Experienced stewardship, beyond your portfolio

Private Wealth Management

What do you value most in a wealth manager?

As advisors to successful entrepreneurs and families, we appreciate that our clients want and need more than investment advice. More than performance. They want stewardship—advisors who understand them and care about their financial well-being—long term.

At The Phillips Hayes Group, we view wealth management as addressing all aspects of your financial life. From exiting your business to planning your legacy, our advice reflects who you are, what you’ve accomplished and your intention for the next generation. We are a UBS Private Wealth Management team with a 27-year history of working seamlessly together. Harnessing the resources of one of the world’s largest wealth management firms, we’re dedicated to delivering you the very best UBS has to offer. With the responsiveness and service you deserve, we help you plan for and pursue the goals that matter to your family and your future.

Start the conversation

The proof is in our numbers

$1.5 billion

Assets under management

As of 03/31/2023

Client relationships

Years in business as a team

One relationship. A vast network of opportunity.

A partner for your life vision
Watch the video above to learn how the UBS Family Office Solutions Group brings an integrated approach to address your life's needs.

Through our collaboration with UBS specialists locally and globally, we’ll serve as your single touchpoint for delivering a range of expertise tailored specifically for you.

• Portfolio management

• Tailored lending

• Business liquidity and exit planning

• Family office solutions

• Concentrated stock management

• Trust, estate and tax strategies

• Alternative investments

• Real estate finance

• Strategic philanthropy

• Insurance services

• Equity, fixed income, commodities and currency

• Hedge funds

• Private equity, private credit

• Structured products

Customized investment portfolios

We are seasoned investors who understand that market volatility is the main obstacle standing in the way of investment success. Our portfolios balance low-cost, indexed-based vehicles and top-quartile actively managed vehicles in an effort to smooth the ride and deliver outstanding risk-adjusted returns—net of fees and taxes. Your custom portfolio will reflect your specific risk tolerance and return expectations.

Dynamic wealth management.
We understand how clients and their financial priorities and challenges can change over time, with every stage of life. Our advice evolves with your life and wealth—beyond investing.

Confidence. Uncertain markets don’t wear us down. They make us better problem solvers who don’t relent until we have the right solution for you.

Enduring relationships

You’ll always have the benefit of a responsive, caring team that strives to be a source of stability and assurance. Our business is personal to us as many of our clients have been with us for decades, across generations.

Experience and continuity.
Each of us delivers insights that reflect our training, knowledge and more than 27 years working as one team serving our clients’ best interests.

Our team

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Alex Phillips

Managing Director–Wealth Management

PWM Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- ME
- MI
- MT
- NH
- NV
- NY
- PA
- SD
- TN
- TX
- UT
- WA
- WI
- WY
“I’ve found that markets tend to repeat themselves. Having decades of experience is valuable in guiding investors who don’t have that insight, but need it.”
– Alex Phillips

A founding partner of The Phillips Hayes Group, Alex began his career in investment banking directly out of college. He first discovered private wealth management at Harvard Business School and realized that was the career he wanted to pursue. With 27 years of private wealth experience behind him, Alex joined UBS as a Private Wealth Advisor in 2008. He and his team work primarily with successful families who are planning or experiencing significant liquidity events. Collaborating with partners across the firm, including advanced planning, family and philanthropy advisory, and investment banking, Alex has assisted clients not only in monetizing their businesses, but also in creating long-term financial plans to address the full scope of their wealth management needs. He is passionate about building client trust and instilling confidence in the advice and service he delivers.

Professional experience
- Private wealth advisor, Citi Family Office
- Private wealth advisor, Morgan Stanley
- Investment banker, Lehman Brothers
- Investment banker, Smith Barney
Life
- Alex resides in Pacific Palisades, CA with his wife Whitney and their three children, Evan, Caroline and Natalie.
- Outside of work, he enjoys golf, fitness, guitar and family.
- He has served on the alumni board of Claremont McKenna College and volunteered at the LA Food Bank.
- Harvard Business School, M.B.A
- Claremont McKenna College, B.A., cum laude, economics
- PWM Financial Advisor
- FINRA Series 3, 7, 63 and 65 securities licenses
- Life insurance license (0F07135)
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Jordan Hayes

Managing Director–Wealth Management

PWM Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MI
- MO
- MT
- NH
- NV
- NY
- PA
- SD
- TN
- TX
- UT
- WA
- WI
- WY
“ Understanding our clients is central to our practice. Each one of our clients is unique, and we want to have a complete picture of who they are: their priorities, goals, fears and motivations. This is integral to how we advise our clients and deliver our wealth management services.”
– Jordan Hayes

During Jordan’s college years, he was intrigued by Wall Street and the financial markets. Private wealth management called him early, and throughout his 20-year career, he has focused exclusively on advising ultra high net worth investors and addressing the complex needs of their families and businesses.

Today, he brings that experience to his UBS Private Wealth Management clients, striving to make a significant impact on their lives. He and his team, The Phillips Hayes Group, take a holistic approach and provide comprehensive, consultative investment planning and wealth management services to their clients. A strong sense of stewardship is a key feature of the team’s DNA.

Professional experience
- Credit Suisse First Boston
- Citi Family Office (Citigroup)
- J.P. Morgan Private Bank
Life
- Jordan’s family is his first priority. He and his wife Lynn have three boys and reside in San Marino, CA.
- He is active in his community and enjoys spending time with friends, golf, reading and fitness.
- UCLA, B.A.
- PWM Financial Advisor
- Life insurance license (0F07135)
- FINRA Series 3, 7, 63 and 66 securities licenses
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Bryant Davis, CFP

Senior Vice President–Wealth Management

PWM Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IN
- MA
- MI
- NH
- NV
- NY
- OR
- PA
- SD
- TN
- TX
- UT
- WA
- WI
- WY
“ We put our clients’ best interests ahead of everything else. They have worked very hard to accumulate their wealth and it’s our No. 1 job to help preserve it.”
– Bryant Davis

Bryant began his financial services career in wholesale mortgage lending. He has gained critical experience with each position, from mortgages to UBS Private Wealth Management operations to his current role as lead financial planning analyst and Financial Advisor with the private wealth team, The Phillips Hayes Group. Today, he and his team work with wealth creators—sophisticated families and entrepreneurs who have had a significant liquidity event. The team’s advice is comprehensive, from advanced financial planning, tax-efficient investing and family office services to wealth transfer and estate planning strategies, customized lending and philanthropy. Bryant’s personal goal is to serve as his clients’ central point of contact for all things wealth management—including portfolio structuring and next-gen financial education.

Professional experience
- Senior Wealth Strategy Associate, UBS Private Wealth Management
- Senior wealth advisor, Comerica Bank
Life
- Bryant lives in Agoura Hills, CA with his wife Courtney, son Connor and daughter Madison.
- He has been serving on the board of the Wildwoods Foundation for the last five years, most recently as co-chair.
- He enjoys golf, travel, wine, hiking and spending time with friends and family.
- B.S., business administration with a finance concentration, Sonoma State University
- PWM Financial Advisor
- CERTIFIED FINANCIAL PLANNER™
- FINRA Series 7 and 66 securities licenses
- Life insurance license for California (0H49927)
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Dion Kenney

Investment Associate

Authorized Officer
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MI
- NH
- NV
- NY
- PA
- SD
- TX
- VT
- WA
- WI
Dion joined UBS Private Wealth Management in 2008. She began her career at Morgan Stanley Private Wealth Management in 1990 and worked at Citigroup Smith Barney from 2002 to 2008 before joining UBS.

Dion received her M.B.A. from UCLA's Anderson Graduate School of Management and graduated from Tufts University earning a Bachelor of Arts degree with a double major in International Relations and Spanish. She holds the Series 7, 63 and 65 securities licenses.
- Authorized Officer
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Lisa Knollenberg

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- MA
- MI
- NV
- NY
- SD
- TX
- UT
- VT
- WA
- WI
Lisa joined UBS Private Wealth Management in 2008. Prior to UBS, she was a Senior Associate at Citigroup and also spent two years at Morgan Stanley Private Wealth Management. Lisa graduated with honors from the University of Wisconsin - Madison earning a Bachelor of Business Administration degree in both Marketing and Management.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Caroline McNeill

Client Associate
View bio
- CA
- CO
- DE
- MA
- MI
- NV
- SD
- TX
Caroline joined UBS Private Wealth Management in 2021. She graduated from the University of Southern California in May 2021 earning a Bachelor of Science in Business Administration with an emphasis in Corporate Finance and Mandarin Chinese.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Alex Phillips

Managing Director–Wealth Management

PWM Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- ME
- MI
- MT
- NH
- NV
- NY
- PA
- SD
- TN
- TX
- UT
- WA
- WI
- WY
“I’ve found that markets tend to repeat themselves. Having decades of experience is valuable in guiding investors who don’t have that insight, but need it.”
– Alex Phillips

A founding partner of The Phillips Hayes Group, Alex began his career in investment banking directly out of college. He first discovered private wealth management at Harvard Business School and realized that was the career he wanted to pursue. With 27 years of private wealth experience behind him, Alex joined UBS as a Private Wealth Advisor in 2008. He and his team work primarily with successful families who are planning or experiencing significant liquidity events. Collaborating with partners across the firm, including advanced planning, family and philanthropy advisory, and investment banking, Alex has assisted clients not only in monetizing their businesses, but also in creating long-term financial plans to address the full scope of their wealth management needs. He is passionate about building client trust and instilling confidence in the advice and service he delivers.

