David Schachter

Senior Vice President–Wealth Management

Financial Advisor

David has dedicated his entire career to pursuing excellence in the financial services industry. He enjoys spending time educating his clients and providing them with clear insights and a complete picture of their financial situation. By focusing on tax-efficient investing, asset allocation and the transfer of wealth between generations, David is experienced in uncovering the hidden value in the various pockets of the markets.

David is a New York native and studied at the University of Southern California where he earned a degree in Business Administration. He cofounded the USC Second Decade Society, is a former board member of the USC Trojan Club, and a Steering Committee member for Sports Spectacular, an organization focused on funding diabetes research for Cedars-Sinai Medical Center. He lives in Calabasas with his wife and two children.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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, 2024The 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

Education

  • University of Southern California, Business Administration

Credentials

  • Wealth Advisor

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

Professional entertainers
Multi-generational families
Business owners
Professional athletes
Custom portfolios
Investing
Alternative investments
Lending services
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Dane Abbott

Senior Vice President–Wealth Management

Financial Advisor

Dane works closely with entertainment clients, tech entrepreneurs and individuals that have had liquidity events. He provides guidance on how best to reduce concentrated positions and structure strategic asset allocations that align with personal and family goals. His objective as a trusted advisor is to take a holistic approach incorporating liability management and estate planning, along with tax optimization to provide thoughtful advice and solutions.

Prior to joining UBS, Dane spent two years with Morgan Stanley Smith Barney. Dane attended Loyola Marymount University, majoring in International Finance and Art History. He is a Los Angeles native and currently resides in Santa Monica.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • ID
  • IL
  • IN
  • MD
  • MI
  • MN
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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

Education

  • Loyola Marymount University, International Finance and Art History

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

Family Offices
Entrepreneurs
Multi-generational families
Professional entertainers
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Petar Repar

Wealth Strategy Associate

Petar is a Wealth Strategy Associate and started his career at UBS as an intern in 2015. Petar primarily focuses on investment research, portfolio analysis and trading execution. He graduated with Honors from Loyola Marymount University with a B.A. in Finance. While attending LMU he was Co-Manager of the Student Investment Fund, managing domestic large cap equities for the School of Business Administration. He was also a member of the Men's Division I Soccer team. Petar holds his FINRA Series 7 and Series 66 securities licenses.

Petar was born and raised in Fresno, California where his family owns and manages a vineyard. Petar is an avid tennis and soccer player and enjoys boating, skiing, and traveling.

Registered States:
  • CA
  • DE
  • MD
  • NV
  • NY
  • TN
  • TX

Education

  • Loyola Marymount University, Finance

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

Investing
Custom portfolios
Asset allocation
Alternative investments
Securities-backed lending
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Alexander Chumas

Client Associate

Alex Chumas is a Registered Client Associate committed to providing a positive client experience by tailoring thoughtful solutions based on individual preferences and needs. He manages operational functions for the team while supporting all other daily functions. Alex graduated from  the University of Southern California where he competed on the Club Fencing team and played on the drumline for the Spirit of Troy. Prior to joining UBS, Alex worked at Bank of America and Evoke Advisors, a Los Angeles based Register Investment Advisor. 

A Las Vegas native, Alex now resides in Westwood where he is active in his community. He volunteers with a non-profit for the benefit of the Los Angeles animal shelter. In his spare time, Alex trains for triathlons and enjoys the outdoors. He is a passionate football fan and movie buff.

Registered States:
  • CA
  • DE
  • IN
  • NV
  • NY
  • TN
  • TX
  • WA

Education

  • University of Southern California, Economics: 2017 - 2020
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Robbie Stone

Team Administrator

Robbie provides clients with the highest level of service for their wealth management needs and serves as administrative, operational, and investment support for the team.

Prior to joining the financial services industry, Robbie served as an Advisor and Board Member of Official Mobile Application, a former tech start-up, and aided in strategy, finance and business development at Paradigm Agency. Robbie also held roles at McKeon/Myones Management and Essential Management where he represented, and provided strategic career management to a global roster of award-winning entertainment clients. His first foray in his career was at Paramount Pictures working for renowned former studio executive and movie producer Robert Evans. 

Robbie hails from Colorado and Texas and currently resides in Los Angeles, CA. He graduated from the University of Colorado Boulder with a degree in Economics, and earned his MBA from Loyola Marymount University.  He also holds his Series 7 and 66 licenses. In addition to being fluent in Mandarin, he once helped build and operate a blueberry farm.  In his free time, he enjoys being outdoors, traveling, and spending time with friends and family.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IA
  • IL
  • IN
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • TX
  • VA
  • WA

Education

  • University of Colorado, Economics
  • Loyola Marymount University, MBA
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Our resources

  • Christopher Bryan

    Executive Director

    Western Division Head, Portfolio Advisory Group

    Chris is responsible for articulating and delivering comprehensive, research-driven
    advice to UBS's ultra-high net worth (UHNW) clients. Leveraging the global
    resources of the firm, he specializes in asset allocation and portfolio construction
    including customized, product neutral solutions across all asset classes to meet
    their financial goals.

    Professional History

    Currently serving as the Western Division Head, Chris has over twenty-five years of
    experience within the Financial Services Industry, twenty-three of those at UBS. He
    has held various roles at UBS including: Product Management and Development,
    Sales Support, Branch Management and Direct Sales. For the past 14 years he has
    served as a Senior Portfolio Strategist for the Portfolio Advisory Group servicing the
    firms UHNW clients.

    In 2013, he completed the UBS Americas Ascent Program and in 2021 the UBS
    Leading the Future Program - targeted cross-business top talent programs aiming
    to develop high potential talent and future leaders in the organization. Also, in
    2020 he achieved the UBS Wealth Management Americas Sales Leadership
    Excellence Award.

    Education

    He received his B.A. from Susquehanna University and holds his Series 7 & 66
    licenses.

    Licenses and Certifications

    He holds the Certified Investment Management Analyst (CIMA®) designation.
  • Casey Verst

    Executive Director

    Senior Wealth Strategy Consultant

    Introduction
    Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

    Professional History
    Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

    Education
    Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
  • Jeff

    Jeffrey Lewis

    Director

    Senior Wealth Management Banker

    Current role and areas of expertise

    Jeff joined UBS Bank USA in 2013 and he is currently a Senior Wealth Management Banker covering the Los Angeles market.

    Jeff has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

    Professional history

    Jeff began his career in financial services in 1999. Prior to joining UBS, Jeff held management roles at Charles Schwab Bank and PHH Mortgage.

    Education and personal information

    In Jeff’s role as a Senior Wealth Management Banker his NMLS # is 646233. He holds his Series 7 and 66 securities licenses. He also holds a BA from the University of Arizona.

    Outside of the office, Jeff lives in Los Angeles and enjoys playing Golf, Basketball, and Hockey. 

    Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.