in June of 2019.

Langdon is on the board of the Young Professionals Group for the International Medical Corps. He also holds his FINRA Series 7 and 66 licenses, as well as his California Insurance & Annuities license. Outside of work, he enjoys swimming, playing basketball, and spending time with his two dogs.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• RI
• TX
• UT
• VA
• VT
• WA
• WI
• WY

Nadine joined UBS in the Chicago office in 2008. After spending four years in Chicago, she relocated to her native California and transferred to the Los Angeles Private Wealth Management branch. Prior to joining UBS, Nadine worked as an Investment Associate at JP Morgan.

Drawing on her past experience, Nadine concentrates on trading, portfolio construction and implementation, performance reporting and lending.

She received a B.S. in finance with a political science minor from Miami University. Nadine holds the Series 7 and 66 securities licenses. In her free time, she enjoys traveling, hiking and spending time at the beach.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NM
• NV
• NY
• OR
• PA
• PR
• RI
• SD
• TX
• UT
• VA
• VT
• WA
• WI
• WY

Prior to joining UBS in 2008, Lise worked in the mortgage industry for four years, serving most recently as an analyst for mortgage-backed securities. Lise joined the flagship team when it was formed in 2012, serving as an integral component to the team’s later success. She has deep experience within the field of private wealth management and brings her exhaustive competence in both client service and financial knowledge to her position as one of the most senior members of the team. Lise manages trading, allocation implementation, and client requests – all ranging from straightforward to complex. Above all, Lise works in evolving the unique relationship between the client and the team, providing a distinctive high level of individual and custom solutions for every client. She imparts her extensive knowledge to junior members and assists with developing the legacy component of the team. She received a B.A. in business administration from the University of California, Riverside. She holds her Series 7 and 66 securities licenses. She also received her Accredited Asset Management Specialist accreditation in December of 2022. In her free time, Lise enjoys traveling the world, cooking, baking and trying out new cuisines, as well as spending time with her kids and husband.

• Accredited Asset Management Specialist℠

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• LA
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• RI
• TX
• UT
• VT
• WA
• WI
• WY

Corinne began her career at Merrill Lynch in 2000 and has over 18 years of financial markets experience in private wealth management.  In 2008, she joined UBS for the first time at the firm’s first UBS Private Wealth office in Los Angeles. She briefly left UBS in 2017 to manage a private wealth team’s transition to First Republic Investment Management. Corinne joined Mainsail Wealth Partners in 2020, where she assists with account opening and transfers, incoming and outgoing disbursements, implementation of asset allocations, trading and day-to-day client requests.  Corinne graduated Summa Cum Laude from the University of Vermont, holds Series 3, 7, 63, and 66 licenses and is a California-registered insurance agent. In her free time, Corinne enjoys gardening, cooking, and spending time with her family. 

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• LA
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• RI
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

Gilbert Sanchez joined Mainsail Wealth Partners as a Senior Wealth Strategy Associate in 2020. He was most recently the investment strategist for Comerica Bank, where he acted as fiduciary for $200MM of client assets, modeled investment portfolios, and was in charge of manager and product research. Prior to joining Comerica Bank, he was the assistant operations manager for the UBS Private Wealth Management office in Los Angeles. In this role, he assisted in the monitoring and approval of operational requests requiring series 9/10 authority and oversaw operational risk and audit reporting. He began his career in 2011 as a financial services representative at Zecco Trading. Gilbert holds the FINRA 7, 9, 10, 63, and 66 securities licenses and is a CFA Level II candidate.

Gilbert grew up in La Puente, California and has a B.A. in Economics from the University of California, Irvine. In his free time, he enjoys running by the beach, playing basketball, and spending time with his family.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• LA
• MA
• MD
• MI
• MO
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• RI
• TX
• UT
• VT
• WA
• WI
• WY

Katie Whitlock graduated from University of California Santa Barbara in 2017 with a B.A. in Economics. Prior to joining Mainsail Wealth Partners in May of 2018, Katie interned for the UBS Santa Barbara office. Currently she assists with the establishment and maintenance of client relationships, utilizing her experience to efficiently facilitate transfers of assets and tackle client requests. Additionally, she manages disbursements, trading, implementation of a wide range of investment strategies, and facilitates training junior members on the team. Katie holds her Series 7 and 66 securities licenses and in her free time she enjoys trying new restaurants and cuisines, yoga, and spending time with her cat Moe.

Amanda Meraz graduated from University of California at Riverside in 2014 with a B.A. in Business Economics. After her time at UCR, Amanda lived in New York City working in Sales. Prior to Joining Mainsail Wealth Partners in March of 2018, Amanda joined the UBS Private Wealth office November of 2016 in the operations department. Amanda is studying for her FINRA series 7 and 66. Outside of work, Amanda enjoys traveling, going to the beach, dancing, and spending time with her family.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• LA
• MA
• MD
• ME
• MI
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• RI
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

Qiqi Zhang graduated from Emory University in 2021 with a double major in Economics and Psychology. After graduating from Emory University, she worked in consulting at Willis Towers Watson as a healthcare consulting analyst. She joined Mainsail Wealth Partners in July of 2021. Qiqi has also interned in client service and business development roles, one of which was located abroad in Singapore. Qiqi grew up in Boston, MA and enjoys hiking, reading and playing lacrosse in her free time. She holds her Series 7 and 66 licenses.