LOS ANGELES–(COMMERCIAL THREAD) – UBS Private Wealth Management today announced that financial advisor Daniel (“Dan”) Gray has joined the company in Los Angeles, California. Over the past 18 years, Dan has built a successful practice serving high net worth individuals and families.
“Dan brings extensive wealth planning experience to UBS and will help clients organize wealth building events, position management and cross-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 are delighted to add Dan to our team as we continue to grow our business in Los Angeles. ”
Dan joined UBS Private Wealth Management as part of a multigenerational team advising clients on advanced estate and tax planning strategies, philanthropic giving, family governance, risk management and financing. Along with advisers William Calvert, Ryan McClellan, Kirk Wendorf, Ryan Chase and Scott Harries, the team will manage $ 35 billion in assets.
Prior to joining UBS, Dan was Managing Director and Private Banker at Deutsche Bank for over 15 years, providing investment opportunities and tailor-made financing solutions to clients of one of the largest private wealth management teams. from the west coast. He also worked for Bank of America’s private bank as a private client manager with ultra-wealthy families in the Los Angeles area.
Dan holds a Bachelor of Business Administration degree from Pepperdine University and holds his Series 7 and 66 licenses. He sits on the board of directors of Gen Next, an organization that connects, informs and engages leaders and entrepreneurs. to empower individuals and causes to deliver 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 high net worth families and individuals around the world. Clients working with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and advice. institutional and corporate finance.
UBS provides financial advice and solutions to high net worth, institutional and corporate clients around the world, as well as to private clients in Switzerland. UBS is the largest truly global wealth manager and one of the leading retail and corporate banks in Switzerland, with a large-scale and diverse global asset manager and specialist investment bank. The bank focuses on companies that have a strong competitive position in their target markets, are capital efficient and have attractive long-term structural growth or profitability prospects.
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