
Christopher Pitzak
Managing Director–Wealth Management
Private Wealth Advisor
Chris joined UBS in 2020 following a 14-year career at Bernstein, where he built one of the most successful practices on the west coast. He focuses on advising business owners, family offices, General Partners at investment funds and professional athletes. Prior to his investment management career , 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 a 2023 BYU Athletic Hall of Fame Inductee, 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, is a licensed California insurance agent (License# 4193387), and is a Certified Exit Planning Advisor.
- AZ
- CA
- CO
- CO
- CT
- DE
- FL
- GA
- GA
- ID
- MA
- MD
- MD
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- VA
- WA
- WA
- WI
- WV
- WV
- WY
- WY

Christopher Pitzak
Recognized as an industry leader:
- Forbes Best-in-State Wealth Advisors, 2024The 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 Wealth Advisors, 2024The 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 Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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.

Christopher Pitzak
Education
- Brigham Young University , Bachelor of Science: Sociology, Concentration in Social Psychology
- The Wharton School , Master of Business Administration: Quantitative Finance
Credentials
- Private Wealth Advisor
- Certified Exit Planning Advisor

Christopher Pitzak
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
