Expertise. Experience. Excellence.

Boutique advice. Global reach.

Rodeo Drive

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

  • John Halperin

    John Halperin

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President–Wealth Management with UBS Financial Services Inc. He understands that it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When he talks about wealth management, he wants to learn about those life questions that are on your mind and, together, help you find the answers.

    His comprehensive wealth management approaches focus on these areas:

    Longevity planning, including retirement income and insurance planning
    Wealth transfer strategies, including inheritance and business succession planning
    Life transition planning for marriage, divorce or loss of a loved one

    John received his M.F.A. from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds the Certified Investment Management ConsultantSM® designation, the UBS Wealth Advisor designation, the life and health insurance licenses and the Series 7, 31, 63 and 65 securities licenses.

    Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network and the Investments & Wealth Institute, and volunteers at weSPARK Cancer Support Center and Jewish Big Brothers. John resides in Studio City, CA, where he enjoys spending time with his three kids.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        131 South Rodeo Drive
        Suite 300
        Beverly Hills, CA 90212
      • Chad Cohen

        Chad Cohen

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV

        Chad has over 20 years of wealth management experience and focuses on multigenerational planning—helping his clients with retirement, education, insurance and wealth transfer strategies. Chad’s expertise is in helping clients develop and execute strategies to meet their business and personal wealth management objectives with a particular focus on wealth preservation and income-generating strategies. He works closely with each of the team’s clients and their other trusted advisors to reduce volatility, promote consistency and simplify the complexity of clients’ financial decisions.

        Chad is originally from St. Louis, MO. He began his career as a financial advisor at Morgan Stanley in Clayton, MO after graduating from the University of Missouri, Columbia with a B.S. in finance and banking in 2001. In 2005 Chad joined the Global Private Client Group at Merrill Lynch in Beverly Hills, CA. He continued to build his practice at Merrill before being recruited in November of 2011 to move to UBS Financial Services Inc. in Beverly Hills, CA.

        Chad holds the Charted Retirement Planning Counselor (CRPC®) designation from College for Financial Planning. He and his wife live in Los Angeles with their two children. Chad is actively involved with Financial Executives International (FEI), Professional in Human Resources Association (PIHRA), Association for Corporate Growth (ACG), and Sigma Chi Alumni. When Chad is not working, he enjoys running, working-out, and spending time with family and friends.

              Lending services
              Retirement planning
              Estate planning strategies
              Exit planning
              Alternative investments
              401(k) plan services
              Business owners
              Sustainable investing
              131 South Rodeo Drive
              Suite 300
              Beverly Hills, CA 90212
            • Michael Leonard

              Michael Leonard

              Senior Vice President–Wealth Management

              Financial Advisor

              • image
              • image
              • image
              • AK
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • HI
              • ID
              • IL
              • IN
              • KS
              • LA
              • MA
              • MD
              • MI
              • MN
              • MO
              • MT
              • NC
              • NE
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • TN
              • TX
              • UT
              • VA
              • WA
              • WI
              • WY

              As a Senior Vice President and Senior Portfolio Manager with UBS in Beverly Hills, Michael focuses on delivering customized wealth management solutions to affluent individuals, families, and businesses.

              Michael, along with his team, assists clients in growing, preserving, and transferring wealth through comprehensive financial planning, portfolio management, hedging and diversification strategies, tax minimization, asset and income protection, and liability management. Michael's goal is to deliver the intimacy and personal touch of a specialized boutique, with the global resources of one of the world's largest financial services firms.

              In addition to senior executives and attorneys, Michael works with business owners through all stages of their financial life cycle, from seed to sale, from financing to group benefit plans to succession planning. Michael and his team offer retirement and estate planning services, banking, credit and lending, and insurance.

              His prior roles include Vice President and Portfolio Manager at Merrill Lynch and Bank of America in Beverly Hills, as well as CEO and Director of a private financial advisory firm servicing high net worth clients in Southern California. Michael also served as CEO of a statistical analytics firm working with Fortune 100 clients in the finance, telecommunications, and technology industries.

              Michael and his family live in West Los Angeles. He serves as Director and Past President of a private high school in Calabasas, California, as well as Director of a non-profit dedicated to bringing educational opportunities to underserved, inner-city children. Michael is a Chartered Retirement Planning Counselor (CRPC®) and a graduate of Stanford University. 

              Insurance Lic. 0G46851

              • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

                  131 South Rodeo Drive
                  Suite 300
                  Beverly Hills, CA 90212
                • Nikolas Adell

                  Nikolas Adell

                  Senior Vice President–Wealth Management

                  Financial Advisor

                  • image
                  • image
                  • image
                  • AK
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • IN
                  • KS
                  • LA
                  • MA
                  • MD
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI

                  Nikolas has been with UBS Financial Services in Beverly Hills since 2004 and started his career in the Financial Services industry in 1998. He is a Senior Vice President - Wealth Management, a Chartered Retirement Plan Specialist (CRPS*), and is certified as a Portfolio Manager in the PMP program at UBS.

                  In his practice Nik works with Laborers International Union North America(LiUNA) helping business leaders balance risk and return. He has been helping Unions and other labor-management organizations for the past 17 years ensuring fiduciary guidelines are met. He manages General, Death Benefit, Severance Pay Plans, and Facility Maintenance accounts in asset allocation and trading dynamics. Nik works with High Net Worth and Ultra High Net Worth clients and is responsible for educating clients in an array of multifaceted Investment and lending solutions.

                  When he’s not working with numbers he enjoys hanging out with family and playing golf.

                        131 South Rodeo Drive
                        Suite 300
                        Beverly Hills, CA 90212
                      • Kenneth Josefsberg

                        Ken Josefsberg

                        Senior Vice President–Wealth Management

                        Financial Advisor

                        • image
                        • image
                        • image
                        • AK
                        • AR
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DE
                        • FL
                        • GA
                        • HI
                        • ID
                        • IL
                        • IN
                        • KS
                        • LA
                        • MA
                        • MD
                        • MI
                        • MN
                        • MO
                        • MT
                        • NC
                        • NJ
                        • NM
                        • NV
                        • NY
                        • OH
                        • OK
                        • OR
                        • PA
                        • SC
                        • TN
                        • TX
                        • UT
                        • VA
                        • WA
                        • WI

                        Ken joined UBS in April 2009 and has over 20 years experience in the financial services industry. As a Partner in the Rodeo Wealth Management Group, he provides customized investments solutions to ultra-high net worth individuals, institutions and family offices. Prior to joining UBS, Ken was a Sr. Vice President at Wells Fargo Investments in the Private Client Services division. Ken sits on numerous non-profit Boards mostly related to children. Ken and his wife Lisa live in Cheviot Hills with their two daughters Natalie and Stella. Ken's interests include triathlon, skiing and golf.

                              131 South Rodeo Drive
                              Suite 300
                              Beverly Hills, CA 90212
                            • Joey Velez

                              Joey Velez

                              Financial Advisor

                              • image
                              • image
                              • image
                              • AK
                              • AR
                              • AZ
                              • CA
                              • CO
                              • CT
                              • DC
                              • FL
                              • GA
                              • ID
                              • IL
                              • IN
                              • LA
                              • MA
                              • MD
                              • MI
                              • MN
                              • MO
                              • MT
                              • NC
                              • NJ
                              • NM
                              • NV
                              • NY
                              • OH
                              • OK
                              • OR
                              • PA
                              • TN
                              • TX
                              • UT
                              • VA
                              • WA
                              • WI
                              • WV

                              Joey is a financial advisor focused on working with entrepreneurs and early-stage employees as their company scales towards an exit and their personal financial needs grow more complex. He helps educate clients on pre-liquidity planning strategies by leveraging the resources at UBS catered to advanced planning strategy, charitable planning, and tailored lending. He believes in incorporating a wholistic wealth management approach by helping clients achieve their personal and business goals, through thoughtful financial planning and portfolio management.

                              Joey was born and raised in Los Angeles, CA where he attended Loyola Marymount University and graduated with a B.A. in Business Finance. While attending Loyola Marymount University, he played club rugby and co-founded the LMU Buddhist Club.

                              Outside of work Joey enjoys snowboarding, travel, golf, and spending time with family & friends. He also remains active in the Buddhist community by volunteering as a Youth leader in the Malibu, Pacific Palisades and Santa Monica areas.

                                    131 South Rodeo Drive
                                    Suite 300
                                    Beverly Hills, CA 90212

                                  What's your vision?

                                  We can help you bring your vision to life.

                                  Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.