After graduating from UCLA in 1986 with a BA in economics, David joined one of the country's largest accounting firms, Deloitte Haskins and Sells. After earning his CPA designation as an auditor and tax specialist, he spent the next two decades building a career as a family office CEO and business manager focusing on high net worth individuals and families in the media and entertainment fields. In both roles, David managed all aspects of his clients' financial lives including estate, tax, insurance, philanthropy and investment planning, as well as real estate development, and property management.

In 2000, David pivoted to focus exclusively on investment advice and financial management, and joined JP Morgan. After 15 years, he and his team moved to UBS and formed Palisades Advisors. As a founding partner, Senior Portfolio Manager, and chief strategist, he is responsible for developing all of the team's investment platforms.

Since 2018, David has been recognized and named as a distinguished member of UBS Chairman's Council, an esteemed group representing the top 3% of UBS Financial Advisors nationwide

He has also been named to the highly coveted Forbes Best in State Wealth Advisors list for 2018, 2019, 2020, and 2021.

For over 20 years, David has been passionately involved in animal rescue and animal welfare causes. In 2008, he formed Used Pets, a 501(c)(3) public charity which helps fund a foster network that provides care and safe homes for rescued dogs. He is also a founding board member of the Best Friends Animal Society’s "No Kill LA" initiative, a PETA Vanguard Director's Circle Member, and an active voice and donor to Wags And Walks. In addition to his work with animals, David is part of a Veteran's mentoring program through American Corporate Partners (ACP) where active service members and veterans connect with business leaders who assist them with career exploration, work life balance issues, and networking opportunities.

David lives in Pacific Palisades and Newport Beach with his five very happy rescue dogs and, if there's room, his wife Molly.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IL, MD, MN, MT, NC, NJ, NM, NV, NY, PA, TN, TX, UT, VA, WA, WY

After his football career ended with graduation from Yale University with a BA in Economics, Todd joined J.P. Morgan in 2005 as a client service associate.  In 2015 he joined UBS and co-founded Palisades Advisors.  In addition to being the team's lead trader and point person for our financial planning initiatives, he assists with asset allocation modeling, portfolio reviews, investment vehicle selection, and proposals.  Todd also serves as the team's lending specialist, assisting clients with residential and commercial mortgage needs, as well as security based lending and margin loans.  Todd has earned his insurance license and helps clients obtain life insurance and long-term care coverage.

In addition to his love for sports, Todd is a muscle car enthusiast and still has his first car... a 1967 Chevy Nova SS.  Todd lives in Westlake Village with his wife Jenn, sons Luke & Logan.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IL, MD, MN, MT, NC, NJ, NM, NV, NY, PA, TN, TX, UT, VA, WA, WY

John has over 30 years of experience in the finance industry. He started his career in corporate finance working at First Interstate Bank and later Banque Paribas, focusing on the Media and Telecommunications industry. He then shifted into investment management about 20 years ago and worked at Morgan Stanley before joining UBS in 2006. 

John uses his knowledge of investment banking and investment management to help families deal with everyday issues including retirement planning, investing, college saving, selling closely held businesses and estate planning.

John received his MBA from the University of Southern California's Marshall School of Business and his BS from the University of Colorado, Boulder. He also obtained his CERTIFIED FINANCIAL PLANNER™  and Certified Investment Management Analyst®  certifications and was named by Forbes in 2018 and 2019 as one of the top advisors in California. John resides in Manhattan Beach with his wife and two children. John, an Eagle Scout, is passionate about helping others through his involvement with the Boy Scouts, Rotary, and charities serving the developmentally disabled. John enjoys golf, tennis and skiing among other sports.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA

At UBS, John concentrates on in-depth wealth management strategies and comprehensive financial planning. In addition to being a Senior Vice President of Wealth Management, he is a Senior Portfolio Manager for Bel-Air Wealth Management, specializing in portfolio management.

John's background and experience span over 40 years in finance including investment banking, financial services and banking regulation. His career in wealth management began 20 years ago with Merrill Lynch and he eventually managed their office in Santa Monica. He joined UBS in 2005 and in 2010 he became a  partner of Bel-Air Wealth Management. He holds an MBA in finance from the University of North Texas and a BBA in finance from the University of Iowa. He holds his Series 7, 8, 66 and 31 securities licenses in addition to being a Certified Investment Management Analyst® and CERTIFIED FINANCIAL PLANNER™ professional. 

John and his wife, Ellen, live in Beverly Hills and enjoy tennis, skiing and traveling. They are active members of the Riviera Tennis Club, the Jonathan Club and Friends of Contemporary Art.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA

Patty has been a member of Bel-Air Wealth Management since its formation, having worked with founding partner, Lois Cox, from 1993 until her retirement in 2016.  Patty brings a breadth of knowledge and experience to the team. She began her career at Kidder, Peabody as a Client Service Associate before joining Merrill Lynch and eventually moving to New York to work in their Investment Banking division. Patty joined Paine Webber (now UBS) in 1990 when she moved – kicking and screaming! -- from NYC to the small, rural town of Glens Falls, NY, and to her amazement fell in love with "country life". In 1993 she made another life-altering decision, moving back to Los Angeles in order to spend as much time as possible with her mother who had recently been diagnosed with Alzheimer's.  

What she loves about this industry, in addition to building and fostering enduring client relationships, is that after nearly four decades she finds she still learns something new every day.  Patty and her husband live in the foothills of Glendale.

Nick is the newest member of our team, joining us in early 2017.

He takes the lead on all administrative and operational functions of the team including all aspects of client onboarding, account maintenance, money transfers, reporting, online access and UBS mobile application as well as coordination of all SBL and margin loan funding needs.

You'll find him to be a valuable and helpful resource.

Nick grew up in Pacific Palisades, attending Palisades Charter High School and later graduating from Fordham University.

Registered States:
AZ, CA, FL, ID, IL, MD, MT, NC, NY, OR, TN, TX, WA

Barbara is a Registered Client Service Associate with several years of experience in the financial services industry. While studying for her undergraduate degree at Loyola Marymount University in Los Angeles, Barbara interned for two years with UBS in our downtown branch. Following her graduation, she received a full time offer as a client service associate. She joined our team in 2017 and is responsible for administrative as well as operational services, providing portfolio management support, assisting with business development and marketing efforts.

Barbara is a Los Angeles native who grew up in Pacific Palisades. 

Registered States:
AZ, CA, CO, FL, ID, MD, NV, NY, OR, PA, TX, VA, WA

Ling is responsible for leading the team's client service and administration efforts. She brings a unique perspective to her role. She approaches every relationship with empathy, understanding and a commitment to helping clients move successfully through financial challenges toward their goals. Her meticulous attention to detail and follow up are invaluable to our team and our clients.

Ling earned a BA in Biology from Brandeis University in Waltham, Massachusetts. In 1999 she began her career in wealth management and joined UBS in 2008. Ling holds the following securities industry licenses: Series 7, 63, 65, 9 and 10. Outside the office, Ling frequents Disneyland and LEGOLAND with her husband and their two young daughters.

Registered States:
CA, MT, NV, TX