Experience

“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.

“ 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.

“ 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.

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.

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.

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.