STOCK TITAN

UBS hires financial advisor team led by Christopher Toregas in Los Angeles

Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Neutral)
Tags
management
UBS Wealth Management USA has hired Christopher Toregas as a Managing Director and Senior Portfolio Manager in Los Angeles. Toregas brings over 13 years of wealth management experience and specializes in helping families with pre-liquidity planning. His team focuses on corporate executives, entrepreneurs, and individuals in the entertainment industry, with a strong presence in New York and Southern California.
UBS Wealth Management USA ha assunto Christopher Toregas come Direttore Generale e Senior Portfolio Manager a Los Angeles. Toregas porta con sé oltre 13 anni di esperienza nella gestione della ricchezza e si specializza nell'assistere le famiglie con la pianificazione pre-liquidità. Il suo team si concentra su dirigenti aziendali, imprenditori e individui nell'industria dell'intrattenimento, vantando una forte presenza a New York e nella California del Sud.
UBS Wealth Management USA ha contratado a Christopher Toregas como Director Gerente y Administrador Principal de Carteras en Los Ángeles. Toregas aporta más de 13 años de experiencia en gestión de patrimonios y se especializa en ayudar a familias con la planificación previa a la liquidez. Su equipo se enfoca en ejecutivos corporativos, emprendedores e individuos en la industria del entretenimiento, con una fuerte presencia en Nueva York y el sur de California.
UBS Wealth Management USA는 로스앤젤레스에서 관리 이사 및 선임 포트폴리오 매니저로 Christopher Toregas를 고용했습니다. Toregas는 13년 이상의 자산 관리 경험을 가지고 있으며 유동성 계획 이전 단계에서 가족들을 돕는 데 전문화되어 있습니다. 그의 팀은 기업 임원, 기업가 및 엔터테인먼트 산업의 개인을 중심으로 하며, 뉴욕과 남부 캘리포니아에 강한 존재감을 보여줍니다.
UBS Wealth Management USA a recruté Christopher Toregas comme Directeur Général et Gestionnaire de Portefeuille Senior à Los Angeles. Toregas apporte plus de 13 ans d'expérience dans la gestion de patrimoine et se spécialise dans l'aide aux familles concernant la planification avant liquidité. Son équipe se concentre sur les cadres d'entreprise, les entrepreneurs et les individus dans l'industrie du divertissement, avec une forte présence à New York et en Californie du Sud.
UBS Wealth Management USA hat Christopher Toregas als Geschäftsführer und Senior Portfolio Manager in Los Angeles eingestellt. Toregas bringt über 13 Jahre Erfahrung im Vermögensmanagement mit und ist spezialisiert auf die Unterstützung von Familien bei der Vorbereitung von Liquiditätsplanungen. Sein Team konzentriert sich auf Führungskräfte in Unternehmen, Unternehmer und Einzelpersonen in der Unterhaltungsindustrie, mit einer starken Präsenz in New York und Südkalifornien.
Positive
  • None.
Negative
  • None.

LOS ANGELES--(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

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.

Media:

Christina Aquilina

Christina.aquilina@ubs.com

Source: UBS

FAQ

Who has UBS hired as a Managing Director and Senior Portfolio Manager in Los Angeles?

UBS has hired Christopher Toregas as a Managing Director and Senior Portfolio Manager in Los Angeles.

What is Christopher Toregas' expertise?

Christopher Toregas specializes in helping families navigate the pre-liquidity planning process.

What industries does Toregas Wealth Management focus on?

Toregas Wealth Management focuses on corporate executives, entrepreneurs, and successful individuals in the entertainment industry.

Where does Christopher Toregas have a strong presence?

Christopher Toregas has a strong presence in New York and Southern California.

What recognition has Christopher Toregas received?

Christopher Toregas has been recognized on various industry rankings, including Forbes Top Next-Gen Wealth Advisors and New York Magazine's Five-Star Wealth Manager.

UBS Group AG

NYSE:UBS

UBS Rankings

UBS Latest News

UBS Stock Data

95.35B
3.18B
0.05%
55.72%
0.24%
Banks - Diversified
Financial Services
Link
United States of America
Zurich