Advice for your wealth and legacy

Private Wealth Management

PFG Team photo

Perry Financial Group (PFG) is named after our team’s founder, Barclay Perry. Barclay served as our collective mentor over the course of his nearly 50-year career. Barclay valued client relationships above all else, and he was passionately dedicated to helping clients pursue their goals. He believed strongly in working diligently as a team to advance our clients’ best interests at all times. These principles represent the core of our practice.

PFG is entrusted with the management of over $3.1 billion in assets for a group of clients that includes family offices, prominent entrepreneurs, private equity principals and corporate officers. We believe that each individual and family is different, and therefore should have a strategy customized to address their unique situation and objectives.

PFG offers an integrated approach that combines the client service of a boutique with the financial strength and resources of the world’s largest wealth management firm.1 We value confidentiality, integrity and transparency. Our goal is to help clients pursue their wealth management goals through comprehensive investment management, advanced tax and estate planning strategies and tailored liability management.

Our robust wealth management team

The resources of a truly global firm

Client service

Understanding your complex needs

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.

The proof is in our numbers

$3.18 billion

Assets under management

100

Collective years of experience

6 person

seasoned team


Experience. Makes all the difference.

For more than three decades, Perry Financial Group has been entrusted with the management of over $2.5 billion* for a select group of sophisticated clients including family offices, prominent entrepreneurs, private equity principals and corporate officers. We believe that each individual and family is different and therefore should have a customized strategy designed for their unique situation and objectives.

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    Eric Miller

    Managing Director

    Private Wealth Advisor

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    Eric Miller works closely with wealthy individuals and families to develop comprehensive portfolio strategies utilizing strategic asset allocation as a core investment foundation. In addition, he provides cash management, fixed-income and equity trading services to individuals, hedge funds, private equity funds and family offices.

    Eric also manages accounts on a non-discretionary basis, utilizing equities and fixed-income in individually tailored portfolios. Eric acts as the team’s Chief Investment Officer. Our clients appreciate Eric’s holistic approach, incorporating liability management and estate planning, along with tax optimization and philanthropic strategies into his investment advice, creating a thoughtful overall financial plan.

    Eric focuses on providing executives of both public and private companies, as well as multi-generational clients with a “family office” experience, serving as their trusted advisor and providing thoughtful advice regarding any financial issue that may arise.

    Eric began his career in 1984 with Kidder Peabody and has worked previously with Credit Suisse, Lehman Brothers Private Investment Management, and Donaldson, Lufkin and Jenrette (DLJ).

    Eric earned his Bachelor of Arts from Yale University and received his Master of Business Administration from the Anderson Graduate School of Management at UCLA. Eric is originally from the Washington, D.C. area. Eric and his family reside in San Marino, California.

        • Private Wealth Advisor
        Securities-backed lending
        Financial planning
        Philanthropy
        Estate planning strategies
        Exit planning
        Investing
        Asset allocation
        Family Offices
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
      • Stewart Bosley

        Stewart Bosley

        Managing Director

        Private Wealth Advisor

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        Stewart Bosley has twenty-five years of experience providing investment management, asset allocation and trading advice to institutions, family offices and ultra-high net worth individuals. Stew’s core competency is investment consulting and wealth management. As the investment landscape and ultra high-net worth client profile has increased in complexity, Stew has acquired an expertise in covering large family offices with institutional needs.

        He collaborates with family office CIOs, internal portfolio managers and trustees to provide them with access to financing on liquid and illiquid investments, trading capabilities, asset management solutions and private co-investments. Stew also advises corporate officers and other owners of concentrated equity positions on restricted stock trading and hedging strategies.

        Prior to UBS, Stew was a Director of Private Banking with Credit Suisse and a Senior Vice President with Lehman Brothers Private Investment Management, with previous experience as a portfolio analyst with Donaldson, Lufkin and Jenrette (DLJ). In his early career, Stew worked with media and entertainment clients at Creative Artists Agency (CAA) in Los Angeles and MTV Networks in New York.

        Stew received his Bachelor of Arts in Economics from Haverford College in 1993 and studied economics at Claremont McKenna College. He received his Master of Business Administration with distinction from the University of Southern California’s Marshall School of Business. Stew is originally from Pittsburgh, Pennsylvania and resides in Los Angeles, California.

