UBS Private Wealth Management announced today that Financial Advisor Daniel (“Dan”) Gray has joined the firm in Los Angeles, California. Over the past 18 years, Dan has built a successful practice serving ultra-high-net-worth individuals and families.
“Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending,” said Lauren Gorsche, Los Angeles Complex Director at UBS Private Wealth Management. “We remain focused on recruiting and retaining the most productive advisors in the industry and we’re thrilled to add Dan to our team as we continue to grow our business in Los Angeles.”
Dan has joined UBS Private Wealth Management on a multi-generational team that advises clients on advanced estate and tax planning strategies, philanthropic giving, family governance, risk management and financing. Together with Advisors William Calvert, Ryan McClellan, Kirk Wendorf, Ryan Chase and Scott Harries, the team will manage $35 billion in assets.
Prior to joining UBS, Dan served as a Managing Director and Private Banker at Deutsche Bank for more than 15 years, delivering bespoke investment opportunities and financing solutions to clients on one of the largest private wealth teams on the West Coast. He has also worked for the Private Bank at Bank of America as a Private Client Manager to ultra-affluent families in the Los Angeles area.
Dan has a B.S. in Business Administration from Pepperdine University and holds his Series 7 and 66 licenses. He sits on the board of Gen Next, an organization that connects, informs, and engages executives and entrepreneurs to empower individuals and causes to provide long-term solutions for future generations.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending, and institutional and corporate financial advice.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS is the largest truly global wealth manager, and a leading personal and corporate bank in Switzerland, with a large-scale and diversified global asset manager and a focused investment bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
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“Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending,” said Lauren Gorsche, Los Angeles Complex Director at UBS Private Wealth Management.