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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior 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.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Education
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.
Education