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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Having the distinction of being the first woman in UBS' 46 year history in Puerto Rico, to be named a member of its prestigious Chairman's Club, Anita Brennan currently serves as Senior Vice President – Wealth Management in San Juan, Puerto Rico. Anita is focused on helping people simplify their financial lives, and has years of experience analyzing financial situations facing high net worth individuals and both in the Continental United States and in Puerto Rico.
Since 1978, Anita has been serving high net worth clients. Prior to joining UBS in 2000, she worked with Lehman Brothers, Solomon Smith Barney, and was a founding member of the Puerto Rico Investment Management Society. She holds a Bachelor's degree in Political Science from Regis College in Boston, MA. Additionally, she holds FINRA Series 7 & 66 Licenses, as well as Life, Health & Variable Annuity Insurance Licenses.
Her team provides a holistic planning process to help each client pursue their financial goals with confidence. Her clients are people with high integrity, who have worked hard to increase their assets, and are always looking to offer a better quality of life to their loved ones. Additionally, Anita works with several institutional clients, including large local corporations and retirement plans.
Anita resides in and frequently travels between San Juan and Dorado, PR, and Boston, MA. She is married, has two children and two grandchildren. She has served on the Board of Directors of United Way of Puerto Rico, and currently enjoys serving as part of the Finance and Investment Committee on the Board of Trustees of Regis College in Weston, MA.
Education
Senior Vice President–Wealth Management
Having the distinction of being the first woman in UBS' 46 year history in Puerto Rico, to be named a member of its prestigious Chairman's Club, Anita Brennan currently serves as Senior Vice President – Wealth Management in San Juan, Puerto Rico. Anita is focused on helping people simplify their financial lives, and has years of experience analyzing financial situations facing high net worth individuals and both in the Continental United States and in Puerto Rico.
Since 1978, Anita has been serving high net worth clients. Prior to joining UBS in 2000, she worked with Lehman Brothers, Solomon Smith Barney, and was a founding member of the Puerto Rico Investment Management Society. She holds a Bachelor's degree in Political Science from Regis College in Boston, MA. Additionally, she holds FINRA Series 7 & 66 Licenses, as well as Life, Health & Variable Annuity Insurance Licenses.
Her team provides a holistic planning process to help each client pursue their financial goals with confidence. Her clients are people with high integrity, who have worked hard to increase their assets, and are always looking to offer a better quality of life to their loved ones. Additionally, Anita works with several institutional clients, including large local corporations and retirement plans.
Anita resides in and frequently travels between San Juan and Dorado, PR, and Boston, MA. She is married, has two children and two grandchildren. She has served on the Board of Directors of United Way of Puerto Rico, and currently enjoys serving as part of the Finance and Investment Committee on the Board of Trustees of Regis College in Weston, MA.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
