At UBS, John concentrates on in-depth wealth management strategies and comprehensive financial planning. In addition to being a Senior Vice President of Wealth Management, he is a Senior Portfolio Manager for Bel-Air Wealth Management, specializing in portfolio management.

John's background and experience span over 40 years in finance including investment banking, financial services and banking regulation. His career in wealth management began 20 years ago with Merrill Lynch and he eventually managed their office in Santa Monica. He joined UBS in 2005 and in 2010 he became a  partner of Bel-Air Wealth Management. He holds an MBA in finance from the University of North Texas and a BBA in finance from the University of Iowa. He holds his Series 7, 8, 66 and 31 securities licenses in addition to being a Certified Investment Management Analyst® and CERTIFIED FINANCIAL PLANNER™ professional. John is named a 2020 Best-In-State Wealth Advisor for California by SHOOK Research and Forbes.

John and his wife, Ellen, live in Beverly Hills and enjoy tennis, skiing and traveling. They are active members of the Riviera Tennis Club, the Jonathan Club and Friends of Contemporary Art.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA