Eric Miller acts as the team's Chief Investment Officer (CIO). Our clients appreciate Eric's investment approach which incorporates liability management, estate planning, tax optimization, and philanthropic strategies to create a comprehensive financial plan. Eric specializes in advising high net worth individuals, corporate executives and family offices.

Eric began his 34 year career in 1984 with Kidder Peabody, and has worked previously with Credit Suisse, Lehman Brothers Private Investment Management, and Donaldson, Lufkin and Jenrette (DLJ) Eric holds a Bachelor of Arts degree from Yale and an MBA from UCLA Graduate School of Management.

Registered States:
AZ, CA, CO, CT, DC, FL, HI, ID, MA, MI, MO, NC, NJ, NM, NV, NY, OR, PA, SC, SD, TN, TX, VA, WA

Stew's core competency is investment consulting and wealth management. Stew has acquired an expertise in covering large family offices with "institutional" needs. He frequently collaborates with family office CIOs, internal portfolio managers and trustees to provide them with access to financing on liquid and illiquid investments, trading coverage, asset management and private co-investments. Prior to UBS, Stew was a Director of Private Banking with Credit Suisse and a Senior Vice President with Lehman Brothers Private Investment Management. Stew holds a Bachelor of Arts degree from Haverford College and an MBA from University of Southern California.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, MA, MI, MO, NC, NJ, NM, NV, NY, OR, PA, SC, SD, TN, TX, VA, WA

Jason Holland has over 20 years of experience advising affluent individuals, high net worth families, and institutions. He joined UBS Private Wealth Management in 2015 and has specific expertise in financial planning, asset allocation, investment strategy, retirement and estate planning. Prior to joining UBS, Jason worked at Credit Suisse and Fidelity Investments in Santa Monica where he was Vice President and Senior Account Executive and was responsible for $1.2 billion in assets under management.

Jason graduated with a MBA from Southern Methodist University in 2001 and a Bachelor of Business Finance from Texas Tech in 1994. In addition, he became a Certified Financial Planner professional in 2005.

Registered States:
AZ, CA, FL, GA, HI, ID, NC, NH, NJ, NV, NY, PA, SD, TN, TX, VA, WA

Kevin specializes in advising high net worth individuals, families, and institutions. He provides wealth management, investment selection and asset allocation advice to corporate executives, business owners and entrepreneurs. Kevin joined the team from Morgan Stanley, where he spent two years as a Financial Advisor. Prior to moving into financial services, Kevin spent ten years in the executive search industry with Korn/Ferry and most recently, as a Principal with Heidrick & Struggles. Kevin is a graduate of Boston University.

Registered States:
AZ, CA, CO, DC, DE, FL, HI, ID, MA, NJ, NV, NY, PA, SD, TN, TX, VA, WA

Elissa Lachman is a Director with UBS Private Wealth Management in Los Angeles. Ms. Lachman has 21 years experience in private wealth management covering an array of high net worth, family office and middle market institutional clients.

Elissa plays an important administrative role in operations, compliance and regulatory matters, including those related to restricted stock and single stock hedging and diversification. In addition to overseeing client account administration, Elissa has developed an expertise in equity, fixed income and cash trading and execution, and many of our middle market institutions work closely with Elissa when accumulating or disposing of portfolio positions.

Prior to joining UBS, Elissa was an investment associate with Credit Suisse, Lehman Brothers, Donaldson, Lufkin and Jenrette(DLJ), Paine Webber and Kidder Peabody. Elissa is originally from Northern California and graduated from the University of San Francisco. She currently lives in Stevenson Ranch, CA with her husband and two daughters.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, MA, MO, MT, NC, NH, NJ, NM, NV, NY, OR, PA, SC, SD, TN, TX, UT, VA, WA

Kate went to Seton Hall University and received her BS in Marketing in 2003. She’s been in the industry since 2004, getting her start at Smith Barney as a Client service associate.  She has held various roles since, including Financial Advisor, Executive Team Assistant and Regional Technology Trainer.  She joined UBS in 2011 from Morgan Stanley.  Kate has a vast range of experience because of her many roles in the financial industry. 

When she’s not in the office, Kate enjoys hiking, biking, and swimming and has completed a half ironman and half marathon with thoughts of adding a few more in the near future.  Kate lives in Rancho Palos Verdes with her Fiancé and two rescue dogs Caymus and DaVinci.  Kate has moved to California in 2015 after spending majority of her life in Northern NJ.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, MA, MO, MT, NC, NH, NJ, NM, NV, NY, OR, PA, SC, SD, TN, TX, VA, WA