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Private Wealth Management

team photo 2021

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Low Angle View Of Suspension Bridge

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.

The unique needs of athletes and entertainers

Advice for business owners and entrepreneurs

Family offices

Accessing resources. Delivering solutions.

Investment management

Backed by the strength of UBS

A global leader in wealth management

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

#1

Family office services

Euromoney Private Banking and Wealth Management Survey, 2021

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Christopher Pitzak

    Christopher Pitzak

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CT
    • DE
    • FL
    • GA
    • GA
    • ID
    • MA
    • MI
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SD
    • TN
    • TX
    • UT
    • VA
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    • WI
    • WV
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    Chris joined UBS in 2020 following over a 13-year career at Bernstein, where he built one of the most successful practices on the west coast with a focus on advising business owners, family offices, professional money managers and professional athletes. Prior to joining Bernstein in 2007, Chris founded and led to exit multiple venture-backed companies. He was the Founder and CEO of Downplay, Inc., a leading mobile media and application provider, and CEO of Dyad Security Corp, a cyber security company. Chris is an NCAA National Champion, and a former professional volleyball player. He is also an Eagle Scout in the Boy Scouts of America, a five-time Ironman, and 2013 Ironman All-World Athlete. Chris holds a BS in Social Psychology from Brigham Young University and an MBA in Quantitative Finance from The Wharton School of the University of Pennsylvania. He currently resides in coastal San Clemente, CA with his wife Jill, and their four children.

    Chris Pitzak holds FINRA SIE, Series 7, 31 and 66 securities licenses and is a licensed California insurance agent (License# 4193387)

      • Brigham Young University , Bachelor of Science: Sociology, Concentration in Social Psychology
      • The Wharton School , Master of Business Administration: Finance, Strategy & Entrepreneurship
      • Private Wealth Advisor
      Entrepreneurs
      Family Offices
      Professional athletes
      Multi-generational families
      Exit planning
      Custom portfolios
      Alternative investments
      Lending services
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
    • Reid Chase profile shot

      Reid Chase

      Financial Advisor

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      • AZ
      • CA
      • CT
      • DE
      • FL
      • GA
      • ID
      • MA
      • MI
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SD
      • TN
      • TX
      • UT
      • VA
      • WI
      • WV

      Reid is a Financial Advisor in Private Wealth Management at UBS.  Prior to joining UBS in 2021, Mr. Chase was an Analyst at J.P. Morgan Private Bank where he was integral in the development of the Los Angeles office’s closely held business group working on several of the largest transactions in firm history.  As the highest ranked analyst in the franchise, Reid focused on advising clients across a wide range of complex strategies including pre-transaction planning, capital allocation, portfolio construction, tax and estate planning, as well as banking and credit solutions. Reid is a graduate of Stanford University with a BA in Economics; Finance concentration, where he was a scholarship athlete on the NCAA Division 1 Men’s Water Polo Team. 

      Reid holds FINRA SIE, Series 7, 65 and 63 securities licenses and is a licensed California insurance agent (License# 4192633)

        • Stanford University , Bachelor of Arts: Economics - Focus in Finance
          Entrepreneurs
          Professional athletes
          Multi-generational families
          Exit planning
          Custom portfolios
          Alternative investments
          Cash management
          Lending services
          888 San Clemente Drive
          Suite 300
          Newport Beach, CA 92660
        • Sam Hodges Profile Photo

          Samantha Hodges

          Team Administrator

          Team Business Manager

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          • AZ
          • CA
          • CT
          • DE
          • FL
          • GA
          • ID
          • MA
          • MI
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SD
          • TN
          • TX
          • UT
          • VA
          • WI

          Sam started her career with UBS in New York City as a Client Service Associate for one of the most successful private wealth management teams in the industry. Sam has a consistent track record of exceptional service for some of the most sophisticated clients in the world.

          After relocating back to her hometown of Encinitas in 2020, Sam joined The Pitzak Group as the Team Business Manager to assist with the team’s essential managerial functions. She graduated Magna Cum Laude from Wagner College with a BS in Finance & Business Administration, where she was the recipient of both academic and athletic scholarships and team Captain of the Division 1 Women’s tennis team. She enjoys competitive bodybuilding, coaching tennis and cooking in her free time.

          Samantha Hodges holds FINRA SIE, Series 7 and 66 securities licenses

           

            • Wagner College , Bachelor of Science: Business Administration - Finance
            • Team Business Manager
            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
          • Eric Shute profile shot

            Eric Shute

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CT
            • DE
            • FL
            • GA
            • ID
            • MA
            • MI
            • MT
            • NC
            • NJ
            • NV
            • NY
            • OH
            • OR
            • PA
            • RI
            • SD
            • TN
            • TX
            • UT
            • VA
            • WI
            • WV

            After seven years as the lead analyst on one of the most successful UBS teams in Dallas, Texas,  Eric and his wife relocated to their home state of California.  Eric led investment research, portfolio management, risk management and trade execution across a diverse practice of sophisticated clients.  He specializes in the research of equity, fixed income, options, futures, structured products, and alternative investments. Prior to UBS, Eric worked at Bank of America in Corporate Audit Management, focusing on risk management throughout multiple business lines across the Bank.  Eric graduated from Southern Methodist University with a Masters in Accounting and a BS in Business Administration; Finance major.  He is a CFA Level II candidate.

            Eric Shute holds FINRA SIE, Series 7, 3 and 66 securities licenses

              • Southern Methodist University , Bachelor of Business Administration: Finance, Minor - Economics
              • Southern Methodist University , Master of Science: Accounting
                888 San Clemente Drive
                Suite 300
                Newport Beach, CA 92660
              • sarah

                Sarah Dushoff

                Client Associate

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                  Sarah started her career with UBS in Newport Beach working on the management team before transitioning to The Pitzak Group. Sarah has a wealth of knowledge when it comes to service level management, business development and marketing as she makes her impact on the team.

                  Born and raised in Las Vegas, Sarah found herself in Southern California for college at Chapman University. Graduating early with a B.S in Business Administration focused on Finance and a minor in Law.  She made Newport Beach her new home as she stayed to do her Master’s in Finance at Chapman and kick start her career with UBS. When not in the office, you will find Sarah cooking or baking up a storm in her kitchen, reading Shakespeare or running around Disneyland.

                   

                  Sarah Dushoff holds her California and Nevada Insurance license.  (License #4236071)

                    • Chapman University, B.S in Business Administration - Finance Focus: 2018 - 2021
                    • Chapman University, Masters in Finance: 2021 - 2022
                      888 San Clemente Drive
                      Suite 300
                      Newport Beach, CA 92660