Blair joined UBS Private Wealth Management as a Senior Vice President in 2015 and focuses on providing comprehensive wealth management and investments solutions to ultra-affluent entrepreneurs, corporate executives, families and foundations. With over 16 years of industry experience, Blair concentrates on creating and managing customized investment strategies for clients and utilizes a wide range of resources to assist clients in finding solutions for their financial needs. As a dedicated Private Wealth Advisor, he utilizes the full depth and breadth of UBS platforms, global experience and thought leadership to partner with his clients and help them meet their most important goals.

Previous experience

• Vice President, Financial Advisor with Bernstein Private Wealth Management
• Managing Director, GE Capital GE Capital—structured debt and equity solutions for large-cap institutional clients

Credentials and designations

• M.B.A. from Pepperdine University and B.A. from University of California, Irvine
• Private Wealth Advisor designation
• Endowment and Foundation Consultant designation
• UBS’s Portfolio Management Program (PMP) designation
• Holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0L87042)
• Forbes “Best-in-State Wealth Advisors”, 2019

Life

Philanthropy is a core tenet to Blair’s personal mission and he is dedicated to improving the lives of at-risk youth.

• Board Member for the San Diego County YMCA and sits on their Finance and Investment Committees
• Board Member for Enduragive
• Past Board Member for the Monarch School for children impacted by homelessness
• Raised over $1 million for at-risk youth by swimming the Catalina Channel (21 miles, 2011), circumnavigating Manhattan Island (28.5 miles, 2012), and completing a world record setting 228-mile relay from Santa Barbara to San Diego (2013) and other participation based-fundraisers
• Accomplished four-time Ironman triathlete and has competed twice in the Ironman World Championship in Kona, Hawaii
• Blair lives with his wife, Dr. Kelsey Cannon, and their two children in Solana Beach, CA

Registered States:
CA, CO, FL, HI, ID, IN, MA, ME, MN, MT, NH, NM, NV, NY, OR, PA, TX, VA, WA

Justin is a senior portfolio manager and Private Wealth Advisor. He designs and constructs client portfolios and helps determine the most efficient methods of executing the strategic investment plan for every client portfolio he manages.

Justin earned a B.S. in business administration with a concentration in finance from California Polytechnic State University, San Luis Obispo. He attended New York University’s School of Professional Studies, focusing on international finance and financial planning. Prior to joining UBS, Justin served as Vice President with Bear Stearns’ Private Client Division in New York City and with the Private Client Division of CIBC Oppenheimer.

Justin holds the Series 7, 31 and 66 securities licenses and is a licensed California insurance agent. He is also a graduate of the ACPM program held at Columbia University, earning the Certified Portfolio Manager designation. He applies his extensive experience in the derivatives markets to the portfolio design process.

A native of San Luis Obispo, CA, Justin and his family manage a working cattle ranch and avocado grove on the central coast. As a licensed pilot, Justin volunteers with Angel Flight West as a Command Pilot and serves on the organization’s board of directors. The organization arranges free, nonemergency air travel for children and adults with serious medical conditions and other compelling needs.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Dustin joined UBS as a Senior Vice President in 2019. Prior to joining the firm, he worked as Branch Manager and Client Advisor at the national Registered Investment Advisory firm, Mercer Advisors  for over 16 years.  During his time at Mercer, he worked with clients to assist in their asset management, financial planning, and estate planning needs.  A consistent top performer, Dustin was named Advisor of the Year in 2018, an accomplishment obtained by maintaining client relationships and assisting them with their financial and investment goals.

His passion and expertise lie in creating comprehensive financial plans that coordinate his clients investment portfolios with their life goals. Bringing together his client's short-term and long-term goals, Dustin is able to assist with:

• Cash Flow Management
• Balance Sheet Optimization
• Insurance Needs
• Income Tax & Retirement Plan Advice
• Estate Plan Reviews

To optimize his clients' portfolios, Dustin believes it is important to account for all parts of his clients wealth so he can optimize the structure of his clients Liquidity, Longevity, and Legacy portfolio components.

Dustin is a resident of La Costa. In his spare time, he enjoys spending time with his wife and two dogs, while still making time for exercise and time on the golf course.

Previous Experience

• Branch Manager & Client Advisor with Mercer Advisors

Credentials and Designations

• B.A. Business Economics, University of California, Santa Barbara

• College for Financial Planning

• Certified Financial Planner™

• Holds FINRA Series 7, 63 and 65 licenses

Registered States:
CA, CO, FL, HI, ID, IN, MA, ME, MN, MT, NH, NM, NY, OR, PA, TX, VA, WA

Dan analyzes the risks and advantages/disadvantages of various client investment opportunities in light of the client’s individual financial circumstances, with special attention paid to investment strategies that are suitable for their particular financial status, objectives, risk tolerance, tax exposure and other investment needs.

As a Certified Divorce Financial Analyst, Dan focuses on helping clients navigate the financial impact of divorce. He works with clients before, during and after such challenging situations.

Prior to joining UBS in 2009, Dan practiced law at Los Angeles-area firms in a wide variety of disciplines including trusts and estates, corporate litigation, family law and liability defense. However, he does not perform these functions at UBS.

Born and raised in Los Angeles, Dan earned a B.A. in sociology from the University of California, Santa Cruz, and a J.D. from the University of California, Hastings College of the Law. He holds the Series 7 and 66 securities licenses, is a Certified Divorce Financial Analyst and is a member in good standing of the California Bar Association.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, NH, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI, WV, WY

Kim is a CPA® and CFP® who focuses on providing tax-aware investment solutions tailored to each family’s individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families and nonprofit organizations. She is also the President of a local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity.

Kim earned a B.A. in economics with an emphasis in accounting at the University of California, Los Angeles. In addition, she holds the Series 7 and 66 securities licenses and is an Accredited Wealth Management AdvisorSM. In her spare time she enjoys volunteering, running and practicing karate at a local studio in Encinitas.

Registered States:
AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, KY, MI, MO, NC, NM, NV, NY, OH, OR, SC, SD, TX, WA, WI

Rachel joined UBS and Cannon Wealth Management Group at the end of 2018.  While new to the firm, she is not new to the wealth management industry.  Rachel has previous experience in both investment management and banking, beginning her career in 1994 with J.P. Morgan in London, England.  She transferred to New York City with BNY Mellon following their acquisition of J.P Morgan’s Securities Services division in 1996.  With BNY Mellon over the years, she has been Product Manager for the bank’s new straight-through execution and processing service and Assistant Vice President within the bank's International Sales and Marketing Division.   Most recently, Rachel was a Wealth Associate with BNY Mellon's Wealth Management subsidiary in San Diego.  During a break from BNY Mellon, Rachel spent four years as Department Manager of Trading at Brandes Investment Partners in San Diego.  

At UBS Rachel is our team’s lead support person and the primary contact for the daily needs of our
clients.  She collaborates with others on the team to help enhance client relationships and assist in ensuring that we are providing the highest level of service possible.  Rachel leverages the breadth and depth of her securities industry knowledge in her role, assisting with the development and management of all business activities and initiatives.   

She currently holds FINRA Series 7 and 63 licenses.

Rachel was born in Oregon and attended the University of Oregon after being awarded a four-year Presidential Scholarship.  She graduated as a member of the Phi Beta Kappa Honor Society for academic performance.  Rachel now lives in Solana Beach with her 14 year old son and two dogs.   Passionate about the importance of early childhood education, she spent the last decade teaching advanced reading and math as a volunteer at Skyline Elementary School.   In her spare time, Rachel enjoys traveling, skiing, running, and spending time with her son.  

Registered States:
CA, CO, FL, HI, ID, IN, MA, ME, MN, MT, NM, NV, NY, OR, PA, TX, VA, WA

Victoriya joined UBS in 2015 and the team in 2018.

Victoriya began her career at an estate planning and business law firm, where she was employed for over six years supporting high net worth clients with their estate planning, as well as business, retirement, life insurance and tax planning goals and needs.

Victoriya utilizes the expertise she obtained, particularly regarding trusts, estates and business entities, to assist our private wealth clients.

Some of Victoriya’s additional responsibilities include marketing, business development, trading and investment execution, performance reporting, cross collaboration with specialists across the firm and investment manager due diligence.

Victoriya received a B.A. in political science with a Minor in global studies from the University of California, Los Angeles. Victoriya also holds the Series 7 and 66 securities licenses.

Registered States:
AZ, CA, CT, DC, FL, GA, MA, NJ, NY, TN, TX, UT, WA

Registered States:
CA, CO, DE, FL, HI, ID, IL, IN, MA, MD, MI, MT, NC, NH, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA, WY