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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.
Vice President–Wealth Management
Brian’s upbringing has truly shaped the professional he is today. Coming from a family of nine children, Brian developed a strong family and work ethic from an early age. He brings that perspective and a sense of helping others to the office every day. Brian also spent 11 years working for a large Boston law firm, where he worked his way up from the mailroom to the boardroom very quickly—a testament to what hard work and perseverance can accomplish. In 1998, he joined UBS (then PaineWebber) and has not looked back.
Brian serves a wide variety of clients, including corporations with 10b5-1 plans, stock option financing, 401(k) plans, small business owners, CEOs, non-profits and individuals. He is responsible for working with clients and prospects in establishing a Financial Goal Analysis, making recommendations based upon their goals and objectives, and leveraging UBS's resources to present the best managers for clients’ needs. In all his work with clients, Brian strives to build trust, to be proactive, anticipate their needs and deliver great service above all.
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.
He lives in Millis, Mass with his wife, Donna, and sons, Liam and Coleman, who share in his passion for skiing and the outdoors. He coaches youth soccer 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
Vice President–Wealth Management
Brian’s upbringing has truly shaped the professional he is today. Coming from a family of nine children, Brian developed a strong family and work ethic from an early age. He brings that perspective and a sense of helping others to the office every day. Brian also spent 11 years working for a large Boston law firm, where he worked his way up from the mailroom to the boardroom very quickly—a testament to what hard work and perseverance can accomplish. In 1998, he joined UBS (then PaineWebber) and has not looked back.
Brian serves a wide variety of clients, including corporations with 10b5-1 plans, stock option financing, 401(k) plans, small business owners, CEOs, non-profits and individuals. He is responsible for working with clients and prospects in establishing a Financial Goal Analysis, making recommendations based upon their goals and objectives, and leveraging UBS's resources to present the best managers for clients’ needs. In all his work with clients, Brian strives to build trust, to be proactive, anticipate their needs and deliver great service above all.
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.
He lives in Millis, Mass with his wife, Donna, and sons, Liam and Coleman, who share in his passion for skiing and the outdoors. He coaches youth soccer 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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
