Lasting relationships

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Salma Zahr is the Branch Manager in Pasadena leading the UBS Wealth Management Business, serving financial advisor teams and their high net worth clients. Most recently, Salma was the Senior Portfolio Strategist in the UBS San Francisco Private Wealth office, where she collaborated with advisors on customized portfolio construction and asset allocation in the Northwest region. Leveraging the global resources of the firm, she was responsible for articulating and delivering comprehensive, research-driven advice to UBS's ultra-high net worth (UHNW) clients. Salma brings to the firm over fifteen years of investment, strategy and sales experience in the financial services industry at UBS, McKinsey & Co, Goldman Sachs, and Credit Suisse.

Salma began her career at UBS working as an Analyst in the Graduate Training Program, rotating through multiple business units at UBS Wealth Management. After five years at UBS, Salma pursued her MBA in Finance at The Wharton School and completed a Private Wealth Associate internship at Goldman Sachs. She was then recruited abroad as a strategy management consultant for McKinsey & Company. While at McKinsey, she advised with C-level executives in the financial industry on developing value proposition strategies for private client product development and business expansion. Salma then returned to the wealth management industry as UHNW Investment Strategist for Credit Suisse based in Dubai linking synergies between the Middle East and Zurich focused on tailored investment strategies and asset allocations for private clients.

Salma received a BSc. in Computational Economics from Carnegie Mellon University and a M.B.A. in Finance from The Wharton School at the University of Pennsylvania. She holds the Series 7, 66, 9 and 10 registrations. Salma lives with 4 year old, Huda in Pasadena. When not busy between school activities, gymnastics and ice skating, Salma enjoys playing volleyball, international cuisine and real estate development.

• Carnegie Mellon University, BSc. in Computational Economics
• The Wharton School at the University of Pennsylvania, M.B.A. in Finance

• CA

Richard Valle is a Supervisory Officer within the Los Angeles Orange County Market. He comes to the Market with 14 years of UBS and overall industry experience. Over the course of his career, he has held various leadership positions in Operations, as well as other Supervisory roles, most recently in the West Los Angeles Market. He enjoys outdoor activities with his wife and three children, including coaching his boys Little League teams, and traveling.

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Mica Lam is an Administrative Manager serving the Los Angeles Market, Downtown LA and Pasadena branches.  In her role, Mica is responsible for managing branch administration, support professionals and providing support to advisor teams in developing optimal client service.  She come to the Market with over 20 years of overall industry experience.  Over the course of her career, she has held various leadership roles in Wealth Management at Morgan Stanley, Merrill Lynch, First Republic Bank and UBS Financial Services in 2010.

Mica received a dual major in Quantitative Economics Decision Science and General Literature from University of California San Diego.  In her free time, Mica enjoys spending time with family, friends and their Labrador, traveling and exploring new places.