April 12, 2024

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USD 6.5 Billion Advisor Workforce Joins UBS Personal Wealth Management in Los Angeles

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LOS ANGELES–(Organization WIRE)–UBS Private Wealth Administration in Los Angeles declared now that a 7-individual group, “The Legacy Multi-Household Group,” joined the organization in Century Metropolis.

The workforce, led by Patrick Schaffer and Ryan Bristol, have four a long time of blended expertise. They be a part of UBS pursuing 9 decades at J.P. Morgan Personal Lender, in which they constructed a effective USD 6.5 billion business enterprise concentrating on substantial-net-worthy of families, people, foundations, and privately held companies. The group contains Economic Advisors Barry Peterson, Corey Mazza and Dhanesh Bharvani, Relationship Manager Basel Sbeini, and Senior Wealth Strategy Associate Shauna Kohanchi.

“On behalf of UBS, we’re thrilled to welcome Patrick, Ryan and their staff to the business,” reported Lauren Gorsche, Los Angeles Sophisticated Director at UBS Non-public Wealth Management. “We appear forward to working intently with the team as we keep on to develop our enterprise in Los Angeles.”

Prior to his profession in wealth management, Patrick Schaffer worked for J.P. Morgan’s Expense Bank and two hedge resources. He is also an adjunct school member at Villanova University, exactly where he teaches finance and accounting. He retains a B.A. from Johns Hopkins College, an M.S. from Villanova University, and has earned the Chartered Monetary Analyst (CFA®) designation from the CFA Institute. In 2020, Patrick was named to various marketplace recognition lists, including The Economical Moments Top 400 Monetary Advisors, and Barron’s Major 1200 U.S. Economic Advisors, on which he rated #25 in California.

Ryan Bristol labored at Goldman Sachs, Morgan Stanley, and Bernstein World Prosperity Management’s non-public shopper observe right before signing up for J.P. Morgan Personal Financial institution in 2011. He is really energetic in his regional local community acquiring serviced on various boards including the American Pink Cross in Ventura County, the Dean’s Advisory Council for the Orfalea University of Enterprise at Cal Poly, ACG101 and as Chair of the Expenditure Assessment Committee for the Metropolis of Thousand Oaks. He been given his M.B.A. from the UCLA Anderson School of Management and his B.S. from Cal Poly, SLO.

Barry Peterson joined the J.P. Morgan Personal Financial institution in 2011. Prior to that, he worked in the philanthropic sector as a Charitable Business Growth Officer at the California Local community Foundation. Barry remains lively in philanthropy and now serves on the Charitable Board of QueensCare. He holds an M.B.A. from the UCLA Anderson University of Administration and a B.A. from Whittier Faculty.

Corey Mazza has held personal prosperity management roles at both J.P. Morgan and Goldman Sachs. He acquired a B.A. from Harvard College, an M.B.A. from the College of Texas at Austin McCombs University of Administration, and an M.S. in Fiscal Preparing from California Lutheran University. Throughout his time at Harvard, Corey was named an All-American on the varsity soccer workforce and performed just one season professionally in Europe following higher education. He served for just beneath 6 many years in the United States Marine Corps as an Infantry Officer prior to his vocation in economical providers.

Dhanesh Bharvani begun his profession with J.P. Morgan in Singapore exactly where he worked on the Non-Resident India group. He moved to Los Angeles in 2016 to join J.P Morgan Private Lender. He is originally from Hong Kong and has worked with clients throughout various geographies. Dhanesh graduated with honors and received a B.B.A. in Finance from Emory University’s Goizueta Company Faculty.

Notes to Editors

About UBS

UBS gives money tips and solutions to rich, institutional and company consumers globally, as properly as non-public clientele in Switzerland. UBS’s system is centered on our top global prosperity management business and our premier common financial institution in Switzerland, improved by Asset Management and the Financial commitment Bank. The bank focuses on firms that have a robust aggressive situation in their focused marketplaces, are cash economical, and have an eye-catching long-time period structural development or profitability outlook.

UBS is existing in all major fiscal centers worldwide. It has places of work in a lot more than 50 areas and places, with about 30{14cc2b5881a050199a960a1a3483042b446231310e72f0dc471a7a1eddd6b0c3} of its staff performing in the Americas, 31{14cc2b5881a050199a960a1a3483042b446231310e72f0dc471a7a1eddd6b0c3} in Switzerland, 19{14cc2b5881a050199a960a1a3483042b446231310e72f0dc471a7a1eddd6b0c3} in the rest of Europe, the Middle East and Africa and 20{14cc2b5881a050199a960a1a3483042b446231310e72f0dc471a7a1eddd6b0c3} in Asia Pacific. UBS Team AG employs above 68,000 people all over the entire world. Its shares are detailed on the 6 Swiss Trade and the New York Stock Exchange (NYSE).

About UBS World wide Prosperity Management

As the world’s largest prosperity supervisor, UBS International Prosperity Administration offers complete tips, remedies and solutions to rich family members and folks close to the earth. Clientele who get the job done with UBS benefit from a thoroughly integrated set of wealth management abilities and skills, including prosperity setting up, investment management, cash markets, banking, lending and institutional and company money tips.

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