How can you pursue what matters most?

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Strengths: Strategic, Discipline, Learner, Activator, and Maximizer

Joseph Schirripa  leads the Schirripa Group at UBS.  He was licensed in 1975.   Prior to joining UBS in 2001, Joe served as a Senior Portfolio Manager at Salomon Smith Barney.  Joe has held the Certified Financial Planner ™ designation for over 4 decades.  Joe specializes in creating financial plans and executing tailored portfolios for his clients. 

Joe is a member of the Pepperdine University Board. He serves on the church Committee for the Poor and the Life Committee.  He is a trustee of the Knights of Columbus Council 14660. Joe is also a trustee for Young Catholic Professionals.

In his spare time, Joe enjoys martial arts, dancing, traveling, and mining for gems. Joe resides in the Westwood section of Los Angeles.

• Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Plans Specialist℠

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Strengths: Arranger, Empathy, Maximizer, Relator, and Responsibility

Madeleine entered the financial services industry in 1979 with Shearson Hayden Stone before becoming a financial advisor at UBS in 2001.  She serves as Managing Director and Private Wealth Advisor on the Schirripa Group.  Madeleine enjoys working with clients and helping them understand what has to be done to fulfill their needs.  Her success has been achieved through years of attentiveness and listening. 

In her free time Madeleine enjoys reading, exercising and meditation.  Madeleine resides in Studio City with her family.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• CSUN, BA

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Strengths: Achiever, Activator, Command, Competition, and Futuristic

Nick Schirripa graduated from UCLA with a Bachelor of Arts in Business Economics and a minor in Accounting. Nick also earned an MBA from the Graziadio School of Business and Management at Pepperdine University. Nick holds the Chartered Financial Analyst® (CFA®), Chartered Retirement Plans Specialist (CRPS®), and Certified Exit Planning Advisor (CEPA) designations.  He oversees the Portfolio Management for the Schirripa Group, manages client relationships, provides financial planning, and works on client acquisition. 

Nick previously served on the Board of Directors for the Boy Scouts of America, Greater Los Angeles Council. He volunteers as the Chairman of the President's Leadership Council and Governance Committee at Crespi Carmelite High School. Nick resides in Pacific Palisades with his wife, two daughters, and two dogs. In his free time, Nick enjoys competing in beach volleyball, boxing, skiing, cycling, golfing, and travelling.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• UCLA , Bachelor of Arts in Business Economics and a minor in Accounting: 2005 - 2008
• Pepperdine University, M.B.A.: 2008 - 2010

• Certified Exit Planning Advisor
• Chartered Financial Analyst®
• Chartered Retirement Plans Specialist℠

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Strengths: Achiever, Consistency, Empathy, Harmony, and Responsibility

Jason Wolsefer graduated from the Richard T. Farmer School of Business at Miami University with a Bachelor of Science in Finance and a minor in Political Science. Prior to joining UBS, Jason began his career in financial services at Salomon Smith Barney in Beverly Hills and later worked at Prudential Securities and Wachovia Securities. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Plans Specialist (CRPS®) certifications. For over 25 years Jason has been helping high net worth clients preserve, grow, and plan around their wealth.

Jason, his wife, and his sons reside in Pacific Palisades, CA. In his free time, he enjoys watching his boys play baseball, fishing, and spending time with his family and friends. 

• Richard T. Farmer School of Business at Miami University, Bachelor of Science in Finance and a minor in Political Science

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Plans Specialist℠

• CA
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• IL
• MA
• MI
• NC
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• OK
• OR
• PA
• TX
• UT
• WA

Strengths: Activator, Competition, Ideation, Relator and Strategic

Over the past 35 years, Jeffrey has provided financial guidance to his clients and their families by taking a holistic approach to wealth management. Jeffrey’s mission is to help clients convert non-stop financial information into productive strategies designed to make the lives of investor’s and their families better. His clients’ well-being and their ever-evolving needs are Jeffrey’s greatest concerns, and it gives him tremendous satisfaction knowing they work together with him to reach personal and financial goals.

Jeffrey applies portfolio management, lending, income strategies, and estate planning to produce tailored solutions for his clients. His clients benefit from the full spectrum of resources that UBS as a global firm can offer—no matter how simple or complex their needs may be—to guide them toward the milestones that are most important to them.

Jeffrey enjoys tennis and sailing in his free time, and he is an avid global traveler with a deep curiosity for other cultures. Jeffrey lives with his wife of 38 years, Ann, and “the best dog in the world” in Hancock Park. His family is particularly invested in the well-being and education of the youth, supporting causes such as St. Jude Children’s Research Hospital and Doctors Without Borders.

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Strengths: Learner, Maximizer, Individualization, Achiever, and Significance 

Mark began his career in wealth management in May of 1971. He has spent decades on portfolio composition. Mark has an unique investment approach that incorporates both fundamental and technical analysis. He holds a degree in Physics from American University of Beirut. Mark was born in Heliopolis, Egypt.

Mark resides with his wife, Juliette in Los Angeles. He enjoys collecting art, and classical music. Mark Volunteers his time with The Society of Fellows. 

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Strengths: Adaptability, Empathy, Futuristic, Relator, and Strategic

Vivian is a Senior Registered CSA.  She joined UBS in 2001 and obtained her Series 7 and Series 66 shortly, thereafter.  Prior to joining UBS, Vivian worked in the financial industry at Smith Barney.

Vivian manages the operational aspects of the clients' accounts with the Schirripa Group, working with high net worth clients to provide the highest knowledge and client service excellence.  Vivian focuses on the day to day operation needs: banking, wire transfers, securities and cash transfers, DRS transfers, stock gifting, corporate actions, Rule 144 Stocks, foreign currency buys, and foreign wire transfers.

Vivian graduated from UCLA with a  Bachelor's degree and is a member of the UCLA Alumni Association.  She enjoys her annual trip to Italy to visit her family. She resides in Bel Air.

• UCLA, Bachelor's degree

• CA

Strengths: Connectedness, Relator, Responsibility, Achiever, and Analytical

Irina Vazquez has been in the industry since 2003 and has been with UBS since 2006. She assists with operational and administrative support to The Schirripa Group, including account opening and maintenance, account transfers, maintaining account documents in accordance with industry regulations and resolving client inquiries. Her professional experience includes working with Morgan Stanley and Wachovia Securities. Prior to UBS, Irina worked with a non-profit organization providing various residential programs for youth. Irina holds Series 7 and 66 securities licenses. 

She enjoys running, hiking and spending time with family and friends. 

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Strengths: Activator, Competition, Ideation, Relator and Strategic

Paul joined the Schirripa group at USB in January, 2024. He holds his Series 7 and 66 securities licenses. He also holds his California health and life insurance license. Paul graduated from Pepperdine University with a B.A. in Business Administration. He also earned an M.B.A. from Pepperdine Graziadio Business School with a concentration in finance.

Paul grew up in a small town on the coast of NSW in Australia. He played for the Australian national volleyball team for 15 years. He attended Pepperdine University on a volleyball scholarship, he is a three-time First Team All American, and the 2009 National Player of the Year. After graduating he played professional volleyball in Italy, Germany, and Russia. In 2019, he returned to California to coach volleyball and to complete his M.B.A.

Paul resides in Agoura Hills with his wife, Erin, and their three kids Nolan, Flynn, and Josie. He enjoys spending time with his family and going to the beach.

• Pepperdine Graziadio Business School, M.B.A.: 2021 - 2023
• Pepperdine University, Business Administration: 2005 - 2009

Strengths: Individualization, Responsibility, Relator, Arranger, and Analytical

Anna started her financial services career at UBS in 2019.  Previously she was the Director of Admissions at La Canada Preparatory School. In her role at UBS, Anna excels at client service, including tax reporting, online services, CRM management, and scheduling.

Anna resides in Brentwood, Los Angeles. In her free time, Anna enjoys rowing, sailing, travelling, and outdoor activities. She currently coaches for a competitive high school rowing team. Anna is fluent in Polish. 

• Pasadena City College, AA