Daniel Gray Joins UBS Private Wealth Management as a Financial Advisor in Los Angeles, CA
September 15 2021 - 09:00AM
Business Wire
UBS Private Wealth Management announced today that Financial
Advisor Daniel (“Dan”) Gray has joined the firm in Los Angeles,
California. Over the past 18 years, Dan has built a successful
practice serving ultra-high-net-worth individuals and families.
“Dan brings extensive wealth planning experience to UBS and will
help clients with wealth creation events, position management, and
cross-asset lending,” said Lauren Gorsche, Los Angeles Complex
Director at UBS Private Wealth Management. “We remain focused on
recruiting and retaining the most productive advisors in the
industry and we’re thrilled to add Dan to our team as we continue
to grow our business in Los Angeles.”
Dan has joined UBS Private Wealth Management on a
multi-generational team that advises clients on advanced estate and
tax planning strategies, philanthropic giving, family governance,
risk management and financing. Together with Advisors William
Calvert, Ryan McClellan, Kirk Wendorf, Ryan Chase and Scott
Harries, the team will manage $35 billion in assets.
Prior to joining UBS, Dan served as a Managing Director and
Private Banker at Deutsche Bank for more than 15 years, delivering
bespoke investment opportunities and financing solutions to clients
on one of the largest private wealth teams on the West Coast. He
has also worked for the Private Bank at Bank of America as a
Private Client Manager to ultra-affluent families in the Los
Angeles area.
Dan has a B.S. in Business Administration from Pepperdine
University and holds his Series 7 and 66 licenses. He sits on the
board of Gen Next, an organization that connects, informs, and
engages executives and entrepreneurs to empower individuals and
causes to provide long-term solutions for future generations.
Notes to Editors
About UBS Global Wealth Management As the world's largest
wealth manager, UBS Global Wealth Management provides comprehensive
advice, solutions and services to wealthy families and individuals
around the world. Clients who work with UBS benefit from a fully
integrated set of wealth management capabilities and expertise,
including wealth planning, investment management, capital markets,
banking, lending, and institutional and corporate financial
advice.
About UBS UBS provides financial advice and solutions to
wealthy, institutional and corporate clients worldwide, as well as
private clients in Switzerland. UBS is the largest truly global
wealth manager, and a leading personal and corporate bank in
Switzerland, with a large-scale and diversified global asset
manager and a focused investment bank. The bank focuses on
businesses that have a strong competitive position in their
targeted markets, are capital efficient, and have an attractive
long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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Media Contact: Pat Burek | Financial Profiles
pburek@finprofiles.com https://www.ubs.com
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