Lasting relationships. For all that matters

Empowering Clients from Coast to Coast

We work with clients nationwide to help them achieve their financial goals and set them up for everlasting prosperity. With offices located in New York City and Los Angeles we are a unique coast-to-coast practice with clients located throughout the United States.

Christopher Toregas, CFP

Managing Director–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MD
- NC
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Chris works closely with corporate executives, business leaders as well as successful individuals in the entertainment industry to help them grow and preserve their wealth, in an effort to achieve financial security. He understands the complexities and pressures they face, and helps them effectively manage their assets as their priorities and goals evolve over time.

Chris learned first-hand the power of investing from his grandfather who worked in the banking industry in Paris, France. As he watched the stock market rise and fall, his grandfather taught him how changes in the economy impacted the markets. He set out to become a financial advisor where he could educate clients about important financial concepts and techniques, helping them navigate the markets, while making a profound impact on the quality of their lives.

As a CFP®, he has a strong understanding of the major pillars that impact wealth, such as company savings plans, tax-efficient strategies, retirement and estate planning.

Originally from Chevy Chase, MD, Chris and his wife Devyn split their time between Los Angeles and New York City.

In his free time, he enjoys skiing, golfing, jazz piano, sculpture and traveling to Europe to visit family. He is a member of the charitable organizations The Robin Hood Foundation, Children International and New York Cares.
- Skidmore College, Bachelor of Science in Business
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER®
Retirement planning

Estate planning strategies

Business succession

Alternative investments

Financial planning

Exit planning

Business owners

Corporate executives

1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

christopher.toregas@ubs.com,ToregasWealthManagement@ubs.com,stephanie.ellor@ubs.com

Christopher Toregas, CFP

1999 Avenue of the Stars,Los Angeles,CA,90067
Owen Fessick

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MD
- NC
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Owen joined Toregas Wealth Management in Century City in 2024 as a Senior Wealth Strategy Associate. Previously Owen began at UBS Financial Services in 2021 in New York City on a Private Wealth Management team after launching his career with Vanguard. Owen is trained in personal financial planning, retirement planning and estate planning strategies. He assists in all planning efforts such as providing investment-related details and preparing portfolio reviews. He maintains his Series 7 and 66 licenses.

Owen obtained his BS from Drexel University. He currently lives in Koreatown, Los Angeles. In his free time, he enjoys traveling, running, and spending time with family and friends.
- Drexel University
Financial planning

Philanthropy

Legacy planning

Retirement planning

Alternative investments

Structured products

Multi-generational families

Corporate executives

1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

owen.fessick@ubs.com

Owen Fessick

1999 Avenue of the Stars,Los Angeles,CA,90067
Stephanie Ellor

Team Administrator
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MD
- NC
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Stephanie Ellor was born in England and raised on the east coast. She came to California over 15 years ago and graduated from Cal State Dominguez Hills. Prior to her wealth management career, Stephanie served as a corporate flight attendant where she traveled to over 30 countries around the world.

Stephanie is certified by the Professional Association of Diving Instructors and enjoys diving with marine life. In her spare time, she also enjoys hiking and baking.
- California State University, Dominguez Hills
1999 Avenue of the Stars
36th floor
Los Angeles, CA 90067

stephanie.ellor@ubs.com

Stephanie Ellor

1999 Avenue of the Stars,Los Angeles,CA,90067

Jeffrey Lewis

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

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.
Lisa Snyder

Executive Director

Wealth Planning Strategist

View bio

Current role and areas of expertise

Lisa is a Wealth Planning Strategist for the West Division. In this capacity, Lisa is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, she provides expertise in the following areas:

Estate and multi-generational planning
Retirement income and cash flow analysis
Business continuity and succession planning
Retirement plans and employee benefits
Risk and liability management planning
Charitable giving strategies
Executive compensation and benefit strategies

Professional history

Lisa is a former estate planning attorney with more than twenty years of experience in financial services. Her focus has been helping clients successfully plan for wealth preservation, estate transition, philanthropy and generational prosperity. She has also been a featured speaker at national conferences and regional events, including Hawaii Tax Institute and Delaware Bankers Trust Conference. Prior to UBS, Lisa was Chief Learning Officer at the Institute for Preparing Heirs and Legacy Strategist at First Republic Bank.

Education and personal information

Lisa has a Juris Doctor from Tulane Law School and a Bachelor of Arts from Ohio University Honors Tutorial College. Lisa and her wife, Kimberlee, reside in Los Angeles. They love the Dodgers, a good road trip and the LA Phil at the Hollywood Bowl. Lisa also enjoys Stephen King novels, 70’s music and a perfectly brewed iced tea.
Laura Chooljian

Executive Director

Senior Wealth Strategist

View bio

Introduction

Laura works with UBS ultra-high net worth clients and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Laura assists families in the development of estate plans that match their personal values and goals for their legacy.

Professional History

Prior to joining UBS, Laura was a member of the Private Client Services group of the law firm Greenberg Glusker Fields Claman and Machtinger, focusing her practice on estate planning and charitable planning for high net worth individuals. Laura started her career as a member of the corporate department at K&L Gates LLP.

Education

Laura earned a B.A. from UCLA, a J.D. from UC Davis School of Law and an LL.M. (Master of Laws) in Taxation from Loyola Law School, Los Angeles.

Affiliations

Member, Trusts and Estates Section and Taxation Section of California Lawyers Association
Member, Accion Opportunity Fund SoCal Regional Advisory Board
Dante Oriente, CFP®, CEPA®, AWMA®, Associate Director

Wealth Planning Specialist

AUBS Wealth Management Americas

View bio

Christopher Toregas, CFP

Managing Director–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MD
- NC
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Chris works closely with corporate executives, business leaders as well as successful individuals in the entertainment industry to help them grow and preserve their wealth, in an effort to achieve financial security. He understands the complexities and pressures they face, and helps them effectively manage their assets as their priorities and goals evolve over time.

