Let's move forward. Together.

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.

Plans

Brad Lipsig

Senior Vice President–Wealth Management

Brad brings over 25 years of financial advisory and investment experience to his clients, helping them pursue their financial goals through a deep understanding of the capital markets. During that time he has attained the position of Senior Vice President - Wealth Management, and has earned the designation of Senior Portfolio Manager at UBS.

Brad has built a successful business by developing long-term relationships with clients, based upon a foundation of trust, integrity and quality service.


Personal & Community

  • NY Cares, UBS Chapter, Volunteer & Donor since 2007
  • Make-A-Wish Foundation, Volunteer & Donor since 1996
Registered States:
  • CA
  • CT
  • DC
  • FL
  • GA
  • IA
  • KS
  • MD
  • MI
  • NC
  • NJ
  • NY
  • PA
  • TX
  • UT
  • VA
  • WY

Education

  • B.A. Psychology, University of Maryland

Credentials

  • Senior Portfolio Manager
299 Park Avenue
New York, NY 10171
  • (212) 309-3122

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights