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Global leader
UBS is a world-leading wealth manager
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.
Senior Vice President–Wealth Management
Brent Penrose joined UBS in July of 2020 and is currently a Senior Vice President of Wealth Management. He works with clients by having a deep understanding of their purpose, complex needs and life goals, bringing in the right specialists for appropriate solutions. Brent has developed long term multi generational relationships through a commitment to quality client service, and has over 25 years experience in the financial services industry. Brent worked at HSBC Private Banking and Wells Fargo Private Banking prior to joining UBS.
Brent received a B.A. in Criminal Justice from the University of Illinois at Chicago. He earned his diploma in Certified Financial Planning from DePaul University in Chicago. He also holds Series 7 and 66 licenses and maintains life and health insurance licenses. Brent is involved with Leukemia Research Foundation and an active executive board member of Little Heroes League Foundation.
Brent lives in the Chicago area with his wife and two children. In addition to being active with his family, Brent enjoys traveling, skiing, golfing, and being actively involved in the community.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Brent Penrose joined UBS in July of 2020 and is currently a Senior Vice President of Wealth Management. He works with clients by having a deep understanding of their purpose, complex needs and life goals, bringing in the right specialists for appropriate solutions. Brent has developed long term multi generational relationships through a commitment to quality client service, and has over 25 years experience in the financial services industry. Brent worked at HSBC Private Banking and Wells Fargo Private Banking prior to joining UBS.
Brent received a B.A. in Criminal Justice from the University of Illinois at Chicago. He earned his diploma in Certified Financial Planning from DePaul University in Chicago. He also holds Series 7 and 66 licenses and maintains life and health insurance licenses. Brent is involved with Leukemia Research Foundation and an active executive board member of Little Heroes League Foundation.
Brent lives in the Chicago area with his wife and two children. In addition to being active with his family, Brent enjoys traveling, skiing, golfing, and being actively involved in the community.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Global leader
UBS is a world-leading wealth manager
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 11/23/2021
Best
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022
