Experience

Having worked in wealth management for over 30 years, Mark joined UBS Private Wealth Management as a Managing Director in 2013. Prior to joining UBS, Mark spent 13 Years as a Managing Director at Merrill Lynch Private Banking and Investment Group. Prior to joining Merrill Lynch, Mark was a Vice President at Goldman Sachs in the Private Client Services Division for eight years.

Mark was appointed to the influential UBS Financial Advisor Advisory Council (FAAC) in 2017. The FAAC, a select group of 14 Financial Advisors who represent all UBS Advisors, addresses the critical issues and concerns that ultimately help Advisors better serve their clients. 

Mark earned his M.B.A. from Columbia Business School with an emphasis in Finance. Prior to that, he attended the University of Southern California and earned a B.S in Business Administration/Finance.

Mark lives in Newport Beach, CA with his wife, Lisa. He has three children, Jordan (28), Madison (26) and Bradford(24). Mark enjoys travel, fitness, and tennis.

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Craig earned his BA degree in Economics from the University of California, Berkeley, where he graduated magna cum laude and Phi Beta Kappa.  He has worked in the financial services industry for 30 years and joined UBS in 2013 as a Managing Director in the Private Wealth Management Division.  Prior to joining UBS, Craig spent 13 years at Merrill Lynch, where he was a Managing Director in the Private Banking and Investment Group.  Prior to joining Merrill Lynch, Craig spent eight years at Goldman Sachs, where he began his career as a Financial Analyst in the Investment Banking Division in 1993, and later served as a Vice President in the Private Client Services Division. 

Craig resides in Calabasas, California with his wife Malka and their four sons Jack (25), Matthew (22), Brett (20) and Luke (19). Craig enjoys gardening, woodworking, and spending time with his family at their second home in Wise River, Montana.

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Glenn earned his BS degree Cum Laude in Finance from Lehigh University and an MBA from UCLA’s Anderson School of Management.  He has worked in the financial services industry for over 30 years and joined UBS in 2013 as a Managing Director in the Private Wealth Management Division.  Prior to joining UBS, Glenn spent 13 years at Merrill Lynch, where he was a Managing Director in the Private Banking and Investment Group.  Prior to joining Merrill Lynch, Glenn spent 7 years at Goldman Sachs, where he was a Vice President in the Private Client Services Division. 

Glenn resides in Delray Beach, Florida with his wife Gabrielle and their twin sons Dylan (22) and Justin (22).  Glenn's personal interests include music, travel, photography, fitness, and philanthropy.

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Jim has been managing private client wealth since 2003.  He previously worked and owned businesses in the financial, technology and pharmaceutical industries. He specializes in tactical asset allocation strategies and liability management. Jim is qualified through the UBS Portfolio Management Program® (PMP). As a Portfolio Manager in PMP, he can manage proprietary model portfolios and tailor investment solutions to your needs and goals. Jim graduated from Arizona State University with a degree in Real Estate and Finance. 

Jim lives in Coto De Caza, CA with his wife, Stephanie. He has two daughters, Ashley(21) and Emily(19). He enjoys travel, fly fishing, and spending time with his family.

CA License #0E43512

Tony has worked in wealth management for over 26 years.  He joined UBS as a Senior Vice President in 2013 having previously worked at Merrill Lynch.

Tony is a Certified Financial Planner™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and he also earned a Chartered Retirement Planning Counselor™ designation. He graduated cum laude from Chapman University with a degree in Business and Communications. He specializes in developing wealth allocation portfolio’s that take into consideration the immediate, long-term and multi-generational financial needs of clients.

Tony was born in London, England and moved to California in 1993.  He lives in San Juan Capistrano with his wife Renee.  They have four children – Sam (25), Abbey (23), Gabe (20) and Lilly (17).  In his spare time he enjoys traveling, watching his children compete in their various sports, volunteering with various non-profits, and following his two favorite sports teams – Arsenal in the English Premier League and Notre Dame football. 

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David earned his B.S. in Political Science from American University in Washington, D.C. He has worked in the financial services industry for 37 years and joined UBS in 2013 as a Senior Vice President in the Private Wealth Management Division. Prior to joining UBS, he was at Merrill Lynch, where he was a First Vice President in the Global Private Client Group and spent most of his career at Oppenheimer & Co., Inc. as a an Executive Director.

David is originally from New York and currently resides in Tarzana, CA, with his wife Marie and their dog Sophie. He has 2 children, Carly (30) and Jordan (28). He enjoys golfing, travel and sports.

Russell Price has a diverse background in financial planning, asset management, trust, and estate planning and has been providing financial solutions to high net worth individuals and families for over 25 years. Prior to joining UBS, Russell was Executive Vice President and Director of Private Banking at Nevada State Bank; a role he took on after his tenure as a fixed income analysis and portfolio manager for Nevada State Bank. Russell has an MBA from Regis University with an emphasis in Finance and Accounting and holds the designation Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute.

