Experience

Makes all the difference

team photo private family wealth

Visit the Private Family Wealth Partners team website.

Our 16-person multi-generational Private Wealth Management team has earned the trust and confidence of some of the most successful and affluent people in the United States. Today we manage over $40 billion for clients ranging from entrepreneurs to private family offices. We are dedicated to providing proactive and personalized service to our clients, addressing a wide range of financial needs beyond investing. Our dedication to clients, and efforts on their behalf, has been recognized by multiple leading financial publications, including both Forbes "America’s Top Wealth Management Teams Private Wealth" (2022-2024) and Barron's "Top 100 Private Wealth Management Teams" (2023-2025).

The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

The Barron's rating is awarded annually in April based on information from the prior year Q4. 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

  • tony D

    Tony De La Rosa

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • IL
    • IN
    • MA
    • MI
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • WA
    • WY

    Tony works with tech entrepreneurs and business owners, entertainment clientele, and next-generation inheritors to guide them through wealth accumulation, preservation, and transfer. His prior investment banking experience affords him the opportunity to provide informed recommendations about lending strategies that support the entrepreneurial process from startup to sale and beyond. Tony provides extensive knowledge and in-house resources for clients’ wealth management needs after a liquidity event, including family office solutions, philanthropic planning, and sustainability/impact investing.

    Tony joined UBS in 2011 after working as an investment banking and asset management analyst for Provident Group in New York. He holds a B.A. in business management economics with honors from the University of California, Santa Cruz. Tony was born and raised in Santa Monica, CA and currently lives in Pacific Palisades with his wife and two children. Outside of business hours, he is active within the westside soccer community and enjoys running, exercising, surfing, and spending time with family at the beach.

    CA Insurance License 0F58426

    • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Forbes Best-in-State Wealth Advisors, 2025The 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.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

    • University of California, Santa Cruz, B.A. Business Management Economics (Honors): 2002 - 2006
      299 Park Avenue
      New York, NY 10017
      tony.delarosa@ubs.com
      Tony De La Rosa
      299 Park Avenue,New York,NY,10017
    • Bill Calvert

      William "Bill" Calvert

      Managing Director–Wealth Management

      Private Wealth Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • PR
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY

      Bill has 40 years of experience advising private clients. He joined UBS in 2008 after spending 19 years at Goldman Sachs (1981–2000) and eight years at Lehman Brothers (2000–2008). A native of Seattle, he earned his B.A. from UCSB in 1979 and his M.B.A. from UCLA in 1981. Outside of UBS, Bill previously served as a Trustee, including the role of Chairman, of the John Thomas Dye School in Los Angeles. He currently serves as the Vice-Chair of the UCLA Chancellor’s Society Cabinet Council. Bill has been married to his wife Missy for 40 years and they are the proud parents of their three children Ryan, Matthew, and Katherine. They currently reside in Studio City.

      • Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
      • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
      • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The 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.

      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

      • UCSB, B.A.
      • UCLA, M.B.A.
      • Private Wealth Advisor
      • Family Office Consultant
      2000 Avenue of the Stars
      12th Floor
      Los Angeles, CA 90067
      bill.calvert@ubs.com
      William "Bill" Calvert
      2000 Avenue of the Stars,Los Angeles,CA,90067
    • Scott Harries

      M. Scott Harries

      Managing Director–Wealth Management

      Private Wealth Advisor

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • PR
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY

      Prior to joining UBS, Scott worked at Merrill Lynch in the Private Bank and Investment Group since 2000 and prior to that he spent over a decade at Goldman Sachs. His prior experience includes acting as vice president of marketing and a member of the management committee of a significant public manufacturing company. Scott earned a Master's Degree in International Business Management with Honors from the American Graduate School of International Management. He earned Cum Laude honors as a graduate of Utah State University. Scott was team captain of Utah State's men's Basketball Team where he played a significant role in the success of the program. Prior to attending Utah State University, Scott served as a voluntary missionary in El Salvador, Honduras and Belize from 1978 to 1980 for the Church of Jesus Christ of Latter-Day Saints. Scott is a private pilot with over a decade of experience and over one thousand hours of flight time. He enjoys the freedom that comes with owning a plane and the flexibility to respond quickly to client needs. Scott has been married to Lisa Tueller for 39 years and they are the proud parents of four beautiful daughters Alexandria, Stephanie, Vanessa and Madeline. They currently live in Valencia, California.

      • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
      • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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.

      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

      • American Graduate School of International Management, Master's Degree in International Business Management with Honors
      • Utah State University, Cum Laude
      • Private Wealth Advisor
      95 State Street
      Suite 2210
      Salt Lake City, UT 84111
      scott.harries@ubs.com
      M. Scott Harries
      95 State Street,Salt Lake City,UT,84111
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          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

            • Ryan McClellan

              Ryan McClellan

              Managing Director–Wealth Management

              Family Office Consultant

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              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MS
              • MT
              • NC
              • ND
              • NE
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • VI
              • VT
              • WA
              • WI
              • WV
              • WY

              Ryan has 21 years of experience advising affluent individuals, multi-generational family groups and foundations. He joined UBS in 2008, following eight years in the Private Investment Management division of Lehman Brothers (2000–2008). 

              A native of La Jolla, California, Ryan earned his B.S. from USC's Marshall School of Business in 2000 and his MBA from UCLA's Anderson School of Management in 2005 while working at Lehman Brothers. While at USC, Ryan was part of the NCAA National Champion water polo team. Outside of work, Ryan is a member of the Investment Committee for the Santa Monica Education Foundation and is a past member of the Los Angeles Board of Gen Next, a non-profit organization focused on advancing economic growth, education, and international security.

              • Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
              • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
              • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025
                The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
              • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
              • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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.

              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

              • USC's Marshall School of Business, B.S.
              • UCLA's Anderson School of Management, M.B.A.
              • Family Office Consultant
              • Private Wealth Advisor
              2000 Avenue of the Stars
              12th Floor
              Los Angeles, CA 90067
              ryan.mcclellan@ubs.com
              Ryan McClellan
              2000 Avenue of the Stars,Los Angeles,CA,90067
            • Dan Gray

              Daniel Gray

              Managing Director–Wealth Management

              Financial Advisor

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              • AL
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • ID
              • IL
              • IN
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MT
              • NC
              • NE
              • NH
              • NJ
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • TN
              • TX
              • UT
              • VA
              • WA
              • WI
              • WY

              Dan Gray has 22 years of experience in the financial services industry, where he has developed wealth management strategies that help clients address wealth planning, liquidity events and more. 

              Dan began his career in the financial services industry in 2004. Prior to joining UBS in 2021, he spent 15 years at Deutsche Bank Wealth Management, where he was a Managing Director and Private Banker responsible for developing relationships with ultra-affluent individuals and families. He and his team worked closely with the firm’s outside business network to deliver bespoke investment opportunities and financing solutions to wealth management clients. Prior to his time at Deutsche Bank, Dan worked for the Private Bank at Bank of America, where he acted as a Private Client Manager to ultra-high-net-worth families in the Los Angeles area. Dan earned a B.S. in business administration from Pepperdine University and holds his Series 7 and 66 licenses.

              Outside the office, Dan enjoys traveling internationally, surfing, spending time at the ocean and supporting environmental conservation. He is the Chairman of the Los Angeles Chapter of Alder, an organization that connects, informs and engages executives and entrepreneurs to empower individuals and causes to provide long-term solutions for future generations.

              • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
              • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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

                  2000 Avenue of the Stars
                  12th Floor
                  Los Angeles, CA 90067
                  dan.gray@ubs.com
                  Daniel Gray
                  2000 Avenue of the Stars,Los Angeles,CA,90067
                • Kirk Wendorf

                  Kirk Wendorf

                  Managing Director–Wealth Management

                  Chartered Financial Analyst®

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                  • AL
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • IN
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • PR
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI
                  • WY

                  Kirk works to be a true partner and problem-solver for his clients. His financial services career began in 1992 and has spanned a number of different roles. This long and varied tenure gives him perspective, insights and connections that add deep value to his clients and his wealth management practice. Kirk’s natural strengths start with listening, then helping his clients solve complex financial issues by providing a highly customized approach to financial planning. He has developed a specialty niche in structuring complex lending solutions.

