Sophisticated solutions. A simplified approach.

Palisades-1

When you reach a certain level of success, your financial situation can start to feel complicated and unwieldy. Every decision can seem momentous, and the path forward may be unclear.

It does not have to be that way. We are a team of experienced financial advisors with the skill—and empathy—you need to streamline your financial life. Over our decades in the business, we have found that the most straightforward options can be the most effective.

We advise wealthy families and individuals directly, or in close collaboration with their business managers. Clients tell us that our ability to distill financial planning and investing down to simple decisions sets us apart. We can evaluate your plan and portfolio to determine whether adjustments might be in order. And if the right thing to do is to do nothing, we will tell you that, too.

Knowledge is a process of piling up facts; wisdom lies in their simplification.

- Martin H. Fischer

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David

    David Selig

    Managing Director–Wealth Management

    Financial Advisor

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    After graduating from UCLA in 1986 with a BA in economics, David joined one of the country's largest accounting firms, Deloitte Haskins and Sells. After earning his CPA designation as an auditor and tax specialist, he spent the next two decades building a career as a family office CEO and business manager focusing on high net worth individuals and families in the media and entertainment fields. In both roles, David managed all aspects of his clients' financial lives including estate, tax, insurance, philanthropy and investment planning, as well as real estate development, and property management.

    In 2000, David pivoted to focus exclusively on investment advice and financial management, and joined JP Morgan. After 15 years, he and his team moved to UBS and formed Palisades Advisors. As a founding partner, Senior Portfolio Manager, and chief strategist, he is responsible for developing all of the team's investment platforms.

    For over 20 years, David has been passionately involved in animal rescue and animal welfare causes. In 2008, he formed Used Pets, a 501(c)(3) public charity which helps fund a foster network that provides care and safe homes for rescued dogs. He is also a founding board member of the Best Friends Animal Society’s "No Kill LA" initiative, a PETA Vanguard Director's Circle Member, and an active voice and donor to Wags And Walks. In addition to his work with animals, David is part of a Veteran's mentoring program through American Corporate Partners (ACP) where active service members and veterans connect with business leaders who assist them with career exploration, work life balance issues, and networking opportunities.

    David lives in Pacific Palisades and Newport Beach with his five very happy rescue dogs and, if there's room, his wife Molly.

    • Forbes Best-in-State Wealth Advisors, 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.

        1999 Avenue of the Stars
        36th Floor
        Los Angeles, CA 90067
      • Todd

        Todd Feiereisen

        Vice President–Wealth Management

        Financial Advisor

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        After his football career ended with graduation from Yale University with a BA in Economics, Todd joined J.P. Morgan in 2005 as a client service associate.  In 2015 he joined UBS and co-founded Palisades Advisors.  In addition to being the team's lead trader and point person for our financial planning initiatives, he assists with asset allocation modeling, portfolio reviews, investment vehicle selection, and proposals.  Todd also serves as the team's lending specialist, assisting clients with residential and commercial mortgage needs, as well as security based lending and margin loans.  Todd has earned his insurance license and helps clients obtain life insurance and long-term care coverage.

        In addition to his love for sports, Todd is a muscle car enthusiast and still has his first car... a 1967 Chevy Nova SS.  Todd lives in Westlake Village with his wife Jenn, sons Luke & Logan.

          • Yale University, B.A.Economics
            1999 Avenue of the Stars
            36th Floor
            Los Angeles, CA 90067
          • John A.

            John G. Acker, CFP®, CIMA®

            Managing Director–Wealth Management

            Financial Advisor

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            John has over 30 years of experience in the finance industry. He started his career in corporate finance working at First Interstate Bank and later Banque Paribas, focusing on the Media and Telecommunications industry. He then shifted into investment management about 20 years ago and worked at Morgan Stanley before joining UBS in 2006. 

            John uses his knowledge of investment banking and investment management to help families deal with everyday issues including retirement planning, investing, college saving, selling closely held businesses and estate planning.

            John received his MBA from the University of Southern California's Marshall School of Business and his BS from the University of Colorado, Boulder. He also obtained his CERTIFIED FINANCIAL PLANNER™  and Certified Investment Management Analyst®  certifications. John resides in Manhattan Beach with his wife and two children. John, an Eagle Scout, is passionate about helping others through his involvement with the Boy Scouts, Rotary, and charities serving the developmentally disabled. John enjoys golf, tennis and skiing among other sports.

            • Barron's Top 1,200 Financial Advisors, 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, 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.

            • University of Southern California, M.B.A.
            • University of Colorado - Boulder, B.S.
              1999 Avenue of the Stars
              36th Floor
              Los Angeles, CA 90067
            • John B.

              John S. Buchanan, CFP, CIMA

              Senior Vice President–Wealth Management

              Financial Advisor

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              At UBS, John concentrates on in-depth wealth management strategies and comprehensive financial planning. In addition to being a Senior Vice President of Wealth Management, he is a Senior Portfolio Manager for Bel-Air Wealth Management, specializing in portfolio management.

              John's background and experience span over 40 years in finance including investment banking, financial services and banking regulation. His career in wealth management began 20 years ago with Merrill Lynch and he eventually managed their office in Santa Monica. He joined UBS in 2005 and in 2010 he became a  partner of Bel-Air Wealth Management. He holds an MBA in finance from the University of North Texas and a BBA in finance from the University of Iowa. He holds his Series 7, 8, 66 and 31 securities licenses in addition to being a Certified Investment Management Analyst® and CERTIFIED FINANCIAL PLANNER™ professional. 

              John and his wife, Ellen, live in Beverly Hills and enjoy tennis, skiing and traveling. They are active members of the Riviera Tennis Club, the Jonathan Club and Friends of Contemporary Art.

              • Forbes Best-in-State Wealth Advisors, 2020, 2021The 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.

              • University of North Texas, M.B.A. FInance
              • University of Iowa, B.B.A. Finance
                1999 Avenue of the Stars
                36th Floor
                Los Angeles, CA 90067
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              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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