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
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    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • MA
    • MD
    • MI
    • MT
    • NV
    • NY
    • OH
    • 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 Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

      • Private Wealth Advisor
      2000 Avenue of the Stars
      7th. Floor North
      Los Angeles, CA 90067
    • David

      David Goodenough

      Senior Vice President–Wealth Management

      Financial Advisor

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      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 Advisory TeamsThe Barron's rating is awarded annually in March and is 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
      • Bemel

        Daniel Bemel

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
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        • CA
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        • DC
        • DE
        • FL
        • GA
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        • ID
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        • LA
        • MA
        • MD
        • MI
        • MO
        • NJ
        • NM
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            • Certified Divorce Financial Analyst
            2000 Avenue of the Stars
            7th. Floor North
            Los Angeles, CA 90067
          • Kelly

            Kelly Rote

            Director

            Financial Advisor

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            • AZ
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            • DC
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            • MD
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            • VA

            Kelly Rote believes that the key to her clients’ long-term success is their having financial confidence, which she prioritizes through education in an approachable way. A Wall Street veteran and investor at heart, she spent the first 15 years of her career managing investment strategies and composing portfolios. Then she discovered her passion for encouraging women to take charge of their financial wellness while she was working as a trader in New York City.

            In 2020, Kelly returned to Los Angeles, where she now utilizes her deep knowledge of markets and strategic insights to develop financial solutions for her clients. Her mission is to help clients achieve their financial goals and understand why they have specific investments in their portfolios. She believes that helping her clients achieve this understanding fosters a financial confidence that many experience for the first time and this empowers them to truly feel in control of their financial lives.

            Kelly holds a B.B.A. in finance and international business from James Madison University's College of Business, where she continues to serve as a mentor to students. She has also earned her Series 3, 7, 63 and 66 securities licenses. She serves on the Visionary Women Gen V board, is a member of the NVAK Collective Council and is a supporter of LACMA. She also enjoys tennis, Pilates, hiking and running. In 2018, she traveled to Lewa, Kenya with a UBS team to run in the Safaricom Marathon to benefit wildlife conservation and education efforts. She lives in Brentwood.

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

                2000 Avenue of the Stars
                7th. Floor North
                Los Angeles, CA 90067
              • Katie

                Katie Mazzocco

                Authorized Officer

                Senior Wealth Strategy Associate

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                • AK
                • AZ
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                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
                    • Peter

                      Peter Belden

                      Authorized Officer

                      Senior Wealth Strategy Associate

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                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • IL
                      • MA
                      • MD
                      • MI
                      • MN
                      • NJ
                      • NV
                      • NY
                      • OH
                      • PA
                      • RI
                      • TN
                      • TX
                      • UT
                      • 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

                          The Prophit | Goodenough Team Library

                          You. Connected.

                          Private Wealth Management

                          As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

                          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.

                          Shaping exceptional family wealth

                          Our team understands the dynamics of great families and how they work together to make important life decisions. Supported by the resources of the Family Office Solutions Group, we bring the right UBS insight and expertise to help our exceptional clients explore highly bespoke opportunities for pursuing growth, capital preservation and generational wealth transitions.

                          Your life, wealth and future. UBS Wealth Way

                          The circular economy: What is it?

                          Backed by the strength of UBS

                          A global leader in wealth management

                          #1

                          For Ultra-High Net Worth clients

                          Euromoney Private Banking and Wealth Management Survey, 2016-2022

                          #1

                          Family office services

                          Euromoney Private Banking and Wealth Management Survey, 2021

                          #1

                          Serving the next generation

                          Euromoney Private Banking and Wealth Management Survey, 2020-2022