Global access. Strategic solutions.

Private Wealth Management

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: 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.

3 Generations or Males
  • Steve Weber

    Steve Weber

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • ID
    • IL
    • KY
    • MA
    • NJ
    • NV
    • NY
    • OR
    • RI
    • TN
    • TX
    • VA
    • WA
    • WY

    Mr. Weber joined UBS Private Wealth Management in 2021. Prior to UBS, he was with Morgan Stanley Private Wealth Management for over 24 years. He has over 35 years of investment experience including fixed income, equities and alternative investments. After earning his C.P.A. certificate at Price Waterhouse Coopers and Ernst & Young Kenneth Leventhal, Mr. Weber served as Chief Investment Officer for two ultra-high net worth family offices in Southern California. He was also President of Arnel Capital Advisors, Inc., the general partner of an investment partnership.

    He is responsible for formulating customized asset allocation strategies, risk management (hedging and preset diversification programs), equity portfolio management and selection of alternative investments.

    Steve received a BS from the University of Southern California in 1972. He also received an MBA from the USC Marshall School of Business in 1975 in addition to an MS in Finance and Economics from MIT Sloan School of Management in 1977, with a concentration in Finance. He was an instructor of finance at the University of Southern California from 1975 – 1976. He is a Director of America On Track, an Orange County based non-profit focused on disadvantaged youth. His interests include travel, golf, tennis, reading and all water sports. Steve resides with his wife, Marilyn, in San Juan Capistrano.

      • University of Southern California, Bachelor of Science Degree
      • USC Marshall School of Business, MBA
      • MIT Sloan School of Management, Masters of Science in Finance and Economics
      • Private Wealth Advisor
      • Senior Portfolio Manager
      Investing
      Custom portfolios
      Alternative investments
      Equity plans
      Family Offices
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
    • Christopher Weber

      Christopher W. Weber

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • FL
      • HI
      • ID
      • IL
      • KY
      • MA
      • NJ
      • NV
      • NY
      • OR
      • RI
      • TN
      • TX
      • VA
      • WA
      • WY

      Mr. Weber joined UBS in 2021. Prior to joining the firm, he was with Morgan Stanley Private Wealth Management since 2012. At Morgan Stanley, Chris obtained the Family Wealth Director and Alternative Investment Director internal designations. He began his career as an underwriter and portfolio manager in commercial real estate banking and structured finance with Bank of America Merrill Lynch and Macquarie Bank, an Australian investment bank. He is responsible for asset allocation, portfolio implementation, financial analysis and reporting, and client relations.

      Chris received his BA in Law & Society from the University of California at Santa Barbara in 2002 and a Master of Business Administration with an emphasis in finance from Loyola Marymount University in 2005. In his free time, he enjoys playing tennis and golf, snowboarding, all water sports and coaching youth sports. He resides in Ladera Ranch with his wife, Diana, and three sons.

        • University of California at Santa Barbara , BA in Law & Society
        • Loyola Marymount University , Master of Business Administration, Finance
          Financial planning
          Custom portfolios
          Asset allocation
          888 San Clemente Drive
          Suite 300
          Newport Beach, CA 92660
        • Brian Weber

          Brian Weber

          Senior Wealth Strategy Associate

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          • AK
          • AZ
          • CA
          • CO
          • CT
          • FL
          • HI
          • ID
          • IL
          • MA
          • NJ
          • NV
          • NY
          • OR
          • PA
          • RI
          • TN
          • TX
          • VA
          • WA
          • WY

          Mr. Weber joined UBS in 2021. Prior to joining the firm, he worked as an analyst with Morgan Stanley Private Wealth Management for over five years. His experience also includes working as a Financial Analyst in real estate development and homebuilding with City Ventures, LLC.

          Brian is responsible for client reporting and proposals, cash flow analysis, risk management, and manager research. He received his BA from the University of California at Santa Barbara in 2006 and a Master of Business Administration from Chapman University in 2010. He resides in San Clemente with his wife, Brittany, and two daughters.

            • University of California at Santa Barbara, Bachelor of Arts
            • Chapman University, Master of Business Administration
              Cash management
              888 San Clemente Drive
              Suite 300
              Newport Beach, CA 92660
            • Krista Maloney

              Krista Maloney

              Team Administrator

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              • AK
              • AZ
              • CA
              • CO
              • CT
              • FL
              • HI
              • ID
              • IL
              • MA
              • NJ
              • NV
              • NY
              • OR
              • PA
              • RI
              • TN
              • TX
              • VA
              • WA
              • WY

              Mrs. Maloney has over 25 years industry experience mostly related to compliance, regulation and brokerage operations. Prior to joining UBS in 2021, she was with the Weber Group at Morgan Stanley Private Wealth Management for over five years. Her other professional experience includes acting in a consulting capacity to Fairbridge Capital & LPL while implementing compliance procedures, handling all regulatory inquiries and audits, and advising on the expansion of their compliance systems. Previous to this, she was a Compliance Associate with PIMCO where she regularly interacted with various regulatory agencies and legal departments. Krista was the Operations and Compliance Supervisor at Finacorp Securities for over 6 years. She started her career in 1996 as a Financial Consultant for Morgan Stanley. Krista is a graduate of San Diego State University where she earned a BS in International Business. She resides in Newport Beach with her husband, Jim, and three children.

                • San Diego State University, BS in International Business
                  888 San Clemente Drive
                  Suite 300
                  Newport Beach, CA 92660
                Our Process

                Our Process

                Executive decisions

                Executive decisions

                Launch. Evolve. Exit your business.

                Launch. Evolve. Exit your business.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager