UBS has announced that financial advisers Pasha Azad, Dayne Crist, Steven Summerhays and Koby Dardashti have joined the firm’s Los Angeles Private Wealth Management office as Lumina Wealth Partners at UBS. The team joins from Bernstein Private Wealth Management and is supported by four client service professionals.
The team advises entrepreneurs, founders, business owners, executives, artists, entertainers, professional athletes and multigenerational families. Together they focus on helping clients address the opportunities and complexities associated with significant wealth, including business sales and other liquidity events, investment strategy, philanthropy, and the transfer of wealth across generations.
Lumina Wealth Partners will be based in UBS’s new Los Angeles space. The office brings together more than 225 employees across UBS Private Wealth Management, Wealth Management and the Investment Bank, including municipal traders and more than 20 consultants. Th
