Having worked in wealth management for over 25 years, Mark joined UBS Private Wealth Management as a Managing Director in 2013. Prior to joining UBS, Mark spent 13 Years as a Managing Director at Merrill Lynch Private Banking and Investment Group. Prior to joining Merrill Lynch, Mark was a Vice President at Goldman Sachs in the Private Client Services Division.

Mark was appointed to the influential UBS Financial Advisor Advisory Council (FAAC) in 2017. The FAAC, a select group of 14 Financial Advisors who represent all UBS Advisors, addresses the critical issues and concerns that ultimately help Advisors better serve their clients. Mark is also a member of the UBS Pinnacle Council.

Mark has been ranked in the Forbes Magazine "America's Top 250 Wealth Advisors" for 2018 and "Best-in-State Wealth Advisors" for California in 2018 and Nevada in 2019, 2020 and 2021, the Barron's Magazine "Top 1,000 Financial Advisors" for the years 2010 & 2012, the Barron's Magazine "Top 1,200 Financial Advisors"  consecutively from 2016 through 2021, the Financial Times "Top 400 Financial Advisors" for 2015 & 2016, and the Orange County Business Journal as the third ranked advisor in 2013. Mark earned his M.B.A. from Columbia Business School with an emphasis in Finance. Prior to that, he attended the University of Southern California and earned a B.S in Business Administration/Finance.

Mark lives in Las Vegas, Nevada. He has three children, Jordan (25), Madison (22) and Bradford (20). Mark enjoys travel, fitness, and tennis.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, LA, MA, MD, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VI, WA, WI, WY

Craig earned his BA degree in Economics from the University of California, Berkeley, where he graduated magna cum laude and Phi Beta Kappa.  He has worked in the financial services industry for 23 years and joined UBS in 2013 as a Managing Director in the Private Wealth Management Division.  Prior to joining UBS, Craig spent 13 years at Merrill Lynch, where he was a Managing Director in the Private Banking and Investment Group.  Prior to joining Merrill Lynch, Craig spent eight years at Goldman Sachs, where he began his career as a Financial Analyst in the Investment Banking Division in 1993, and later served as a Vice President in the Private Client Services Division. 

Craig has been consecutively named as one of "America's Top 100 Wealth Advisors" by Forbes Magazine from 2018-2021.  Craig has been listed  by Barron’s Magazine as one of the “Top 1,000 Financial Advisors” in consecutive years from 2009 – 2021.

In 2017, Craig was named as a Financial Times "Top 400 Advisor in America".  Additionally, in 2008 Craig was named as one of the “Top 40 Advisors Under 40” by On Wall Street Magazine.

Craig resides in Calabasas, California with his wife Malka and their four sons Jack (22), Matthew (18), Brett (16) and Luke (15).  Craig enjoys gardening, woodworking, and spending time with his family at their second home in Wise River, Montana.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, LA, MA, MD, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VI, WA, WI, WY

Glenn earned his BS degree Cum Laude in Finance from Lehigh University and an MBA from UCLA’s Anderson School of Management.  He has worked in the financial services industry for over 23 years and joined UBS in 2013 as a Managing Director in the Private Wealth Management Division.  Prior to joining UBS, Glenn spent 13 years at Merrill Lynch, where he was a Managing Director in the Private Banking and Investment Group.  Prior to joining Merrill Lynch, Glenn spent eight years at Goldman Sachs, where he was a Vice President in the Private Client Services Division.  Glenn has been ranked in the Barron’s Magazine "Top 1,000 Financial Advisors" in 2011 & 2013.

Glenn resides in Rancho Santa Fe, California with his wife Gabrielle and their twin sons Dylan (15) and Justin (15).  Glenn's personal interests include music, travel, photography, fitness, and philanthropy.

Registered States:
AZ, CA, CO, DC, DE, FL, HI, MA, MD, MI, NH, NV, NY, OH, TX, WA

Jim has been managing private client wealth since 2003.  He previously worked and owned businesses in the financial, technology and pharmaceutical industries. He specializes in tactical asset allocation strategies and liability management. Jim is qualified through the UBS Portfolio Management Program® (PMP). As a Portfolio Manager in PMP, he can manage proprietary model portfolios and tailor investment solutions to your needs and goals. Jim graduated from Arizona State University with a degree in Real Estate and Finance. 

Jim currently resides in Coto De Caza with his wife and two children. In his spare time he enjoys fishing and coaching soccer in his local community.   

