An experienced and committed team

With 25 years of experience in the Financial Services industry, Susan’s unique background which encompasses extensive work with advisors and time as an advisor herself, combined with holding multiple positions within Market leadership, make her a superb partner for her advisor teams. Her deep understanding of UBS, coupled with her hands-on experience and leadership skills, provides an impressive foundation for driving growth and success.

Susan most recently held the position of Associate Market Executive for the Greater California/Nevada Market. Prior to that, she served as the Digital Specialist for the Desert Mountain Market.  Susan began her career with UBS International before moving to Merrill Lynch International and eventually transitioned to a FA with Chase Investments and Oppenheimer & Co. Susan graduated from University of Arizona with degrees in English Literature, Spanish and a Certificate in International Business. She now lives in Los Angeles with her husband, Troy.

Nick Calegari is a Supervisory Officer within the Los Angeles Market. He has 18 years of industry experience, with the last 3 at UBS covering the Northern California and LA Markets. Prior to his career in Wealth Management, Nick served in the U.S Navy, retiring after 20 years of active service. He holds a B.A in General Studies and Computer Information Systems from Columbia College and an MBA from The University of Texas at Arlington. Nick resides with his wife in Blue Springs, MO, where he enjoys cooking, woodworking, and outdoor activities.