UBS hires four financial advisors in Los Angeles
UBS today announced that Financial Advisors Pasha Azad, Dayne Crist, Steven Summerhays and Koby Dardashti have joined the firm’s Los Angeles Private Wealth Management office as Lumina Wealth Partners at UBS. The team joins from Bernstein Private Wealth Management and is supported by four client service professionals.
The team advises entrepreneurs, founders, business owners, executives, artists, entertainers, professional athletes and multigenerational families. Together they focus on helping clients address the opportunities and complexities associated with significant wealth, including business sales and other liquidity events, investment strategy, philanthropy and the transfer of wealth across generations.
“We are excited to welcome Pasha, Dayne, Steven, Koby and the entire Lumina Wealth Partners team to UBS,” said Kate Daniels, Senior Market Director for Los Angeles Private Wealth Management at UBS. “They have built a highly respected practice grounded in deep client relationships, thoughtful advice and an entrepreneurial approach. Their arrival comes at an exciting time for UBS in Los Angeles, as our new space brings together colleagues and capabilities from across the firm to help us address the increasingly complex needs of our clients.”
