Experience

Since June 2010, Jamie has been a Managing Director and Senior Portfolio Manager at UBS Financial Services, where he and his team manage portfolios for ultra-high-net-worth families, business entities and owners, foundations and trusts.  Prior to his arrival at UBS, Jamie was a Managing Director and Senior Portfolio Manager for the Ultra High Net Group at Deutsche Bank Private Wealth Management division.

Jamie has 33 years if investment experience.   His primary responsibilities include understanding client needs and implementing portfolio strategies.  Jamie also develops diversification strategies for clients with concentrated stock positions.  He and his team work closely with the Structured Solutions Group to construct and deliver integrated, customized investment, risk management, and wealth preservation strategies for ultra-high-net-worth clients.

Mr. Baum earned his B.S. in finance and management from New York University, Stern School of Business, and his M.B.A. in finance from Fordham University.  He holds both his Series 7 and 66 licenses. 

Brad joins UBS from Deutsche Bank Wealth Management, where he most recently served as a Director in the firm’s New York City office. A next-generation advisor, he began his career at Deutsche Bank in 2006 as a Client Associate for one of the firm’s top advisors before transitioning into a Private Banking role, where he has spent the last seven years building his own practice. 

At UBS, Brad will advise ultra-high-net-worth families and financial professionals—including private equity partners—across a range of services. These include asset allocation, investment portfolio construction, customized lending and liquidity strategies, and wealth transfer planning.

Brad lives in Darien, Connecticut, and holds a bachelor’s degree from Lehigh University. He is married to his wife, Rachel, and they have three children: Lottie, Alex, and Grace. In his free time, Brad enjoys a variety of outdoor and recreational activities, including golf, skiing, paddle tennis, and boating.

Wynette is a Senior Registered Client Associate where she proudly serves as a valuable member of the Baum Investment Group.

Her extensive experience is built on a strong foundation and client-first approach. She brings experience handling client requests, manages operational and administrative functions, working to achieve a seamless and quality client experience. Her dedication extends to addressing clients’ inquiries and concerns, hoping to foster trust and satisfaction.

Prior to her transition into UBS Private Wealth Management, she was in our LatAm branch of UBS Investment Banking.  She joined us from Citi Private Banking, where she covered the Iberian Peninsula and developed her operational and client service skills. 

Wynette is well-equipped, holding the Series 7, SIE, 63, and 66 securities licenses, demonstrating her dedication to professional development. Beyond her professional life, Wynette finds joy pursuing her interests in all things outdoors, especially, global traveling, scuba diving, live music, cooking, and reading.  She speaks Spanish and Portuguese fluently.

Matt Holden is a registered wealth strategy associate at UBS, where he supports the Baum Investment Group in delivering high-quality financial research, analysis, and trading execution for clients. In his role, Matt leverages market insights and data-driven strategies to help inform investment decisions and optimize portfolio outcomes. He remains closely engaged with evolving market trends and is committed to providing thoughtful, detail-oriented support in a fast-paced financial environment. 

Matt graduated from Loyola University, where he built a strong foundation in finance and analytical thinking. Based in New York City, Matt is from Fairfield, CT and is interested in Formula 1 and hockey.