Orcutt Fasano Wealth Management Philosophy

UBS Private Wealth Management The Orcutt Fasano Wealth Management Group  

Table of Contents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Orcutt Fasano Wealth Management Group 1

About The Team ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The Team focuses on clients with significant wealth and aims to understand your needs and objectives. 2 (1) As of June 2008

Our Team Commitment to You ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Mission Statement 3

Personal Team Schematic A dedicated team of professionals advise you and your family through a lifelong relationship by working with your trusted advisors UBS Private Wealth Management Orcutt Fasano Group Financial Planning Strategic Estate Reviews Philanthropic Consulting Tax Minimization Strategies Lending Solutions Wealth Transfer Strategies Concentrated Stock Positions Client's Family Independent Attorney Network Family Trust Irrevocable Life Trust Life Insurance Consultant Network Insurance Solutions Independent Tax Firm(s) Tax Advisory & Planning Tax Preparation 5

Portfolio Management Sample Core-Satellite Portfolio 6

Our Team – Orcutt Fasano Wealth Management Group 7 John E. Orcutt Managing Director, C.S.F.A. (818) 377-8899 [email_address] Ian Goldey Vice-President, Senior Portfolio Manager (818) 377-8817 [email_address] Venetta L. Reyes Investment Associate, Team Operations Manager (818) 377-8893 [email_address] Nancy Namise Senior Registered Client Service Associate (818) 377-8869 [email_address] Sandra Villagran Client Service Associate (818) 377-8859 [email_address] Mark R. Fasano Managing Director, C.S.F.A. (818) 377-8895 [email_address] Jason B. Krischer, CFP® Financial Advisor (818) 377-8860 [email_address] Frances Cheng Technical Analyst (818) 377-8862 [email_address] Ruben Quezada Senior Client Service Associate (818) 377-8876 [email_address] Meridith Cadra Client Service Associate (818) 377-8877 [email_address]

Our Team 8 John E. Orcutt, Managing Director, C.S.F.A. ,[object Object],[object Object],[object Object],[object Object],Mark is Managing Director at the Encino, California office of UBS Financial Services. He received his BS degree from Elmira College and is Series 3, 7, 63, 65 and Insurance licensed. Mark is a 23+ year veteran who began his career at E.F. Hutton in 1986. Mark conducts the performance analysis on the universe of private and public portfolio managers and is an accredited Private Wealth Advisor for UBS. He also serves on the board for UBS's Alternative Investment Advisory Council. In 2008, Mark was honored among a select group of advisors in the country for UBS's "Winner's Circle" in recognition of excellence in the field of financial planning and asset allocation. In 2009, Mark was named Managing Director; a title reserved for a select number of accomplished Advisors. He was a former youth counselor for troubled teens at the New York State Division for Youth. Mark is an avid motorcyclist, water skier and enjoys cooking. He lives in Agoura Hills with his daughter Carina, and his son Vinny. Mark R. Fasano, Managing Director, C.S.F.A.

Our Team 9 Jason B. Krischer, CFP®, Financial Advisor ,[object Object],[object Object],Ian Goldey, Vice-President, Senior Portfolio Manager ,[object Object],[object Object],[object Object]

Our Team — Client Support & Operations 10 Venetta L. Reyes – Investment Associate, Team Operations Manager ,[object Object],[object Object],Nancy Namise – Senior Registered Client Service Associate Nancy is a Registered Client Service Associate at the Encino, California office of UBS Financial Services. Nancy attended Wisconsin State University, and she is Series 7 and 63 licensed. Nancy came to us from Merrill Lynch International, where she worked for the Private Banking group for 12 years. She currently lives in Westwood. Frances Cheng – Technical Analyst Frances is a Technical Analyst at the Encino, CA office of UBS Financial Services . She graduated cum laude from Loyola Marymount University with a Bachelor of Business Administration in Finance and was recognized as the top graduate in the Finance department. She is also a member of the national honor society for business students, Beta Gamma Sigma. Prior to joining UBS, Frances worked at the Private Banking and Investment Group at Merrill Lynch for 4 years.

Our Team — Client Support & Operations 11 Sandra Villagran – Client Service Associate ,[object Object],Meridith Cadra – Client Service Associate Meridith is a Client Service Associate at the Encino, California office of UBS Financial Services. Meridith started her career at the UBS branch in Santa Barbara, California in September of 2007. Simultaneously, she earned her B.A. in Psychology at the University of California, Santa Barbara, graduating in June of 2008. She enjoys swimming, snow skiing, and exploring her new surroundings in the Los Angeles area. Ruben Quezada – Senior Client Service Associate Ruben is a Client Service Associate at the Encino, California office of UBS Financial Services. Ruben started his career in the operations department at Smith Barney where he worked for 10 years, and later as a Client Service Associate at Merrill Lynch’s Private Banking Group. Prior to joining the financial industry, Ruben serviced as a Legal Yeoman in the US Navy for 8 years. Ruben was awarded the following commendations while in the military: Navy Achievement Medal, Armed Forces Expeditionary Medal, Navy Expeditionary Medal, Good Conduct Medal, Navy “E” Ribbon, (two) Meritorious Unit Commendations and Sea Service Deployment Ribbon.

Orcutt Fasano Wealth Management Philosophy

Recommended

Recommended

More Related Content

What's hot

What's hot (19)

Similar to Orcutt Fasano Wealth Management Philosophy

Similar to Orcutt Fasano Wealth Management Philosophy (20)

Recently uploaded

Recently uploaded (20)

Orcutt Fasano Wealth Management Philosophy