Registered States:
AZ, CA, CO, DE, FL, GA, HI, ID, IL, MD, MI, MT, NC, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

Tony is a Certified Financial Planner™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and earned a Chartered Retirement Planning CounselorSM designation. He specializes in developing wealth allocation portfolio’s that take into consideration the immediate, long-term and multi-generational financial needs of clients. Tony graduated cum laude from Chapman University with a degree in Business and Communications.

Tony currently resides in Ladera Ranch with his wife and their four children. In his spare time he enjoys coaching soccer in his local community and playing golf.  

Registered States:
AZ, CA, CO, DE, FL, GA, HI, ID, IL, MD, MI, MT, NC, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

David earned his B.S. in Political Science from American University in Washington, D.C. He has worked in the financial services industry for 30 years and joined UBS in 2013 as a Senior Vice President in the Private Wealth Management Division. Prior to joining UBS, he was at Merrill Lynch, where he was a First Vice President in the Global Private Client Group and spent most of his career at Oppenheimer & Co., Inc. as a an Executive Director.

David is originally from New York and currently resides in Tarzana, CA, with his wife Marie and their dog Sophie. He has 2 children, Carly (25) and Jordan (23). He enjoys golfing, travel and sports.

Registered States:
CA, FL, HI, MA, MI, NC, NJ, NV, NY, OR

Scott earned a B.S. in accounting from the Marriott School of Business Management at Brigham Young University. He has worked in the financial services industry for 12 years and joined UBS in 2013. Prior to joining UBS, Scott spent 10 years in the Private Banking and Investment Group at Merrill Lynch working as a Financial Analyst for three years before being promoted to Investment Associate/Financial Advisor. Scott has developed an exclusive clientele of high net worth individuals.   

Scott resides in Stevenson Ranch, CA, with his wife, Juliann, and their four children, Camden (8), Brinley (7), Dalton (5) and Anabelle (5).  Keeping himself involved in the community, Scott sits on the board of the local Boy Scouts of America troop and leads the youth organization in his church.  He enjoys coaching his children's athletic teams, golfing and playing in his community basketball league.

Registered States:
AZ, CA, CO, DC, DE, GA, MA, NJ, TX, UT, WA, WI

Ben joined UBS in 2013 as a Senior Wealth Strategy Associate in the Wealth Management Division. Prior to joining UBS, Ben worked in the Global Private Client Group at Merrill Lynch for 8 years, being promoted to Vice President.

Prior to that, Ben worked as an Investment Banker for a San Diego based venture capital firm. Ben specializes in new business development, equity research and portfolio analysis.

Ben resides in Orange County, CA with his wife Ondrea and three daughters Selena (21), Violette (7), and Lucia (4).

Registered States:
AZ, CA, FL, HI, NJ, NV, TX, UT

Austin earned his B.A. in business economics from the University of California, Santa Barbara and successfully completed the Technology Entrepreneurship and Management Program within the college of Engineering at UCSB. Austin has worked within the Ultra-High Net Worth division for over 7 years, joining UBS Private Wealth Management in 2012. Prior to joining Wise River Advisors as a Private Wealth Advisor, Austin spent 2 years in the UBS Wealth Planning Analyst program within the Private Wealth Management Division. During this time, he developed comprehensive cash-flow financial plans for all southern California UBS Private Wealth Advisors and their clients.

In 2017, 2018, 2019, and 2020, Austin was named by Forbes Magazine as one of "America's Top Next-Gen Wealth Advisors". Additionally, in 2019, he was ranked #17 in California for "Best In State Next-Gen Wealth Advisors. Austin obtained his Private Wealth Advisor designation for the purpose of enhancing areas of knowledge critical for serving the complex needs of families with great wealth. In addition, he has earned his Accredited Wealth Management Advisor (AWMA) certification and Certified Exit Planning Advisor designation (CEPA). As a CEPA, he works closely with business owners to align their business, personal and financial goals. Austin takes a proactive approach to collaborate with a professional network of M&A advisors, tax advisors, trust and estates attorneys, and other trusted advisors to help business owners increase business readiness and attractiveness for the sale of a business, regardless of their liquidity event timing.

Austin resides in Santa Monica where he stays active in the Silicon Beach startup community. Additionally, he is the founding Co-chair of the Young Professionals Council for Make-A-Wish Greater Los Angeles and sits on the board of the Young Professionals of Century City. He enjoys philanthropy, motor sports, traveling, cooking, fitness, golfing, snowboarding, and riding his motorcycle throughout beautiful southern California.

