Lasting relationships

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• 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

Kreg originally joined UBS in 2005 and has been part of the West Los Angeles Complex for UBS since 2020. As Complex Director, Kreg's role is to work with Financial Advisors to offer all of the firm's capabilities, expertise, and solutions to high net worth clients. Kreg is passionate about understanding a client's total balance sheet and delivering on the unique needs of each family. Prior to joining the West Los Angeles Complex, Kreg spent nine years with UBS Private Wealth Management in Texas & Boston, serving in various capacities including Branch Manager and Assistant Market Head. Previously, Kreg held Analyst positions at the Private Banking & Investment Group at Merrill Lynch and with an Independent RIA. A Boston, Massachusetts native, he originally worked for UBS (Peabody, MA) for three years after college.

Kreg and his wife Kathleen reside in South Bay. They are both avid supporters of land conservation and fighting food insecurity. With his free time Kreg enjoys golf, cycling, downhill skiing, running and almost anything outdoors. Kreg received a B.A. in Finance from Babson College in Wellesley, MA.

• CA
• TX

Julian Sanchez was born in Mexico and moved to the United States at the age of 9. He was raised in Stephenville, TX—the Cowboy Capital of the World, and lived there for nearly 20 years prior to moving to Los Angeles. Julian graduated high school as the Valedictorian and obtained a BS in Finance and a Minor in Accounting from Tarleton State University, a founding member of the Texas A&M University System. His mission in life is to serve all people he comes into contact with and support them to become the best version of themselves. He joined UBS in January of 2020 and currently serves as the Market Administrative Officer of the West LA Complex. In his free time, he enjoys hiking, camping, archery, and pretty much anything in the great outdoors! He loves the Western lifestyle and owns a working cattle ranch with his family.

Chanti joined the firm as the Beverly Hills Executive Team Assistant in Spring ’22. A Los Angeles native, she has worked in the Financial Services industry for 8 years, most recently in client servicing and operational roles at Northwestern Mutual. Driven by building and maintaining relationships and being a team player, she takes pride in helping to provide the best processes of efficiencies for clients, staff, and the organizational culture as a whole. Outside of the office, she enjoys spending time with her family and dogs, providing mentorship to youth of the inner-city, indulging in new restaurants and recipes, as well as taking full advantage of the beautiful SoCal weather.