Lasting relationships. For all that matters

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.

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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.

Ryan Hollaender

Executive Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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
Michael Giuntini

Director

Admin Manager
View bio
- AR
- CA
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NH
- NJ
- OK
- OR
- PA
- SD
- UT
- VT
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 Nugent

Director

Supervisory Officer
View bio
- 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

Casey Verst

Executive Director

Senior Wealth Strategy Consultant

View bio

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.
Brian Clarke

Authorized Officer

Digital Specialist

View bio
Roubina Kurkjian

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

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

Ryan Hollaender

Executive Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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
Michael Giuntini

Director

Admin Manager
View bio
- AR
- CA
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NH
- NJ
- OK
- OR
- PA
- SD
- UT
- VT
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 Nugent

Director

Supervisory Officer
View bio
- 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

Casey Verst

Executive Director

Senior Wealth Strategy Consultant

View bio

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.
Brian Clarke

Authorized Officer

Digital Specialist

View bio
Roubina Kurkjian

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

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

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Pursuing your goals together

Ryan Hollaender

Michael Giuntini

Chris Nugent

Casey Verst

Brian Clarke

Roubina Kurkjian