Experience and integrity. For every generation.

Private Wealth Management

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
Our clients—who range 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 such an incredible group of people and have always put their interests first. 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 have a steadfast focus 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 confidently navigate issues of today while creating a lasting 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”

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The strength of UBS

One vision. More than 150 years.

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

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 "Bill" Calvert

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NV
- NY
- OH
- OR
- PA
- PR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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 previously served as a Trustee, including the role of Chairman, of the John Thomas Dye School in Los Angeles. He currently serves as the Vice-Chair of the UCLA Chancellor’s Society Cabinet Council. Bill has been married to his wife Missy for 40 years and they are the proud parents of their three children Ryan, Matthew, and Katherine. They currently reside in Studio City.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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 compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UCSB, B.A.
- UCLA, M.B.A.
- Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
M. Scott Harries

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NV
- NY
- OH
- OR
- PA
- PR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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 compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- American Graduate School of International Management, Master's Degree in International Business Management with Honors
- Utah State University, Cum Laude
- Private Wealth Advisor
95 State Street
Suite 2210
Salt Lake City, UT 84111
Ryan Alexander McClellan

Managing Director–Wealth Management

Family Office Consultant
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  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, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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 compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Kirk William Wendorf

Managing Director–Wealth Management

Chartered Financial Analyst®
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NV
- NY
- OH
- OR
- PA
- PR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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 M. Chase, CPWA®

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NH
- NV
- NY
- OH
- OR
- PA
- PR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Ryan is a former entrepreneur turned Private Wealth Advisor in the ultra-high-net-worth division of UBS. He works predominately with entrepreneurs, business executives, and multi-generational families. His clients appreciate his holistic approach to wealth management, providing a family office like experience tailored to their individual needs.

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, 2022, 2023The 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.
- Forbes Best-in-State Wealth Advisors, 2023The 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.
- 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

Nancy R. Chin

Team Administrator
View bio
- AZ
- CA
- FL
- ID
- IL
- NV
- NY
- TX
- UT
- WA
Nancy has 17 years of experience as a client services and investment associate. Before joining UBS in 2008, Nancy held similar roles at Lehman Brothers and Merrill Lynch. She earned a B.A. in economics from the University of Southern California, and her M.B.A. from UCLA.
- University of Southern California, B.A. Economics
- UCLA, M.B.A.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Cheryl Lucille Hayden Rambeau

Senior Client Associate
View bio
- AZ
- CA
- FL
- ID
- IL
- NV
- NY
- TX
- WA
Cheryl has 24 years of financial services industry experience. Prior to joining UBS in 2008, Cheryl worked at Lehman Brothers and Donaldson, Lufkin & Jenrette. Cheryl earned a B.A. from California State University at Long Beach. She is a native of Whittier, CA.
- California State University at Long Beach, B.A.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Leeder Hsu

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- ID
- LA
- MA
- MN
- NV
- NY
- OR
- TN
- TX
- UT
- VA
- WA
- WI
Leeder joined UBS in 2015 and brings over 13 years of experience in the wealth management industry managing portfolios and implementing investment plans for UHNW and institutional clients. Prior to joining UBS, Leeder was an Investment Specialist at Lincoln National Corporation. Leeder graduated from the University of California, Irvine and holds a B.A. in Business Economics and Minor in Management. He is a Chartered Financial Analyst Charterholder and is a member of the CFA Institute and CFA Society of Los Angeles.
- University of California, Irvine, B.A. in Business Economics and Minor in Management
- Chartered Financial Analyst®
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Sarin S. Puri, CFA®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CT
- FL
- LA
- MA
- MN
- NV
- NY
- OR
- TX
- UT
- VA
- WA
- WI
Sarin has been in the wealth management industry for 7 years and is a CFA Charterholder. Joining UBS in 2019, he spent a couple of years on the management team prior to joining PFWP as a Senior Wealth Strategist. A native of San Francisco – where he started his career as a financial consultant and held other leadership roles – Sarin has experience with assisting entrepreneurs, business owners, and other HNW clients in their financial planning process.

