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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 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.
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 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.
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
