We are committed to bringing you the reassurance that you’ve planned well for the long term. We know the effort it takes to maintain your lifestyle amid an unpredictable earnings stream. Our team recognizes the difficulties of finding time to stay on top of your investments and financial planning, given your hectic schedule. That’s why we provide comprehensive wealth management services focused on the unique needs of the media and entertainment community – from attentive client service to sophisticated portfolio management, we give you peace of mind to focus family, business and creative endeavors.
David Bryan Schachter
Senior Vice President - Wealth Management
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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.
AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NJ, NM, NV, NY, OR, PA, TN, TX, UT, WA, WY
Vice President - Wealth Management
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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.
AR, AZ, CA, CO, CT, FL, ID, IL, IN, LA, MA, MD, MI, MN, NJ, NM, NY, OR, PA, TN, TX, WA, WY
Tony De La Rosa
Account Vice President
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Tony began his career working as an analyst for a boutique investment banking and asset management firm in New York. 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, entrepreneurs and affluent families guiding 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 was born and raised in Santa Monica and currently lives in Pacific Palisades with his wife and daughter.
AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NJ, NM, NV, NY, OR, PA, TN, TX, WA, WY
Jonathan joined UBS in 2017 as a Client Service Associate and is dedicated to fostering a positive client experience. He is responsible for managing all administrative and operational functions of the team. Before working at UBS, he interned at Waddell and Reed.
Jonathan graduated from California State University, Northridge with a B.A. in Finance. While attending CSUN he was part of the Financial Planning program. He is a Southern California native who was born and raised in the San Gabriel Valley. In his free time he enjoys surfing, climbing, camping, and backpacking.
CA, FL, IL, NV, NY, TX, WY
Petar is a Registered Client Service Associate and 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, California 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. He was also a member of the Men's Division I Soccer team. In his spare time Petar enjoys playing tennis and soccer, boating, skiing, going to the beach, and traveling. Petar holds his Series 7 and Series 66.
CA, MD, NY, TX