Executive Director
Market Director
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.
Executive Director
Market Director
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.
Director
Admin Manager
Lisa brings nearly two decades of experience in financial services, joining us after 19 successful years with Bank of America and Merrill, where she held multiple leadership roles. Known for her expertise and people-first approach, Lisa is passionate about empowering others—whether through mentorship, collaboration, or providing support when it matters most. She believes that growth comes from lifting others and strives to make a positive impact in every interaction.
Outside of work, Lisa enjoys spending time with her family, especially her niece and nephew. She loves exploring the outdoors through hiking and is an avid fan of live sporting events. Lisa is excited to bring her enthusiasm, experience, and commitment to excellence to our team.
Director
Admin Manager
Lisa brings nearly two decades of experience in financial services, joining us after 19 successful years with Bank of America and Merrill, where she held multiple leadership roles. Known for her expertise and people-first approach, Lisa is passionate about empowering others—whether through mentorship, collaboration, or providing support when it matters most. She believes that growth comes from lifting others and strives to make a positive impact in every interaction.
Outside of work, Lisa enjoys spending time with her family, especially her niece and nephew. She loves exploring the outdoors through hiking and is an avid fan of live sporting events. Lisa is excited to bring her enthusiasm, experience, and commitment to excellence to our team.
Associate Director
Supervisory Officer
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.
Associate Director
Supervisory Officer
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.
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.
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.
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