Advice for your wealth and legacy

Private Wealth Management

Perry Financial

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.
  • Eric Miller

    Eric Miller

    Managing Director

    Private Wealth Advisor

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    Eric Miller acts as the team's Chief Investment Officer (CIO). Our clients appreciate Eric's investment approach which incorporates liability management, estate planning, tax optimization, and philanthropic strategies to create a comprehensive financial plan. Eric specializes in advising high net worth individuals, corporate executives and family offices.

    Eric began his 37 year 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 holds a Bachelor of Arts degree from Yale and an MBA from UCLA Graduate School of Management.

        • 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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        Stew's core competency is investment consulting and wealth management. Stew has acquired an expertise in covering large family offices with "institutional" needs. He frequently collaborates with family office CIOs, internal portfolio managers and trustees to provide them with access to financing on liquid and illiquid investments, trading coverage, asset management and private co-investments. Prior to UBS, Stew was a Director of Private Banking with Credit Suisse and a Senior Vice President with Lehman Brothers Private Investment Management. Stew holds a Bachelor of Arts degree from Haverford College and an MBA from University of Southern 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

            Jason Holland

            Senior Vice President–Wealth Management

            Private Wealth Advisor

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            Jason Holland brings over 25 years of wealth management experience advising affluent individuals, high net worth families, and institutions. Along with his team of professionals, Jason develops and implements comprehensive wealth planning strategies for his clients, their families, foundations, and businesses while working alongside their legal and tax advisors.

            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 served as Vice President in the Private Bank of Credit Suisse and Senior Account Executive with Fidelity Investments in Santa Monica responsible for $1.2 billion in assets under management.

            Jason graduated from Southern Methodist University with an MBA in 2001 and holds a Bachelor of Business Finance degree from Texas Tech. In addition, he became a Certified Financial Planner professional in 2005.

            Jason lives in Santa Monica with his wife Belinda and son Jackson.

                • 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

                Kevin Gaunt

                First Vice President–Wealth Management

                Private Wealth Advisor

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                Kevin specializes in advising ultra-high net worth families. He advises business owners, entrepreneurs, investment professionals and corporate executives in areas including financial planning, asset allocation, investment strategy, estate planning, lending, philanthropy and family advisory.  Prior to joining UBS Private Wealth Management in 2015, Kevin worked at Credit Suisse and Morgan Stanley.  Before moving into financial services, Kevin spent ten years in the executive search industry with Korn/Ferry and Heidrick & Struggles.  Kevin graduated with a Bachelor of Science in Communications from Boston University in 1997.

                    • 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
                  • Kristina Lachman

                    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, CA with her husband and two daughters.

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

                          Kate Cassala

                          Senior Wealth Strategy Associate

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                          Kate has over 17 years of experience in the financial industry. She started at Smith Barney as Client Service Associate and has held various roles since including Financial Advisor, Executive Team Assistant and Regional Technology Trainer.  She joined UBS in 2011 from Morgan Stanley.  Kate has a vast range of experience because of her many roles in the financial industry.  Kate joined the Perry Financial Group in 2017 as a Senior Wealth Strategy Associate and supports the team from the Woodlands TX office.

                          Kate went to Seton Hall University and received BS in marketing. She spent most of her life in northern NJ and moved to CA in 2015.  Kate lives in Magnolia, Texas with husband, two little boys and rescue dog.

                                4400 Post Oak Parkway
                                17th Floor
                                Houston, TX 77027

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

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