#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2022
Private Wealth Management
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.
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.
Whether your career is on the playing field, the hardwood, the stage or screen, we focus on your financial world so that you can focus on giving your best. How do we do it? Through customized financial planning focused on your needs and coordinated with your agent and accountant.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and pursue your future financial goals—and life goals after you step away.
Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
UBS Wealth Management is solely dedicated to serving the complex needs of highly successful individuals and families. This access, combined with our years of experience, puts us in the position to help you seize opportunities and meet the financial challenges you may face.
We provide access to the stability, institutional knowledge and expertise of UBS, one of the largest wealth managers in the world:
Money management that puts your best interests first
Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.
A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.
Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.
Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.
#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
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.
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)
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)
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
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
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)
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)
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)
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
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
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)
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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