Email Me
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
With two decades of experience working at UBS as a financial professional, Brian offers a comprehensive planning-based approach that is designed to help his clients achieve their financial goals. Intrigued by finance from a young age and after an 8 year professional hockey career, he embarked on his career as a financial advisor with a commitment to always doing the right thing for his clients. As a seasoned professional with experience in all aspects of wealth management, Brian serves the complex needs of business owners, corporate executives, professional athletes and high net worth clients.
He has been recognized by UBS as a distinguished member of UBS's Director's Council, representing an exclusive group of top tier advisors on a national level. Brian earned his B.S. in business administration from Northeastern University. He holds the Series 7 and 66 securities licenses, as well as state life and health insurance licenses.
Brian and his wife, Kristine, live in Needham with their two daughters. He is actively involved as a volunteer hockey coach in Massachusetts. In his free time, Brian enjoys boating, fishing and travel.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
With two decades of experience working at UBS as a financial professional, Brian offers a comprehensive planning-based approach that is designed to help his clients achieve their financial goals. Intrigued by finance from a young age and after an 8 year professional hockey career, he embarked on his career as a financial advisor with a commitment to always doing the right thing for his clients. As a seasoned professional with experience in all aspects of wealth management, Brian serves the complex needs of business owners, corporate executives, professional athletes and high net worth clients.
He has been recognized by UBS as a distinguished member of UBS's Director's Council, representing an exclusive group of top tier advisors on a national level. Brian earned his B.S. in business administration from Northeastern University. He holds the Series 7 and 66 securities licenses, as well as state life and health insurance licenses.
Brian and his wife, Kristine, live in Needham with their two daughters. He is actively involved as a volunteer hockey coach in Massachusetts. In his free time, Brian enjoys boating, fishing and travel.
Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