He spends his down time with his two kids and volunteering for charities that promote healthy/active lifestyles. Russell is a founding member of the Southern Nevada Society of Financial Analysts which promotes ethical practices and continual education within the financial services industry.

Sam Mineo provides customized solutions for managing the day-to-day financial affairs of high net worth families and high income individuals. He has over 25 years of financial industry experience and recently acquired the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute.  Prior to joining UBS, Sam was the Senior Wealth Advisor for Nevada State Investment Services, a division of Nevada State Bank. Sam was also a partner in a successful independent wealth management firm that was acquired by Nevada State Bank.

Sam received his B.S. in Finance from the University of Nevada, Las Vegas.  He enjoys serving on the board of the UNLV Football Foundation and volunteering his time in the community.  Sam and his wife, Jill, have three children.

Jeff has worked in Wealth Management for 18 years and joined UBS in 2013. Prior to joining UBS, he spent 8 years at Merrill Lynch as a Vice President in Wealth Management. Before entering into the Financial Services Industry, Jeff worked in Healthcare Technology for 12 years managing sales teams in Southern California. Jeff graduated with an Economics Degree from the University of Kansas.

Jeff resides in Newport Beach, CA with his lovely wife, Beth. They have 2 sons, Jake and Asher, who are attending college. In his spare time, Jeff is an assistant basketball coach for Corona Del Mar High School and also enjoys travel and golf.

Scott earned a BS degree in Accounting from the Marriott School of Business Management at Brigham Young University. He has worked in the financial services industry since 2002 and joined UBS in 2013.  Prior to joining UBS, Scott spent 10 years in the Private Banking and Investment Group at Merrill Lynch working as a Financial Analyst for three years before being promoted to Investment Associate/Financial Advisor.  Scott has developed an exclusive clientele of high net worth individuals.  

Scott resides in San Clemente, CA, with his wife, Juliann, and their four children, Camden, Brinley, Dalton and Anabelle.  Keeping himself involved in the community, Scott can be found coaching his children’s athletic teams and currently leads the youth organization in his church.  He enjoys, golfing and playing in his community basketball league.

Ben joined UBS in 2013. Prior to joining UBS, Ben worked in the Global Private Client Group at Merrill Lynch for 8 years, being promoted to Vice President.

Prior to that, Ben worked as an Investment Banker for a San Diego based venture capital firm.

Ben relocated from Southern California to Frisco, TX in 2022 with his wife Ondrea and 2 of their 3 beautiful daughters. Ben loves God, his family and his country.

Austin earned his B.A. in business economics from the University of California, Santa Barbara and successfully completed the Technology Entrepreneurship and Management Program within the college of Engineering at UCSB. Austin has worked within the Ultra-High Net Worth division for over 12 years, joining UBS Private Wealth Management in 2012. Prior to joining Wise River Advisors as a Private Wealth Advisor, Austin spent 2 years in the UBS Wealth Planning Analyst program within the Private Wealth Management Division. During this time, he developed comprehensive cash-flow financial plans for all southern California UBS Private Wealth Advisors and their clients.

Austin obtained his Private Wealth Advisor designation for the purpose of enhancing areas of knowledge critical for serving the complex needs of families with great wealth. In addition, he has earned his Accredited Wealth Management Advisor (AWMA) certification and Certified Exit Planning Advisor designation (CEPA). As a CEPA, he works closely with business owners to align their business, personal and financial goals. Austin takes a proactive approach to collaborate with a professional network of M&A advisors, tax advisors, trust and estates attorneys, and other trusted advisors to help business owners increase business readiness and attractiveness for the sale of a business, regardless of their liquidity event timing.

Austin resides in Costa Mesa with his wife Taylor. Additionally, he is the founding Co-chair of the Young Professionals Council for Make-A-Wish Greater Los Angeles and sits on the board of the Young Professionals of Century City. He enjoys philanthropy, motor sports, traveling, cooking, fitness, golfing, snowboarding, and riding his motorcycle throughout beautiful southern California.

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Erika is a Director with Wise River Advisors at UBS Financial Services and has worked in the financial services industry for 14 years. Prior to joining UBS, Erika spent three years at Merrill Lynch Private Banking and Investment Group in Los Angeles. Erika is committed to leveraging her deep-rooted experience at UBS to provide guidance and support to individuals seeking to achieve their financial goals.

Erika graduated from the University of Washington in Seattle, WA and currently holds her Series 7, 9, 10, and 66 licenses. Erika resides in Manhattan Beach, CA with her husband and two children. In her free time, she enjoys skiing, traveling, and playing pickleball.

