UBS hires financial advisor team led by Christopher Toregas in Los Angeles
20 4월 2024 - 3:55AM
Business Wire
UBS Wealth Management USA today announced that Christopher
Toregas CFP® has joined the firm as a Managing Director and Senior
Portfolio Manager in the Century City office. Christopher and his
team join the firm’s Los Angeles Market, managed by Market
Executive Lauren Gorsche and Market Director Kreg Pearless.
“As one of the fastest growing Financial Advisors in the
country, Christopher works with some of the most successful
families in Southern California, New York City and beyond,” said
Kreg Pearless, UBS Los Angeles Market Director. “Christopher and
his team have deep expertise in helping families navigate the
pre-liquidity planning process. Their dedication to clients and
rapid growth over the years will be a great addition to our
business, and we are proud to welcome them to UBS.”
Christopher brings over 13 years of wealth management experience
to UBS and his team, Toregas Wealth Management, provides
personalized wealth management advice for corporate executives,
entrepreneurs and successful individuals in the entertainment
industry. They work with families across the country, with a
distinct focus on New York and Southern California. Christopher is
joined by Team Administrator Stephanie Ellor.
Christopher joins from Morgan Stanley where he founded and led
the Next-Gen Wealth Management group in New York City before
opening his team’s west coast office. He has been recognized on
numerous industry rankings, including Forbes Top Next-Gen Wealth
Advisors (2018-2019), Forbes Best-in-State Next-Gen Wealth Advisors
(2018-2019, 2022-2023), Forbes Best-in-State Wealth Management
Teams (2024), and was named a Five-Star Wealth Manager by New York
Magazine in 2016.
Notes to Editors
About UBS UBS is a leading and truly global wealth
manager and the leading universal bank in Switzerland. It also
provides diversified asset management solutions and focused
investment banking capabilities. With the acquisition of Credit
Suisse, UBS manages 5.5 trillion dollars of invested assets as per
second quarter 2023. UBS helps clients achieve their financial
goals through personalized advice, solutions and products.
Headquartered in Zurich, Switzerland, the firm is operating in more
than 50 markets around the globe. UBS Group shares are listed on
the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
https://www.ubs.com
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Media: Christina Aquilina Christina.aquilina@ubs.com
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