True to his California roots, Sarin went to UC Santa Barbara where he studied Economics and Accounting with a minor in Statistical Science. In his free time you can catch Sarin exploring new restaurants, being outdoors (especially playing beach volleyball and golf), or travelling.
- University of California, Santa Barbara , B.A. in Economics and Accounting, Minor in Statistical Science
- Chartered Financial Analyst®
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Kaysha Kogut

Client Associate
View bio
- CA
Kaysha has 18 years of experience working with high-net-worth clients in the Los Angeles area. Prior to joining UBS she was an Assistant Vice President at Credit Suisse where she spent seven years supporting wealthy individuals, family offices, and entrepreneurs. Kaysha has also worked at Morgan Stanley and Lehman Brothers and is a graduate of the University of Washington in Seattle.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Andy Marquez

Wealth Strategy Associate
View bio
- CA
Andy began his career at UBS in 2020 as an intern in the Graduate Talent Program. He later joined the LA Private Wealth office in 2022 as a Wealth Planning Associate. Andy has experience partnering with Financial Advisors to provide comprehensive financial planning services to UBS clients and prospects. He recently joined Private Family Wealth Partners as a Wealth Management Analyst.

Andy earned his B.S. in International Politics and Foreign Policy at Georgetown University. In his free time, you can catch Andy playing soccer, watching the Lakers, and/or mentoring the youth in his South LA community.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

William "Bill" Calvert

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NV
- NY
- OH
- OR
- PA
- PR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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 previously served as a Trustee, including the role of Chairman, of the John Thomas Dye School in Los Angeles. He currently serves as the Vice-Chair of the UCLA Chancellor’s Society Cabinet Council. Bill has been married to his wife Missy for 40 years and they are the proud parents of their three children Ryan, Matthew, and Katherine. They currently reside in Studio City.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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 compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UCSB, B.A.
- UCLA, M.B.A.
- Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
M. Scott Harries

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NV
- NY
- OH
- OR
- PA
- PR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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 compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- American Graduate School of International Management, Master's Degree in International Business Management with Honors
- Utah State University, Cum Laude
- Private Wealth Advisor
95 State Street
Suite 2210
Salt Lake City, UT 84111
Ryan Alexander McClellan

Managing Director–Wealth Management

Family Office Consultant
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  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, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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 compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Kirk William Wendorf

Managing Director–Wealth Management

Chartered Financial Analyst®
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NV
- NY
- OH
- OR
- PA
- PR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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 M. Chase, CPWA®

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NH
- NV
- NY
- OH
- OR
- PA
- PR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Ryan is a former entrepreneur turned Private Wealth Advisor in the ultra-high-net-worth division of UBS. He works predominately with entrepreneurs, business executives, and multi-generational families. His clients appreciate his holistic approach to wealth management, providing a family office like experience tailored to their individual needs.

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, 2022, 2023The 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.
- Forbes Best-in-State Wealth Advisors, 2023The 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.
- 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
Nancy R. Chin

Team Administrator
View bio
- AZ
- CA
- FL
- ID
- IL
- NV
- NY
- TX
- UT
- WA
Nancy has 17 years of experience as a client services and investment associate. Before joining UBS in 2008, Nancy held similar roles at Lehman Brothers and Merrill Lynch. She earned a B.A. in economics from the University of Southern California, and her M.B.A. from UCLA.
- University of Southern California, B.A. Economics
- UCLA, M.B.A.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Cheryl Lucille Hayden Rambeau

Senior Client Associate
View bio
- AZ
- CA
- FL
- ID
- IL
- NV
- NY
- TX
- WA
Cheryl has 24 years of financial services industry experience. Prior to joining UBS in 2008, Cheryl worked at Lehman Brothers and Donaldson, Lufkin & Jenrette. Cheryl earned a B.A. from California State University at Long Beach. She is a native of Whittier, CA.
- California State University at Long Beach, B.A.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Leeder Hsu

