Alex Chivarsky is a Financial Advisor for UBS in Century City. Alex and his team are well known as a valuable resource for corporate executives and have a deep understanding of the opportunities and challenges that they face. Alex started his career with UBS in early 2006 as an Investment and Portfolio Analyst specializing in Managed Accounts, Structured Solutions and Alternative Investments. Alex earned his degree in Political Science with an emphasis in Political Theory and Philosophy from the University of California at Los Angeles (UCLA) and has earned the Certified Equity Professional (CEP®) Designation through the Certified Equity Professional Institute at the Leavey School of Business at Santa Clara University. Alex was born in Hamburg, Germany and has been living in the United States since 1986.

Ron joins our team as a Wealth Strategy Associate, bringing a strong foundation of expertise in real estate and a proven track record of success. His strategic mindset and dedication to client service make him a valuable asset as he transitions into private wealth management. With a passion for helping clients navigate financial complexities, Ron draws on his real estate background to build meaningful relationships with our clients.

In addition, Ron manages a team of associates, ensuring smooth operations and delivering high-quality support across all aspects of the business.

Ron holds the Series 7, Series 66, and Life, Accident & Health Insurance licenses. He also obtained the Certified Equity Professional designation from Santa Clara University's Leavey School of Business. As an expert in equity compensation, he specializes in navigating the complexities of Restricted Sales and 10b5-1 plans, providing insiders and executives of publicly traded companies with specialized guidance in these areas.

Nathan is a director in PwC’s Reward and Benefits Practice. He has a wide range of experience in areas of compensation, tax, human resources, and employment law. His practice includes HR strategy, employment law compliance, executive compensation tax, incentive plan design, payroll systems and operations, and employee benefits.​

He has assisted a wide array of clients with compensation design, HR strategy, employment law compliance, executive compensation tax, incentive plan design, payroll systems and operations, and employee benefits matters. He has spent 10+ years assisting multinational companies with HR tax/incentive design matters.​

Nathan graduated from Washington University in St. Louis with a B.A. in Japanese and a minor in Chinese and received a J.D. from the University of Pennsylvania Law School.

Sharmon Priaulx is a managing director in PwC’s Boston-based Workforce Solutions practice. She practices in the area of executive compensation and other employee benefits. Sharmon consults with boards and management on the development and technical operation of qualified and non-qualified deferred compensation plans and equity arrangements. She also advises on general tax matters that arise in the compensation area, such as fringe benefits, qualified retirement plans and related payroll issues. Her clients include public and private companies, financial services entities and multinational groups.

Prior to joining PwC, Sharmon practiced at a national law firm, advising clients on retirement, equity and employee benefit plans. Sharmon has been a law school guest lecturer and speaks at seminars on topics ranging from deferred compensation compliance to payroll issues.

Sharmon has a B.A. from Columbia University, Barnard College and a J.D. (cum laude) from Villanova School of Law, where she was a member of Phi Kappa Phi and the Order of the Coif. She is admitted to the bar in Massachusetts, Pennsylvania, New Jersey and Maryland.

Barbara Klementz is the chair of Baker McKenzie’s North American Compensation Practice. She has practiced in the area of global equity and executive compensation for 25 years. Barbara has authored several articles on global equity issues for the BNA Executive Compensation Journal, Journal of Corporate Taxation and San Francisco and Los Angeles Daily Journal, among others, and she is a contributor to a blog on global equity related topics called the Compensation Connection. She is also a frequent speaker on a variety of global equity topics. Barbara was recognized as a Thomson Reuters Stand-out Lawyer for 2024 and recognized as a ranked practitioner by Legal 500 for Employee Benefits: Transactional and by Chambers USA. Client feedback in Chambers and Legal 500 states that "Barbara is super responsive and just really knows the space." and "Barbara Klementz possesses incredible knowledge and a knack for explaining complex issues simply. She always considers the bigger picture and provides commercially sound advice." Barbara is admitted to private practice in California and Düsseldorf, Germany.
Barbara focuses her practice on global equity compensation programs, executive compensation and employee benefits. She regularly advises multinational companies on implementing their equity compensation and other incentive programs worldwide – particularly as it relates to tax and securities law matters and exchange control regulations. Barbara also frequently advises on the treatment of such programs in corporate transactions, including mergers and acquisitions, spin-offs and divestitures, as well as on the tax treatment of cross-border employees participating in such programs.

Joe is a Senior Manager on KPMG’s Global Reward Services team. With nearly eight years of experience at KPMG, Joe is an expert in advising clients on complex tax issues related to compensation and benefits, with a focus on incentive compensation plans. His extensive professional background includes working with multinational corporations and start-ups across diverse industries such as financial services, automotive, pharmaceutical, and information technology. 

Joe excels in helping clients maintain global tax compliance and enhance operational efficiency through automation. He has successfully guided numerous clients in managing their payroll reporting and withholding obligations with respect to global incentive compensation awards, ensuring consistent and compliant practices. His advisory skills further extend to conducting tax diligence reviews, supporting global equity filings, and assisting in equity plan design and compensation benchmarking to attract and retain top talent. 

In addition to his professional achievements, Joe holds a BA and an MBA from Binghamton University and is an Enrolled Agent. 

Greg Veltri is a Senior Consultant based in Florida with Aon Equity Services, the equity valuation and accounting group that assists over 800 companies with all aspects of Accounting Standards Codification (ASC) Topic 718: Stock Compensation; ranging from plan design considerations to expense accruals. Greg works with clients on plan design, analyzing stock option data, statistical analyses, developing valuation assumptions, providing audit support, and producing valuations with financial reporting information for a broad range of equity-based compensation instruments including Employee Stock Purchase Plans (ESPPs) and Performance-Based equity awards.

Greg holds a Bachelor of Science degree in Physics from Loyola University New Orleans and a Bachelor of Science in Electrical Engineering from Florida Atlantic University. Prior to working at Aon, Greg was a Director of Engineering, Engineering Sales Manager, and an Electrical Engineer. He is a former President and advisory board member of the NASPP Denver Chapter and maintains the Certified Equity Professional (CEP) designation through Santa Clara University.