Lasting relationships

Understanding what matters most to you

Pillar rock

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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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.

  • KP

    Kreg Pearless

    Executive Director

    Branch Manager

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    • 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.

          131 South Rodeo Drive
          Suite 300
          Beverly Hills, CA 90212
        • Julian

          Julian Sanchez


          Admin Manager

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          • 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.

                1999 Avenue of the Stars
                36th Floor
                Los Angeles, CA 90067
              • Chanti

                Chanti Nealon

                Executive / Team Assistant

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                  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.

                        131 South Rodeo Drive
                        Suite 300
                        Beverly Hills, CA 90212
                      • Kevin

                        Kevin Dallahan


                        Senior Wealth Management Banker

                        Prior to joining UBS, Kevin managed the LA territory as a Regional Banking Manager for Charles Schwab. Kevin holds a B.S. in Management and M.S. in Marketing from St. Joseph’s University.

                        As a Senior Wealth Management Banker, Kevin provides expertise in Mortgages, Securities Backed Lending, Commercial Real Estate as well as credit cards. Kevin can also assist with student loan refinancing, small business lending, asset-based lending as well as art, aircraft and yacht financing.

                        He holds several active licenses including the Series 7, 63 and NMLS mortgage license.

                        Kevin and his wife live in Los Angeles with their 2 sons.

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                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager