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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
