Experience

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.

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.

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.

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.

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. 

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.

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.

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.

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. 

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.

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.

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.