                  Kirk has 32 years of experience advising wealthy families, public company executives and private business owners. He joined UBS in 2008 after six years in the Private Investment Management division of Lehman Brothers, where he led a Corporate Treasury Services team. From 2000 to 2002, Kirk worked at Morgan Stanley in its Private Wealth Management division. Previous roles include two years at Bear Stearns in the Middle Markets Institutional Group advising banks, insurance companies and asset managers on fixed income investments and five years as an investment advisor at PaineWebber. With a commitment to lifelong learning and education, Kirk earned the CERTIFIED FINANCIAL PLANNER® designation in 2013 and the Chartered Financial Analyst® designation in 1999. He graduated with a B.S.E. in biomedical engineering and a B.A. in English from Arizona State University.

                  Kirk played on ASU’s 1987 Rose Bowl Championship football team. He was named to the Academic All PAC-10 team as a running back and was a standout on special teams. Kirk and his wife, Megan, have five college-age and young-adult children and four Australian Shepherds. They live in Pacific Palisades, California.

                  • Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
                  • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
                  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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.
                  • UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

                  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

                  • Arizona State University, B.S.E., Bio-Medical Engineering
                  • Arizona State University, B.A. English
                  • Chartered Financial Analyst®
                  • Family Office Consultant
                  • CERTIFIED FINANCIAL PLANNER®
                  2000 Avenue of the Stars
                  12th Floor
                  Los Angeles, CA 90067
                  kirk.wendorf@ubs.com
                  Kirk Wendorf
                  2000 Avenue of the Stars,Los Angeles,CA,90067
                • Ryan Chase

                  Ryan Chase

                  Senior Vice President–Wealth Management

                  Private Wealth Advisor

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                  • AL
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • IN
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MT
                  • NC
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • PR
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI
                  • WY

                  Ryan is a former entrepreneur turned Private Wealth Advisor in the ultra-high-net-worth division of UBS, where he works predominantly with business owners, founders, corporate executives and multigenerational families. He focuses on wealth planning that stems from his cash-flow analysis of each client’s situation and extends to philanthropy and other areas that are meaningful to a client’s financial life.

                  Ryan brings particular focus in helping business owners navigate the sale of their enterprise and subsequent realignment of their financial life. In addition, he relates well to next-generation clients and enjoys educating them about the opportunities and challenges presented by their family’s wealth.

                  Ryan graduated from the Marshall School of Business at the University of Southern California in 2008, where his participation in USC’s entrepreneurship program inspired him to start an eco-friendly surf apparel company out of his dorm room, which allows him to better understand the needs and perspective of his business-owner clients today.

                  A native of Orange County, Ryan is married with two children. Outside the office, he enjoys golfing, surfing and spending time in the mountains.

                  • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
                  • Forbes Best-in-State Wealth Advisors, 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

                  • Marshall School of Business at the University of Southern California
                  • Private Wealth Advisor
                  • CPWA®
                  2000 Avenue of the Stars
                  12th Floor
                  Los Angeles, CA 90067
                  ryan.chase@ubs.com
                  Ryan Chase
                  2000 Avenue of the Stars,Los Angeles,CA,90067
                • Dane Abbott

                  Dane Abbott

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • HI
                  • IL
                  • IN
                  • MA
                  • MI
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • TN
                  • TX
                  • WA
                  • WY

                  Dane works primarily with business owners, entrepreneurs, venture-backed founders, next-generation inheritors and entertainment clientele. He is particularly focused on advising business founders and owners at every stage of the business life cycle. Dane also helps clients establish or maintain a family office by taking a leadership role in filling any planning gaps and coordinating investment management across family enterprises and philanthropic structures using UBS Family Office Resources.  He is highly experienced at guiding next-generation inheritors of their family’s wealth or business by developing and updating strategies that support their evolving personal and professional goals.

                  Prior to joining UBS in 2010, Dane worked for Morgan Stanley as Financial Advisor. He attended Loyola Marymount University, majoring in international finance and art history.  He is a Los Angeles native and resides in Malibu with his wife and two young sons. In his free time, he is an avid surfer, hiker, and loves spending time with his family down at the beach.

                  CA Insurance License 0G63990

                  • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
                  • 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

                      1999 Avenue of the Stars
                      36th Floor
                      Los Angeles, CA 90067
                      dane.abbott@ubs.com
                      Dane Abbott
                      1999 Avenue of the Stars,Los Angeles,CA,90067
                    • Nancy Chin

                      Nancy Chin

                      Associate Director

                      Team Administrator

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                      • AZ
                      • CA
                      • FL
                      • ID
                      • IL
                      • NV
                      • NY
                      • TX
                      • UT
                      • WA

                      Nancy has 17 years of experience as a client services and investment associate. Before joining UBS in 2008, Nancy held similar roles at Lehman Brothers and Merrill Lynch. She earned a B.A. in economics from the University of Southern California, and her M.B.A. from UCLA.

                        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

                            2000 Avenue of the Stars
                            12th Floor
                            Los Angeles, CA 90067
                            nancy.chin@ubs.com
                            Nancy Chin
                            2000 Avenue of the Stars,Los Angeles,CA,90067
                          • Cheryl

                            Cheryl Hayden Rambeau

                            Authorized Officer

                            Senior Client Associate

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                            • AZ
                            • CA
                            • FL
                            • ID
                            • IL
                            • NV
                            • NY
                            • TX
                            • UT
                            • WA

                            Cheryl has 24 years of financial services industry experience. Prior to joining UBS in 2008, Cheryl worked at Lehman Brothers and Donaldson, Lufkin & Jenrette. Cheryl earned a B.A. from California State University at Long Beach. She is a native of Whittier, CA.

                              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

                              • California State University at Long Beach, B.A.
                                2000 Avenue of the Stars
                                12th Floor
                                Los Angeles, CA 90067
                                cheryl.hayden@ubs.com
                                Cheryl Hayden Rambeau
                                2000 Avenue of the Stars,Los Angeles,CA,90067
                              • Leeder

                                Leeder Hsu

                                Authorized Officer

                                Senior Wealth Strategy Associate

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                                • AZ
                                • CA
                                • CO
                                • CT
                                • DE
                                • FL
                                • HI
                                • ID
                                • LA
                                • MA
                                • MD
                                • MN
                                • NV
                                • NY
                                • OR
                                • PA
                                • TN
                                • TX
                                • UT
                                • VA
                                • WA
                                • WI

                                Leeder joined UBS in 2015 and brings over 13 years of experience in the wealth management industry managing portfolios and implementing investment plans for UHNW and institutional clients. Prior to joining UBS, Leeder was an Investment Specialist at Lincoln National Corporation. Leeder graduated from the University of California, Irvine and holds a B.A. in Business Economics and Minor in Management. He is a Chartered Financial Analyst Charterholder and is a member of the CFA Institute and CFA Society of Los Angeles.

                                  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

                                  • University of California, Irvine, B.A. in Business Economics and Minor in Management
                                  • Chartered Financial Analyst®
                                  2000 Avenue of the Stars
                                  12th Floor
                                  Los Angeles, CA 90067
                                  leeder.hsu@ubs.com
                                  Leeder Hsu
                                  2000 Avenue of the Stars,Los Angeles,CA,90067
                                • Sarin

                                  Sarin Puri

                                  Senior Wealth Strategy Associate

                                  Chartered Financial Analyst®

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                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DE
                                  • FL
                                  • HI
                                  • ID
                                  • LA
                                  • MA
                                  • MD
                                  • MN
                                  • NV
                                  • NY
                                  • OR
                                  • PA
                                  • TN
                                  • TX
                                  • UT
                                  • VA
                                  • WA
                                  • WI

                                  Sarin has been in the wealth management industry for 7 years and is a CFA Charterholder. Joining UBS in 2019, he spent a couple of years on the management team prior to joining PFWP as a Senior Wealth Strategist. A native of San Francisco – where he started his career as a financial consultant and held other leadership roles – Sarin has experience with assisting entrepreneurs, business owners, and other HNW clients in their financial planning process.

