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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Brad has enjoyed learning from successful people his entire life, including mentors, clients, coaches, the Notre Dame family, and his father-in-law, Earl Bossenberry (a 30 year veteran broker with Goodbody and Merrill Lynch). Brad's passion is to help clients have a positive attitude about meeting the financial challenges of investing, aging, and coping with turning points in their lives. As an advisor, his clients trust that he is uniquely positioned to help build lasting financial security. Brad married his high school sweetheart in 1987 and resides in Royal Oak, raising a daughter and son.
Education
Lets connect
Senior Vice President–Wealth Management
Brad has enjoyed learning from successful people his entire life, including mentors, clients, coaches, the Notre Dame family, and his father-in-law, Earl Bossenberry (a 30 year veteran broker with Goodbody and Merrill Lynch). Brad's passion is to help clients have a positive attitude about meeting the financial challenges of investing, aging, and coping with turning points in their lives. As an advisor, his clients trust that he is uniquely positioned to help build lasting financial security. Brad married his high school sweetheart in 1987 and resides in Royal Oak, raising a daughter and son.
Education
Lets connect
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
