![]() ![]() Mark lives in Westwood with his wife and three boys. He served on the board of the Ahmanson/UCLA Adult Congenital Heart Disease Center and is an active supporter of Children International and UCLA.Īfter graduating from UCLA in 1986 with a BA in economics, David joined one of the country's largest accounting firms, Deloitte Haskins and Sells. from the UCLA Anderson Graduate School of Management. Mark also held the roles of Senior Vice President at Tucker Anthony Sutro in Los Angeles and at Morgan Stanley in New York. Before that, Mark founded and was the Managing Partner of Lionshead Capital Management, LLC, an investment management firm which made direct structured equity and debt investments into publicly-traded small and mid-cap companies. Prior to joining UBS, Mark worked at Bel Air Investment Advisors, LLP, a boutique wealth management firm serving ultra-high net-worth clients. Mark started with UBS in 2016 and has more than 30 years of investment management and finance experience. Mark has extensive expertise working with high net-worth and ultra-high net-worth clients and their families to design customized investment strategies to protect and grow their wealth. They are active members of the Riviera Tennis Club, the Jonathan Club and Friends of Contemporary Art. John and his wife, Ellen, live in Beverly Hills and enjoy tennis, skiing and traveling. He holds an MBA in finance from the University of North Texas and a BBA in finance from the University of Iowa. He holds his Series 7, 8, 66 and 31 securities licenses in addition to being a Certified Investment Management Analyst® and CERTIFIED FINANCIAL PLANNER™ professional. He joined UBS in 2005 and in 2010 he became a partner of Bel-Air Wealth Management. John's background and experience span over 40 years in finance including investment banking, financial services and banking regulation. His career in wealth management began 20 years ago with Merrill Lynch and he eventually managed their office in Santa Monica. In addition to being a Senior Vice President of Wealth Management, he is a Senior Portfolio Manager for Bel-Air Wealth Management, specializing in portfolio management. ![]() John enjoys golf, tennis and skiing among other sports.Īt UBS, John concentrates on in-depth wealth management strategies and comprehensive financial planning. John, an Eagle Scout, is passionate about helping others through his involvement with the Boy Scouts, Rotary, and charities serving the developmentally disabled. John resides in Manhattan Beach with his wife and two children. John received his MBA from the University of Southern California's Marshall School of Business and his BS from the University of Colorado, Boulder. He also obtained his CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® certifications. John uses his knowledge of investment banking and investment management to help families deal with everyday issues including retirement planning, investing, college saving, selling closely held businesses and estate planning. He then shifted into investment management about 20 years ago and worked at Morgan Stanley before joining UBS in 2006. He started his career in corporate finance working at First Interstate Bank and later Banque Paribas, focusing on the Media and Telecommunications industry. John has over 30 years of experience in the finance industry. ![]()
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