Experience

Delivering all of UBS
Managing Director Joe Brienza is a Private Wealth Advisor who serves generations of ultra-high-net-worth families. His team, Clarity Advisors, works closely with clients to help deliver an array of wealth solutions including family meeting planning and facilitation, estate planning, multigenerational wealth transfer guidance and integrated investment planning. Joe has extensive experience advising families on bespoke philanthropic strategies and charitable vehicles including charitable trusts, private and public foundations and donor-advised funds.

Joe’s former career in public service prepared him well for his current role working with a diverse group of successful Private Wealth Management clients. From growing their investments to exiting their businesses to helping them leave a legacy for loved ones, Joe draws from the extensive resources of UBS to tailor the right advice and solutions.

Service and solutions for “client-first” relationships
Joe along with each member of Clarity Advisors prioritizes relationship-building. Together they take pride in their service promise, which includes a “clients-first” philosophy of clear and concise communication, accessibility and a focus on working with entire families across generations. Whether Joe is providing advanced planning guidance or investment strategy, his advice is always strategic, comprehensive and customized to every client’s needs.  

Outside of UBS

• Joe and his wife, Gleneen have three children, Joey, a nationally ranked race car driver in the USF 2000, which is part of the Part to Indy Series; Gabby, a competitive gymnast, golf and diver; and Gianni, who plays basketball, golf and runs cross country. 
• Together, they enjoy hiking and spending time in the great Colorado outdoors.
• Joe and his wife are also involved with the Colorado Music Festival and the Barbara Davis Center for juvenile diabetes. 
• They sit on the board of the Shrine of St. Annes Catholic Church. 

“ In our world, there is often an academic answer and an emotional or qualitative answer. It is crucial to recognize and communicate this, then to implement an approach that finds balance amid that tension.”

John works with individuals, families, executives and entrepreneurs. Some are looking to retire. Others are still growing their portfolios and/or leaving a legacy for their loved ones. Helping him to better serve them is John’s experience as an executive at both small, privately held businesses and those that have gone public.

Today, John and the team at Clarity Advisors strive to create better client outcomes through a strategic and holistic approach that involves wealth planning and investment management with an exceptional level of service. By focusing on fewer clients, they’re able to gain a deeper understanding of their needs and goals. They then bring the expertise and solutions suited to each client, harnessing the full resources and services of the firm, plus their network of tax, legal and other experts to solve complex planning needs.

John and his team believe that superior service is crucial. They take pride in communicating regularly, clearly and concisely—and being accessible as a trusted advisor to their clients’ entire families.

Experience

• Managing Director and Private Wealth Advisor, UBS, 2020 – present
• Principal, Financial Advisor, Bernstein Global Wealth Management, 2007 – 2020

Life

• John and his wife, Jayne, have two adult children. Their daughter is a speech pathologist, and their son-in-law is a professional baseball player with the Kansas City Royals organization. Their son, who was born with special needs, is home with them in Prosper, TX.
• John is a board member of MyPossibilities, a nonprofit that provides adults with disabilities the chance to continue their education.
  

“I approach every relationship with a strong sense of fiduciary obligation. I believe in always placing the clients’ best interests first and driven to meet their goals while managing an appropriate level of risk.”

Cory has 26 years of experience in the investment industry. This includes serving as a senior institutional investment consultant to Fortune 100 companies, advising some of the world’s largest corporations—including Microsoft, Ford Motor, Hewlett-Packard, Apple and Verizon Communications—on their equity compensation plans, retirement plans and investment strategies. He explains, “This experience shaped my knowledge of asset allocation and investment manager selection, which allows me to assist our team in building recommended investment positioning and evaluating the investment managers in our portfolio strategies.”

He also served as a regional head of an advanced planning group for a major Wall Street investment firm where he was involved in numerous business transactions, complex estate planning situations and exposed to sophisticated tax planning strategies. In addition, Cory has more than two decades of experience advising high net worth individuals and families. He understands how to build, implement and monitor financial and investment plans to improve client outcomes and conveys these plans simply and effectively. He considers it a privilege to help clients prudently grow their wealth and ultimately steward the transition of their capital to subsequent generations. He is passionate about helping others and enjoys mentoring new associates and advisors and serving his community through various volunteer and nonprofit board positions.

Experience

• Managing Director and Private Wealth Advisor, UBS 
• Principal and Financial Advisor, Bernstein Global Wealth Management
• Senior Investment Consultant, Fidelity Investments

 Life

• Cory enjoys spending time with his wife and two daughters.
• He is on the board and investment committees of various non-profits.
  
  

“ We have a responsibility to provide our clients with the most informative, strategic advice. The success and growth of their investments, through a custom approach, is at the core of our work.”

Chad Jones began his wealth management career in New York before relocating back to his home state of Texas. His expertise includes providing innovative strategic direction around investment needs, income taxation, estate planning, wealth transfer planning, risk management, executive compensation, and charitable giving.

As Senior Vice President, Wealth Advisor at Clarity Advisors, Chad applies an analytical lens to portfolio management and long-term planning. He thrives on the complex, taking a multi-faceted approach to solving client situations with forward-thinking and creative solutions.

Experience

• Senior Vice President and Wealth Advisor, UBS, 2020 – present
• Financial Advisor, Bernstein Private Wealth Management, 2006 – 2020

Life

• Chad and his wife Falon, have three young children, who are enrolled at a Spanish immersion school in Dallas.
• When he is not coaching his children’s teams, he enjoys golfing. As a family they love fishing, hiking and spending time in the mountains.
• His philanthropic interests and efforts are focused around supporting the Texas Children’s Hospital Adult and Pediatric Congenital Heart Program.

