Experience

We have a global perspective like our clients.
Investments: We construct portfolios that may include individual security positions, ETFs, multiple-currencies, commodities, precious metals, hedge funds, private equity, private placements, REITs, and customized quantitatively driven structured investments.

Liabilities: On the liability side of the balance sheet, we provide USD security
backed loans and non-recourse liquidity through UBS strategic equity solutions.
Multi-currency exposure is delivered through UBS US Private Bank credit lines.

Domicile: For US investors who want global exposure we are able to domicile assets in the US and Switzerland with UBS Swiss Financial Advisors who cater exclusively to the needs of US investors looking to diversify their assets outside the US.

David Forrest Background:
Financial Services: Prior to UBS David spent 20yrs with Merrill Lynch. David focused on managing client investments, liabilities, also hedging & monetizing concentrated positions primarily for real estate investors.

Commercial Real Estate: David has 15 yrs experience in the commercial real estate business. He held multiple investment management and development roles with Lowe Enterprises, Brookfield and Oxford Properties.

Education:
Masters Degree from University of Colorado
Bachelor of Science Degree from University of Virginia

Leah Forrest Background:
Leah Forrest's experience as a financial consultant combined with her background in law and senior corporate management, bring a unique combination of professional skills and perspectives to her ability to assist clients.

Leah has been a Senior Wealth Strategist with UBS since 2014. Prior to joining UBS, she was a financial advisor at Merrill Lynch for over 10 years. As a financial consultant, branch manager and annuity specialist with Edward Jones Investments in her early career, Leah was the recipient of numerous firm rewards.

Leah received her BA from Wesleyan University, her MA from the School of Visual Arts in New York and her Doctorate from the University of Southern California, Gould Scholl of Law. She is Series 7, 31, 63, 66 securities licensed.

She and her husband live in Rancho Santa Fe, CA.

The focus of our relationship
Often the first voice that a client hears, Joseph delivers a high level of client service as an integral aspect of his everyday routine.

As a Registered Client Service Associate (CSA), he consistently caters to sophisticated client's needs, while evaluating the necessary steps to take to complete their requests in a timely fashion. Client operations encompass all the "little things" and the big things that are necessary to accomplish the team’s daily business.

Joseph oversees team operations, investment management, transactions, financial planning, and client service. With a passion for problem-solving and helping clients reach their financial goals, He brings a client-centric approach to his work. Joseph is committed to delivering the highest level of personal service.

Joseph Stephen’s Background:

• Joseph joined UBS in 2016. He interned at UBS, as well as Merrill Lynch.
• Joseph earned his B.S. in Economics from Santa Clara University in 2014
• He holds his Series 7 and Series 66 licenses

Outside of the office, Joseph enjoys traveling, exploring local foods, and attending live music.

He brings enthusiasm and zest for life to his client interactions, aiming to build strong, trusting relationships.