Bill has 38 years of history advising private clients. He joined UBS in 2008 after spending 19 years at Goldman Sachs (1981–2000) and eight years at Lehman Brothers (2000–2008). A native of Seattle, Bill earned his B.A. from UCSB in 1979 and his M.B.A. from UCLA in 1981. Outside of UBS, Bill has served as the Chairman of the Board of Trustees for the John Thomas Dye School in West Los Angeles.

Registered States:
AL, AZ, CA, CO, CT, FL, HI, ID, IL, LA, MA, MD, MI, MN, MT, NC, NE, NH, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI, WY

Ryan has 19 years of experience advising affluent individuals, multi-generational family groups and foundations. He joined UBS in 2008, following eight years in the Private Investment Management division of Lehman Brothers (2000–2008). Ryan has been recognized by Forbes, Barron's, and the Financial Times as one of the top financial advisors in the country (Financial Times "Top 400 Financial Advisers," 2019, 2018, 2017, 2016;  Forbes “Best-In-State Wealth Advisors,” 2019; Barron's “Top 1200 Financial Advisors,” 2019).

A native of La Jolla, California, Ryan earned his B.S. from USC's Marshall School of Business in 2000 and his MBA from UCLA's Anderson School of Management in 2005 while working at Lehman Brothers. While at USC, Ryan was part of the NCAA National Champion water polo team. Outside of work, Ryan is a member of the Investment Committee for the Santa Monica Education Foundation and is a past member of the Los Angeles Board of Gen Next, a non-profit organization focused on advancing economic growth, education, and international security.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, 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

Kirk has 26 years of experience advising wealth family groups, public company executives and private business owners. He joined UBS in 2008, following six years in the Private Investment Management division of Lehman Brothers where he led one of the firm's five Corporate Executive Services teams.  From 2000 – 2002, Kirk worked at Morgan Stanley in their Private Wealth Management (PWM) division.  From 1998 – 2000, Kirk worked in Bear Stearns Middle Markets Institutional Group where he advised banks, insurance companies and asset managers on fixed income investments.  Kirk was a Sales Manager at PaineWebber from 1993 – 1998.

Kirk has been committed to lifelong learning and education.  He earned the Certified Financial Planner (CFP) designation in 2013 and the Chartered Financial Analyst (CFA) designation in 1999.  Kirk is a member of the Los Angeles Society of Financial Analysts.  As a student-athlete, he earned a B.S.E., Bio-Medical Engineering, and a B.A., English, at Arizona State University.  He played on the Arizona State 1987 Rose Bowl Championship football team, was Special Team's Demon Award winner and was named Academic All PAC-10 team as a running back. 

Registered States:
AL, AZ, CA, CO, CT, FL, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NE, NH, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI, WY

Ryan joined UBS in 2016, after spending the first six years of his career working with real estate and alternative equity/debt investments geared towards institutions and high net worth individuals. Ryan attended the Marshall School of Business at the University of Southern California in 2008. His participation in USC's entrepreneurship program inspired him to start an eco-friendly surf apparel company out of his dorm room. Ryan is currently studying for level II of the CFA program. A native of Orange County; Ryan is an avid golfer, surfer and a spontaneous traveler in his free time.

Registered States:
AL, AZ, CA, CO, CT, FL, HI, ID, IL, LA, MA, MD, MI, MN, MT, NC, NE, NH, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI, WY

Nancy has 15 years of experience as a client services and investment associate. Before joining UBS in 2008, Nancy held similar roles at Lehman Brothers and Merrill Lynch. She earned a B.A. in economics from the University of Southern California, and her M.B.A. from UCLA.

Registered States:
AZ, CA, FL, ID, IL, NV, NY, TX, UT, WA

Alanna joins UBS following 4 years with Wells Fargo and 5 years with Merrill Lynch.

With 10 years of experience in Wealth Management, Alanna works with ultra-high net worth individuals, families, business owners and private foundations, utilizing a comprehensive approach where financial planning drives investment strategy. In 2013, while working at Merrill Lynch in NYC, Alanna earned the CFP® designation. Alanna works closely with our clients to build and maintain in-depth and dynamic financial plans, centered around the client's goals and needs.

Alanna studied in her University’s Honors program, and earned her bachelors in History and Finance at Yeshiva University in New York City. Alanna was raised in Los Angeles and is grateful to be raising her two young daughters in her native hometown. Alanna is a hiking and travel enthusiast. Alanna and her children are actively involved in local community charities, Touch of Kindness LA and Chai Lifeline, non-profits that serve underprivileged families in need of food, and support children and their families facing cancer and other serious pediatric illnesses.

Cheryl has 22 years of financial services industry experience. Prior to joining UBS in 2008, Cheryl worked at Lehman Brothers and Donaldson, Lufkin & Jenrette. Cheryl earned a B.A. from California State University at Long Beach. She is a native of Whittier, CA.

Registered States:
AZ, CA, FL, ID, IL, NV, NY, TX, WA