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Ryan Chase

Private Wealth Advisor at UBS Private Wealth Management

Ryan Chase, CPWA® is a Senior Vice President in Private Wealth Management at UBS Financial Services.12 He works primarily with ultra-high-net-worth clients, including entrepreneurs, founders, business owners, and multi-generational families.1 Ryan is part of the Private Family Wealth Partners team, an 11-person group within UBS's Private Wealth Management division.13

Key details about Ryan Chase:

  • He has been with UBS since March 2016.1
  • He holds a B.S. in Business/Entrepreneurship from the University of Southern California.1
  • Ryan completed Executive Education in Wealth Management Theory & Practice at Yale School of Management.1
  • He holds several professional licenses, including Series 7 and Series 66.1
  • Ryan has received recognition from Forbes, including being named to America's Top Next-Gen Wealth Advisors Best-in-State for California in 2022 and 2023.1

Ryan's team at UBS manages over $30 billion in assets and has a collective 160 years of experience.13 They aim to provide a family office-like experience, addressing various financial needs from investing and estate planning to philanthropy and lending.1

Highlights

Nov 15 · linkedin

We are proud to let you know that our UBS team, #PrivateFamilyWealthPartners, has been recognized for the second year in a row on the list of Forbes America's Top 100 Private Wealth Teams (2022, 2023).

This recognition wouldn't be possible without the trust and confidence our clients place in us, and I offer my sincerest thanks to each of them and to our team.

We look forward to continuing to serve our clients for many years to come!

Ryan McClellan William Calvert Scott Harries Kirk Wendorf Dan Gray Nancy R Chin Leeder Hsu, CFA Cheryl Hayden Rambeau Sarin Puri, CFA Kaysha Kogut Andy M.

The Forbes rating is compiled by SHOOK Research and awarded annually in November based on a 12-month period ending in March of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. This distinction couldn't make me prouder of the commitment we share as a team to understanding our clients' priorities and to helping them realize all they want to accomplish.

Apr 20 · linkedin

I'm so proud to share the news that my UBS team #PrivateFamilyWealthPartners is one of Barron's Top 100 Private Wealth Management Teams for 2023.

The Barron's rating is awarded annually in March based on information from the prior year Q4. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

I am grateful to be part of such a remarkable and talented team that is dedicated to serving our clients. This recognition underscores that commitment—and the collaborative culture at UBS. My teammates and I are honored by this distinction and indebted to our clients and colleagues.

Ryan McClellan William (Bill) Calvert Kirk Wendorf Scott Harries Dan Gray Nancy R Chin Leeder Hsu, CFA Cheryl Hayden Rambeau Sarin Puri, CFA Kaysha Kogut

For more information on third-party rating methodologies, please visit https://lnkd.in/eq8m_GYe. https://ubs.gv6.co/l-BtBG ​

Related Questions

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Ryan Chase
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Location

Los Angeles Metropolitan Area