Joseph Schirripa is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 65 licenses and possessing 51 years of industry experience. He has been with UBS since 2001. Schirripa serves as a board member at Pepperdine University and has held advisory roles with organizations such as Adoptions United and Young Catholic Professionals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research to tailor investment strategies.

John Fullerton is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Before joining UBS in 2017, he worked at Uber from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations tailored to client goals.

Corinne Chooey Dizon is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 66 designations and four years of industry experience. She previously worked at Union Bank for 13 years and spent a year at the University of Southern California before joining UBS in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Paul Allen is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances while providing access to fiduciary financial planning and a broad platform of capital markets services.

Irina Vazquez is a Series 66-licensed financial advisor with UBS Financial Services in Beverly Hills, CA, where she has worked since 2010. She has 17 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Magdalina Kouladjian is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at Fidelity Brokerage Services LLC from 2016 to 2018 before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets and research-driven solutions.

Madeleine Antekelian is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with UBS since 2001. In addition to her advisory work, she is a partner at MTE Partners, a business involved in household goods and textiles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Mitri Hajjar is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 1997 and holds the Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Alisa Singhasri is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves on the Board of Directors for The Ninety-Nines, an organization supporting women pilots, and is the Vice Chairman of its San Fernando Valley chapter. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of financial solutions.

Paul Wishingrad is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary market assumptions and research from its Chief Investment Office and UBS Global Research.

Emmee Sarmiento Ferguson is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 1999 and holds the Series 63 and Series 65 designations. Ferguson serves on the finance committee of the Providence TrinityCare Hospice Foundation, providing oversight of the organization’s finances. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including proprietary research, market-making, and affiliated banking programs.

Gary Rosen is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked for nine years at Morgan Stanley Private Bank, N.A. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of financial planning and portfolio management solutions tailored using proprietary research from UBS’s Chief Investment Office and Global Research teams.

Kevin Dallahan is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and previously worked for Charles Schwab and Charles Schwab Bank for 10 years prior to joining UBS in 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Nicholas Schirripa is a CFA®-designated financial advisor with UBS Financial Services in Beverly Hills, CA, bringing 16 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Schirripa is involved in managing multifamily real estate properties through several entities, including serving on management committees and overseeing development projects. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based strategies tailored to client goals and risk tolerances.

Erik Wood is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, leveraging proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global research teams to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking programs.

Michael Gordon is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and Dakota Financial. Gordon is based in Beverly Hills, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Kenneth Josefsberg is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has been with UBS since 2009. Outside of his advisory work, he is involved in a home rental business related to the film industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Eunha Yi is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017. Prior to her advisory role, she spent two years in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to support client goals.

Ari Benchimol is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at IDB Capital Corp. and Israel Discount Bank of New York. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Karim Amiryani is a financial advisor at UBS Financial Services in Beverly Hills, CA, holding a Series 66 designation with 21 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a silent partner in an online fashion and accessories business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including principal trading and market-making, alongside a broad range of capital markets and lending programs.

Paul Carroll is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has two years of industry experience and previously worked at Pepperdine Graziadio School of Business and Pepperdine University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm operates with capabilities in institutional trading, wealth management, and capital markets services.

John Halperin is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Cary Biren is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has worked at First Republic Bank and its affiliated investment management and securities companies from 2006 to 2023 before joining UBS. He serves on the investment committee of Wilshire Blvd. Temple, contributing to the management of the temple's endowment portfolio. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining wealth management services with institutional trading capabilities and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Leticia Goenaga is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds the Series 66 designation and has been with UBS since 2012. Outside of her advisory role, she is involved with Studio Pilates in El Segundo, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Chad Cohen is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2011. Outside of advisory work, Cohen manages several rental properties and operates a property management website for his real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client plans.

Matthew Segalla is a financial advisor with UBS Financial Services, holding a Series 66 designation and nine years of industry experience. His career includes prior roles at Bank of America and Merrill, as well as early experience at the University of Southern California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor advice to client goals and risk tolerances.

Harvey Demsky is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding a Series 63 designation and possessing 56 years of industry experience. He has worked at UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Elan Hiutin is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co., Wedbush Securities Inc., and Hilltop Securities Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor plans to clients’ goals and risk tolerances.

Joseph Velez is a financial advisor with UBS Financial Services in Beverly Hills, CA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining UBS in 2017, he worked at Loyola Marymount University and its Controller's Office. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to customize client solutions.

Clark Bacon is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Margaret Lech Loubet is a financial advisor at UBS Financial Services with 35 years of industry experience. She has held positions at Merrill and Banc of America Investment Services, Inc. prior to joining UBS in 2011. She holds Series 63 and Series 66 designations and is based in Beverly Hills, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Eric Moreno is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Beverly Hills, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and research to support tailored investment strategies.

James Cain is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2011. His outside activities include overseeing the liquidation of assets and dispersal to beneficiaries for family trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Vivian Aguirre is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and has been with UBS since 2001. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Sunny Patel is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Morgan Stanley, WFG Investments, and USAA Financial Planning Services. Patel holds Series 63 and Series 65 licenses and operates an investment-related business, Patel Capital Management, focused on real estate and private investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Sheldon Fogel is a financial advisor at UBS Financial Services with 46 years of industry experience. He has been with UBS since 2005 and holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions supported by proprietary research and model-based asset allocations.

Mark Chenian is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Markus Han is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Raymond James, Project Marque, and North Italia, as well as academic involvement at Loyola Marymount University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and asset allocations. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Daniel Demsky is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Michael Leonard is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with UBS Financial Services since 2013. Leonard serves as a member of the board of directors for Mesivta of Greater Los Angeles, an educational organization. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides additional offerings such as custody, underwriting, and securities-backed lending.

Jeffrey Brunner is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through a platform that includes portfolio management, financial planning, and capital markets services.

Jonea Glaspie is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Bank of America, Merrill, Rockefeller Financial LLC, and J.P. Morgan Securities. Outside of her advisory role, she is the owner of Deane Ave Holdings LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Michele Grossi is a Series 66 credentialed financial advisor with 13 years of industry experience. She has worked at UBS Financial Services since 2017 and previously from 2007 to 2010, with a three-year period at MG Consulting in between. Grossi is based in Beverly Hills, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

Safra Gabaie is a financial advisor with UBS Financial Services, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2025, she worked at Morgan Stanley from 2017 to 2025 and at Waddell & Reed Inc. from 2016 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Aric Zamel is a CFP® professional with 26 years of industry experience, currently serving at UBS Financial Services since 2009. He is based in Beverly Hills, CA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Zamel serves as treasurer for the Young Israel Century City synagogue, overseeing its financial position. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.