Let's move forward. Together.

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Ryan is a Financial Advisor and Senior Vice President with UBS. He joined the firm in 2015 after having worked as a wealth advisor at Wells Fargo Private Bank. Ryan began his tenure at Wells Fargo in 2004 as a senior business development officer until he left the bank in late 2007 to pursue an opportunity to build and run Wachovia's Wealth Markets business in Southern California. Ultimately, he returned to Wells Fargo through its acquisition of Wachovia. Ryan started his financial services career in 1998 with U.S. Trust Company in Los Angeles where he served under chairman and CEO, Frank Ulf, as a business development officer. It was Mr. Ulf who encouraged Ryan to get involved with the philanthropic community. After serving on the boards of directors of Big Brothers and Sisters of Greater Los Angeles and the Pasadena Pops Orchestra, he found his true calling with Five Acres Boys' and Girls' Aid Society. He served on its board from 2003 – 2012 and again starting in 2014 – 2018. He finished his time on the board serving as its chairman. He is very proud to have received several awards from the agency including Volunteer of the Year, Person of the Year and most recently, its Lifetime Achievement Award. Ryan also serves as a volunteer for A Walk on Water, which provides surf therapy to children with special needs.

Ryan attended the University of Colorado where he received his B.A. in Economics and remains a strong supporter of CU's athletic foundation. He also received his Masters of Business Administration in Finance from Loyola Marymount University. Ryan lives in Altadena with his two children, Abbey and Henry. He is an avid outdoorsman and enjoys time in the mountains and on the beach alike.

CA Insurance License # 0F14675

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Angela is the Team Manager of Summit Wealth Management. She works with the Financial Advisors, Client Service Associates, and the Management group to create and maintain Summit Wealth Management's culture of integrity and high standards of client service.

Angela also works closely with Ryan Dietz in developing and fostering relationships with high-net-worth and ultra-high-net-worth individuals, families, and corporations to assist with their financial and planning needs. Prior to joining UBS, Angela worked at The Capital Group Companies for 11 years, with the last 5 years focused on managing the leveraged loans business and handling legal, regulatory, and compliance matters. Angela is Series 7 and 66 registered and has her health, life, and annuity insurance licenses.

Angela received her B.A. from the University of California, Los Angeles. She enjoys volunteering, experiencing different cuisines, listening to podcasts, working on her Spanish and Korean fluency, and spending time with her two children, Hannah and Jack.

CA Insurance License # 0M89712

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Bob is a Financial Advisor and Managing Director with UBS. He joined the firm in 2019 after having worked as a Managing Director and Wealth Advisor at Wells Fargo Private Bank, coordinating the delivery of comprehensive wealth management solutions for affluent individuals and families. Prior to Wells Fargo, Bob was a Senior Vice President and Manager of the Private Banking Group in Los Angeles for U.S. Trust Company and began his financial services career at Security Pacific Bank and Bank of America.

Bob earned his Bachelor's degree in Economics from San Diego State University. He is very active in the community, serving on the Board of Directors for the Pasadena Humane Society and Hillsides for Children. Bob lives in Pasadena with his wife, Kathy, and their three children.

CA Insurance License # 0H07875

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Sherry is a Financial Advisor with UBS. She is a Certified Financial Planner, CFP® and joined the Firm in 2019 after having worked at Boston Private, and previously with Wells Fargo, where she managed client relationships as a Wealth Advisor from 2008 to 2017. 

Starting her career in financial services with First Bank Systems (US Bank) managing a commercial loan portfolio, she transitioned to The Boston Company, part of BNY Mellon Asset Management and in 2001 joined Wells Fargo Private Client Services as a Senior Private Banker where her focus broadened to investment management, brokerage, mortgage, trust and banking services.

In 2002 she joined City National Bank’s Entertainment Division where she served high and ultra-high net worth individuals as well as Business Management, Law Firms, Agencies and other entertainment related businesses. As a trusted advisor she continued to build long-term client relationships at Northern Trust Corporation and continuing at Wells Fargo Wealth Management in 2008 and now at UBS.

Sherry serves on the TJ Martell Foundation – West Coast Board of Governors, the Red Hen Press – Advisory Board and has served in various board positions, including the Los Angeles Regional Food Bank, Friends of the Observatory (Griffith Observatory), Rocky Mountain College and other non-profits. She attended Arizona State University where she graduated cum laude with a B.A. She has been published in the Big Sky Business Journal, Griffith Observatory’s Magazine; The Observer and the Beverly Hills Courier.  Sherry is an avid hiker, hosts a literary book club and blogs.

CA Insurance License # 0G54161

• CERTIFIED FINANCIAL PLANNER™

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Ranjeet is a financial servant. He is passionate about giving exceptional financial advice and investment management to families, companies, endowments and governments.  He is a Senior Vice President, Financial Advisor and Senior Portfolio Manager at UBS.

Ranjeet entered financial services in 2001, when he first joined UBS on the graduate training program, working across Investment Banking and Private Banking.  He rejoined UBS in 2019, from Wells Fargo, where he was Senior Investment Strategist.  Previously, Ranjeet was Portfolio Manager at Cantab Asset Management; COO for the largest division of Depfa Bank (sold to HRE Group); MD at Private Equity Consulting; and Independent Consultant to Credit Suisse Investment Bank. 

Ranjeet has advised on over $10bn of Debt and Equity Capital Markets transactions, including Capital Raises, Mergers & Acquisitions, Foreign Exchange, Commodities, Block Trades and Derivatives.  He has developed expertise in supervising over $300bn of liquid investment portfolios, property transactions, Private Equity and Hedge Fund strategies.

Ranjeet's credentials include: Oxford University B.A. (Hons.) & M.A. degrees; the UBS Banking Diploma; an Anglia Ruskin M.A. (with a Distinction awarded for original research); Membership (by examination) of London's Chartered Institute for Securities and Investments (MCSI); and the Certified Exit Planning Advisor designation, helping business owners to sell companies and transition holistically. He also serves on the boards of various non-profits.

Ranjeet and his wonderful wife Davita have two tremendous children, Eliana and Ravi, who help him stay motivated to create superior value for clients.

• Senior Portfolio Manager

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Carl is a Financial Advisor and Senior Vice President with UBS. He joined the firm in 2020 after having worked as a Wealth Advisor at Wells Fargo Private Bank in Downtown Los Angeles, coordinating the delivery of extensive wealth management solutions for affluent individuals and families. Prior to Wells Fargo, Carl was Vice President and manager of the City National Bank office in Woodland Hills, providing financial solutions for the elite entertainment client. Carl began his career in financial services with First Interstate Bank.

Carl studied Economics at Cal State Northridge. He is active in his community, working with local foundations to create awareness and establish treatment programs to fight cancer. Carl lives in Chatsworth with his wife, Ellie, and daughters Lola and Lauren.

CA Insurance License # 0F87098