Chris learned first-hand the power of investing from his grandfather who worked in the banking industry in Paris, France. As he watched the stock market rise and fall, his grandfather taught him how changes in the economy impacted the markets. He set out to become a financial advisor where he could educate clients about important financial concepts and techniques, helping them navigate the markets, while making a profound impact on the quality of their lives.

As a CFP®, he has a strong understanding of the major pillars that impact wealth, such as company savings plans, tax-efficient strategies, retirement and estate planning.

Originally from Chevy Chase, MD, Chris and his wife Devyn split their time between Los Angeles and New York City.

In his free time, he enjoys skiing, golfing, jazz piano, sculpture and traveling to Europe to visit family. He is a member of the charitable organizations The Robin Hood Foundation, Children International and New York Cares.
- Skidmore College, Bachelor of Science in Business
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER®
Retirement planning

Estate planning strategies

Business succession

Alternative investments

Financial planning

Exit planning

Business owners

Corporate executives

1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

christopher.toregas@ubs.com,ToregasWealthManagement@ubs.com,stephanie.ellor@ubs.com

Christopher Toregas, CFP

1999 Avenue of the Stars,Los Angeles,CA,90067
Owen Fessick

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MD
- NC
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Owen joined Toregas Wealth Management in Century City in 2024 as a Senior Wealth Strategy Associate. Previously Owen began at UBS Financial Services in 2021 in New York City on a Private Wealth Management team after launching his career with Vanguard. Owen is trained in personal financial planning, retirement planning and estate planning strategies. He assists in all planning efforts such as providing investment-related details and preparing portfolio reviews. He maintains his Series 7 and 66 licenses.

Owen obtained his BS from Drexel University. He currently lives in Koreatown, Los Angeles. In his free time, he enjoys traveling, running, and spending time with family and friends.
- Drexel University
Financial planning

Philanthropy

Legacy planning

Retirement planning

Alternative investments

Structured products

Multi-generational families

Corporate executives

1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

owen.fessick@ubs.com

Owen Fessick

1999 Avenue of the Stars,Los Angeles,CA,90067
Stephanie Ellor

Team Administrator
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MD
- NC
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Stephanie Ellor was born in England and raised on the east coast. She came to California over 15 years ago and graduated from Cal State Dominguez Hills. Prior to her wealth management career, Stephanie served as a corporate flight attendant where she traveled to over 30 countries around the world.

Stephanie is certified by the Professional Association of Diving Instructors and enjoys diving with marine life. In her spare time, she also enjoys hiking and baking.
- California State University, Dominguez Hills
1999 Avenue of the Stars
36th floor
Los Angeles, CA 90067

stephanie.ellor@ubs.com

Stephanie Ellor

1999 Avenue of the Stars,Los Angeles,CA,90067

Jeffrey Lewis

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

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.
Lisa Snyder

Executive Director

Wealth Planning Strategist

View bio

Current role and areas of expertise

Lisa is a Wealth Planning Strategist for the West Division. In this capacity, Lisa is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, she provides expertise in the following areas:

Estate and multi-generational planning
Retirement income and cash flow analysis
Business continuity and succession planning
Retirement plans and employee benefits
Risk and liability management planning
Charitable giving strategies
Executive compensation and benefit strategies

Professional history

Lisa is a former estate planning attorney with more than twenty years of experience in financial services. Her focus has been helping clients successfully plan for wealth preservation, estate transition, philanthropy and generational prosperity. She has also been a featured speaker at national conferences and regional events, including Hawaii Tax Institute and Delaware Bankers Trust Conference. Prior to UBS, Lisa was Chief Learning Officer at the Institute for Preparing Heirs and Legacy Strategist at First Republic Bank.

Education and personal information

Lisa has a Juris Doctor from Tulane Law School and a Bachelor of Arts from Ohio University Honors Tutorial College. Lisa and her wife, Kimberlee, reside in Los Angeles. They love the Dodgers, a good road trip and the LA Phil at the Hollywood Bowl. Lisa also enjoys Stephen King novels, 70’s music and a perfectly brewed iced tea.
Laura Chooljian

Executive Director

Senior Wealth Strategist

View bio

Introduction

Laura works with UBS ultra-high net worth clients and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Laura assists families in the development of estate plans that match their personal values and goals for their legacy.

Professional History

Prior to joining UBS, Laura was a member of the Private Client Services group of the law firm Greenberg Glusker Fields Claman and Machtinger, focusing her practice on estate planning and charitable planning for high net worth individuals. Laura started her career as a member of the corporate department at K&L Gates LLP.

Education

Laura earned a B.A. from UCLA, a J.D. from UC Davis School of Law and an LL.M. (Master of Laws) in Taxation from Loyola Law School, Los Angeles.

Affiliations

Member, Trusts and Estates Section and Taxation Section of California Lawyers Association
Member, Accion Opportunity Fund SoCal Regional Advisory Board
Dante Oriente, CFP®, CEPA®, AWMA®, Associate Director

Wealth Planning Specialist

AUBS Wealth Management Americas

View bio

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Get started on planning

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Workplace Wealth Solutions

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Empowering Clients from Coast to Coast

Christopher Toregas, CFP

Owen Fessick

Stephanie Ellor

Jeffrey Lewis

Lisa Snyder

Laura Chooljian

Dante Oriente, CFP®, CEPA®, AWMA®, Associate Director