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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
First Vice President–Wealth Management
Brian is an experienced financial advisor with over 26 years of experience in wealth management. His experience allows him to offer tailored financial solutions for affluent clients, focusing on investment strategy and retirement planning. Known for his strategic thinking and proactive approach, Brian is committed to understanding each client’s unique financial landscape and helping them navigate complex decisions with confidence.
He combines in-depth investment analysis with a focus on long-term strategic planning, allowing him to address complex issues and see the broader picture for his clients. He works with his clients, collaborating with attorneys, accountants, and philanthropic organizations, often coordinating team discussions to optimize and streamline investment strategies. He actively reviews portfolio performance and presents customized investment solutions that align with his clients’ goals and values.
His ability to foster long-term, trust-based relationships is a cornerstone of his work, as he integrates rigorous financial analysis with a focus on transparency and accountability. By consistently addressing high-net-worth investors’ complex financial requirements, Brian endeavors to deliver solutions designed to meet his clients’ evolving needs.
Brian has earned his Series 6, 7, 63 and 65 securities licenses as well as Health, Life, Long Term Care and Annuity licenses. He also holds the Mortgage Loan Originator license NMLS #1215633.
Brian lives in Millis, Mass. His 2 adult sons keep him busy with fishing, hiking, camping, mountain biking and share in his passion for alpine skiing and the outdoors. He has coached youth soccer, volunteered for the Wild Ones Mountain biking team and has ridden several years in the Pan Mass Challenge, an annual 192 mile bicycle ride to raise money for cancer research at the world renowned Dana Farber Cancer Institute.
Education
First Vice President–Wealth Management
Brian is an experienced financial advisor with over 26 years of experience in wealth management. His experience allows him to offer tailored financial solutions for affluent clients, focusing on investment strategy and retirement planning. Known for his strategic thinking and proactive approach, Brian is committed to understanding each client’s unique financial landscape and helping them navigate complex decisions with confidence.
He combines in-depth investment analysis with a focus on long-term strategic planning, allowing him to address complex issues and see the broader picture for his clients. He works with his clients, collaborating with attorneys, accountants, and philanthropic organizations, often coordinating team discussions to optimize and streamline investment strategies. He actively reviews portfolio performance and presents customized investment solutions that align with his clients’ goals and values.
His ability to foster long-term, trust-based relationships is a cornerstone of his work, as he integrates rigorous financial analysis with a focus on transparency and accountability. By consistently addressing high-net-worth investors’ complex financial requirements, Brian endeavors to deliver solutions designed to meet his clients’ evolving needs.
Brian has earned his Series 6, 7, 63 and 65 securities licenses as well as Health, Life, Long Term Care and Annuity licenses. He also holds the Mortgage Loan Originator license NMLS #1215633.
Brian lives in Millis, Mass. His 2 adult sons keep him busy with fishing, hiking, camping, mountain biking and share in his passion for alpine skiing and the outdoors. He has coached youth soccer, volunteered for the Wild Ones Mountain biking team and has ridden several years in the Pan Mass Challenge, an annual 192 mile bicycle ride to raise money for cancer research at the world renowned Dana Farber Cancer Institute.
Education
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.
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.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
