An experienced and committed team

Salma Zahr

Executive Director

Financial Advisor

Salma Zahr is a Financial Advisor on World Way Wealth Management Group, a team name attributed to LAX airport that speaks to the global diversity of our 11-person team fluent in 10 languages and manages ~2+ billion in assets focused on advising high net worth individuals, founders, start-ups, and corporate executives.  Previously, Salma served as the Market Director for 4 years where she was responsible for $7.2 billion assets under management in the UBS Wealth Management presences in Pasadena and DTLA. Prior to moving to LA, Salma was the Senior Portfolio Strategist for UBS San Francisco Private Wealth Management, where she collaborated with advisors on customized portfolio construction leveraging the global family offices resources of the firm. Salma brings to the firm 20 years of investment, strategy and sales experience in financial services at UBS, McKinsey & Co, Goldman Sachs, and Credit Suisse. 

Salma began her career at UBS as an Analyst in the Graduate Training Program, rotating through multiple business units.  She then pursued her MBA in Finance at The Wharton School and completed a Private Wealth Associate internship at Goldman Sachs.  Recruited abroad as a strategy management consultant for McKinsey & Company, Salma advised C-level executives in the financial industry on developing value proposition strategies for private client product development.  Salma returned to the wealth management at Credit Suisse as UHNW Investment Strategist linking synergies between Dubai and Zurich.

Salma holds the Series 7, 66, 9 and 10 registrations. Salma lives with her 8-year old daughter in Pasadena. When not busy between with daughter’s horseback riding, piano, soccer or dance, Salma enjoys playing volleyball, international cuisine, coaching AYSO soccer and real estate development.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA
  • WY

Education

  • The Wharton School, University of Pennsylvania, MBA in Finance: 2011 - 2013
  • Carnegie Mellon University, Bachelor of Science in Computational Economics

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Philanthropy
Exit planning
Alternative investments
Executive compensation
Entrepreneurs
Estate planning strategies
Family Offices
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

salma.zahr@ubs.com
Salma Zahr
251 South Lake Avenue,Pasadena,CA,91101

Bhadresh J. Shah

Senior Vice President–Wealth Management

Private Wealth Advisor

Bhadresh Shah is Private Wealth Advisor and Senior Portfolio Manager within the UBS Private Wealth Management Group. He has more than 30 years of financial services experience and continues to help a select group of clients. His professional practice can be summed up as "Organize, Manage and Grow wealth for clients”.

Bhadresh has dedicated focus on needs of entrepreneurs, business owners, corporate executives and their families. He has particular depth of experience with strategic wealth management, portfolio management and concentrated stock management.

Passionate about giving back to the community, Bhadresh is actively involved with the nonprofit organization MagicBus, which is dedicated to help India’s poorest communities taking on the journey of children and young people from childhood to livelihood. Bhadresh lives in California with his wife. Their adult children reside on the east coast and are pursuing their own journeys.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA
  • WY

Education

  • India, Bachelor Degree in Mathematics
  • India, Master’s Degree in Business Administration
  • University of Alabama, Master’s Degree in Finance

Credentials

  • Private Wealth Advisor
  • Senior Portfolio Manager
  • Certified Exit Planning Advisor
  • Certified Investment Management Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Exit planning
Custom portfolios
Alternative investments
Multi-generational families
Business owners
Entrepreneurs
Hedge Fund managers
Investing
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

bhadresh.shah@ubs.com
Bhadresh J. Shah
251 South Lake Avenue,Pasadena,CA,91101

Cameron Azad

Senior Vice President–Wealth Management

Financial Advisor

Cameron Azad is a financial advisor within the UBS Wealth Management Group. He has more than 40 years of financial services experience and helps a select group of families and wealthy individuals manage all aspects of their finances: from equity and fixed income investments, to alternative, private, and tax-related investments.

