Lasting relationships. For all that matters

Sailboat splashing in water

We recognize today is a different world where people value wisdom over information. That's why it's so important for clients to choose a financial advocate who can offer the advice they need to confidently embrace the future. Our team of seasoned Advisors and service professionals are committed to listening to every client, assessing their priorities and developing a clear, actionable plan for ensuring each wealth-related decision works together toward the goals they've set. Equally important, though, are the relationships we build–our clients are truly our most valued assets.

Orange County Chart

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.

  • Ryan Holleander

    Ryan Hollaender

    Executive Director

    Market Director

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • ID
    • IL
    • LA
    • MA
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OR
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Ryan is the Market Director for UBS Financial Services' Newport Beach office. His role is to work with Financial Advisors and their teams in developing business strategy as well as providing access to the tools and intellectual capital they need to better serve their clients. Ryan is passionate about finding creative solutions to solve the ever-expanding sophistication and complexity of client needs.

    He began his career in financial services in UBS' Beverly Hills office in 2008 and has held various roles in the firm before being promoted to Market Director in January of 2023. Ryan served in the Assistant Market Head role until his promotion from 2019 thru 2022. Prior to these leadership roles, he was the Market Supervisory Officer for UBS' West LA and Los Angeles Markets, where he worked with large advisor teams to manage risk and find solutions to complex issues for some of the firm's wealthiest clients.

    Ryan graduated from the University of Southern California with a degree in Business Administration. Fight on! He was born in New Jersey and currently resides in Irvine. Ryan holds his 3, 7, 66, 9, and 10 securities licenses.

          888 San Clemente Drive
          Suite 300
          Newport Beach, CA 92660
          ryan.hollaender@ubs.com
          Ryan Hollaender
          888 San Clemente Drive,Newport Beach,CA,92660
        • Supervisory Officer

          Michael Giuntini

          Director

          Admin Manager

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          • CA

          Michael Giuntini is a Supervisory Officer for the Los Angeles/Orange County Market.  Prior to this role, Michael spent the previous 4 years at Wells Fargo Advisors working for their Los Angeles market.  At Wells Fargo, Michael was responsible for coordinating branch operations and client service in the Westwood branch. Serving as a liaison between Financial Advisors teams and various home office contacts, Michael problem solves and manages a number of time sensitive requests to help service high net worth client's financial needs.  

          Michael received his Bachelor's in Business Administration from Loyola Marymount University and is currently pursuing his Master's in Business Administration at the University of Southern California. 

           

           

                888 San Clemente Drive
                Suite 300
                Newport Beach, CA 92660
                michael.a.giuntini@ubs.com
                Michael Giuntini
                888 San Clemente Drive,Newport Beach,CA,92660
              • Chris

                Chris Nugent

                Director

                Supervisory Officer

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                • CA
                • MA

                Chris is a Supervisory Officer for the Pacific Desert Market. In this role, Chris is responsible for supervising and maintaining compliance with all applicable laws and regulations, guiding Financial Advisors and their team to meet compliance and risk requirements, and monitoring overall risk functions for the branches he oversees.

                Chris started his career in the financial services industry with UBS in 2017 after graduating from the University of California, Irvine. Prior to this role, Chris served as a Client Service Associate in the UBS Newport Beach and Irvine offices and then moved to Los Angeles to accept a position as Supervisory Manager with J.P. Morgan. He rejoined UBS in 2022.

                In his free time, Chris enjoys traveling with his wife to Tahoe for skiing, cycling, and hiking.

                      Home Worker CA
                      Home Worker CA, CA 000
                      chris.nugent@ubs.com
                      Chris Nugent
                      Home Worker CA,Home Worker CA,CA,000
                    • lynn

                      Lynn Hunter

                      Director

                      Market Administrative Officer

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                      • AZ
                      • CA
                      • HI

                      Lynn Hunter serves as the Market Administrative Officer for the Southern California Market. Lynn has served in a variety of roles in the financial services industry, including Regional Business Initiatives Manager, Regional Operational Risk Manager, and Operations/Project Manager with Wells Fargo Private Bank,  Business Service Manager, Complex Administrator, and Financial Advisor with Morgan Stanley, Commodity Trading Advisor and Commodity Pool Operator for La Jolla Trading/West Coast Options Fund and chartist and research analyst for Dow Theory Letters.

                      Lynn focuses on developing collaboration within teams. She enjoys helping Wealth Management Teams to meet service excellence standards by focusing on the importance of enhanced client-centric service, and by staying well-informed on the industry as it changes. A relationship-driven manager, she believes strongly in coaching people to find their strengths, identifying challenges and opportunities to grow, and ongoing mentoring. Very comfortable in the digital world, Lynn enjoys helping others move forward with new technologies, recognizing their value and how to manage interpersonal relationships using them, while at the same time respecting the roots and traditions of the service business. She works closely with team members to bring them up to the next level while running their businesses efficiently, effectively, and confidently.

                      Lynn was raised in La Jolla, California, and is a graduate of La Jolla High School. She has a Bachelor of Arts degree in Political Science from the University of California, San Diego and holds FINRA Series licenses 7, 9, 10, 66; NFA Series 3; and California Insurance License #0D05717.  Lynn lives in La Jolla with her husband Jim, and enjoys the coastal lifestyle, kayaking, hiking, gardening and the practice of yoga and meditation.

                            1200 Prospect Street
                            Suite 100
                            La Jolla, CA 92037
                            lynn.hunter@ubs.com
                            Lynn Hunter
                            1200 Prospect Street,La Jolla,CA,92037
                          • Casey Verst

                            Executive Director

                            Senior Wealth Strategy Consultant

                            Introduction
                            Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

                            Professional History
                            Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

                            Education
                            Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
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                            Brian Clarke

                            Authorized Officer

                            Digital Specialist

                          • Roubina

                            Roubina Kurkjian

                            NMLS #947868

                            Senior Wealth Management Banker, UBS Bank USA

                            Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

                            Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                            Professional history

                            Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

                            Education and personal information

                            In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

                            Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

                            Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

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