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  • Louis G. Skertich Profile Photo

    Louis G. Skertich

    Market Director

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    • 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
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Louis Skertich is the Executive Director and Branch Manager of the Westlake Village offices of UBS Wealth Management USA. Prior to his move to the San Fernando Valley, Louis was the Resident Manager and Financial Advisor in the Beverly Hills office.  He was recruited to UBS from the downtown Los Angeles office of Merrill Lynch in 1999.  In the early 90's, he worked on the institutional side of the business as a Fed Funds Trader and Assistant Portfolio Manager at City National Bank in Beverly Hills.

    Louis is a graduate of the University of San Diego where he studied Business Finance while attending school on a full baseball scholarship. He was a member of the United States Baseball team in 1986. He is married with two children and resides in the Conejo Valley.

          3011 Townsgate Road
          Suite 300, 3rd Floor
          Westlake Village, CA 91361
          louis.skertich@ubs.com
          Louis G. Skertich
          3011 Townsgate Road,Westlake Village,CA,91361
        • Lisa Renee Monica Profile Photo

          Lisa Renee Monica

          Associate Director

          Admin Manager

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          • AL
          • AZ
          • CA
          • DC
          • FL
          • HI
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • NY
          • OK
          • OR
          • PA
          • SD
          • TX
          • UT
          • VT

          Lisa began her financial services career at Crowell, Weedon & Co in 2009 before moving to Ameriprise Financial Services in 2012 where she held various positions such as Operations Leader, Registered Sales Assistant where she created and managed a paperless office.  Moving to UBS in 2016, Lisa is passionate about supporting her teams and ensuring excellent client service.  Lisa love dogs- specifically her 16-year-old, Spike, and outside of the office she enjoys motorcycle riding,  NASCAR and all auto racing.

                3011 Townsgate Road
                Suite 300, 3rd Floor
                Westlake Village, CA 91361
                lisa.monica@ubs.com
                Lisa Renee Monica
                3011 Townsgate Road,Westlake Village,CA,91361
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              UBS Year Ahead 2025

              Roaring 20s: The next stage

              Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

              A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

              Read the report

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