Four-person advisor team joins UBS in Newport Beach, California
September 28 2021 - 2:25PM
Business Wire
UBS Private Wealth Management announced today that a four-person
advisor team managing $2 billion in client assets has joined the
firm in Newport Beach, California. The team, led by Private Wealth
Advisors Steven (“Steve”) J. Weber and Christopher (“Chris”) W.
Weber, serves family office clients and private foundations in
California and across the Southwest. The team also includes Senior
Wealth Strategy Associate Brian Weber and Team Administrator Krista
Maloney.
“We’re excited to welcome Steve, Chris, Brian, and Krista to
UBS,” said Todd Locicero, West Coast Market Head at UBS Private
Wealth Management. “Their expertise serving family office clients
and foundations will be a great addition to the firm and we look
forward to partnering with them to grow their business here at
UBS.”
“Steve, Chris and their team bring years of experience to UBS
managing clients across California and the Southwest,” said Jim
Kottoor, Newport Beach Complex Director at UBS Wealth Management
USA. “We believe they will be a great asset to the firm, as we
continue to grow our presence in the Orange County area and are
excited to see what they can achieve for clients using UBS’s global
platform.”
Steve joins UBS as a Private Wealth Advisor and Senior Portfolio
Manager after 24 years at Morgan Stanley Private Wealth Management.
He has over 35 years of investment experience with a focus on
formulating customized asset allocation strategies, risk
management, equity portfolio management and alternative
investments. In recognition of his commitment to clients, Steve has
been named to the Barron’s Top 100 Financial Advisors list and to
the Forbes/SHOOK Research Best-in-State Wealth Advisors list. Steve
serves as a Director at America on Track, an Orange County
non-profit focused on helping disadvantaged youth and strengthening
communities through a variety of programs and initiatives. He
graduated from the University of Southern California (USC) with a
bachelor’s degree in Business Economics and received an MBA from
the USC Marshall School of Business and a Master of Science in
Finance and Economics from MIT Sloan School of Management.
Chris joins UBS as a Private Wealth Advisor responsible for
asset allocation, portfolio implementation, financial analysis and
reporting, and client relations. Prior to joining UBS, Chris spent
almost nine years at Morgan Stanley Private Wealth Management and
previously served as a portfolio manager with Bank of America
Merrill Lynch. In recognition of his commitment to clients, Chris
was named to the Forbes/SHOOK Research Top Next-Gen Wealth Advisors
list in 2017, 2018, and 2019. He graduated from the University of
California at Santa Barbara with bachelor’s degree in Law &
Society in 2002 and earned an MBA from Loyola Marymount University
in 2005.
Brian joins UBS as a Senior Wealth Strategy Associate, following
five years with Morgan Stanley Private Wealth Management as an
analyst. In his role, Brian is responsible for client reporting and
proposals, cash flow analysis, risk management, and manager
research. He graduated from the University of California at Santa
Barbara with a bachelor’s degree in 2006 and earned a master’s
degree from Chapman University in 2010.
Krista joins UBS as a Team Administrator with over 25 years of
experience in compliance, regulation, and brokerage operations.
Prior to joining UBS, Krista served as a Private Wealth Management
Senior Registered Associate at Morgan Stanley Private Wealth
Management. Previously, she acted in a consulting capacity to
Fairbridge Capital & LPL, implementing compliance procedures,
handling all regulatory inquiries and audits, and advising on the
expansion of their compliance systems. Krista graduated from San
Diego State University in 1994 with a bachelor’s degree in
International Business.
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's strategy is centered on our leading
global wealth management business and our premier universal bank in
Switzerland, enhanced by Asset Management and the 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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Pat Burek | Financial Profiles pburek@finprofiles.com
https://www.ubs.com
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