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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