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- ID
- LA
- MA
- MN
- NV
- NY
- OR
- TN
- TX
- UT
- VA
- WA
- WI
Leeder joined UBS in 2015 and brings over 13 years of experience in the wealth management industry managing portfolios and implementing investment plans for UHNW and institutional clients. Prior to joining UBS, Leeder was an Investment Specialist at Lincoln National Corporation. Leeder graduated from the University of California, Irvine and holds a B.A. in Business Economics and Minor in Management. He is a Chartered Financial Analyst Charterholder and is a member of the CFA Institute and CFA Society of Los Angeles.
- University of California, Irvine, B.A. in Business Economics and Minor in Management
- Chartered Financial Analyst®
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Sarin S. Puri, CFA®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CT
- FL
- LA
- MA
- MN
- NV
- NY
- OR
- TX
- UT
- VA
- WA
- WI
Sarin has been in the wealth management industry for 7 years and is a CFA Charterholder. Joining UBS in 2019, he spent a couple of years on the management team prior to joining PFWP as a Senior Wealth Strategist. A native of San Francisco – where he started his career as a financial consultant and held other leadership roles – Sarin has experience with assisting entrepreneurs, business owners, and other HNW clients in their financial planning process.

True to his California roots, Sarin went to UC Santa Barbara where he studied Economics and Accounting with a minor in Statistical Science. In his free time you can catch Sarin exploring new restaurants, being outdoors (especially playing beach volleyball and golf), or travelling.
- University of California, Santa Barbara , B.A. in Economics and Accounting, Minor in Statistical Science
- Chartered Financial Analyst®
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Kaysha Kogut

Client Associate
View bio
- CA
Kaysha has 18 years of experience working with high-net-worth clients in the Los Angeles area. Prior to joining UBS she was an Assistant Vice President at Credit Suisse where she spent seven years supporting wealthy individuals, family offices, and entrepreneurs. Kaysha has also worked at Morgan Stanley and Lehman Brothers and is a graduate of the University of Washington in Seattle.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Andy Marquez

Wealth Strategy Associate
View bio
- CA
Andy began his career at UBS in 2020 as an intern in the Graduate Talent Program. He later joined the LA Private Wealth office in 2022 as a Wealth Planning Associate. Andy has experience partnering with Financial Advisors to provide comprehensive financial planning services to UBS clients and prospects. He recently joined Private Family Wealth Partners as a Wealth Management Analyst.

Andy earned his B.S. in International Politics and Foreign Policy at Georgetown University. In his free time, you can catch Andy playing soccer, watching the Lakers, and/or mentoring the youth in his South LA community.
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.

Family Office Consultant (FOC)

A select group of Financial Advisors have earned this UBS business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families.

Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Ryan McClellan, as an FOC, aligns specific needs to the full suite of UBS capabilities. Working together, he strives to help these clients address critical concerns to pursue their most important goals.

Investing with insight

Our partners have been through every market type imaginable since 1981, so we have the experience and expertise to add context around the daily market behavior and advise accordingly.

We thoroughly and critically evaluate a changing marketplace. Our decisions are based solely on your needs and our own rigorous due diligence of investments and managers within the firm, and importantly, outside of UBS. We believe this “open architecture” approach supports our goal of transparency and objectivity, without conflict of interest.

Customized service

We’re a large team of experienced Private Wealth Advisors who work collaboratively to understand you, the success you’ve created, and your vision for your family and legacy. We’re committed to hard work, earning your trust and building a relationship that can bridge generations.

We offer multigenerational advice and continuity Our team members have wealth management careers that bridge five decades and multiple market cycles. These diverse perspectives help us address the needs of clients from every generation.

The proof is in our numbers

157

Collective years of experience

$30+ billion

Assets under management

11 person

seasoned team

Experience and integrity. For every generation.

Private Wealth Management

The strength of UBS

One vision. More than 150 years.

The power of access

William "Bill" Calvert

M. Scott Harries

Ryan Alexander McClellan

Daniel Gray

Kirk William Wendorf

Ryan M. Chase, CPWA®

Nancy R. Chin

Cheryl Lucille Hayden Rambeau

Leeder Hsu

Sarin S. Puri, CFA®

Kaysha Kogut

Andy Marquez