Lasting relationships. For all that matters

Toregas Team Photo

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 UBS

    Christopher Toregas, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • 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 now splits his time between Los Angeles and New York City. He is currently engaged to his fiancé Devyn and is excited about their upcoming wedding.

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

      Stephanie Ellor

      Team Administrator

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

          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.

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          As of 03/31/2024

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          UBS is a leading and truly global wealth manager