Experience

Marc has spent his entire career in wealth management with UBS, dating back to 1979. During his 37 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 and is active in local schools and charities. Marc and his wife, Rhenda, live in Newport Heights.

Blake joined his father at Foster 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 client's 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.

Brian helps oversee the management of FWM's equity, derivative, and fixed income portfolios, develops and implements estate and insurance planning and structure, and advises on real estate and mortgage financing.  Brian is active with USC, Loyola High School, and the Augie's Quest ALS Foundation. 

Brian started with UBS in 2010 after completing his MBA in International Finance at Loyola Marymount University.  Prior to joining UBS, Brian worked for five years in private equity and structured finance in commercial real estate.  Brian graduated from USC with a Bachelor's Degree in Finance in 2005.  Brian, his wife Kristen, and their two sons Will and Bradley reside in Newport Heights.

Ryan has 25 years of experience in financial services, all with UBS, and has been with the Foster Wealth Management Group 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 two children, Mia and Rayne.

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 the Foster 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.  Mercede is an active athlete, playing in soccer and softball leagues as well as extreme endurance sports.  She attended Fullerton College prior to joining UBS.