Professional experience
- Private wealth advisor, Citi Family Office
- Private wealth advisor, Morgan Stanley
- Investment banker, Lehman Brothers
- Investment banker, Smith Barney
Life
- Alex resides in Pacific Palisades, CA with his wife Whitney and their three children, Evan, Caroline and Natalie.
- Outside of work, he enjoys golf, fitness, guitar and family.
- He has served on the alumni board of Claremont McKenna College and volunteered at the LA Food Bank.
- Harvard Business School, M.B.A
- Claremont McKenna College, B.A., cum laude, economics
- PWM Financial Advisor
- FINRA Series 3, 7, 63 and 65 securities licenses
- Life insurance license (0F07135)
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Jordan Hayes

Managing Director–Wealth Management

PWM Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MI
- MO
- MT
- NH
- NV
- NY
- PA
- SD
- TN
- TX
- UT
- WA
- WI
- WY
“ Understanding our clients is central to our practice. Each one of our clients is unique, and we want to have a complete picture of who they are: their priorities, goals, fears and motivations. This is integral to how we advise our clients and deliver our wealth management services.”
– Jordan Hayes

During Jordan’s college years, he was intrigued by Wall Street and the financial markets. Private wealth management called him early, and throughout his 20-year career, he has focused exclusively on advising ultra high net worth investors and addressing the complex needs of their families and businesses.

Today, he brings that experience to his UBS Private Wealth Management clients, striving to make a significant impact on their lives. He and his team, The Phillips Hayes Group, take a holistic approach and provide comprehensive, consultative investment planning and wealth management services to their clients. A strong sense of stewardship is a key feature of the team’s DNA.

Professional experience
- Credit Suisse First Boston
- Citi Family Office (Citigroup)
- J.P. Morgan Private Bank
Life
- Jordan’s family is his first priority. He and his wife Lynn have three boys and reside in San Marino, CA.
- He is active in his community and enjoys spending time with friends, golf, reading and fitness.
- UCLA, B.A.
- PWM Financial Advisor
- Life insurance license (0F07135)
- FINRA Series 3, 7, 63 and 66 securities licenses
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Bryant Davis, CFP

Senior Vice President–Wealth Management

PWM Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IN
- MA
- MI
- NH
- NV
- NY
- OR
- PA
- SD
- TN
- TX
- UT
- WA
- WI
- WY
“ We put our clients’ best interests ahead of everything else. They have worked very hard to accumulate their wealth and it’s our No. 1 job to help preserve it.”
– Bryant Davis

Bryant began his financial services career in wholesale mortgage lending. He has gained critical experience with each position, from mortgages to UBS Private Wealth Management operations to his current role as lead financial planning analyst and Financial Advisor with the private wealth team, The Phillips Hayes Group. Today, he and his team work with wealth creators—sophisticated families and entrepreneurs who have had a significant liquidity event. The team’s advice is comprehensive, from advanced financial planning, tax-efficient investing and family office services to wealth transfer and estate planning strategies, customized lending and philanthropy. Bryant’s personal goal is to serve as his clients’ central point of contact for all things wealth management—including portfolio structuring and next-gen financial education.

Professional experience
- Senior Wealth Strategy Associate, UBS Private Wealth Management
- Senior wealth advisor, Comerica Bank
Life
- Bryant lives in Agoura Hills, CA with his wife Courtney, son Connor and daughter Madison.
- He has been serving on the board of the Wildwoods Foundation for the last five years, most recently as co-chair.
- He enjoys golf, travel, wine, hiking and spending time with friends and family.
- B.S., business administration with a finance concentration, Sonoma State University
- PWM Financial Advisor
- CERTIFIED FINANCIAL PLANNER™
- FINRA Series 7 and 66 securities licenses
- Life insurance license for California (0H49927)
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Dion Kenney

Investment Associate

Authorized Officer
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MI
- NH
- NV
- NY
- PA
- SD
- TX
- VT
- WA
- WI
Dion joined UBS Private Wealth Management in 2008. She began her career at Morgan Stanley Private Wealth Management in 1990 and worked at Citigroup Smith Barney from 2002 to 2008 before joining UBS.

Dion received her M.B.A. from UCLA's Anderson Graduate School of Management and graduated from Tufts University earning a Bachelor of Arts degree with a double major in International Relations and Spanish. She holds the Series 7, 63 and 65 securities licenses.
- Authorized Officer
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Lisa Knollenberg

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- MA
- MI
- NV
- NY
- SD
- TX
- UT
- VT
- WA
- WI
Lisa joined UBS Private Wealth Management in 2008. Prior to UBS, she was a Senior Associate at Citigroup and also spent two years at Morgan Stanley Private Wealth Management. Lisa graduated with honors from the University of Wisconsin - Madison earning a Bachelor of Business Administration degree in both Marketing and Management.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Caroline McNeill

Client Associate
View bio
- CA
- CO
- DE
- MA
- MI
- NV
- SD
- TX
Caroline joined UBS Private Wealth Management in 2021. She graduated from the University of Southern California in May 2021 earning a Bachelor of Science in Business Administration with an emphasis in Corporate Finance and Mandarin Chinese.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Let's talk

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

More than 150 years

offering financial advice

Global leader

UBS is a world-leading wealth manager

Experienced stewardship, beyond your portfolio

What do you value most in a wealth manager?

The proof is in our numbers

One relationship. A vast network of opportunity.

Customized investment portfolios

Enduring relationships

Our team

Alex Phillips

Jordan Hayes

Bryant Davis, CFP

Dion Kenney

Lisa Knollenberg

Caroline McNeill