Experience Makes all the difference

As members of the Private Wealth Management Group at UBS, we specialize in addressing the wealth management needs of ultra-affluent individuals, families, and institutions. Headquartered in Manhattan Beach, we work to provide clients with customized advice, intensive service, and a holistic perspective to support and guide them through a wide range of financial issues. Our team is differentiated by our experience, knowledge, and unwavering commitment to serve clients exceptionally well. While these factors may sound simple, our record of sustained service and intra-family relationships attest to their value. Our selective focus on multi-generational families has provided us with insight into the opportunities, challenges, and needs that such families face. We are privileged to serve preeminent families throughout the United States, helping them grow, preserve, and transfer their wealth effectively.

Gustavo A. Amaral, CFP®, CIMA®, CPWA®, CRPC®

Managing Director - Wealth Management
Senior Portfolio Manager
424-301-3819

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Gary Amaral is a founding partner of Amaral Wealth Management, a wealth management team within the Private Wealth Management Group at UBS. Gary has provided wealth management advice and services to affluent individuals, families, and business owners since 1997.  Gary spent eighteen years at Merrill Lynch in the Private Banking and Investment Group prior to joining UBS in 2015.

As a Private Wealth Advisor, Gary works closely with affluent and ultra-affluent families to design and implement cohesive strategies that respond to the demands of significant wealth. Gary is skilled in multiple disciplines, including investment management, trust and estate planning services, credit and lending, family office services, and philanthropy. He draws on his years of experience in advising highly successful families, corporate executives, and business owners; helping them to preserve, grow, and transfer wealth in the most effective manner possible. Gary provides detailed investment consulting services including investment strategy and asset allocation, and is a specially qualified Portfolio Manager in the UBS Portfolio Management Program (PMP). As a Portfolio Manager in this program, Gary creates and implements customized investment strategies and proprietary model portfolios, in addition to providing traditional advice and guidance.

Gary received a Bachelor’s degree in Finance from the University of Nevada Las Vegas and an M.B.A. from the Marshall School of Business at the University of Southern California.  He has attained numerous financial designations such as the CFP®, CIMA®, CPWA®, and CRPC® and has been recognized as a Barron's Top 1000 and Financial Times Top 400 Advisor.

Gary lives in Manhattan Beach, California with his wife Elisa and daughters Jasmine and Vanessa.  In his free time he enjoys playing golf, literature and travel.


Registered States:
AZ, CA, CO, CT, DE, FL, HI, IA, IL, IN, MA, MD, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI, WV


Deepak Danavar, CFP®, CIMA®, CPWA®, CRPC®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Planning Counselor (CRPC®)
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310-859-5438

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Deepak Danavar is an Account Vice President and Financial Advisor with Amaral Wealth Management.  Deepak provides financial guidance to clients and their families by taking a holistic approach to wealth management.  Each family he works with has unique and complex financial lives and he enjoys collaborating with them to address their biggest financial challenges.  Deepak utilizes a disciplined financial planning process to gain a firm understanding of family goals, attitudes toward risk, and personal values and leverages the intellectual capital of his team--and vast global resources of UBS--to develop and execute each plan.

Deepak has earned a B.S. from the University of California, Irvine and an M.B.A. from The Wharton School, University of Pennsylvania and holds several advanced designations in the field of Financial Planning.  These include the Certified Financial Planner ™ (CFP®) certification, the Certified Investment Management Analyst (CIMA®), the Chartered Retirement Planning CounselorSM (CRPC®) designation and the Certified Private Wealth Advisor® (CPWA®) designation offered in conjunction with the University of Chicago, Booth School of Business.

When not working with clients, he spends time working with the people of his community.  Through involvement with Adopt a Family, The Wharton Club of Southern California and Minds Matter, he strives to make a positive impact on society and the environment.  Deepak resides in Los Angeles with his wife Sonia and their three children.  In his spare time, Deepak enjoys spending time with his family and friends, playing golf, tennis, snowboarding and traveling.


Registered States:
AZ, CA, CO, CT, DE, FL, HI, IA, IL, IN, MA, MD, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI, WV


Christopher John Harrer

Financial Advisor
424-301-3825

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Chris Harrer is a Financial Advisor with Amaral Wealth Management.  Chris serves as a primary trusted advisor to entrepreneurs, high-net worth families, and business executives offering investment management, trust and estate succession planning and wealth transfer strategies by taking a holistic approach as well as providing private banking solutions. Prior to joining Amaral Wealth Management, Chris spent over 20 years as a successful entrepreneur and previously was Vice President & Senior Wealth Strategist at Northern Trust.

Chris has earned a B.B.A. degree from Loyola Marymount University, and an M.B.A. and M.S.B.A. degrees from the University of Southern California.  Since 2002, Chris has served as an Adjunct Faculty member at the USC Marshall School of Business where he has won the student voted Golden Apple Teaching Award and has been inducted in the all-university honor society Skull & Dagger Society. He is also past Chairman of USC Marshall Partners and USC Marshall Alumni Association, and past USC Board of Governors member.

When not working with clients, Chris gives back to the community while serving on the Board of Directors of Didi Hirsch Mental Health services, where he served as Chairman of the Board from 2016 – 2020, and he supports law enforcement initiatives as a supporter of the CHP 11-99 Foundation and the LAPD Eagle and Badge Foundation.  Chris resides in Malibu with his wife Tiffany and has four grown children. In his spare time, Chris enjoys spending time with his family, playing golf, running, and stand-up paddle boarding.


Registered States:
AZ, CA, CO, CT, DE, FL, HI, IA, IL, IN, MA, MD, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI, WV, WY


Gregory Mark Buelet, CFP®, CIMA®, AWMA®, ChFC®,

Associate Director
Wealth Management Analyst
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Chartered Financial Consultant (ChFC®)
424-301-3820

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Gregory Buelet is an Associate Director and Senior Wealth Strategy Associate with Amaral Wealth Management. Greg began his financial services career in 1994. He spent five years at Goldman Sachs and sixteen years at Merrill Lynch in the Private Banking and Investment Group prior to joining UBS in 2015. Greg contributes to wealth management strategy, investment research and portfolio management. He applies his quantitative skills and market insight to help advance client goals and objectives.

Greg earned his Bachelor's Degree in Business Management from Pepperdine University in Malibu, California and holds several advanced designations in the field of finance and wealth management. These include the Certified Financial Planner™ (CFP®) certification, the Certified Investment Management Analyst® (CIMA®) certification, as well as the Chartered Financial ConsultantSM (ChFC®), Accredited Wealth Management AdvisorSM (AWMA®) and Chartered Retirement Planning CounselorSM (CRPC®) designations;  certifications and designations awarded by the Certified Financial Planner Board of Standards, the Investments & Wealth Institute, the American College of Financial Services and the College for Financial Planning, respectively.


Registered States:
AZ, CA, CO, CT, DE, FL, IA, IL, IN, MA, MD, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI, WV


Alexandra John Markulis

Client Service Associate
Chartered Advisor in Philanthropy (CAP)
424-301-3821

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Alexandra is a Registered Client Service Associate with Amaral Wealth Management. Alexandra earned her Bachelor’s degree from the University of California, Santa Barbara and has worked in UBS Private Wealth since 2018.  Alexandra provides support in multiple phases of client service, relationship building, and account maintenance. She is particularly attuned to the nuances and requirements that make each client family distinctive. Her goal is to provide outstanding administrative support and exemplary client service. Ali lives in Rancho Palos Verdes, California and enjoys running, baking and spending time with family and friends.

 


Registered States:
AZ, CA, CO, CT, DE, FL, IA, IL, IN, MD, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI, WV