◈ Homepage — https://local.ubs.com/los-angeles-pwm/?utm_source=synup&utm_medium=en&utm_campaign=165942Los Angeles, CA Private Wealth Management View FINRA BrokerCheck information Contact us Account login Home (current) Meet the team Contact Global access of Private Wealth Management A firm like no other As one of the world’s leading wealth management firms, we have the resources and solutions to help clients pursue their most important goals. But our culture of consistently putting client needs front and center is what truly cultivates successful Financial Advisor and client relationships. Our commitment is to provide industry-leading capabilities, professional training and development, and an entrepreneurial environment where Financial Advisors excel, and their businesses thrive. Connect with us . A firm like no other. This is a modal window. This video is either unavailable or not supported in this browser Error Code: MEDIA_ERR_SRC_NOT_SUPPORTED Session ID: 2026-05-16:ea94fdcba38b58e59919c99f Player Element ID: vjs_video_3 OK Close Modal Dialog This is a modal window. This video is either unavailable or not supported in this browser Error Code: MEDIA_ERR_SRC_NOT_SUPPORTED Session ID: 2026-05-16:7480fe9bb9a1fcb52dbc65b Player Element ID: vjs_video_676 OK Close Modal Dialog How UBS empowers our financial advisors UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families. Explore if UBS is the right fit for you An advisor-centric (and client-centric) culture How UBS helps you exceed client expectations and drive your business’s growth Although a firm’s culture is sometimes hard to define, you think about it as you plan for your next opportunity. If culture is the glue that holds an organization together, how can you determine a firm’s commitment to its people, especially financial advisors in growth mode? Learn more . An advisor-centric (and client-centric) culture. Pursuing your goals together Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. Kate Daniels Executive Director Market Director View bio . Kate Daniels. Cate Park Director Associate Market Executive View bio . Cate Park. Andrew Kausteklis Director Market Administrative Officer View bio . Andrew Kausteklis. Arij Chehayeb Director Admin Manager View bio . Arij Chehayeb. Connecting you to the deep resources of UBS By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks. A leading global wealth manager Show more . A leading global wealth manager. . A leading global wealth manager. Comprehensive planning for significant wealth Show more . Comprehensive planning for significant wealth. . Comprehensive planning for significant wealth. Business transition & succession planning Show more . Business transition & succession planning. . Business transition & succession planning. A leader in wealth management Backed by the strength of our parent company, UBS AG $7 trn UBS Group invested assets As of 12/31/2025 Global leader UBS is a leading and truly global wealth manager 51 countries Our global footprint Insights Previous slide UBS Next Generation Report 2026 ubs.com April 27, 2026 UBS Trending: A perfect equation for the volatile markets? Markets are shifting under the weight of new risks and opportunities. Julia Hermann with New York Life explores what’s driving volatility—and how investors can adapt as the macro landscape evolves. ubs.com April 22, 2026 Investing with a plan in a fast-moving world Investors are currently facing a rapid succession of new challenges, such as the conflict in the Middle East. The instinctive response is often to withdraw from financial markets. However, this risks missing out on market gains while purchasing power erodes. In such an environment, having a clear investment plan is even more important. Funds needed for ongoing living expenses should be held in liquid assets; any surplus should be invested. ubs.com April 29, 2026 UBS Next Generation Report 2026 ubs.com April 27, 2026 UBS Trending: A perfect equation for the volatile markets? Markets are shifting under the weight of new risks and opportunities. Julia Hermann with New York Life explores what’s driving volatility—and how investors can adapt as the macro landscape evolves. ubs.com April 22, 2026 Investing with a plan in a fast-moving world Investors are currently facing a rapid succession of new challenges, such as the conflict in the Middle East. The instinctive response is often to withdraw from financial markets. However, this risks missing out on market gains while purchasing power erodes. In such an environment, having a clear investment plan is even more important. Funds needed for ongoing living expenses should be held in liquid assets; any surplus should be invested. ubs.com April 29, 2026 UBS Next Generation Report 2026 ubs.com April 27, 2026 Next slide Slide 1 Slide 2 Terms of use Privacy statement Additional legal information Report fraudulent mail Privacy Settings Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com   As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary. Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA  Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time. Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors). For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html. Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure  © UBS 1998-2026. All rights reserved. This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings. Go to privacy settings OK ◈ Interior Pages — 3 pages crawledMeet the team - Los Angeles, CA Private Wealth Management - Los Angeles, CA | UBS Los Angeles, CA Private Wealth Management View FINRA BrokerCheck information Contact us Account login Los Angeles, CA Private Wealth Management Home Meet the team (current) Contact An experienced and committed team About Education Contact Kate Daniels Executive Director Market Director Registered States: AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY Kate Daniels Education University of Richmond, Bachelor of Science, Business Administration: 2002 Kate Daniels 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 (310) 281-3811 Email Me Let's connect Kate Daniels Executive Director Market Director About Registered States: AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY Education Education University of Richmond, Bachelor of Science, Business Administration: 2002 Contact 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 (310) 281-3811 Email Me Let's connect [email protected] Kate Daniels 2000 Avenue of the Stars,Los Angeles,CA,90067 About Education Contact Cate Park Director Associate Market Executive Registered States: CA Cate Park Education American University, Bachelor of Arts, Philosophy The London School of Economics and Political Science, Master of Science (MSc), Philosophy Cate Park 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 (310) 281-3887 Email Me Cate Park Director Associate Market Executive About Registered States: CA Education Education American University, Bachelor of Arts, Philosophy The London School of Economics and Political Science, Master of Science (MSc), Philosophy Contact 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 (310) 281-3887 Email Me [email protected] Cate Park 2000 Avenue of the Stars,Los Angeles,CA,90067 About Education Contact Andrew Kausteklis Director Market Administrative Officer Registered States: CA Andrew Kausteklis Education University of California, Santa Cruz, Bachelor of Arts, Economics and Sociology Andrew Kausteklis 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 (424) 354-5776 Email Me Andrew Kausteklis Director Market Administrative Officer About Registered States: CA Education Education University of California, Santa Cruz, Bachelor of Arts, Economics and Sociology Contact 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 (424) 354-5776 Email Me [email protected] Andrew Kausteklis 2000 Avenue of the Stars,Los Angeles,CA,90067 About Education Contact Arij Chehayeb Director Admin Manager Registered States: CA Arij Chehayeb Education DeVry University Keller School of Management, Master’s in Business Administration, Accounting Holy Spirit University of Kaslik, Bachelor of Science in Management - Finance Arij Chehayeb 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 (310) 712-7885 Email Me Arij Chehayeb Director Admin Manager About Registered States: CA Education Education DeVry University Keller School of Management, Master’s in Business Administration, Accounting Holy Spirit University of Kaslik, Bachelor of Science in Management - Finance Contact 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 (310) 712-7885 Email Me [email protected] Arij Chehayeb 2000 Avenue of the Stars,Los Angeles,CA,90067 × * About Recognition Education Focus Contact Registered States: * Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.  For more information on third party rating methodologies, please visit  ubs.com/us/en/designation-disclosures .  Education Credentials * Email Me Let's connect About Registered States: Recognition * Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.  For more information on third party rating methodologies, please visit  ubs.com/us/en/designation-disclosures .  Education Education Credentials Focus * Contact Email Me Let's connect × * About About Terms of use Privacy statement Additional legal information Report fraudulent mail Privacy Settings Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information.   http://www.ubs.com    As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at  ubs.com/relationshipsummary . Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services.   Member SIPC   .   Member FINRA   . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products.  Member NFA   Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time. Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors). For more information on third party rating methodologies, please visit  ubs.com/us/en/designation-disclosures.html . Notice for Non-U.S. Investors  .  Notice for Non-Puerto Rico Investor  .  Order Routing Disclosure  .  Statement of Financial Condition .  Statement of Financial Condition- UBS FSI of Puerto Rico .  Best Execution Statement .  Loan Disclosure Statement .  Account Sweep Yields .  Advisory & Brokerage Services .  CFP Board's Trademark Disclaimer .  Important Information About Auction Rate Securities (Not for Puerto Rico) Los Angeles, CA Private Wealth Management - Los Angeles, CA | UBS Los Angeles, CA Private Wealth Management View FINRA BrokerCheck information Contact us Account login Los Angeles, CA Private Wealth Management Home (current) Meet the team Contact Global access of Private Wealth Management A firm like no other As one of the world’s leading wealth management firms, we have the resources and solutions to help clients pursue their most important goals. But our culture of consistently putting client needs front and center is what truly cultivates successful Financial Advisor and client relationships. Our commitment is to provide industry-leading capabilities, professional training and development, and an entrepreneurial environment where Financial Advisors excel, and their businesses thrive. Connect with us How UBS empowers our financial advisors UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families. Explore if UBS is the right fit for you × × Request your report × Thank you! Your request has been submitted. An advisor-centric (and client-centric) culture How UBS helps you exceed client expectations and drive your business’s growth Although a firm’s culture is sometimes hard to define, you think about it as you plan for your next opportunity. If culture is the glue that holds an organization together, how can you determine a firm’s commitment to its people, especially financial advisors in growth mode? Learn more × Thank you for your interest. Please complete the form below: × Thank you! Your request has been submitted. Learn more Pursuing your goals together Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. Kate Daniels Executive Director Market Director View bio AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY University of Richmond, Bachelor of Science, Business Administration: 2002 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 [email protected] Kate Daniels 2000 Avenue of the Stars,Los Angeles,CA,90067 Cate Park Director Associate Market Executive View bio CA American University, Bachelor of Arts, Philosophy The London School of Economics and Political Science, Master of Science (MSc), Philosophy 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 [email protected] Cate Park 2000 Avenue of the Stars,Los Angeles,CA,90067 Andrew Kausteklis Director Market Administrative Officer View bio CA University of California, Santa Cruz, Bachelor of Arts, Economics and Sociology 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 [email protected] Andrew Kausteklis 2000 Avenue of the Stars,Los Angeles,CA,90067 Arij Chehayeb Director Admin Manager View bio CA DeVry University Keller School of Management, Master’s in Business Administration, Accounting Holy Spirit University of Kaslik, Bachelor of Science in Management - Finance 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 [email protected] Arij Chehayeb 2000 Avenue of the Stars,Los Angeles,CA,90067 Our team Kate Daniels Executive Director Market Director View bio AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY University of Richmond, Bachelor of Science, Business Administration: 2002 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 [email protected] Kate Daniels 2000 Avenue of the Stars,Los Angeles,CA,90067 Cate Park Director Associate Market Executive View bio CA American University, Bachelor of Arts, Philosophy The London School of Economics and Political Science, Master of Science (MSc), Philosophy 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 [email protected] Cate Park 2000 Avenue of the Stars,Los Angeles,CA,90067 Andrew Kausteklis Director Market Administrative Officer View bio CA University of California, Santa Cruz, Bachelor of Arts, Economics and Sociology 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 [email protected] Andrew Kausteklis 2000 Avenue of the Stars,Los Angeles,CA,90067 Arij Chehayeb Director Admin Manager View bio CA DeVry University Keller School of Management, Master’s in Business Administration, Accounting Holy Spirit University of Kaslik, Bachelor of Science in Management - Finance 2000 Avenue of the Stars 12th Floor South Los Angeles, CA 90067 [email protected] Arij Chehayeb 2000 Avenue of the Stars,Los Angeles,CA,90067 × * About Recognition Education Focus Contact Registered States: * Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.  For more information on third party rating methodologies, please visit  ubs.com/us/en/designation-disclosures .  Education Credentials * Email Me Let's connect About Registered States: Recognition * Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.  For more information on third party rating methodologies, please visit  ubs.com/us/en/designation-disclosures .  Education Education Credentials Focus * Contact Email Me Let's connect × * About About Connecting you to the deep resources of UBS By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks. A leading global wealth manager For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever. Show more . A leading global wealth manager. Comprehensive planning for significant wealth When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come. Show more . Comprehensive planning for significant wealth. Business transition & succession planning Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business . We can connect you to the resources you need to solve any challenge that may arise. Show more . Business transition & succession planning. A leader in wealth management Backed by the strength of our parent company, UBS AG $ 7 trn UBS Group invested assets As of 12/31/2025 Global leader UBS is a leading and truly global wealth manager 51 countries Our global footprint Insights Terms of use Privacy statement Additional legal information Report fraudulent mail Privacy Settings Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information.   http://www.ubs.com    As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services Contact - Los Angeles, CA Private Wealth Management - Los Angeles, CA | UBS Los Angeles, CA Private Wealth Management View FINRA BrokerCheck information Contact us Account login Los Angeles, CA Private Wealth Management Home Meet the team Contact (current) Start the conversation Complete the form below. Fields marked with an asterisk (*) are required. You will be contacted shortly. We will not distribute any of your personal information that is submitted on our site. This includes your email address, postal address, phone number, and any other personal data. Thank you! Your request has been submitted. 2000 Avenue Of The Stars 12th Floor South Los Angeles, CA 90067 (888) 843-6991 View Map Terms of use Privacy statement Additional legal information Report fraudulent mail Privacy Settings Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information.   http://www.ubs.com    As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at  ubs.com/relationshipsummary . Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services.   Member SIPC   .   Member FINRA   . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products.  Member NFA   Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time. Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors). For more information on third party rating methodologies, please visit  ubs.com/us/en/designation-disclosures.html . Notice for Non-U.S. Investors  .  Notice for Non-Puerto Rico Investor  .  Order Routing Disclosure  .  Statement of Financial Condition .  Statement of Financial Condition- UBS FSI of Puerto Rico .  Best Execution Statement .  Loan Disclosure Statement .  Account Sweep Yields .  Advisory & Brokerage Services .  CFP Board's Trademark Disclaimer .  Important Information About Auction Rate Securities (Not for Puerto Rico) .  Futures Commission Merchant (FCM) Information for UBS Financial Services Inc  .  Agreements and Disclosure   © UBS 1998-2026. All rights reserved. This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement . You are free to change your cookies' settings in the privacy settings. Go to privacy settings OK