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
Mica Lam is an Administrative Manager serving the Pasadena, Sherman Oaks and Manhattan Beach 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.
Director
Admin Manager
Mica Lam is an Administrative Manager serving the Pasadena, Sherman Oaks and Manhattan Beach 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.
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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