                                  True to his California roots, Sarin went to UC Santa Barbara where he studied Economics and Accounting with a minor in Statistical Science. In his free time you can catch Sarin exploring new restaurants, being outdoors (especially playing beach volleyball and golf), or travelling.

                                    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

                                    • University of California, Santa Barbara , B.A. in Economics and Accounting, Minor in Statistical Science
                                    • Chartered Financial Analyst®
                                    2000 Avenue of the Stars
                                    12th Floor
                                    Los Angeles, CA 90067
                                    sarin.puri@ubs.com
                                    Sarin Puri
                                    2000 Avenue of the Stars,Los Angeles,CA,90067
                                  • Kaysha

                                    Kaysha Kogut

                                    Registered Client Associate

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                                    • AZ
                                    • CA
                                    • FL
                                    • ID
                                    • IL
                                    • NV
                                    • NY
                                    • TX
                                    • UT
                                    • WA

                                    Kaysha has 18 years of experience working with high-net-worth clients in the Los Angeles area. Prior to joining UBS she was an Assistant Vice President at Credit Suisse where she spent seven years supporting wealthy individuals, family offices, and entrepreneurs. Kaysha has also worked at Morgan Stanley and Lehman Brothers and is a graduate of the University of Washington in Seattle.

                                      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

                                          2000 Avenue of the Stars
                                          12th Floor
                                          Los Angeles, CA 90067
                                          kaysha.kogut@ubs.com
                                          Kaysha Kogut
                                          2000 Avenue of the Stars,Los Angeles,CA,90067
                                        • Andy M

                                          Andy Marquez

                                          Wealth Strategy Associate

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                                          • CA

                                          Andy began his career at UBS in 2020 as an intern in the Graduate Talent Program. He later joined the LA Private Wealth office in 2022 as a Wealth Planning Associate. Andy has experience partnering with Financial Advisors to provide comprehensive financial planning services to UBS clients and prospects. He recently joined Private Family Wealth Partners as a Wealth Management Analyst.

                                          Andy earned his B.S. in International Politics and Foreign Policy at Georgetown University. In his free time, you can catch Andy playing soccer, watching the Lakers, and/or mentoring the youth in his South LA community. 

                                            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

                                                2000 Avenue of the Stars
                                                12th Floor
                                                Los Angeles, CA 90067
                                                andy.marquez@ubs.com
                                                Andy Marquez
                                                2000 Avenue of the Stars,Los Angeles,CA,90067
                                              • Raseca

                                                Raseca Eustaquio

                                                Team Administrator

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                                                • AK
                                                • AZ
                                                • CA
                                                • CO
                                                • DC
                                                • DE
                                                • FL
                                                • GA
                                                • ID
                                                • IL
                                                • IN
                                                • LA
                                                • MA
                                                • MD
                                                • MI
                                                • MN
                                                • MT
                                                • NC
                                                • NJ
                                                • NV
                                                • NY
                                                • OH
                                                • OR
                                                • RI
                                                • SC
                                                • TX
                                                • UT
                                                • VA
                                                • WA
                                                • WY

                                                Raseca has 25 years of experience in the financial services industry. Prior to joining UBS in 2020, she was a Vice President in Private Banking and Branch Management at Bank of America. A native of San Diego, California, she graduated from San Diego State University and earned her B.S. in Finance.

                                                Raseca is active in her community, volunteering for Habitat for Humanity, Feeding San Diego and The Surfrider Foundation. In her free time she likes to travel, hike and go to sporting events.

                                                  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

                                                      12220 El Camino Real
                                                      Suite 400
                                                      San Diego, CA 92130
                                                      raseca.eustaquio@ubs.com
                                                      Raseca Eustaquio
                                                      12220 El Camino Real,San Diego,CA,92130

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