Stewardship for generations

Family photos on shelf

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

Your family

Your family

Your business

Your business

Your legacy

Your legacy

Younger generations are positioned to become more economically empowered than their parents, yet they face an increasingly fast-paced and volatile future. To help brave the unknown, UBS Private Wealth Management can support your family through all generations to plan for the next era.

72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

COVID-19 exposed economic disparities, so those with the financial means to help stepped up. UBS Private Wealth Management can help your giving have an even greater impact by connecting you with other like-minded donors.

Prophit | Goodenough: Pursuing your goals together


Our team brings a global wealth management practice to ultra-high-net worth individuals, families, and businesses. Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice.

In every aspect of our work, we focus on developing multi-generational relationships through a deep commitment to our clients, our teammates, and our community.

  • Peter Prophit

    Peter Prophit

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MT
    • NC
    • NV
    • NY
    • OH
    • OK
    • PA
    • TN
    • TX
    • UT
    • WA

    Peter’s financial services career began in 1984, spanning a number of roles. Such a long and varied tenure gives him perspective, insights, and connections that add deep value to his clients and his wealth management practice. Peter’s natural strengths start with listening, then helping his clients solve complex financial issues by providing a highly customized approach to financial planning.

    He joined UBS in 2009, and now works with a select number of successful families, across multiple generations. His unique ability to advise the wealth creator, their children, and grandchildren – always tailoring his approach to the specific needs and concerns of each – gives the entire family confidence in his deep commitment to their long term success.

    Family wealth dynamics can be difficult; Peter’s positive impact comes from knowledge of both the emotional and technical challenges implicit in all wealth and generational transfers. This ranges from helping family members understand the value of money and unlocking philanthropic potential, to collaborating with outside advisors on complicated estate planning and tax issues.

    When building portfolios, Peter’s extensive experience in alternative investments, concentrated equity risk management, monetization strategies, succession strategies, equity research and trading, and volatility management allows him to help clients plan for the short, medium, and long term with more nuance than most. His investment experience is coupled with relationships across the industry, providing additional value to clients and teammates.

    Prior to joining UBS, Peter worked at Kidder Peabody, D L J, and Credit Suisse. He earned his M.B.A. from the Amos Tuck School of Business at Dartmouth College and his B.A. in Economics from the Honors Program at the University of Michigan.

    Peter lives in Pacific Palisades with his wife Shannon and their four teenagers. He volunteers with and supports autism treatment programs, focused on arts and athletics.

    • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.

      • Private Wealth Advisor
      2000 Avenue of the Stars
      7th. Floor North
      Los Angeles, CA 90067
      peter.prophit@ubs.com
      Peter Prophit
      2000 Avenue of the Stars,Los Angeles,CA,90067
    • David

      David Goodenough

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • ID
      • IL
      • KY
      • MA
      • MD
      • MI
      • MT
      • NJ
      • NV
      • NY
      • OH
      • OR
      • SC
      • TN
      • TX
      • UT
      • WA

      David started in the financial services industry in 1992 and joined UBS in 2008. He has extensive experience in portfolio management and awareness of global markets and is able to offer innovative solutions for a broad variety of sophisticated clients.

      He is passionate about providing highly personalized and comprehensive wealth management services to corporate executives, entrepreneurs and affluent families. David is committed to financial research in order to maintain an expansive understanding of economic markets as well as thorough knowledge of individual companies.  He brings this intelligence to develop strategic recommendations for his discerning clients.

      David spent over 16 years in the private wealth management divisions of Morgan Stanley (1992-2002) and Lehman Brothers (2002-2008). He earned his M.B.A from the Anderson School of Management at UCLA and his B.A. in Finance from the University of California, Berkeley.

      A Deacon in his community church, David also serves as a mentor for Imagine LA, a multi-denominational charity that helps families transition off welfare to become self-sufficient. He lives in Sherman Oaks with his wife Jenny and their two daughters.

      • Barron’s Top 100 Private Wealth Management TeamsThe Barron's rating is awarded annually in April based on information from the prior year Q4.

        • Senior Portfolio Manager
        • Private Wealth Advisor
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
        david.goodenough@ubs.com
        David Goodenough
        2000 Avenue of the Stars,Los Angeles,CA,90067
      • Bemel

        Daniel Bemel

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • KS
        • LA
        • MA
        • MD
        • MI
        • MT
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV
        • WY

        Through education and empowerment, Dan helps provide the infrastructure for his clients to take control of their financial lives, often for the first time. Financial planning and investment management are central to his long term, collaborative approach.

        Dan strives to truly understand his clients – what motivates them, what they want for their family, and what they want for their community. And as a Certified Divorce Financial Analyst®, he helps clients and their attorneys navigate the financial impact of divorce before, during and after a case is resolved.

