Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Kenneth "Ken" Josefsberg

Senior Vice President - Wealth Management
Financial Advisor
310-281-3807

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Ken joined UBS in April 2009 and has over 20 years experience in the financial services industry. As a Partner in the Rodeo Wealth Management Group, he provides customized investments solutions to ultra-high net worth individuals, institutions and family offices. Prior to joining UBS, Ken was a Sr. Vice President at Wells Fargo Investments in the Private Client Services division. Ken sits on numerous non-profit Boards mostly related to children. Ken and his wife Lisa live in Cheviot Hills with their two daughters Natalie and Stella. Ken's interests include triathlon, skiing and golf.


Registered States:
CA, DE, FL, MT, NC, NJ, NV, NY, OR, TX, UT, WA


Nikolas Adell

Senior Vice President - Wealth Management
Portfolio Management Program Financial Advisor
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Nikolas Adell  has been with UBS Financial Services since 2004 and started his career in the Financial Services Industry with major wire houses in 1998. He is Vice-President Investments and holds Series 3,63,65 & 7 as well as California Life & Health Licenses. Outside of the office he enjoys playing golf, skiing,


Registered States:
AZ, CA, FL, LA, NC, NY, OR, VA


Shawna L. Rule

Client Service Associate
310-281-3833

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Michael R. Mckenzie

Director
310-281-5846

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After graduating from UCLA in 2000 with a degree in Economics, Michael began his career in the industry at PaineWebber as a margin clerk/wire operator.  He has spent the majority of his 18 year career in the Los Angeles area with UBS Financial Services teaming with advisors and clients to find innovative solutions for their investment and administrative needs.  He is well positioned to guide his colleagues toward their goals due to holding management roles in Operations, Administration, Supervision, and Sales and is currently the Market Administrative Officer for the West LA Market leading a team of 110 professionals.  He enjoys outdoor activities with his family, including soccer, volleyball, hiking, and attending concerts and sporting events.

 


Registered States:
CA, FL, HI, IL, OR, UT