Michael earned his BS degree in Finance from Brigham Young University. He has worked in the financial services industry for 18 years and joined UBS Private Wealth Management in 2013 as an Account Vice President. Prior to joining UBS, Michael spent 3 years in the Financial Analyst program in the Private Banking and Investment Group at Merrill Lynch, before being promoted to Senior Financial Analyst and then to Assistant Vice President. In his current role, he heads investment research for the team and oversees business operations.

Michael is originally from Seattle, WA and currently resides in Valencia, CA with his wife, Ashlee, and their five children. In his spare time, he enjoys playing sports, volunteering at his church, and being involved in his children’s athletics.

Loretta joined UBS in 2013.  Prior to joining UBS, she spent 13 years in the Private Banking and Investment Group at Merrill Lynch.  Prior to joining Merrill Lynch, Loretta worked at Goldman Sachs for 4 years and in the commercial banking industry for 13 years.   In her current role, Loretta is responsible for assisting clients with all operational and administrative needs including account maintenance, assisting with execution of asset allocation, and managing securities backed lending process.  

In her spare time, she enjoys cooking and spending time with her family.

Jo has more than 15 years of client relation and operational experience. She joined The Hamilton Group in 2012. In her current role as Senior Relationship Manager, she is responsible for assisting clients with all portfolio management, performance reporting, and investment research as well assisting her team in client conversations by actively listening to the client needs to assist in the development of wealth management plans.

Jo resides in Orange County with her husband Neil and her 2 children, Spencer and Sidney. In her free time, she enjoys fitness, reading and entertaining friends.

Meghan earned her B.S. in Finance from the McDonough School of Business at Georgetown University.  She joined UBS in 2021 as a Wealth Strategy Associate in the Private Wealth Management Division.  Meghan is responsible for investment research, portfolio management, and performance reporting.

Meghan now resides in Brentwood, California.  In her free time, she enjoys spending time with her family and friends, surfing, snowboarding, and watching her favorite sports teams.

Jack earned his B.A. in Political Science and Business Law from the University of Southern California in 2021. Prior to joining Wise River Advisors, Jack worked in the UBS Wealth Advice Center as a Training Financial Advisor. Jack is responsible for investment research, portfolio management, performance reporting, and relationship management.

A Southern California native, Jack now resides in Los Angeles, California. He enjoys traveling, sports, and spending time with family and friends.

Adagio earned his B.S. in Business Administration from the Marshall School of Business at the University of Southern California. He joined UBS in 2022 as a Wealth Strategy Associate in the Private Wealth Management Division. Adagio is responsible for investment research, portfolio management, and performance reporting.

A Southern California native, Adagio now resides in Los Angeles, California. He enjoys cooking, sports, and spending time with family and friends.

Owen has worked in the finance industry since 1998 having previously worked in the hospitality industry. He specializes in providing our clients with all facets of operational and administrative assistance. Owen graduated from CSU Hayward with a degree in Business. He resides in Yorba Linda with his wife, three sons and daughter. In his spare time he enjoys coaching his kids in football and baseball teams.

Valeria joined UBS in 2013. Prior to joining UBS, she spent 12 years in the Private Banking and Investment Group at Merrill Lynch. Valeria addresses a wide range of the day-to-day operational and administrative task and issues for the team.

Valeria resides in Los Angeles, CA.  In her free time, she enjoys cooking, attending Jazz Festivals, and spending time with family and friends.

Cameron earned her BS in Communication and Leadership from the University of Texas at Austin. She joined UBS in 2021 as a Client Service Associate. Prior to joining UBS, Cameron worked in real estate.

Born and raised in Los Angeles, Cameron now resides in New York City. In her free time, Cameron enjoys traveling and spending time with friends and family.

Sophia graduated summa cum laude from UCLA with a B.A. in Communication. She joined UBS in 2022 as a Client Service Associate where she assists clients with their operational and administrative needs.

Originally from Orange County, Sophia recently moved to New York City where she enjoys trying all the best restaurants, playing tennis with friends, and attending concerts.

Matt earned his B.S. in Finance from San Diego State University and joined UBS in 2016 as a Client Service Associate. He currently resides in Costa Mesa, California and enjoys traveling the world, and supporting his Chargers, Ducks and Angels.

Melyssa earned her B.A. in Business Administration & Entrepreneurship and M.S. in Business Analytics from Loyola Marymount University. She joined UBS in 2023 as a Client Service Associate. Prior to joining UBS, Melyssa worked in Data Analytics. 

Originally from Alamo, California, Melyssa now resides in Los Angeles, California. In her free time, she enjoys spending time with family and friends, swimming, golfing and coaching water polo.

Ray earned his B.S. in Business Administration from the Marshall School of Business at the University of Southern California. He joined UBS in 2024 as a Wealth Strategy Associate in the Private Wealth Management Division. Ray is responsible for investment research, portfolio management, and performance reporting.

Originally from New Jersey, Ray now resides in Los Angeles, California. He enjoys sports, reading, and spending time with his family.