        Dan is an active member of the Beverly Hills Bar Association, serving on the family law section executive committee. He is also a member of the board of directors at the Harriett Buhai Center for Family Law, a cornerstone of family law and domestic violence assistance for low-income people in California.

        Prior to joining UBS in 2009, Dan practiced law at Los Angeles-area firms in a wide variety of disciplines including trust and estates, corporate litigation, family law, and liability defense, though he does not perform this function at UBS.

        Born and raised in Los Angeles, Dan earned a B.A. in sociology from the University of California, Santa Cruz and a J.D. from the University of California, Hastings College of the Law. He holds his Series 7 and 66 securities licenses and is a member in good standing of the California Bar Association.

            • Certified Divorce Financial Analyst
            2000 Avenue of the Stars
            7th. Floor North
            Los Angeles, CA 90067
            daniel.bemel@ubs.com
            Daniel Bemel
            2000 Avenue of the Stars,Los Angeles,CA,90067
          • Kelly

            Kelly Rote

            Director

            Financial Advisor

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            • CA
            • CO
            • CT
            • FL
            • GA
            • MA
            • MI
            • NJ
            • NV
            • NY
            • OH
            • TN
            • TX
            • Barron’s Top 100 Private Wealth Management TeamsThe Barron's rating is awarded annually in April based on information from the prior year Q4.

                2000 Avenue of the Stars
                7th. Floor North
                Los Angeles, CA 90067
                kelly.rote@ubs.com
                Kelly Rote
                2000 Avenue of the Stars,Los Angeles,CA,90067
              • Katie

                Katie Mazzocco

                Authorized Officer

                Senior Wealth Strategy Associate

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                • AK
                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • GA
                • HI
                • ID
                • IL
                • KS
                • MA
                • MI
                • MT
                • NC
                • NJ
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • UT
                • WA
                • WI

                Katie joined UBS in 2011. With over 20 years in the financial services industry, Katie brings a depth of experience to every client she works with. She leads the team's operations and service mission, making sure client needs are handled efficiently and effectively.

                Katie is key to the team's growth and success. Her responsibilities across the group include trading (equities, fixed income, and options), performance reporting, portfolio implementation, disbursements and reconciliations, account opening and maintenance, and lending. The comprehensive service Katie provides our clients in each of these areas is unparalleled.

                She takes particular pride in working on complicated issues, from helping family members organize and understand their balance sheet, working with trustees to establish and update accounts after major life events, or executing multi-leg options trades.

                Prior to joining UBS, Katie was responsible for portfolio accounting and client reporting in the Operations Department of a Registered Investment Advisor for four years. Previously, she was the Director of Operations in a commodity brokerage firm for eight years.

                Katie holds FINRA Series 7 and 66 securities license and earned a B.A. in Political Science from the University of Michigan.

                      2000 Avenue of the Stars
                      7th. Floor North
                      Los Angeles, CA 90067
                      katie.mazzocco@ubs.com
                      Katie Mazzocco
                      2000 Avenue of the Stars,Los Angeles,CA,90067
                    • Peter

                      Peter Belden

                      Authorized Officer

                      Senior Wealth Strategy Associate

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                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • ID
                      • IL
                      • KS
                      • MA
                      • MD
                      • MI
                      • MT
                      • NJ
                      • NV
                      • NY
                      • OH
                      • PA
                      • RI
                      • TN
                      • TX
                      • UT
                      • VA
                      • WA
                      • WY

                      Peter is a Senior Wealth Strategy Associate with over 7 years of experience in the financial services industry, Peter supports lead advisors in the construction and implementation of wealth strategies for families and institutions. He also looks to drive new business opportunities by cultivating relationships with key advisors and strategic partners.

                      Peter thrives on listening and communicating with clients as they pursue their long-term financial goals. Prior to joining UBS, Peter served as a Wealth Advisor with Monograph Wealth Advisors and as a Director with First Republic Private Wealth Management.

                      Peter earned a B.Sc. from the United States Military Academy (USMA), West Point and is a former U.S. Army Engineer Officer. He earned his Personal Financial Planning certificate from the UCLA Extension school and is a Certified Financial Professional®. Peter holds FINRA Series 7 and 66 securities licenses and his Insurance License.

                      Peter was born and raised in London until attending USMA and currently resides in Seal Beach, CA with his wife Brittany and their two daughters, Olivia and Poppy.

                            2000 Avenue of the Stars
                            7th. Floor North
                            Los Angeles, CA 90067
                            peter.belden@ubs.com
                            Peter Belden
                            2000 Avenue of the Stars,Los Angeles,CA,90067

                          The Prophit | Goodenough Team Library

                          Man looking in VR headset

                          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.

                          Private Wealth Management

                          As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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                          Navigating opportunities across your enterprise

                          Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

                          Three generations in apple orchard

                          Turn possibilities into a plan

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                          A leading global wealth manager

                          Insights

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG