Experience

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

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

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

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.

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

Greg is a Financial Advisor with UBS. Prior to joining, Greg enjoyed a Major League Baseball career which spanned 11 seasons with the Seattle Mariners, Philadelphia Phillies, Miami Marlins and Washington Nationals. Drawing from his own personal experience as a professional athlete, Greg seeks to guide current and former professional athletes to make wise decisions through careful financial planning. Born and raised in Los Angeles, Greg attended the University of Oklahoma where he garnered All American and Scholar Athlete honors before signing professionally with the Seattle Mariners in 2001. Greg is a World Champion, having won the World Series in 2008 as a member of the Philadelphia Phillies, a season in which he set the Phillies all-time single season pinch-hit record. Greg also earned the 2008 Philadelphia Phillies Good Guy Award which is voted on by the Philadelphia Sportswriters, an honor given each year to one player who exemplifies a good-natured personality and professionalism on and off the field.

While playing for the Philadelphia Phillies, Greg served on the Board of Trustees for Bancroft Neuro-Health, a non-profit that serves children and adults with autism and other disabilities. As a Miami Marlin, Greg started the "Lil' Dobbers" program to benefit children of the Boys and Girls Clubs of Miami-Dade County which provided kids an on-field experience while stressing the importance of education. Currently, Greg serves as Co-Chair of the West Coast Advisory Board for Team IMPACT, an non-profit charity which pairs children facing life threatening illnesses with NCAA sports teams across the nation. Greg, his wife Heidi and two children reside in Los Angeles, CA.

CA Insurance License # 0K64116

Jay is a Financial Advisor and Managing Director with UBS. He is a Chartered Financial Analyst® charterholder, and joined the Firm in 2016 after having worked as a portfolio manager and advisor at JPMorgan for seven years. Previously, he was a portfolio manager and managing director at Wachovia/Wells Fargo, where he managed client portfolios on a discretionary basis from 2004 to 2008.  From 1999 to 2004, Jay was a senior portfolio manager at U.S. Trust Company, managing client portfolios in both the Los Angeles and Orange County offices. Prior to U.S. Trust, he was a portfolio manager and fund manager with First American in Nashville, Tennessee, where he managed a highly successful equity-income mutual fund and private client portfolios.   

He started his financial services career in 1991 with Shearson Lehman Brothers, where he managed both advised and discretionary portfolios. Jay served seven years (1982–1989) as a captain in the U.S. Marine Corps, where he piloted cargo helicopters. He attended Wake Forest University, and earned a business degree from East Tennessee State University and an M.B.A. from Webster University. Jay and his wife, Tricia, live in Dana Point, CA, with their daughter, Kelli, and son, Jack.

CA Insurance License # 0G23161

Danielle is a Senior Wealth Strategy Associate at UBS. She supports Financial Advisor Jay Baumgardner’s practice by servicing his clientele of high-net-worth individuals, affluent families and corporations, and providing operational and sales assistance across his multiple lines of business. Danielle enjoys the challenges of helping Jay develop tailored strategies designed to pursue the diverse needs and goals of his clients. She relies on her interpersonal skills to help manage their expectations, and to navigate systems, resources, and departments within the firm to streamline the administrative and operations processes. She also applies her analytical knowledge and team building skills to her role in Jay’s practice. Danielle joined UBS in 2016 after serving as a Client Associate for J.P. Morgan Securities. She graduated from the University of California, Irvine in 2015 with a Bachelor of Science degree in Mathematics while playing collegiate water polo.

Antoine is a Wealth Strategy Associate at UBS since October 2018. He joined the Baumgardner team in February 2018 as an Equity Research Intern. Antoine is now supporting the team's practice by servicing their clientele of high-net-worth individuals. He is helping the team build highly-personalized portfolios for clients. Antoine earned his bachelor degree in Economics and his master degree in Financial Mathematics from the University of California, Irvine. Antoine developed his work ethic, attention to detail and teamwork skills as a NCAA Division 1 water-polo player at UC Irvine.

Kelli is a Wealth Strategy Associate at UBS. She supports Jay Baumgardner’s and Ryan Dietz’s business practice by serving their clientele of high-net-worth individuals, corporations, affluent families and their children. She is a key team member in developing investment proposals and asset allocations. Kelli enjoys being the team’s point of contact for our next generation clientele, as well as helping strategize clients’ needs for their unique lifestyles. Kelli joined UBS in 2017 as an intern in Private Wealth Management and in 2018 began her career at UBS PWM in Century City. She recently joined the Baumgardner Group in 2019. Kelli graduated from the University of California, Irvine in 2018 with a Bachelor of the Arts degree in Economics while being an active member of the UCI Accounting Association and Delta Gamma Fraternity.