Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Meeting in a office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Emily Van Hoorickx Profile Photo

    Emily Van Hoorickx

    Managing Director–Wealth Management

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Emily W. Van Hoorickx is a highly distinguished professional in the equity compensation field. As a Certified Financial Planner (CFP™), Certified Equity Professional (CEP), Corporate Stock Benefit Consultant, and as one of the select few advisors with the designation of Wealth Advisor, she brings to the table both a unique perspective in helping her corporate clients plan and manage their equity compensation plans, as well as in helping individuals navigate the challenges and opportunities particular to company stock compensation plans.

    Emily is a founding member of both the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO). She is a two-time past president of the Silicon Valley Chapter of NASPP and serves on the board of the Certified Equity Professional Institute (CEPI), having served as Chair twice. Emily’s education includes a degree from the University of California at Berkeley. She has studied in Turnhout, Belgium, and Oxford. Emily has been married for over 40 years and has brought her daughter Madeline into the practice.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
    • Barron's Top 1,000 Financial Advisors, 2009, 2011, 2012, 2013The 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, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Women Advisors, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 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, 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.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.

    • University of California at Berkeley
    • Certified Equity Professional
    • CERTIFIED FINANCIAL PLANNER™
    50 West San Fernando Street
    8th Floor
    San Jose, CA 95113
  • Jesse Amarillas Profile Photo

    Jesse Amarillas

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    With over 20 years of experience , Jesse is uniquely positioned to help corporations manage the complexities of equity compensation plan administration by providing flexible service levels, employee education, and a robust suite of administrative tools and solutions. His highly experienced team also provides a gamut of executive services including 10B5-1 trading plans, Rule 144, and cashless stock option exercise and sales.During his tenure at Deutsche Bank; he covered numerous public companies offering advisory services to corporations and executives. Jesse joined UBS as a Senior Vice President in early  2009. As a Senior Portfolio manager at UBS, he manages several equity and fixed income portfolios for private clients. Jesse, a black belt in Shaolin Kempo, is an experienced helicopter pilot, and an avid motorcycle rider. He enjoys welding and playing the marimba. Jesse is a graduate of the University of California at Los Angeles (UCLA), where he earned degrees in biology and economics.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Forbes Best-in-State Wealth Advisors, 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.

    • University of California at Los Angeles (UCLA), Biology and Economics
    • Corporate Stock Benefit Consultant
    • Senior Portfolio Manager
    • Wealth Advisor
    1999 Avenue of the Stars
    36th Floor
    Los Angeles, CA 90067
  • Madeline Van Hoorickx Profile Photo

    Madeline Van Hoorickx

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    With a background in financial planning with equity compensation, Madeline delivers a comprehensive wealth management experience to high net worth individuals highly compensated in company stock. By understanding the unique challenges and opportunities presented by these benefit plans, she helps clients navigate the issues that are most critical to achieving their family’s financial objectives. By careful analysis of a client's personal financial circumstances, benefit plans, and changing economic conditions, Madeline develops fully customized financial paths to those goals.

    As Emily’s daughter, Madeline was introduced to the world of corporate stock plans early. At UBS’ headquarters in Weehawken NJ, Madeline worked with the employees of UBS’ corporate clients to deliver tailored advice and guidance as related to their plans. Quickly absorbing the full capabilities of the firm, she joined Emily’s practice to pursue her passion for equity compensation.

    Madeline has her B.S. in Business Administration and a B.A. in Economics from the University of Redlands, where she swam competitively and earned a membership to the Omicron Delta Epsilon Honor Society for Economics, participated in rotary and was involved in the school’s investment fund. In her spare time Madeline can be found outdoors swimming, running, skiing, windsurfing, or hiking.

      • University of Redlands, B.S. in Business Administration and a B.A. in Economics
      • Chartered Retirement Planning Counselor℠
      • Corporate Stock Benefit Consultant
      50 West San Fernando Street
      8th Floor
      San Jose, CA 95113
    • Alex Rene Chivarsky Profile Photo

      Alex Rene Chivarsky

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Alex Chivarsky is a Financial Advisor for UBS in Century City. Alex and his team are well known as a valuable resource for corporate executives and have a deep understanding of the opportunities and challenges that they face. Alex started his career with UBS in early 2006 as an Investment and Portfolio Analyst specializing in Managed Accounts, Structured Solutions and Alternative Investments. Alex earned his degree in Political Science with an emphasis in Political Theory and Philosophy from the University of California at Los Angeles (UCLA) and has earned the Certified Equity Professional (CEP) Designation through the Certified Equity Professional Institute at the Leavey School of Business at Santa Clara University. Alex was born in Hamburg, Germany and has been living in the United States since 1986. Alex is a classically trained concert pianist , enjoys motorsports and golf.

      • Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2019, 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, 2019The 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, 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.

      • University of California at Los Angeles (UCLA), Political Science with an emphasis in Political Theory and Philosophy
      • Certified Equity Professional
      • Corporate Stock Benefit Consultant
      1999 Avenue of the Stars
      36th Floor
      Los Angeles, CA 90067
    • Cruz

      Robert Cruz

      Financial Advisor

      • image
      • image
      • image
      • AK
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WY

      Robert delivers a comprehensive wealth management experience by focusing on detailed financial and estate planning, portfolio management and wealth transfer strategies. He works closely with UBS specialists, tax advisors and estate attorneys to help clients achieve their defined goals and objectives. Robert has been in wealth management since 2009 and joined UBS Financial Services in February 2013. Prior to UBS, Robert worked for Wells Fargo Advisors.

      Raised in Sun Valley, Idaho, Robert moved to Los Angeles to pursue his passion for wealth management. He received his B.S. in Finance from California State University, Northridge. Robert currently lives in Pasadena with his family. He can be found spending his spare time volunteering, traveling and maintaining an overall active lifestyle by practicing Krav Maga, snowboarding, hiking and occasionally playing squash.

            251 South Lake Avenue
            10th Floor
            Pasadena, CA 91101
          • Benson1

            Lindsey Benson

            Client Associate

            • image
            • image
            • image
            • image
            • CA

            Lindsey Benson is a Client Service Associate for the Corporate Financial Group. Her duties are both administrative and marketing. She grew up outside the city of Chicago helping the family lumber business with any financial or operational tasks. A recent graduate from Chapman University where she earned her B.A. in Economics and minor in entrepreneurship; Lindsey holds her Series 7 license and plans on continuing her education with hopes of becoming a financial advisor one day. Lindsey enjoys the theatre, and was in many performances and short films growing up.

                  1999 Avenue of the Stars
                  36th Floor
                  Los Angeles, CA 90067

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                Accessing resources. Delivering solutions.

                Accessing resources. Delivering solutions.

                Multigenerational wealth planning

                Multigenerational wealth planning

                Tailored lending and cash management

                Tailored lending and cash management

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                #1

                Global Equity Research 

                Institutional Investor, 2021 Global Rankings

                World's best bank

                for wealth management

                Euromoney Award for Excellence, 2020-2022

                Insights