Experience and integrity. For every generation.

Private Wealth Management

PFWP Team Picture

Delivering multigenerational experience and expertise
Throughout our over 150 years of collective experience— roughly 25 years per partner on average—our mission has remained the same: to proactively advise our clients on the wide range of issues that come with substantial wealth. Investing is a critical component to preserving and growing assets, but there is so much more that our clients need to address. We bring in expertise and resources to help guide our clients on such topics as advanced estate and tax planning strategy, philanthropic giving, family governance, risk management, financing and many other areas. 

Serving the interests of our clients
Clients—ranging from entrepreneurs, real estate professionals and entertainers to established family offices for billionaires—have entrusted us with over $30 billion of assets. We see it as an honor and a privilege to advise our clients and have always put their interests first. Working with us, our clients can expect our complete commitment to their financial well-being and the uncompromising integrity, service and stewardship of a multi-family office. We are focused on the issues of importance to our clients, providing thoughtful, objective and transparent advice. Striving to be champions of our clients and their unique lives, our goal is to help them navigate issues of today confidently while create a legacy for tomorrow.

Boutique feel, backed by the financial strength of the largest wealth management firm in the world
We are supported by the resources of the largest wealth management firm in the world,* UBS, and are part of a dedicated division for ultra high net worth clients, Private Wealth Management, enabling us to make our practice feel like a small boutique firm. Additionally, we are one of a select group of designated Family Office Consultants, based on our experience and expertise with clients who have over $100 million of assets, which gives our team and clients even greater access to the key people, resources and services within the firm.

* Scorpio Partnership’s “Global Private Banking Benchmark 2018”

The strength of UBS

One vision. More than 150 years.

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

More than 150 years

offering financial advice

The power of access

As Private Wealth Advisors within the exclusive Private Wealth Management division, our team can access the full scope of UBS global resources to help our clients and their families fulfill their most important goals. Highly trained, we help address every dimension of your life and your wealth to develop a plan that’s truly personalized for you. What’s more, Private Wealth Advisor Ryan McClellan is a Family Office Consultant (FOC).

Learn more about UBS Private Wealth Management :

- Family Office Solutions Group

- Family and Philanthropy Advisory

- Strategic philanthropy

- Portfolio Advisory Group

- Global research and thought leadership

UBS Global Family Office

  • William Calvert Profile Photo

    William "Bill" Calvert

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    Bill has 40 years of experience advising private clients. He joined UBS in 2008 after spending 19 years at Goldman Sachs (1981–2000) and eight years at Lehman Brothers (2000–2008).  A native of Seattle, he earned his B.A. from UCSB in 1979 and his M.B.A. from UCLA in 1981. Outside of UBS, Bill has served as the Chairman of the Board of Trustees for the John Thomas Dye School in West Los Angeles.

    • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year.
    • Forbes Best-in-State Wealth Advisors, 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.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • UCSB, B.A.
    • UCLA, M.B.A.
    • Private Wealth Advisor
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
  • Scott Harries

    M. Scott Harries

    Managing Director–Wealth Management

    Private Wealth Advisor

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    Prior to joining UBS, Scott worked at Merrill Lynch in the Private Bank and Investment Group since 2000 and prior to that he spent over a decade at Goldman Sachs. Scott is one of the top private wealth advisors in the country and has a consistent track record of being one of the top advisors at his prior firm. His prior experience includes acting as vice president of marketing and a member of the management committee of a significant public manufacturing company. Scott earned a Master's Degree in International Business Management with Honors from the American Graduate School of International Management. He earned Cum Laude honors as a graduate of Utah State University. Scott was team captain of Utah State's men's Basketball Team where he played a significant role in the success of the program. Prior to attending Utah State University, Scott served as a voluntary missionary in El Salvador, Honduras and Belize from 1978 to 1980 for the Church of Jesus Christ of Latter-Day Saints. Scott is a private pilot with over a decade of experience and over one thousand hours of flight time. He enjoys the freedom that comes with owning a plane and the flexibility to respond quickly to client needs. Scott has been married to Lisa Tueller for 39 years and they are the proud parents of four beautiful daughters Alexandria, Stephanie, Vanessa and Madeline. They currently live in Valencia, California.

    • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year.
    • Forbes Best-in-State Wealth Advisors, 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.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • American Graduate School of International Management, Master's Degree in International Business Management with Honors
    • Utah State University, Cum Laude
    • Private Wealth Advisor
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
  • Ryan McClellan Profile Photo

    Ryan Alexander McClellan

    Managing Director–Wealth Management

    Family Office Consultant

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    Ryan has 21 years of experience advising affluent individuals, multi-generational family groups and foundations. He joined UBS in 2008, following eight years in the Private Investment Management division of Lehman Brothers (2000–2008). 