            • Private Wealth Advisor
            Banking
            Securities-backed lending
            Exit planning
            Investing
            Asset allocation
            Business owners
            Entrepreneurs
            Family Offices
            2000 Avenue of the Stars
            7th. Floor North
            Los Angeles, CA 90067
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            Jason Holland

            Senior Vice President–Wealth Management

            Private Wealth Advisor

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            Jason Holland has over twenty-nine years of experience advising affluent individuals, high net worth families and institutions. He joined UBS Private Wealth Management in 2015 and has specific expertise in financial planning, asset allocation, investment strategy, retirement and estate planning. Prior to joining UBS, Jason worked with Credit Suisse Private Banking Los Angeles and Fidelity Investments in Santa Monica where he was a Vice President and Senior Account Executive responsible for $1.2 billion in assets under management.

            Jason graduated with a Masters in Business Administration from Southern Methodist University in 2001 and a Bachelor of Business Finance from Texas Tech in 1994. In addition, he became a Certified Financial Planner professional in 2005. Jason is originally from Houston, Texas and currently resides in Santa Monica, California with his wife and son.

                • Private Wealth Advisor
                Lending services
                Financial planning
                Legacy planning
                Retirement planning
                Estate planning strategies
                Investing
                Asset allocation
                Sustainable investing
                2000 Avenue of the Stars
                7th. Floor North
                Los Angeles, CA 90067
              • kevin

                Kevin Gaunt

                Senior Vice President–Wealth Management

                Private Wealth Advisor

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                Kevin Gaunt specializes in advising ultra-high net worth individuals and families. He provides asset allocation, investment strategy, estate planning and liability management advice to business owners, entrepreneurs, investment professionals and family offices. Kevin has previously worked with Credit Suisse’s Private Bank and Morgan Stanley.

                Prior to moving into financial services, Kevin spent ten years in the executive search industry with Korn/Ferry and Heidrick & Struggles. Most recently, as a Principal with Heidrick & Struggles, Kevin was responsible for conducting officer-level search assignments with a focus on the technology industry. Kevin received his Bachelor of Science in Communications from Boston University. He is originally from Los Angeles. Kevin lives in Pacific Palisades, California with his wife, son and daughter.

                    • Private Wealth Advisor
                    Lending services
                    Financial planning
                    Estate planning strategies
                    Investing
                    Multi-generational families
                    Business owners
                    Entrepreneurs
                    Corporate executives
                    2000 Avenue of the Stars
                    7th. Floor North
                    Los Angeles, CA 90067
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                    Elissa Lachman

                    Director

                    Team Administrator

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                    Elissa Lachman is a Director with UBS Private Wealth Management in Los Angeles. Ms. Lachman has 28 years experience in private wealth management covering an array of high net worth, family office and middle market institutional clients.

                    Elissa plays an important administrative role in operations, compliance and regulatory matters, including those related to restricted stock and single stock hedging and diversification. In addition to overseeing client account administration, Elissa has developed an expertise in equity, fixed income and cash trading and execution, and many of our middle market institutions work closely with Elissa when accumulating or disposing of portfolio positions.

                    Prior to joining UBS, Elissa was an investment associate with Credit Suisse, Lehman Brothers, Donaldson, Lufkin and Jenrette (DLJ), Paine Webber and Kidder Peabody. Elissa is originally from Northern California and graduated from the University of San Francisco. She currently lives in Stevenson Ranch, California with her husband and two daughters.

                          2000 Avenue of the Stars
                          7th. Floor North
                          Los Angeles, CA 90067
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                          Kate Cassala

                          Authorized Officer

                          Senior Wealth Strategy Associate

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                          Kate has nineteen years of experience in wealth management. She joined UBS in 2011 and has held various positions in operations, administration and client service. Prior to UBS, Kate spent seven years with Morgan Stanley.

                          Kate’s diversity of experience in the industry positions her well to effectively support and advise clients in various ways. Kate is originally from Fairfield, New Jersey. She currently resides in Houston, Texas with her husband and two sons.

                                4400 Post Oak Parkway
                                17th Floor
                                Houston, TX 77027
                              • Abigail

                                Abigail Moso

                                Client Associate

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                                  Abby graduated from Texas Christian University in 2022 with a B.B.A. in Finance. Prior to joining Perry Financial Group, Abby worked in UBS’s Wealth Advice Center based in Los Angeles. 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. Abby holds her Securities Industry Essentials license.

                                        2000 Avenue of the Stars
                                        7th. Floor North
                                        Los Angeles, CA 90067

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $3.9 trillion

                                      In invested assets globally 
                                      As of 12/31/2022

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a world-leading wealth manager

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