Advice for your wealth and legacy

Private Wealth Management

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.

Start the planning conversation

Our robust wealth management team

As a client, you will benefit from the perspective of six highly trained professionals who provide specific knowledge relevant to all aspects of your financial life. Our team’s diversified set of skills allows us to tackle complex financial situations and present creative solutions for specialized needs.

We manage investment portfolios that are fully customized to each client’s unique goals and objectives. UBS’s open architecture approach enables us to utilize institutional-quality vehicles that provide exposure to equities, fixed income, cash equivalents, hedge funds, private equity, real estate and structured solutions.

Our comprehensive approach incorporates both sides of the client’s balance sheet, with strategies that seek to provide liquidity against illiquid assets such as hedge fund portfolios or private stock.

Comprehensive wealth management services

We have experience in financial planning and wealth management, but we also bring in professionals with the skills to help you build an appropriate wealth management plan.

The resources of a truly global firm

As an exclusive division within UBS, Private Wealth Management combines the intimate feel of a boutique with the resources of one of the world’s largest financial institutions. We address the diverse needs of our client families with a wide variety of solutions, whether from inside or outside UBS, across a full range of products and services.

The firm’s Chief Investment Office combines insights from global research professionals with local knowledge to enable more informed investment decisions. In addition, we draw on the firm’s family advisory, philanthropy and sustainable investing capabilities to help clients make a positive impact with their wealth.

Client service

Our commitment to you includes being accessible and accountable. To that end, our team includes two full-time support staff. When clients entrust part or all of their wealth to us, they can feel confident that we are always available to them.

While you are managing your business and family life, we can help you manage your wealth. We build and maintain strong relationships by offering responsive support, confidentiality and integrity. For example, we can help facilitate travel, entertainment, medical care and other key aspects of your life.

With nearly 45 years of experience as private wealth advisors, we have served discerning families and individuals. Our white-glove service exceeds expectations, and we aim never to say no to a request. Our clients come first, and we seek to address their needs with speed, accuracy and confidentiality.

In addition, we know that UBS clients are concerned about the security of their wealth. To this end, we have implemented robust internal cybersecurity measures. These protections are designed to deter account hacking and identity theft.

Concierge services
At UBS, we offer bespoke concierge services to make your life easier and enable you to concentrate on what is essential for you. Our caring associates see every request through to completion.

Exclusive access
Clients are invited to UBS forums and global events such as:

Young Successor Program
Autism Roundtable
Global Family Office Conference
Women’s Symposium
Global Family Philanthropy Conference

Understanding your complex needs

Our clients

We serve a select group of sophisticated clients that included family offices, prominent entrepreneurs, private equity principals and corporate officers. We believe that because each individual and family is different, each should have a strategy customized to address their situation and objectives.

Entrepreneurs
From a financial and emotional perspective, your business is your most significant asset. UBS provides resources to help you maximize the value of your business, particularly with regard to exit planning and liquidity events.

Corporate officers
Your wealth is inextricably linked to the performance of your company’s stock. We help clients manage the risks associated with concentrated positions, including insufficient diversification.

Family offices
Our team collaborates closely with your family office’s in-house leadership to build upon your existing legacy. UBS’s Family Office Services Group provides a comprehensive array of services tailored specifically to the needs of ultra-wealthy families.

The next generation
Our team helps to educate your children and grandchildren, building their financial literacy so they become capable stewards of your legacy.

Women in charge
Many of today’s most successful businesses have a woman at the helm. We support entrepreneurial women as they navigate opportunities and challenges that are unique to them.

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.

Eric Miller

Managing Director

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- LA
- MA
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
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

Managing Director

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
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
Jason Holland

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- LA
- MA
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
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 Gaunt

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- LA
- MA
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
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
Elissa Lachman

Director

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- MA
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
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
Kate Cassala

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- MA
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
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 Moso

Client Associate
View bio
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

Eric Miller

Managing Director

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- LA
- MA
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
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

Managing Director

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
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
Jason Holland

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- LA
- MA
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
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 Gaunt

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- LA
- MA
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
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
Elissa Lachman

Director

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- MA
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
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
Kate Cassala

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- MA
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
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 Moso

Client Associate
View bio
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

Advice for your wealth and legacy

Our robust wealth management team

The resources of a truly global firm

Client service

Understanding your complex needs

Legacy—Wealth for others

The proof is in our numbers

Experience. Makes all the difference.

Eric Miller

Stewart Bosley

Jason Holland

Kevin Gaunt

Elissa Lachman

Kate Cassala

Abigail Moso

Eric Miller

Stewart Bosley

Jason Holland

Kevin Gaunt

Elissa Lachman

Kate Cassala

Abigail Moso

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Backed by the strength of UBS

A global leader in wealth management

Insights

Thank you for contacting us.

Error

*

Start the conversation