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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.

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.

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.

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.

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.

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.