THE ANGEL–(BUSINESS WIRE) – UBS Non-public Wealth Administration introduced at the moment that monetary advisor Daniel (“Dan”) Grey has joined the agency primarily based in Los Angeles, California. Over the previous 18 years, Dan has constructed a profitable follow for very rich people and households.
“Dan brings intensive wealth planning expertise to UBS and can help purchasers with wealth creation occasions, place administration and cross-asset lending,” stated Lauren Gorsche, Los Angeles Advanced Director at UBS Non-public Wealth Administration. “We stay centered on recruiting and retaining the most efficient consultants within the trade and we look ahead to including Dan to our crew as we proceed to develop our Los Angeles enterprise.”
Dan joined UBS Non-public Wealth Administration on a cross-generational crew that advises purchasers on superior property and tax planning methods, philanthropic donations, household governance, danger administration and finance. Along with advisors William Calvert, Ryan McClellan, Kirk Wendorf, Ryan Chase and Scott Harries, the crew will handle property of $ 35 billion.
Previous to becoming a member of UBS, Dan was Managing Director and Non-public Banker at Deutsche Financial institution for greater than 15 years, providing purchasers tailor-made funding and financing options in one of many largest non-public wealth groups on the West Coast. He has additionally labored for Financial institution of America’s non-public financial institution as a retail shopper supervisor for very rich households within the Los Angeles space.
Dan holds a BS in Enterprise Administration from Pepperdine College and holds his Collection 7 and 66 licenses. He sits on the board of Gen Subsequent, a company that connects, educates and engages leaders and entrepreneurs to empower people and causes to supply long-term options for future generations.
Notes for editors
About UBS International Wealth Administration
Because the world’s largest wealth supervisor, UBS International Wealth Administration presents rich households and personal people worldwide complete recommendation, options and companies. Purchasers who work with UBS profit from a completely built-in suite of wealth administration expertise and experience, together with wealth planning, funding administration, capital markets, banking, lending, and institutional and company monetary recommendation.
About UBS
UBS presents monetary recommendation and options for rich, institutional and company purchasers worldwide in addition to non-public purchasers in Switzerland. UBS is the biggest really world asset supervisor and a number one non-public and company financial institution in Switzerland with a big and diversified world asset supervisor and a centered funding financial institution. The financial institution focuses on corporations which have a powerful aggressive place of their goal markets, are capital environment friendly and have enticing long-term structural development or profitability prospects.
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