Marc has spent his entire career in wealth management with UBS, dating back to 1979. During his 37 years with the firm, he has found success by providing best in class service and strategic expertise to the families and institutions he works with. Marc structures and implements the high-level estate, tax, and investment planning and oversees the portfolio construction and management for the group's client base.

Industry Recognition:

• Barron’s Top 1000 Financial Advisors – 2011, 2012, 2013, 2014

• Financial Times Top 400 Advisors – 2013

• Research Magazine - Top 100 Advisor in California

• Southern California CEO Magazine - Top 25 Advisor

Marc earned a Bachelor's Degree in Chemistry from California State University, Fullerton and is active in local schools and charities. Marc and his wife, Rhenda, live in Newport Heights.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MI, MT, NJ, NM, NV, NY, OH, OR, SC, SD, TX, UT, VA, WA

Tom is a credentialed UBS Wealth Advisor and has over 30 years of experience in the financial services industry. During his career he has maintained a concentrated focus on providing sophisticated wealth management services to select entrepreneurs both after liquidity event and during their business growth phase. Tom has also maintained an emphasis on high level corporate executives and successful families with multi-generational wealth.

Client relationships begin with financial planning including discussions on business successions, business strategy, philanthropy and retirement planning. Implementation includes asset allocation, investment management, investment consulting and detailed financial projections. Tom also has over ten years of corporate financing experience with both private and corporate banks. He began his wealth management career in 1996 and has been with UBS for 6 years.

Tom's professional credentials include a CIMA® (Certified Investment Analyst), and a CRPS® (Certified Retirement Plan Specialist). Tom holds a B.A. in Economics from Rutgers University. In his spare time, he is active in open water swimming , golf, and spending time with his wife of 33 years along with his three adult daughters. Tom resides in Corona Del Mar but enjoys spending time at his home in New England.

Registered States:
AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, MA, MI, MT, NC, NJ, NM, NV, NY, OR, SC, SD, TX, UT, VA, WA

Blake joined his father at Foster Wealth Management in 2009 after graduating from Loyola Marymount University with a B.B.A degree with concentrations in both finance and entrepreneurship. He specializes in alternative investments, financial planning, and educating our client's next generation on investing. Blake understands the discipline and commitment required to train and compete at a high level in Ironman Triathlon races.

• Forbes "America's Top 500 Next Generation Wealth Advisors"- 2017, 2018 and 2019

Blake lives in Newport Beach with his wife Sarah and their two children, Emma and Bennett. He is an active member of the Newport Harbor Yacht Club and Big Canyon Country Club.  His hobbies include golf, boating, fishing, mountain sports, and wine.

Registered States:
AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MO, MT, NJ, NM, NV, NY, OR, RI, SC, SD, TX, UT, VA, WA

Brian helps oversee the management of FWM's equity, derivative, and fixed income portfolios, develops and implements estate and insurance planning and structure, and advises on real estate and mortgage financing.  Brian is active with USC, Loyola High School, and the Augie's Quest ALS Foundation.  Brian has been named to the UBS Director's Council every year from 2015 through 2019.

• Forbes "America's Top 500 Next Generation Wealth Advisors" -2017, 2018 and 2019

Brian started with UBS in 2010 after completing his MBA in International Finance at Loyola Marymount University.  Prior to joining UBS, Brian worked for five years in private equity and structured finance in commercial real estate.  Brian graduated from USC with a Bachelor's Degree in Finance in 2005.  Brian, his wife Kristen, and their two sons Will and Bradley reside in Newport Heights.

Registered States:
AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MO, MT, NJ, NM, NV, NY, OR, RI, SC, SD, TX, UT, VA, WA

Ryan has 25 years of experience in financial services, all with UBS, and has been with the Foster Wealth Management Group since 1999. Ryan oversees the fixed income trading operations and execution, cash management, and new issue syndicate trading.  Ryan graduated from California State University, Long Beach with a Bachelor's Degree in Finance.  Ryan resides in Orange with his wife Cathy, and two children, Mia and Rayne.

Registered States:
AZ, CA, CO, FL, HI, MT, NM, TX

Tyler joined UBS after working as a data analyst at a New York securities litigation firm, where he applied econometric models to analyze client damages in class action lawsuits and helped develop mathematical models to identify potential securities claims. He was born and raised in Irvine, CA, and received his B.S. in Mathematics/Economics from the University of California, Los Angeles.

Registered States:
AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MA, MI, MT, NJ, NM, NV, NY, OR, SC, SD, TX, UT, VA, WA

Mercede first joined UBS in 2001 working in an administrative position. She later joined Raymond James and worked there as a registered sales assistant for seven years. Mercede was recruited back to UBS in 2013 by the Foster Wealth Management to run the operational side of the group's business. Mercede is integral to clients, serving as their point person during the onboarding process, orchestrating all internal and external money and investment account transfers, and dealing with all other operational items.  Mercede is an active athlete, playing in soccer and softball leagues as well as extreme endurance sports.  She attended Fullerton College prior to joining UBS.

Registered States:
CA

Victoria has over seven years of experience in the wealth management industry.  During her career, she has served in numerous capacities including client service, management support, and operational training.  Victoria maintains a Series 7 license and enjoys helping high net worth families with their operational requirements. She enjoys spending time with her husband of three years as well as her 9 month old son. In her spare time, Victoria is passionate about exercise and cooking. She is a California native and resides in Orange County.

Registered States:
AZ, CA, FL, GA, HI, IL, MA, MI, MT, NC, NJ, NM, NV, NY, OR, SC, TX, UT, VA, WA

Trent joined UBS Wealth Management as a college intern in 2017 and was later hired as a Client Service Associate in Long Beach upon his graduation. In 2019 he was transferred to the Newport Beach UBS office to assist management.

He later joined Newport Legacy Wealth Management in 2020 where he assists the team with market research, appointment preparation, and administrative duties.

Trent graduated from California State University, Long Beach where he received his B.S. in Business Administration with a concentration in Finance. Trent is an avid car enthusiast and enjoys driving the 1963 VW Bug he recently finished restoring with his dad. In his free time he enjoys golfing, taking his two dogs to the beach, and camping.

Registered States:
CA