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$3.9 trillion
In invested assets globally
As of 12/31/2022
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 currently a Senior Vice President in the Wealth Management Division of UBS Financial Services. Brad delivers comprehensive wealth management to high net worth individuals and families, as well as athletes and entertainers. Prior to joining UBS, he worked for Morgan Stanley as a Director in the Sports and Entertainment Group. Previous to Morgan Stanley, Brad worked for Smith Barney as part of the Wealth Management Division of Citigroup. He started his career in Public accounting where Brad earned his Certified Public Accountant (CPA). Brad attended Rutgers University and earned his MBA in Finance from the Graduate School of Management and his undergraduate degree in Economics and Accounting. He is an avid golfer and a big fan of college sports. He currently resides in Marlboro, New Jersey with his wife Sari. Brad has two sons, Corey currently works in Banking and lives in New York City and his son Jason is a senior at Ohio State University in which he is enrolled in the Chemical Engineering program.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Brad is currently a Senior Vice President in the Wealth Management Division of UBS Financial Services. Brad delivers comprehensive wealth management to high net worth individuals and families, as well as athletes and entertainers. Prior to joining UBS, he worked for Morgan Stanley as a Director in the Sports and Entertainment Group. Previous to Morgan Stanley, Brad worked for Smith Barney as part of the Wealth Management Division of Citigroup. He started his career in Public accounting where Brad earned his Certified Public Accountant (CPA). Brad attended Rutgers University and earned his MBA in Finance from the Graduate School of Management and his undergraduate degree in Economics and Accounting. He is an avid golfer and a big fan of college sports. He currently resides in Marlboro, New Jersey with his wife Sari. Brad has two sons, Corey currently works in Banking and lives in New York City and his son Jason is a senior at Ohio State University in which he is enrolled in the Chemical Engineering program.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
