Aric is a Managing Director of Wealth Management and Senior Portfolio Manager at UBS Financial Services Inc. His business focuses on providing wealth management solutions to high net worth families and helps his clients address issues in four main areas: Investment Management, Lending, Retirement Plans, and Estate Planning.
 
Aric began his financial services career at Credit Suisse First Boston in 2000 while he was attending UCLA . Upon graduating magna cum laude in 2001 he joined Citigroup as a Financial Advisor. In 2009, Aric joined the Beverly Hills office of UBS where he currently manages portfolios for over 150 families. He was ranked among the "Top 35 Advisors Under 35" in the country within UBS from 2013-2014, and in the On Wall Street Top 40 Advisors Under 40 in the U.S in 2017. In 2018 Aric was recognized by Forbes as one of the Best-In-State Wealth Advisors in California and in the top 10 Next-Generation Wealth Advisors in the U.S. He has also earned his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor (CPWA®).

Aric, together with his wife and four children, live in Los Angeles, CA.  They are both active in numerous charitable and political organizations, and Aric currently sits on the board of directors for two local non-profit organizations.

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

Silvia has worked in the financial industry for over 20 years.  Prior to joining UBS she worked at Morgan Stanley.  Silvia is responsible for all administrative work related to client accounts, which includes account opening, transfers, disbursements, wires, credit lines, and all related paperwork.  She also assists with account reviews and the resolution of complex banking and brokerage issues.

Prior to joining UBS, Yev worked for 3 years at Merrill as an Investment Specialist and Relationship Manager in the Phoenix, Arizona area. His responsibilities included working with a book of high net worth clients, assisting in managing their investment portfolios, asset consolidation, and helping with advanced trading strategies. His financial experience also includes an internship at a boutique investment firm in Los Angeles. Yev graduated at the top of his class from the University of Arizona where he majored in Finance. He holds his Series 7 and 66 licenses, as well as his Health and Life Insurance license. In 2019 he earned the Certified Investment Management Analyst (CIMA®) certification, administered by the Investments & Wealth Institute and taught in conjuction with the Wharton School, University of Pennsylvania. In his role as a Senior Wealth Strategy Associate, Yev oversees portfolio allocations, trade executions, market research, and marketing for the team.

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, PA, SD, TN, TX, UT, VA, WA, WI, WY

Prior to joining the team, Connor worked for 2 years as a Wealth Planning Associate at UBS in the Beverly Hills, CA office. He worked closely with Financial Advisors as they helped their clients pursue their goals through comprehensive planning. His responsibilities included developing retirement plans for high net worth clients, coordinating risk and liability reviews, and driving planning penetration across the market. He graduated from California Lutheran University in 2014 with a B.A. in Economics and a minor in Business Administration. He holds his Series 7 and 66 licenses as well as his CERTIFIED FINANCIAL PLANNER™ designation. In his role as a Wealth Strategy Associate, Connor helps develop financial plans for Aric's clients, which include retirement and cash flow analysis, estate planning, risk and liability management.  

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY