Direct. Driven. Dedicated.

Private Wealth Management

Road

Your passion, drive and careful stewardship of family wealth has achieved a deserved level of success. Today, perhaps more than at any other time, you need the close collaboration of a UBS Private Wealth Advisor. Whether you’re pursuing a successful business venture, creating a philanthropic impact or investing for a legacy that lasts for generations, we have all the resources under one roof.

Select business owners, real estate investors and multigenerational families choose to work with us because of the depth of our experience, our knowledge and the direct and candid advice they know they can count on. We understand the complexity of significant wealth. That’s why we’ll work closely with you to help simplify your financial world, maintain your lifestyle and develop smart tax strategies so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence.

Zamel WMG Team Photo 2

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Aric Zamel photo

    Aric J. Zamel, CFP, CPWA

    Managing Director–Wealth Management

    Financial Advisor

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

    Aric brings more than 20 years of experience to multigenerational families and
    business owners by offering thoughtful advice in four core areas of focus: investment
    management, lending solutions, tax-aware retirement planning and estate planning
    strategies. Providing his high net worth clients a personalized experience, Aric and his
    team strive to maintain high standards of integrity and professionalism in their
    relationships. As of March 2021, Aric and his team oversee over $2 billion in
    assets under management.

    Aric is a lifelong learner, seeking ongoing accreditation and experience. As a Private
    Wealth Advisor, he has a roster of clients that includes successful business and
    entertainment executives, physicians, attorneys and real estate entrepreneurs. He
    offers tailored, goal-oriented planning and objective investment guidance that looks
    to align his clients’ long-term planning with their values. Aric believes that clients
    appreciates his ability to anticipate needs, provide individual attention and
    communicate clearly and confidently about important financial decisions. As a result,
    he hopes that this will make a real impact in the lives of his clients.

    Past experience

    • Investment Banking Analyst Intern, Credit Suisse, 2000
    • VP Wealth Management, Citi Smith Barney, 2001 – 2009
    • Managing Director, UBS Beverly Hills Office, 2009 – current

    Education

    • UCLA, B.A., economics and political science, magna cum laude, honors
    • Series 7, 63 and 65 securities licenses

    Credentials

    • CERTIFIED FINANCIAL PLANNER™, CFP® 
    • Senior Portfolio Manager
    • Certified Private Wealth Advisor, CPWA® 

    Personal life

    • Aric resides in Los Angeles with his wife and four children.
    • He is active in numerous charitable and political organizations, and currently sits on the board of directors and is President of Young Israel of Century City.
    • Aric enjoys coaching his children’s Little League teams.

     

    • Barron's Top 1,200 Financial Advisors, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • On Wall Street – Top 40 Advisors Under 40, 2017, 2018, 2019, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

        131 South Rodeo Drive
        Suite 300
        Beverly Hills, CA 90212
      • Yev Katkovsky photo

        Yevgeniy “Yev” Katkovsky, CIMA

        Senior Wealth Strategy Associate

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • MA
        • MD
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NE
        • NJ
        • NV
        • NY
        • PA
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        As an integral part of the team, Yev provides key capabilities for their holistic approach: market research, asset consolidation and allocation, portfolio construction, trade strategies and executions, and client reviews. Working extensively with ultra high net worth clients, Yev is dedicated to maintaining operational excellence, as well as the integrity, accuracy and discipline exemplified by the team.

        Yev offers specializations in multiple aspects of investment management, analysis and research. He provides deep access to the global resources, solutions and services of UBS. The result is a highly personalized investment strategy and service experience for each client.

        Past experience

        • Prior to joining UBS, Yev worked for three years at Merrill Lynch as an investment specialist and relationship manager in the Phoenix, AZ area.
        • He started his career as an intern at a boutique investment firm in Los Angeles

        Personal life

        • Yev enjoys spending time with family and friends, traveling, sports and trying new restaurants.
        • He is active in the Jewish Federation of Los Angeles, a nonprofit organization.

         

        “I am driven to provide insight and advice specific to each client’s needs. I have ongoing conversations not just about our clients’ overall finances, but their life goals, dreams and aspirations.”
        – Yev Katkovsky

          • University of Arizona, B.S., finance. Graduated top of his class.
          • Series 7 and 66 securities licenses, California health and life insurance licenses
          • Certified Investment Management Analyst®
          1285 6th Ave
          New York, NY 10019
        • Connor Wilhelm photo

          Connor Wilhelm, CFP

          Senior Wealth Strategy Associate

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          • AK
          • AL
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WY

          Working directly with a diverse group of ultra high net worth clients across the US, Connor has experience with uncommonly complex investment needs. Specifically, he supports the team’s focus on multigenerational families and entrepreneurs by helping to create, review and track comprehensive financial plans that include retirement and cash flow analyses, estate planning strategies, and risk and liability reviews. Connor also helps coordinate lending transactions for the team’s clients.

