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

Dane works closely with entertainment clients, tech entrepreneurs and individuals that have had liquidity events. He provides guidance on how best to reduce concentrated positions and structure strategic asset allocations that align with personal and family goals. His objective as a trusted advisor is to take a holistic approach incorporating liability management and estate planning, along with tax optimization to provide thoughtful advice and solutions.

Prior to joining UBS, Dane spent two years with Morgan Stanley Smith Barney. Dane attended Loyola Marymount University, majoring in International Finance and Art History. He is a Los Angeles native and he currently resides in Venice Beach.

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

Petar started his career at UBS as an intern in 2015. He is dedicated to fostering a positive client experience and is responsible for managing all investment and operational functions of the team. Petar was born and raised in Fresno, CA, where his family owns and manages a vineyard. He moved to Los Angeles, where he graduated with honors from Loyola Marymount University with a B.A. in finance. While attending LMU, he was co-manager of the Student Investment Fund, managing domestic large-cap equities for the School of Business Administration.

Petar, who was also a member of the men’s Division I Soccer team, plays tennis and soccer. In his spare time, he also enjors boating, skiing and traveling. Petar holds his Series 7 and 66 securities licenses.

Registered States:
CA, MD, NV, NY, TX