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 is a member of the Board of Options United.  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 and his wife Ellen reside in the Brentwood 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, 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.

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Plans Specialist℠

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• CA
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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, and she is currently a member of the UBS Chairman's  Club.  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, 2021, 2022The 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, 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.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The 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, 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℠

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• NC
• NH
• NJ
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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, daughter, 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, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• 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.

• UCLA , Bachelor of Arts in Business Economics and a minor in Accounting
• Pepperdine University, MBA: 2008 - 2010

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

• CA
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• NJ
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• OR
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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. 

• CA

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