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Erika Balla

Investor

Director, Private Wealth Management at UBS

United States

Writes $250K – $5M checks · typically $2.6M

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Ask Bill Cramsie to introduce you to Erika

You →Bill · together at Manhattan West (2022–2023) →Erika

Ask Jamie Chen to introduce you to Erika

You →Jamie · 11 people · together at Manhattan West →Erika

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Experience

  1. UBSDirector, Private Wealth Managementcurrent2023 — presentLos Angeles, California, United States
  2. Manhattan WestDirector Venture Capital Strategy & Operations2022 — 2023Los Angeles, California, United States
  3. UBS Private Wealth ManagementPrivate Wealth Relationship Manager2020 — 2022Los Angeles
  4. UBS Private Wealth ManagementSenior Wealth Strategy Associate2018 — 2020Los Angeles, California
  5. UBS Private Wealth ManagementRegistered Client Associate2013 — 2017Los Angeles, California
  6. Merrill Lynch Private Banking and Investment GroupRegistered Private Wealth Associate2009 — 2013Los Angeles, California

Skills & more

LeadershipInvestmentsMicrosoft OfficeWealth Management ServicesFinancial ServicesLong-term customer relationshipsMarket research

Languages English · Japanese

  • **Registered States** AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WY — FINRA
  • FINRA Series 10 — FINRA
  • FINRA Series 9 — FINRA
  • UBS Financial Services Inc. Important Notices
  • FINRA Series 66 - Uniform Combined State Law — FINRA
  • FINRA Series 7 - General Securities Representative Examination — FINRA

From Erika's professional profile.

Colleagues at UBS

Adam Wieschhaus
Investor at GENERAL INCEPTION
Lila Tretikov
Partner, Head of AI Strategy at New Enterprise Associates (NEA)
Stephen Heaney
Investment Associate at Ceniarth
Stockton Hunsaker
Analyst at University Growth Fund
Tamilyn Te
Investor at Gentree Fund
Thomas Kern
Investor at SICTIC
Tomer Jacob
Investor at Hanaco Venture Capital
Will Day
Advisory Board at VÅR Ventures

Network2

Angie Spielman
Founding Partner, Managing Director at Manhattan West
Francois Maximilian Schramek
Partner at Manhattan West

Investors connected to Erika in public investor directories — a warm-intro map.

Frequently asked questions

Who is Erika Balla?
Investor at Manhattan West
Where does Erika Balla work?
Erika Balla is Director, Private Wealth Management at UBS.
What check size does Erika Balla write?
Erika Balla typically writes checks of $250K – $5M.
Where did Erika Balla go to school?
Erika Balla studied at University of Washington; Università per Stranieri di Siena (Italian Language and Literature).

Same school

Shared employers