“I enjoy making people’s lives easier.  UBS provides us a platform and resources uniquely designed to help us deliver that service to our clients."

With over 16 years of wealth management experience, specifically at UBS, Jessie focuses on exceptional client service, building lasting relationships with clients and helping clients understand and navigate all aspects of their wealth and the complexity it can bring. 

Today, as Team Administrator for Clarity Advisors, Jessie partners with the team to access the full capabilities of UBS to deliver consolidated and simplified answers to clients’ various needs and wants, including philanthropy, multi-generational planning and daily spending. She remains diligent in providing client communication and support. 

Life

• Jessie enjoys spending time with her friends and family, especially hiking with her husband, Jay, and their dog George.  

“Working at Clarity Advisors fulfills my passion of advancing the financial lives and objectives of others.”

Martha has more than 22 years of experience in wealth management. As a Senior Wealth Strategy Associate at Clarity Advisors, she strives to uncover their clients’ needs and desires and provide solutions that will lead them to financial success.

Martha and her team recognize the importance of planning and candid advice. Whether working with an individual, family, business owner or nonprofit organization, Martha understands their differentiating circumstances and is a crucial player in their team approach to serving clients. She explains how there is never a cookie-cutter solution; every situation has its unique nuances, and the team treats it as such.

Experience

• Senior Wealth Strategy Associate, UBS, 2020 – present
• Vice President, Client Advisor, Bernstein Private Wealth Management, 1999 – 2020

Life

• Martha and her husband, Steve, have four children.
• Both born and raised in Dallas, they appreciate family more than anything. Weekends are spent with family, friends and their two rescue dogs, Nate and Biscuit.

“Each client and family situation is unique. We work as a team to challenge the status quo and ensure we are providing the best advice to our clients.”

With 15 years of wealth management experience, Wendi focuses on building meaningful relationships with individuals and families through thoughtful advice and a commitment to exceptional service. She treats her clients like family and ensures they feel comfortable as we support them through all stages of life.

After majoring in finance and international studies, Wendi began her career as a portfolio manager; while she enjoyed her role, she felt she was missing personal connections day-to-day. Upon discovering Private Wealth Management, she realized she could work directly with clients while continuing to exercise her creativity in solving financial complexities.

Today, she partners closely with her team to bring customized solutions that address a full range of client needs and goals. Every client situation is different so Wendi believes clients should partner with a team that understands the importance of tailored and personalized advice and ensures they are confident in their financial plan.

Experience

• Senior Wealth Strategy Associate, UBS, 2021 – current
• Office Administrator, Hudson Way Capital Management, 2018 – 2021
• Assistant Vice President/Manager, Private Client Service, Bernstein Private Wealth Management, 2007 – 2018
• Portfolio Manager, Fifth Third Bank, 2005 – 2007

Life

• Wendi and her husband Todd, have two young sons, Jacob and Tyler.
• As a family they enjoy trying new restaurants, riding bikes around White Rock Lake, the beach and traveling to the mid-west to visit family and friends.
• Her philanthropic interests are in animal rescue. Two organizations that she focuses on supporting are Hope for Paws and Take Me Home Pet Rescue where she adopted her 55lb dog Luci.

“ The great thing about this team is that we’re extraordinarily planning focused; understanding and helping with the many intricacies of operating in this way is really exciting for me.”

Since sixth grade, Aubrey aspired to be a surgeon. However, by the time she graduated from UCLA with a degree in biology, her interest had shifted and she began working at UBS in Irvine, CA, as a Client Service Associate. Today, as a Wealth Strategy Associate with Clarity Advisors in Dallas, Aubrey may not be diagnosing and operating on patients like she had planned, but she is helping people improve their financial health.

When Aubrey first started at UBS, she says she was astounded by how little she had been taught about money and investing throughout her life and even in school. But with the organizational and analytical skills she honed during college, she caught on quickly and realized just how important financial literacy is. Aubrey worked at UBS in Wilmington, NC, where she and her fiancé relocated to support his service in the Marine Corps. They eventually moved to Dallas.

Today, Aubrey is integral to the team’s operations and administration as well as the creation of wealth strategies for their clients. She is grateful to be able to tap into the team’s wealth of knowledge to help educate clients and guide them to a solution.

Experience

• Wealth Strategy Associate, UBS, 2018 – present
• Registered Client Associate, Wells Fargo Advisors, 2017-2018
• Client Service Associate, UBS, 2016

Life

• Aubrey is a newlywed to Anthony Blasko, a veteran Marine Corps Infantry Officer.
• She enjoys going to the gym, weight lifting, swimming and doing athletic yoga.

“The benefit of working with such a talented team is that it allows us to take a truly holistic approach to guiding our clients.”

As Client Associate for Clarity Advisors, a UBS Private Wealth Management team, Payton focuses on building relationships, earning the trust of the team’s clients and their families. Payton manages all aspects of client service, account openings and transfers, and any number of service and account queries. Given the level of wealth and sophistication of the Clarity Advisors’ clientele, her priority is to provide clear solutions for complex situations.

Prior to her position at UBS, Payton worked directly with successful families across Colorado, managing their homes and personal lives. She thrives in an environment where she is juggling many priorities at once. Her background provided her the experience necessary to help families manage their financial lives today, and for generations to follow.

Life

• Payton enjoys spending time with her family and exploring Denver’s food and art culture.
• She volunteers for several charitable organizations focused on underserved Denver youth.