Page 57 - Forbes - USA (December 2019)
P. 57
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PETER HUFFMAN MICHAEL O’BRIEN BRIAN DONALDSON JUSTIN DEMKO
Merrill Lynch Wealth Management Wells Fargo Advisors UBS Financial Services UBS Private Wealth Management
(858)-456-3624 | La Jolla, CA (858)-456-7729 | La Jolla, CA (858)-729-5255 | La Jolla, CA (310)-734-2389 | Los Angeles, CA
peter_huffman@ml.com michael.j.obrien@wfadvisors.com brian.donaldson@ubs.com justin.demko@ubs.com
CAROL WILSHIRE PHILIPPE HARTL THOMAS MAHONEY SPUDS POWELL
UBS Financial Services Merrill Private Wealth Management UBS Private Wealth Management Kayne Anderson Rudnick
(213)-972-1440 | Los Angeles, CA (310)-407-3984 | Los Angeles, CA (310)-734-2401 | Los Angeles, CA (310)-282-7945 | Los Angeles, CA
carol.wilshire@ubs.com philippe_hartl@ml.com thomas.n.mahoney@ubs.com spowell@kayne.com
CHERYL YOUNG LAILA PENCE JESSE RODRIQUEZ KELLY GARTON
Morgan Stanley Wealth Management Pence Wealth Management UBS Private Wealth Management Merrill Lynch Wealth Management
(408)-358-0976 | Los Gatos, CA (949)-660-8777 | Newport Beach, CA (949)-467-6032 | Newport Beach, CA (619)-699-3765 | San Diego, CA
cheryl.young@morganstanley.com laila.pence@lpl.com jesse.rodriquez@ubs.com kelly_garton@ml.com
BLAIR CANNON BRIAN MACDONALD DREW CORRADINI GREG ONKEN
UBS Private Wealth Management Merrill Lynch Wealth Management JP Morgan Securities JP Morgan Securities
(858) 947-7034 | San Diego, CA (415)-274-6054 | San Francisco, CA (415)-772-2970 | San Francisco, CA (415)-772-3123 | San Francisco, CA
blair.cannon@ubs.com brian_s_macdonald@ml.com drew.corradini@jpmorgan.com greg.onken@jpmorgan.com
TOM CONNAGHAN ELAINE MEYERS AARON WAXMAN GEORGE PAPADOYANNIS
Kayne Anderson Rudnick JP Morgan Securities B|O|S Ameriprise Financial
(415)-486-6675 | San Francisco, CA (415)-315-7801 | San Francisco, CA (415)-781-8535 | San Francisco, CA (650)-593-9170 ex. 328 | San Mateo, CA
tconnaghan@kayne.com elaine.meyers@jpmorgan.com aaron.waxman@bosinvest.com george.x.papadoyannis@ampf.com
