Experience

Marc has spent his entire career in wealth management with UBS, dating back to 1979. During his 45 years with the firm, he has found success by providing best-in-class service and strategic expertise to the families and institutions he works with. Marc structures and implements the high-level estate, tax, and investment planning and oversees the portfolio construction and management for the group's client base. 

Marc earned a Bachelor's Degree in Chemistry from California State University, Fullerton. Marc and his wife, Rhenda, live in Whitefish, Montana and Newport Beach, California.

CA Insurance License # 0A47151

Blake joined his father at Newport Legacy Wealth Management in 2009 after graduating from Loyola Marymount University with a B.B.A. degree with concentrations in both finance and entrepreneurship. He specializes in alternative investments, financial planning, and educating our clients' next generation on investing. Blake understands the discipline and commitment required to train and compete at a high level in Ironman Triathlon races.

Blake lives in Newport Beach with his wife, Sarah, and their two children, Emma and Bennett. He is an active member of the Newport Harbor Yacht Club and Big Canyon Country Club. His hobbies include golf, boating, fishing, mountain sports, and wine.

CA Insurance License # 0M68482

Brian oversees the ongoing management of Newport Legacy’s equity, derivative, and fixed income portfolios, develops and implements estate and insurance planning and structure, and advises on real estate and debt financing.  Brian works extensively with clients on multigenerational wealth transfer, with a particular focus on business owners and real estate investors.  Brian sits on the Board of Trustees at Harbor Day School in Newport Beach and serves as Chair of the Endowment Committee. 

Brian graduated from USC with a Bachelor's Degree in Finance in 2005 and completed his Master’s Degree in International Finance at Loyola Marymount University in 2010.  Prior to joining UBS in 2010, Brian worked in real estate private equity and structured finance.  Brian, his wife, Kristen, and their two sons, Will and Bradley, reside in Newport Beach.

CA Insurance License # 0I33191

Doug began his career in the financial industry over 30 years ago as an analyst for City National Bank. Since 1994, he has worked as a Financial Advisor with UBS Financial Services (formerly PaineWebber). In 2000, he earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). Doug received his undergraduate degree in Business-Finance from San Diego State University. He enjoys skiing, biking, and swimming and is active in the community.

Tom oversees the ongoing management of Newport Legacy’s equity, derivative, and fixed income portfolios. Tom works extensively with clients on multigenerational wealth transfer, with a particular focus on business owners and real estate investors.   

Tom graduated from the University of North Carolina and completed his MBA with a concentration in Finance at Pepperdine University. Tom also holds the CFP® designation.

Prior to joining the Newport Beach Legacy Management team, Tom worked on the UBS Municipal Trading Desk where he worked with high-net-worth and ultra-high-net-worth families in sourcing and building municipal bond portfolios. Tom and his wife, Dina, reside in Tustin, while their two sons, Patrick and Tyler, attend college in Pennsylvania.

CA Insurance License # 0I33191

Mercede first joined UBS in 2001, working in an administrative position. She later joined Raymond James and worked there as a registered sales assistant for seven years. Mercede was recruited back to UBS in 2013 by Newport Legacy Wealth Management to run the operational side of the group's business. Mercede is integral to clients, serving as their point person during the onboarding process, orchestrating all internal and external money and investment account transfers, and dealing with all other operational items. She attended Fullerton College prior to joining UBS.

Jon has 27 years of experience in the financial industry, with the last 25 at UBS Financial Services, Inc. He earned his B.A. from the University of California, Irvine. Jon is Series 7 and 66 securities licensed, as well as licensed for life and variable annuities. His primary focus is providing personalized assistance and satisfaction to clients.

CA Insurance License # 0B57202

Ryan has 30 years of experience in financial services, all with UBS, and has been with the Newport Legacy Wealth Management since 1999. Ryan oversees the fixed income trading operations and execution, cash management, and new-issue syndicate trading.  Ryan graduated from California State University, Long Beach, with a Bachelor's Degree in Finance.  Ryan resides in Orange with his wife, Cathy, and their two children, Mia and Rayne.

Isaac brings a strong foundation in finance and client service to his role at UBS, where he is dedicated to helping individuals and families achieve their long-term financial goals. His prior experience in the golf industry and as an ocean lifeguard taught him the importance of trust, clear communication, and risk management.

Isaac earned his Bachelor’s Degree in Finance from California State University, Long Beach. He lives in Long Beach and enjoys playing the piano, golfing, and participating in endurance and adventure sports.