Cameron was part of a select group of individuals within UBS serving as a Prime Broker, with extensive experience in institutional sales and trading. As part of his duties, he serviced public and private pension funds, hedge funds, and other institutional investors, along with individual clients. Cameron is a FINRA-Registered General Securities Representative and also holds national futures, commodities, life insurance, and variable annuity licenses. Cameron gives back to his profession through his continuing service as a National Futures Association Arbitrator. As an arbitrator, he’s a part of a three-member panel, hearing and adjudicating financial disputes between clients and member firms. He feels this also gives him deeper insight into client needs.

Outside of financial services, Cameron is an avid and well-known underwater and terrestrial nature photographer, having won and placed in national and international photography contests. His photographs have hung in national museums, and have graced the covers and pages of nature magazines. He travels extensively to remote locations in search of new and interesting subjects. His wife is retired partner of a large international law firm, and their adult children are enmeshed in their own successful professions in the San Francisco Bay area.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA
  • WY

Education

  • University of California Santa Cruz, Bachelor’s Degree in Economics
  • University of California Santa Cruz, Bachelor’s Degree in Mathematics

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Securities-backed lending
Retirement planning
Investing
Custom portfolios
Asset allocation
Alternative investments
Entrepreneurs
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

cameron.azad@ubs.com
Cameron Azad
251 South Lake Avenue,Pasadena,CA,91101

Evans Lam

Managing Director–Wealth Management

Financial Advisor

Evans Lam began his wealth advisory and portfolio management career in 1991, and over the past three decades, has successfully helped clients manage their wealth throughout challenging market cycles.  Evans joined UBS in 2008 from Citibank/Smith Barney after 17 years of consultative practice.  He provides his clients, primarily UHNW executives and business owners, with investment, retirement, estate and legacy planning services.  As a Senior Portfolio Manager, Evans sets himself apart from others in asset management by building and actively managing customized portfolios, capitalizing on his investment banking experience at Deutsche Bank, Toronto Dominion Bank, and First Boston. 

As a scholarship recipient and a philanthropist, Evans' passion for education inspired him to endow multiple scholarships and a professorship at the University of Rochester.  He is also instrumental in the revitalization of the UR Libraries and establishing the Eastman Performing Arts Medicine.  Evans serves as a member of the University of Rochester's Board of Trustees and Chairman of the George Eastman Circle.  He is also Chairman of the Southern California Foundation for the Preservation of Chinese Literature and History, Vice President of the Hong Kong School Alumni Federation Scholarship Foundation and Vice Chairman of the Morning Light Foundation.  He was honored by the Chinese American Museum as a Historymaker with the Judge Ronald S.W. Lew Visionary Award in 2016.

Evans is a registered California Life Agent (Insurance License #0A01885).

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA
  • WY

Education

  • University of Rochester (UR), MBA in Accounting and Finance
  • University of Rochester (UR), BA in Economics

Credentials

  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Custom portfolios
Lending services
Financial planning
Philanthropy
Estate planning strategies
Business succession
Investing
Asset allocation
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

evans.lam@ubs.com
Evans Lam
251 South Lake Avenue,Pasadena,CA,91101

Debbie Chen

Senior Vice President–Wealth Management

Financial Advisor

Debbie Chen is a Financial Advisor at UBS Financial Services in the Pasadena International office. She has more than 20 years of financial services experience focusing on ultra-high net worth clients on the West Coast and in China, Taiwan and Hong Kong. Leveraging the global resources of UBS, Debbie delivers comprehensive, research-driven investment advice, wealth planning and lending to her clientele.

Previously, Debbie spent 11 years with HSBC and served as the Senior Relationship Manager for both West Coast Global Private Banking U.S. International/ Asia Corridor. In this role, Debbie provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals. Debbie was selected as top talent at HSBC and took part in the International RM Program in Dubai in 2014. She then transitioned from the Commercial Banking Division to Global Private Banking in 2016 based at the Beverly Hills office.

She holds the Series 7, 63 & 66 registrations. Debbie is fluent in Mandarin, Taiwanese and has moderate communication in Cantonese and Japanese. When not meeting with clients, Debbie enjoys traveling, multicultural cuisine and spending time with her family.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VI
  • WA
  • WY

Education

  • University of California, Irvine, Bachelor of Arts in International & Global Studies

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Securities-backed lending
Philanthropy
Legacy planning
Estate planning strategies
Asset allocation
Alternative investments
Structured products
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

debbie.chen@ubs.com
Debbie Chen
251 South Lake Avenue,Pasadena,CA,91101

Rebecca Park

Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • FL
  • MI
  • NJ
  • NV
  • NY
  • PA
  • TX
  • VA
  • WY
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

rebecca.park@ubs.com
Rebecca Park
251 South Lake Avenue,Pasadena,CA,91101

Robert Blethen

Client Associate

Registered States:
  • AZ
  • CA
  • FL
  • MI
  • NJ
  • NM
  • NY
  • PA
  • TX
  • VA
  • WY
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

robert.blethenii@ubs.com
Robert Blethen
131 South Rodeo Drive,Beverly Hills,CA,90212

Kelsey Berryman

Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • KY
  • MA
  • NH
  • NY
  • OR
  • SC
  • TX
  • VA
205 N Detroit Street
5th Floor
Denver, CO 80206

Email Me

kelsey.berryman@ubs.com
Kelsey Berryman
205 N Detroit Street,Denver,CO,80206

Albert Leung

Client Associate

Registered States:
  • CA
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

albert.leung@ubs.com
Albert Leung
251 South Lake Avenue,Pasadena,CA,91101

Leslie Manuel

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MI
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • SC
  • TX
  • VA
  • WA
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

leslie.manuel@ubs.com
Leslie Manuel
251 South Lake Avenue,Pasadena,CA,91101

Helen Guan

Team Administrator

Registered States:
  • CA
  • CO
  • GA
  • IL
  • KY
  • MA
  • NH
  • NY
  • OR
  • SC
  • TX
  • VA
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

helen.guan@ubs.com
Helen Guan
251 South Lake Avenue,Pasadena,CA,91101

Our resources

  • David Rosenthal

    Executive Director

    Wealth Planning Strategist – Wealth Planning & Trust Consulting Team

    David is a Wealth Planning Strategist in our San Francisco and Pacific Northwest markets. In this capacity, David 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, he 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
    − Special Needs & Disability Planning

    Professional History
    Prior to joining UBS in 2006, David's 35 years in the financial services industry include tenures at Mellon Bank, Wachovia Securities and Merrill Lynch.

    Education
    David holds a B.A in Psychology from Duquesne University and a J.D. from Taft University School of Law. He has also completed the Applied Behavioral Finance certificate program through the Investments & Wealth Institute and is a member of the Academy of Special Needs Planners & the San Francisco Estate Planning Council.

    Designations Held
    Accredited Estate Planner (AEP®)
    Certified Financial Planner (CFP®)
    Certified Private Wealth Advisor (CPWA®)
    Chartered Life Underwriter (CLU®)
    Chartered Financial Consultant (ChFC®)
    Chartered Advisor in Philanthropy (CAP®)
    Chartered Special Needs Consultant (ChSNC®)
    Chartered Retirement Planning Counselor (CRPC®)
    Chartered Retirement Plans Specialist (CRPS®)
    Certified Investment Management Analyst (CIMA®)
    Certified Investment Management Consultant (CIMC®)
    Certified Exit Planning Advisor (CEPA®)
  • Kiran

    Kiran Ahuja

    NMLS #947868

    Wealth Management Banker, UBS Bank USA

    Wealth Management Banker

    Kiran Ahuja joined UBS Bank USA in 2017 and she is currently a Wealth Management Banker covering the Los Angeles Private Wealth Management and Greater CA/NV Markets.

    Kiran has an extensive background in relationship banking. She 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

    Kiran began her career in financial services in 2007. Prior to joining UBS, Kiran worked at Morgan Stanley as a Banker Associate, advising Financial Advisor’s and their clients on the Bank’s lending and cash management offering.

    Education and personal information

    In Kiran’s role as a Wealth Management Banker her NMLS # is 1017772. She holds her Series 7 and 66 securities licenses. She also holds a Bachelor’s degree from John Jay College.

    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.