April 19, 2024

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USD 6.5 Billion Advisor Crew Joins UBS Non-public Wealth Administration in Los Angeles

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LOS ANGELES–(Business enterprise WIRE)–
UBS Private Wealth Management in Los Angeles announced today that a 7-man or woman crew, “The Legacy Multi-Spouse and children Team,” joined the organization in Century Town.

The workforce, led by Patrick Schaffer and Ryan Bristol, have four decades of combined working experience. They be a part of UBS following nine decades at J.P. Morgan Personal Lender, where by they built a successful USD 6.5 billion business focusing on large-web-well worth people, people, foundations, and privately held companies. The staff features Economical Advisors Barry Peterson, Corey Mazza and Dhanesh Bharvani, Romance Supervisor Basel Sbeini, and Senior Wealth Technique Associate Shauna Kohanchi.

“On behalf of UBS, we’re thrilled to welcome Patrick, Ryan and their group to the business,” mentioned Lauren Gorsche, Los Angeles Complex Director at UBS Non-public Wealth Administration. “We glimpse ahead to operating carefully with the staff as we go on to develop our business enterprise in Los Angeles.”

Prior to his job in wealth management, Patrick Schaffer labored for J.P. Morgan’s Financial investment Financial institution and two hedge funds. He is also an adjunct faculty member at Villanova College, where by he teaches finance and accounting. He holds a B.A. from Johns Hopkins College, an M.S. from Villanova University, and has acquired the Chartered Economical Analyst (CFA®) designation from the CFA Institute. In 2020, Patrick was named to several industry recognition lists, like The Fiscal Times Prime 400 Economical Advisors, and Barron’s Top rated 1200 U.S. Economical Advisors, on which he ranked #25 in California.

Ryan Bristol labored at Goldman Sachs, Morgan Stanley, and Bernstein Worldwide Prosperity Management’s personal consumer practice before joining J.P. Morgan Non-public Lender in 2011. He is extremely lively in his area group having serviced on many boards including the American Red Cross in Ventura County, the Dean’s Advisory Council for the Orfalea College or university of Enterprise at Cal Poly, ACG101 and as Chair of the Investment Overview Committee for the City of Thousand Oaks. He received his M.B.A. from the UCLA Anderson Faculty of Management and his B.S. from Cal Poly, SLO.

Barry Peterson joined the J.P. Morgan Personal Bank in 2011. Prior to that, he worked in the philanthropic sector as a Charitable Business Improvement Officer at the California Group Foundation. Barry remains lively in philanthropy and at present serves on the Charitable Board of QueensCare. He retains an M.B.A. from the UCLA Anderson University of Administration and a B.A. from Whittier College or university.

Corey Mazza has held private prosperity administration roles at the two J.P. Morgan and Goldman Sachs. He gained a B.A. from Harvard College, an M.B.A. from the University of Texas at Austin McCombs School of Management, and an M.S. in Financial Organizing from California Lutheran University. In the course of his time at Harvard, Corey was named an All-American on the varsity soccer staff and played a person year skillfully in Europe subsequent school. He served for just below 6 many years in the United States Maritime Corps as an Infantry Officer prior to his job in financial services.

Dhanesh Bharvani begun his job with J.P. Morgan in Singapore where by he labored on the Non-Resident India staff. He moved to Los Angeles in 2016 to sign up for J.P Morgan Non-public Financial institution. He is initially from Hong Kong and has worked with customers across multiple geographies. Dhanesh graduated with honors and gained a B.B.A. in Finance from Emory University’s Goizueta Business College.

Notes to Editors

About UBS

UBS gives economical advice and alternatives to rich, institutional and company purchasers around the world, as effectively as personal purchasers in Switzerland. UBS’s tactic is centered on our major world-wide wealth management business and our premier common financial institution in Switzerland, increased by Asset Administration and the Investment Lender. The bank focuses on firms that have a powerful competitive placement in their targeted marketplaces, are funds productive, and have an appealing extended-time period structural expansion or profitability outlook.

UBS is current in all important monetary centers around the world. It has workplaces in far more than 50 locations and areas, with about 30{14cc2b5881a050199a960a1a3483042b446231310e72f0dc471a7a1eddd6b0c3} of its employees doing the job in the Americas, 31{14cc2b5881a050199a960a1a3483042b446231310e72f0dc471a7a1eddd6b0c3} in Switzerland, 19{14cc2b5881a050199a960a1a3483042b446231310e72f0dc471a7a1eddd6b0c3} in the relaxation of Europe, the Center East and Africa and 20{14cc2b5881a050199a960a1a3483042b446231310e72f0dc471a7a1eddd6b0c3} in Asia Pacific. UBS Group AG employs around 68,000 persons all around the globe. Its shares are mentioned on the 6 Swiss Exchange and the New York Stock Trade (NYSE).

About UBS World wide Prosperity Management

As the world’s most significant wealth manager, UBS World Prosperity Management supplies in depth guidance, answers and services to wealthy households and people today about the globe. Consumers who do the job with UBS benefit from a fully integrated established of wealth administration capabilities and know-how, including prosperity setting up, investment administration, capital markets, banking, lending and institutional and corporate financial advice.

© UBS 2021. All legal rights reserved. The essential image and UBS are amongst the registered and unregistered trademarks of UBS.

Laura Hastings

[email protected]

+1 212 882-5705


Supply: UBS Personal Wealth Management

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