Tony began his career working as an analyst for a boutique investment banking and asset management firm in New York. His experience includes corporate due diligence, financial analysis, and a thorough understanding of alternative investments. Since joining UBS in 2011, Tony complements the team's advisory practice focusing on income and growth investing and financial planning. He works with clients in the entertainment industry, affluent families and business owners, helping guide them through all three major financial cycles: wealth accumulation, preservation and transfer.

He holds a B.A. in Business Management Economics with Honors from the University of California, Santa Cruz. He is on the Steering Committee for Sports Spectacular, an organization focused on funding diabetes research for Cedars-Sinai Medical Center, and is active within the Westside soccer community. Tony is a Los Angeles native, living in Pacific Palisades with his wife and newborn daughter.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NJ, NM, NV, NY, OR, PA, SC, TN, TX, WA, WY

David has dedicated his entire career to pursuing excellence in the financial services industry. He enjoys spending time educating his clients and providing them with clear insights and a complete picture of their financial situation. By focusing on tax-efficient investing, asset allocation and the transfer of wealth between generations, David is experienced in uncovering the hidden value in the various pockets of the markets.

David is a New York native and studied at the University of Southern California where he earned a degree in Business Administration. He cofounded the USC Second Decade Society, is a former board member of the USC Trojan Club, and a Steering Committee member for Sports Spectacular, an organization focused on funding diabetes research for Cedars-Sinai Medical Center. He lives in Calabasas with his wife and two children.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, WA, WY