Registered States:
AZ, CA, CO, CT, DE, HI, ID, MI, NV, NY, SD, TX, WY

Michael earned his BS degree in Finance from Brigham Young University.  He has been in the financial services industry for 10 years and joined UBS in 2013 as an Account Vice President, Senior Wealth Strategy Associate in the Private Wealth Management Division.  Prior to joining UBS, Michael spent 3 years in the Financial Analyst program in the Private Banking and Investment Group at Merrill Lynch, before being promoted to Senior Financial Analyst and then to Assistant Vice President.  In his current role, he heads investment research for the team, assists in overseeing business operations, and manages the Wealth Strategy Associate team.   

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

Erika joined UBS in 2013 as a Registered Client Service Associate.  Prior to working at UBS, she spent three years at Merrill Lynch in the Private Banking and Investment Group in Los Angeles.  Erika was responsible for assisting with execution of asset allocation, managing the mortgage lending process for the team, and handling incoming and outgoing disbursements.   In 2018, Erika transitioned into a Senior Wealth Strategy Associate where she focuses primarily on portfolio reviews, performance reporting, and investment research.  She currently holds the Series 7 and 66 securities licenses.   

Erika earned her B.A. from the University of Washington in 2008 and moved to Los Angeles in 2010.  She currently resides in Brentwood and enjoys hiking, photography, and traveling.

Loretta joined UBS in 2013.  Prior to joining UBS, she spent 13 years in the Private Banking and Investment Group at Merrill Lynch.  Prior to joining Merrill Lynch, Loretta worked at Goldman Sachs for 4 years and in the commercial banking industry for 13 years.   In her current role, Loretta is responsible for assisting clients with all operational and administrative needs including account maintenance, assisting with execution of asset allocation and managing securities backed lending process.  She also oversees the administrative operations of the team and manages the Client Associate team.

In her spare time, she enjoys cooking, working out and spending time with her family.

Owen has worked in the finance industry since 1998 having previously worked in the hospitality industry.  He specializes in providing our clients with all facets of operational and administrative assistance.  Owen graduated from CSU Hayward with a degree in Business. He resides in Yorba Linda with his wife, three sons and daughter.  In his spare time he enjoys coaching his kids in football and baseball teams.

Registered States:
AR, AZ, CA, CO, CT, FL, HI, ID, IL, KS, MI, MO, MT, NC, NJ, NV, NY, PA, SD, WA

Valeria joined UBS in 2013.  Prior to joining UBS, she spent 12 years in the Private Banking and Investment Group at Merrill Lynch.  Valeria addresses a range of administrative and operational issues for the team.

Stephanie joined UBS in 2017 as a Client Service Associate. Prior to joining UBS, she spent two years working in the logistics industry occupying the roles of Pricing Analyst and District Sales Executive. She currently holds the Series 7 and 66 securities licenses.

Stephanie earned her Bachelor of Science degree in Conservation & Resource Studies from the University of California, Berkeley in 2014. In her free time, she enjoys hiking, traveling, and golfing.

McKenna earned her B.A. from the University of Southern California in 2017. She joined UBS in 2018 as a Client Service Associate for the Private Wealth Management Division. Along with her Client Service Associate role, McKenna also acts as Team Concierge by facilitating communication with clients in regards to current UBS promotions and invitations to exclusive UBS events.

McKenna was born and raised in Gilroy, California but now currently resides in Culver City. In her free time, she enjoys cooking, listening to new music, and photography.

Klein earned his B.S. in Finance from the Marriott School of Business at Brigham Young University.  He joined UBS in 2020 as a Wealth Strategy Associate in the  Private Wealth Management Division.  Klein is responsible for investment research, portfolio management, and performance reporting.

Originally from Utah, Klein now resides in West LA, California.  He enjoys connecting with friends and family through sports and outdoor activities.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

Meghan earned her B.S. in Finance from the McDonough School of Business at Georgetown University.  She joined UBS in 2021 as a Wealth Strategy Associate in the Private Wealth Management Division.  Meghan is responsible for investment research, portfolio management, and performance reporting.

Meghan now resides in Brentwood, California.  In her free time, she enjoys spending time with her family and friends, surfing, snowboarding, and watching her favorite sports teams.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY