Fundraising Fox

Erika Balla

Investor

Director, Private Wealth Management at UBS

United States

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

Find your path to Erika

323 people in our graph share verified history with Erika — schools, employers, funds. One of them is your warm intro.

AndrewunlockedErika: together at University of Washington (2004–2008)
×6Erika: together at Merrill Lynch Private Banking and Investment Group
Erika: together at University of Washington
×4Erika: together at UBS

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, WYFINRA
  • FINRA Series 10FINRA
  • FINRA Series 9FINRA
  • UBS Financial Services Inc. Important Notices
  • FINRA Series 66 - Uniform Combined State LawFINRA
  • FINRA Series 7 - General Securities Representative ExaminationFINRA

From Erika's professional profile.

Colleagues at UBS

Network2

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