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$6 trn
UBS Group invested assets
As of 12/31/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Brad is Senior Vice President-Wealth Management Division of UBS Financial Services. He provides comprehensive wealth management services to high-net-worth individuals and families, as well as professional athletes and entertainers.
Before joining UBS, Brad served as a Director in the Sports and Entertainment Group at Morgan Stanley. Prior to that, he was part of the Wealth Management Division at Citigroup through his role at Smith Barney. He began his career in public accounting, where he earned his Certified Public Accountant (CPA) designation.
Brad holds an MBA in Finance from the Graduate School of Management at Rutgers University, where he also earned his undergraduate degree in Economics and Accounting.
He currently resides in Boca Raton, Florida. Brad has two sons—Corey, who works In Investment banking and lives in New York City, and Jason ,a Chemical Engineer who resides in Hoboken New Jersey. Brad is also a proud grandfather. Outside of work, he is an avid golfer and a passionate fan of college sports.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Brad is Senior Vice President-Wealth Management Division of UBS Financial Services. He provides comprehensive wealth management services to high-net-worth individuals and families, as well as professional athletes and entertainers.
Before joining UBS, Brad served as a Director in the Sports and Entertainment Group at Morgan Stanley. Prior to that, he was part of the Wealth Management Division at Citigroup through his role at Smith Barney. He began his career in public accounting, where he earned his Certified Public Accountant (CPA) designation.
Brad holds an MBA in Finance from the Graduate School of Management at Rutgers University, where he also earned his undergraduate degree in Economics and Accounting.
He currently resides in Boca Raton, Florida. Brad has two sons—Corey, who works In Investment banking and lives in New York City, and Jason ,a Chemical Engineer who resides in Hoboken New Jersey. Brad is also a proud grandfather. Outside of work, he is an avid golfer and a passionate fan of college sports.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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