Dr. Bob Levin began his Wall Street career in 2001 and is a former pharmaceuticals analyst, practicing physician and business owner. Today, he directs a wealth management advisory team that specializes in working with the founders, investors and owners of large, successful healthcare (HC) businesses in all sectors of the industry. In collaboration with other professionals he shows his clients a disciplined process to unlock the value from their business —helping  them achieve their personal goals without having to rely on the income from the business. Bob takes pride in conducting that process with professionalism and integrity.

Originally from Detroit, Bob began his entrepreneurial career as a teen when he founded and grew a service company and paid for college with it. Wanting to make a difference, he embarked on a health care journey to be a physician. He entered the University of Michigan as a sophomore and received his B.S. in Cellular and Molecular Biology in 1981 and M.D. in 1985. He completed a residency in pediatrics at Children’s Hospital of Los Angeles in 1988 and worked as a pediatrician until 2000.

But he missed the excitement of business and decided to advance his business acumen. He attended Johns Hopkins Carey Business School for one year and was a medical consultant to a venture capital fund. From 2001 – 2002, he worked as a pharmaceutical analyst at JPMorgan Chase in New York City. After this experience he decided he wanted to work directly with private HC business owners so in June 2003 he joined the Global Private Client Group at Merrill Lynch in Beverly Hills, CA. He founded a large wealth management advisory practice that initially focused on the needs of physicians and their businesses and in May 2006, he earned the CFP® certification by the Certified Financial Planner Board of Standards, Inc.

As Bob's wealth management practice grew and expanded in scope, he began working more with the founders, investors and owners of large, successful HC businesses—in all sectors of the industry. Many wanted to gain liquidity but didn't know all their options, the market value of their business, or the difference between business attractiveness and owner readiness. Bob introduced them to a process that could help them unlock the value from their business.

In February 2016, Bob’s team moved to UBS Financial Services Inc. in Beverly Hills, CA and in May 2020, Bob obtained the Certified Exit Planning Advisor (CEPA®) certification from the Exit Planning Institute (EPI) in order to further help his clients.

Away from work Bob likes sports, music, philosophy, history and travel. He especially enjoys any water–related destination with his wife and kids. He has learned that it's called a vacation when you are alone with your wife but a family trip with your kids.

Registered States:
AK, AZ, CA, FL, GA, IL, MA, MI, MO, MT, NJ, NY, PA, TX, VA

Alisa is a Wealth Management Associate and has worked in the financial services industry since 2004. As the inside support for the team, she administers all the aspects of client accounts including securities transactions, cash management and managed account administration. Her primary focus is to maintain and facilitate account servicing needs for our high net worth clients. Alisa earned an M.B.A. in technology management from the University of Phoenix and holds the Series 7, 63 and 65 securities licenses and is insurance licensed. She resides in Northridge, CA, with her two daughters and enjoys participating in charitable events, various outdoor activities, flying and traveling, especially going on cruises around the world.

Registered States:
CA, MO

David is a Senior Wealth Strategy Associate who joined our team in 2017 and provides clients with wealth planning strategies and advice related to asset protection, wealth transfer and succession planning. He also acts as a portfolio manager on the team. He performs financial modeling and analysis and conducts research on all investments. David grew up and lives in Los Angeles, graduating from the University of California, San Diego with a B.A. in international economics in 2013. He worked as a premier banker at Wells Fargo in San Francisco before joining UBS. He holds his Series 7 and 66 securities licenses, as well as California life and health insurance licenses. When not working, he enjoys reading, staying active by running and exercising, cooking, traveling and spending time with friends and family.

Registered States:
CA, MO, WA, WI

Michelle Rosenberg is a Client Service Associate and has worked in office management since 2001. She is involved in all aspects of client relationships including portfolio reviews. Michelle graduated from Touro College in New York with a bachelor’s in business management. She is an active member of several charitable and community organizations in the Los Angeles area. Michelle enjoys a rich family life and is a mother and grandmother.