Experience Makes all the difference

WHO WE ARE…

The Schirripa Group is an industry acclaimed wealth management team at UBS Financial Services.  We are best known for the exceptional service that we provide affluent clients, trusts, endowments, foundations, and retirement plans.  Our success is based on years of loyalty and dedication to each client and their family throughout the years. 

 

WHAT WE DO…

We establish portfolios and lending solutions needed to fund liquidity requirements.

Our team is diligent at planning and creating customized portfolios needed for college funding, real estate purchases, business transactions, retirement expenses, heath care costs and other major purchases.

The Schirripa Group guides clients how to pass wealth on to future generations and charitable entities through tax efficient processes.

Our efforts have helped hundreds of charitable organizations and surviving heirs.

Joseph J. Schirripa, CFP®, CRPS®

Managing Director - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
Private Wealth Advisor
Visit my personal page
310-281-3810

email   Connect with me on LinkedIn



Strengths: Strategic, Discipline, Learner, Activator, and Maximizer

Joseph Schirripa  leads the Schirripa Group at UBS.  He was licensed in 1975.   Prior to joining UBS in 2001, Joe served as a Senior Portfolio Manager at Salomon Smith Barney.  Joe holds the Certified Financial Planner ™ designation for over 4 decades.  Joe specializes in creating financial plans and executing tailored portfolios for his clients. 

Joe is a member of the Pepperdine University Board.  He is a member of the Board of Options United.  He serves on the church Committee for the Poor and the Life Committee.  He is a trustee of the Knights of Columbus Council 14660.

He was named "Best in State" by Forbes Magazine for 2019 and 2020.  He was named one of Barrons Magazine Top Advisors in 2018.  He was named Financial Times 400 Top Advisors 2016.

In his spare time, Joe enjoys martial arts, dancing, traveling, and mining for gems.  Joe and his wife Ellen reside in the Brentwood section of Los Angeles.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


Madeleine A. Antekelian

Senior Vice President - Wealth Management
Private Wealth Advisor
Senior Portfolio Manager
Visit my personal page
310-281-3812

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Strengths: Arranger, Empathy, Maximizer, Relator, and Responsibility

Madeleine entered the financial services industry in 1979 with Shearson Hayden Stone before becoming a financial advisor at UBS in 2001.  She serves as Senior Vice President and Private Wealth Advisor on the Schirripa Group, and she has been a member of the UBS President's Club for over 10 years.  Madeleine enjoys working with clients and helping them understand what has to be done to fulfill they're needs.  Her success has been achieved through years of attentiveness and listening. 

In her free time Madeleine enjoys reading, exercising and meditation.  Madeleine resides in Studio City with her family.


Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SD, TN, TX, VA, WA, WI


Jason J. Wolsefer, CFP®, CRPS®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
Senior Portfolio Manager
Visit my personal page
310-281-3860

email   Connect with me on LinkedIn



Strengths: Achiever, Consistency, Empathy, Harmony, and Responsibility

Jason Wolsefer graduated from the Richard T. Farmer School of Business at Miami University with a Bachelor of Science in Finance and a minor in Political Science. Prior to joining UBS, Jason began his career in financial services at Salomon Smith Barney in Beverly Hills and later worked at Prudential Securities and Wachovia Securities. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Plans Specialist (CRPS®) certifications. Jason has over a decade in experience building consulting groups catered to high net worth investors.

Jason, his wife, and his sons reside in Pacific Palisades, CA. In his free time, he enjoys golf, hiking, and spending time with family and friends.


Registered States:
AZ, CA, CO, FL, GA, HI, KY, MI, NC, NV, NY, OH, OR, TN, TX, VA, WA


Nicholas Patrick Schirripa, CFA, CRPS®

Vice President - Wealth Management
Portfolio Manager
Chartered Financial Analyst®
Chartered Retirement Plans Specialist (CRPS®)
Visit my personal page
310-281-3859

email   Connect with me on LinkedIn



Strengths: Achiever, Activator, Command, Competition, and Futuristic

Nick Schirripa graduated from UCLA with a Bachelor of Arts in Business Economics and a minor in Accounting. Nick also earned an MBA from the Graziadio School of Business and Management at Pepperdine University. Nick holds the Chartered Financial Analyst® (CFA®) and Chartered Retirement Plans Specialist (CRPS®) designations.  He oversees the Investment Committee for the Schirripa Group, manages client relationships, provides financial planning, and works on client acquisition. 

Nick serves on the Board of Directors for the Boy Scouts of America, Greater Los Angeles Council. He volunteers as the Chairman of the President's Leadership Council at Crespi Carmelite High School. In his free time, Nick enjoys competing in beach volleyball, boxing, skiing, snowboarding, and travelling with his wife.


Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OR, PA, RI, TX, VA, WA, WI


Vivian H. Aguirre

Senior Registered Client Service Associate
310-859-5621

email



Strengths: Adaptability, Empathy, Futuristic, Relator, and Strategic

Vivian is a Senior Registered CSA.  She joined UBS in 2001 and obtained her Series 7 and Series 66 shortly, thereafter.  Prior to joining UBS, Vivian worked in the financial industry at Smith Barney.

Vivian , manages the operational aspects of the clients' accounts with the Schirripa Group, working with high net worth clients to provide the highest knowledge and client service excellence.  Vivian focuses on the day to day operation needs: banking, wire transfers, securities and cash transfers, DRS transfers, stock gifting, corporate actions, Rule 144 Stocks, foreign currency buys and foreign wire transfers.

Vivian graduated from  UCLA with a  bachelor's degree and is a member of the UCLA Alumni Association.  She enjoys her annual trip to Italy to visit her family. She resides in Bel Air.


Registered States:
CA


Irina M. Vazquez

Senior Registered Client Service Associate
310-281-3804

email



Strengths: Connectedness, Relator, Responsibility, Achiever and Analytical

Irina Vazquez has been in the industry since 2003 and has been with UBS since 2006. She assists with operational and administrative support to The Schirripa Group, including account opening and maintenance, account transfers, maintaining account documents in accordance with industry regulations and resolving client inquiries. Her professional experience includes working with Morgan Stanley and Wachovia Securities. Prior to UBS, Irina worked with a non-profit organization providing various residential programs for youth. Irina holds Series 7 and 66 securities licenses. 

She enjoys running, hiking and spending time with family and friends. 


Registered States:
CA


Kellar Andrew Moore

310-281-3880

email



Strengths: Achiever, Competition, Futuristic, Relator, and Learner        

Kellar graduated from UCLA in 2018 with a B.A. in economics. He started at UBS in 2017 and now works with the Schirripa Group full-time specializing in equity research and portfolio analytics. This includes listening to companies' quarterly conference calls, tracking industry and sub-industry trends, making bear/bull cases for stocks, and also helping implement tailored and sustainable investing strategies.  He currently holds his Securities Industry Essentials, Series 7, and Series 66 licenses.

Kellar currently resides in Santa Monica and is a lifelong competitive golfer and surfer.  He enjoys traveling to different islands of the South Pacific and spending quality time with friends.


Registered States:
CA