Senior Vice President–Wealth Management
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
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