Press release content from Business Wire. The AP news staff was not involved in its creation.
USD 6.5 Billion Advisor Team Joins UBS Private Wealth Management in Los Angeles
February 5, 2021 GMT
LOS ANGELES (BUSINESS WIRE) Feb 5, 2021
UBS Private Wealth Management in Los Angeles announced today that a seven-person team, “The Legacy Multi-Family Group,” joined the firm in Century City.
The team, led by Patrick Schaffer and Ryan Bristol, have four decades of combined experience. They join UBS following nine years at J.P. Morgan Private Bank, where they built a successful USD 6.5 billion business focusing on high-net-worth families, individuals, foundations, and privately held businesses. The team includes Financial Advisors Barry Peterson, Corey Mazza and Dhanesh Bharvani, Relationship Manager Basel Sbeini, and Senior Wealth Strategy Associate Shauna Kohanchi.