Understanding Comes from experience

We recognize today is a different world where people value wisdom over information. That's why it's so important for clients to choose a financial advocate who can offer the advice they need to confidently embrace the future. Our team of seasoned Advisors and service professionals are committed to listening to every client, assessing their priorities and developing a clear, actionable plan for ensuring each wealth-related decision works together toward the goals they've set. Equally important, though, are the relationships we build–our clients are truly our most valued assets.

Kreg Ian Pearless

Executive Director
Branch Manager
Complex Director
310-859-5011

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In his current role as Executive Director - Beverly Hills Complex Director in the West Los Angeles Market, Kreg leads 58 financial advisors to deliver the full range of the firm's capabilities, expertise, and solutions to ultra-high net worth families. In his prior role as Branch Manager of Houston in the Texas region of UBS Private Wealth Management, Kreg worked with Private Wealth Advisors to deliver the firm, and prior to that, he spent three years at UBS Private Wealth Management in Boston serving in various capacities. In his free time he enjoys golf, cycling, running and almost anything outdoors. Kreg received a B.A. in Finance from Babson College in Wellesley, MA.


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


Michael R. Mckenzie

Director
Assistant Market Head
310-281-3846

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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 75 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


Mane Aslanian

Market Technology Specialist
310-281-3802

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Mane Aslanian joined the UBS team in 2018 and is the Digital Specialist for the West Los Angeles Market. She is responsible for supporting the WMA technology platform and its users through education and training of FAs/CSAs on platform and application capabilities. She works closely with the Market Head and management team, Field Development and Productivity organization. Mane began her investment banking career in 2015 when she joined Merrill Lynch as a Registered Client Associate providing dedicated operational and client support for a team of Financial Advisors, as well as actively assisting with a range of administrative and client requests. Mane graduated from California State Polytechnic University, Pomona with a degree in Psychology, and holds her series 7 and 66 securities licenses. 

 


Linda Jacobsen

Executive / Team Assistant
310-281-3891

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Linda joined the West LA Market in March, 2017 with over 30 years in the financial services industry. She previously held roles at UBS as a Sr. Client Service Associate, Branch Administrator and Executive Team Assistant in the former Southwest Regional Office. Linda strives to provide 5 star, concierge service to all she comes in contact with. A graduate of Miami University in Oxford, Ohio, Linda currently resides in Sherman Oaks, CA.