          Sharing the team’s commitment to providing white glove service, he is consistently focused on doing what is best for each client. Providing access to UBS products, services, research and global resources, he tracks clients’ progress toward their goals and works diligently to meet their immediate and long-term needs.

          Past experience

          • Connor began his career as an intern in investment banking and small-scale venture capital.
          • Prior to joining the team, Connor worked for two years as a Wealth Planning Associate at UBS in the Beverly Hills, CA office.
          • He became a part of the Zamel Wealth Management Group in 2019.

          Personal life

          • Connor is a thrill seeker who enjoys travel, spending time with family and friends, sports and trying new activities.

           

          “I enjoy understanding our clients’ big picture and helping them pursue their goals. Building a strategy for them that sets their path to accomplish their goals is very rewarding.”
          Connor Wilhelm

            • California Lutheran University, B.A., economics, minor in business administration
            • Series 7 and 66 securities licenses, California health and life insurance licenses
            • CERTIFIED FINANCIAL PLANNER™
            131 South Rodeo Drive
            Suite 300
            Beverly Hills, CA 90212
          • Silvia Hagoski photo

            Silvia Hagoski

            Client Associate

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              With more than 20 years of financial services experience, Silvia is at the center of the Zamel Wealth Management Group, handling their operational requirements and their clients’ administrative needs. Responsible for all client accounts, Silvia manages account opening, transfers, disbursements, wires, credit lines and all related paperwork.

              Excited every day by the opportunity to help clients and resolve interesting challenges, Silvia is a key part of the team’s client loyalty and longevity. She assists with account reviews and resolving complex banking and brokerage issues. Silvia takes pride in working with their impactful and driven clients.

              Past experience

              • Started at Bank of America in 1991
              • Moved to Morgan Stanley in 1995
              • Joined UBS in 2016

              Personal life

              • Originally from Europe, she came to the US to study her English, and decided to stay after spending time in California and New York.
              • Silvia has two children.
              • She enjoys spending time with family and friends, hiking and traveling—especially back to Europe to visit her family.

               

              “ I love working with clients and providing highly personalized service. I believe our clients deserve the best. That’s why every day I come in, I don’t feel like it’s work; I really enjoy what I do.”
              - Silvia Hagoski

                • Business Kolleg, Salzburg, Austria
                  131 South Rodeo Drive
                  Suite 300
                  Beverly Hills, CA 90212
                • Ari Benchimol

                  Ari Benchimol

                  Client Associate

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                    Ask Ari what he enjoys most about being a client service associate, and he will tell you that he loves assisting people. More specifically, he likes to help clients manage their accounts in ways that can help them save time and make their lives easier. His primary role is to support the operations and administrative needs of the team, which includes a host of tasks related to account management. Ari enjoys the role and as someone who has always been interested in finance, he is keen to learn more.

                    Experience

                    • Israel Discount Bank – Private Banking Relationship Manager
                    • Israel Discount Bank – Commercial Lending Division

                    Education

                    • B.S., business administration, Touro College

                    Life

                    • Ari and his wife were married in August 2020, and they live in Los Angeles.
                    • Ari is actively involved with American Friends of Sheba Medical Center, a national nonprofit organization that supports the Sheba Medical Center hospital in Tel HaShomer, Israel.
                    • In addition to enjoying sports, reading, traveling, and discovering new cultures, Ari's newfound passion is gardening, a pastime he developed during the COVID-19 lockdown.

                     "I really enjoy working with our clients, and I want to assist them whenever possible. The more I learn, the more I can be there for them." 
                    - Ari Benchimol

                          131 South Rodeo Drive
                          Suite 300
                          Beverly Hills, CA 90212
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                        Investing and lending

                        Retirement travel

                        Retirement planning

                        Three generations on beach

                        Estate planning strategies

                        Private Wealth Management

                        We have a deep history working with high and ultra-high net worth clients. Many of our largest and most sophisticated clients, as well as their family offices, require bespoke and integrated advisory solutions. Our white glove service and deep access to the global resources, capabilities and leadership of UBS means our clients get the highly personalized attention of an extensive network of professionals:

                        • Advanced Planning Group
                        • Portfolio Advisory Group
                        • Family Advisory and Philanthropy Services
                        • Family Office Solutions Group

                        Backed by the strength of UBS

                        A global leader in wealth management

                        Global leader

                        UBS is a world-leading wealth manager

                        15.0%

                        CET1 capital ratio
                        UBS is one of the world’s best-capitalized banks

                        UBS Financial Reporting as of 12/31/2021

                        More than 150 years

                        offering financial advice