    A native of La Jolla, California, Ryan earned his B.S. from USC's Marshall School of Business in 2000 and his MBA from UCLA's Anderson School of Management in 2005 while working at Lehman Brothers. While at USC, Ryan was part of the NCAA National Champion water polo team. Outside of work, Ryan is a member of the Investment Committee for the Santa Monica Education Foundation and is a past member of the Los Angeles Board of Gen Next, a non-profit organization focused on advancing economic growth, education, and international security.

    • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 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 Management Teams, 2022The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year.
    • 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.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • USC's Marshall School of Business, B.S.
    • UCLA's Anderson School of Management, M.B.A.
    • Family Office Consultant
    • Private Wealth Advisor
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
  • Daniel Gray

    Daniel Gray

    Managing Director–Wealth Management

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    Dan Gray has 18 years of experience in the financial services industry applying his knowledge in wealth creation events, concentrated and restricted position management, cross-asset lending, and wealth planning.

    Prior to joining UBS, Dan was a Managing Director and Private Banker at Deutsche Bank Wealth Management, where he was responsible for developing and cultivating relationships with ultra-affluent individuals and families.  Dan was at Deutsche Bank for over 15 years, working on one of the largest private wealth teams on the West Coast.  Dan and his team worked closely with the investment bank and outside business network to deliver bespoke investment opportunities and financing solutions to Wealth Management clients.

    Prior to Deutsche Bank, Dan worked for the Private Bank at Bank of America, where he acted as a Private Client Manager to ultra-affluent families in the Los Angeles area.  In addition, Dan sits on the board of Gen Next, an organization that connects, informs, and engages executives and entrepreneurs to empower individuals and causes to provide long-term solutions for future generations.

    Dan has a B.S. in Business Administration from Pepperdine University and holds his Series 7 and 66 licenses.

    • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
      • Kirk Wendorf Profile Photo

        Kirk William Wendorf

        Senior Vice President–Wealth Management

        Chartered Financial Analyst®

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        Kirk has 28 years of experience advising wealth family groups, public company executives and private business owners. He joined UBS in 2008, following six years in the Private Investment Management division of Lehman Brothers where he led one of the firm's five Corporate Executive Services teams.  From 2000 – 2002, Kirk worked at Morgan Stanley in their Private Wealth Management (PWM) division.  From 1998 – 2000, Kirk worked in Bear Stearns Middle Markets Institutional Group where he advised banks, insurance companies and asset managers on fixed income investments.  Kirk was a Sales Manager at PaineWebber from 1993 – 1998.

        Kirk has been committed to lifelong learning and education.  He earned the Certified Financial Planner (CFP) designation in 2013 and the Chartered Financial Analyst (CFA) designation in 1999.  Kirk is a member of the Los Angeles Society of Financial Analysts.  As a student-athlete, he earned a B.S.E., Bio-Medical Engineering, and a B.A., English, at Arizona State University.  He played on the Arizona State 1987 Rose Bowl Championship football team, was Special Team's Demon Award winner and was named Academic All PAC-10 team as a running back. 

        • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year.
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

        • Arizona State University, B.S.E., Bio-Medical Engineering
        • Arizona State University, B.A. English
        • Chartered Financial Analyst®
        • CERTIFIED FINANCIAL PLANNER™
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
      • Ryan Chase Profile Photo

        Ryan M. Chase, CPWA®

        First Vice President–Wealth Management

        Private Wealth Advisor

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        Ryan is a CPWA® professional in the boutique division of UBS called Private Wealth Management. He joined UBS in 2016, after spending the first six years of his career helping institutions, family offices, and high-net-worth individuals access alternative investment solutions. Ryan graduated from the Marshall School of Business at the University of Southern California in 2008. His participation in USC's entrepreneurship program inspired him to start an eco-friendly surf apparel company out of his dorm room. A native of Orange County; Ryan is married with one child, and during his limited free time can be found golfing, surfing, or enjoying the mountains.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        • Marshall School of Business at the University of Southern California
        • Private Wealth Advisor
        • CPWA®
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067

      The value of our relationship

      Working with Private Family Wealth Partners
      Our insight reflects our history of working with clients with different lives, professions and challenges. From multigenerational family offices to professional investors, corporations and entrepreneurs, we provide you with a deep level of advice and a broad solution set.

      Boardroom

      Family Office Consultant (FOC)

      Buildings

      Investing with insight

      3 generations

      Customized service

      The proof is in our numbers

      157

      Collective years of experience

      $30+ billion

      Assets under management

      11 person

      seasoned team


      Insights