Beverly Hills, CA South Rodeo Dr Office

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.