Los Angeles, April 19, 2024–(BUSINIRE)–UBS Wealth Management USA today announced that Christopher Tregas has been appointed CFP.® has joined the firm as Managing Director and Senior Portfolio Manager in our Century City office. Christopher and his team will join the company's Los Angeles market, which is managed by Market Executive Lauren Gaucher and Market Director Craig Perles.
“Christopher is one of the fastest growing financial advisors in the country, working with some of the most successful families in Southern California, New York City and beyond,” said Craig Pearles, 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. We are proud to welcome them to UBS.”
Christopher brings more than 13 years of wealth management experience to UBS, and his team, Tregus Wealth Management, provides personalized wealth management advice to corporate executives, entrepreneurs and successful individuals in the entertainment industry. They work with families across the United States, with a focus on New York and Southern California. Christopher was joined by his team administrator, Stephanie Ellor.
Christopher joins from Morgan Stanley, where he founded and led the Next Generation Wealth Management Group in New York City before opening the team's West Coast office. He has received numerous industry rankings including Forbes Top Next Generation Wealth Advisor (2018-2019), Forbes State Best Next Generation Wealth Advisor (2018-2019, 2022-2023), and Forbes State of the Year. It is recognized in Wealth Management He was named to the team (2024) and in 2016 New York Magazine named him a 5-star Wealth Manager.
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