Wealth advice for your life's goals

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.

Seats in a stadium

  • Brian DeJoy

    Brian DeJoy, CFP

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CT
    • FL
    • GA
    • ID
    • IL
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA

    Time tested experience

    Brian is the founding member of DeJoy Wealth Management and a UBS Senior Vice President.  Since 1992 Brian has been advising a select group of clients in a range of areas that includes financial planning, asset allocation and investment management.  Over his career Brian has guided clients through a Russian debt default, the dot-com bubble and subsequent crash, the Global Financial Crisis and a global pandemic.   

    As a Senior Portfolio Manager at UBS, Brian creates customized and proprietary investment portfolios which are tailored to clients' needs.  When appropriate, clients can leverage Brian's extensive experience in analyzing and implementing private equity, private real estate, private credit and hedge funds to include these asset classes into their portfolios.

    Differentiated planning

    Brian holds the CERTIFIED FINANCIAL PLANNER® designation from the CFP Board and has in depth experience focusing on sophisticated planning for clients with varied planning issues and objectives.  During the planning process, he will coordinate when necessary with client's attorneys and tax advisors and will involve the Wealth Planning and Trust Consulting group at UBS.

    Brian and the DeJoy Wealth Management team will bring all available resources to bear to help client's structure a well thought out multi-generational plan.

    Outside of UBS

    Brian received a B.S. from Cornell University with a major in Business Management and Marketing and a minor in Applied Economics.  While at Cornell he played four years of varsity soccer.  He currently lives in Pittsford, NY with his wife Heather and their three children:  Caroline, Emma and Ryan.  Brian has coached youth soccer and basketball for many years and is a past Board Member of the Pittsford Mustangs Soccer Club.  He is currently a Board Member of the House of Mercy in Rochester NY where he is also Chair of the Investment Committee and a member of the Finance Committee. 


      • Cornell University, B.S. Degree in Business Management and Marketing with a minor in Applied Economics: 1988 - 1992
      • Senior Portfolio Manager
      Financial planning
      Estate planning strategies
      Custom portfolios
      Asset allocation
      Alternative investments
      Executive compensation
      Corporate executives
      400 Linden Oaks
      Rochester, NY 14625

    A focus on personalized access and service

    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

    Wealth, from your point of view

    Multigenerational families

    Multigenerational families



    Selling your business: Proceed with passion

    UBS Business Transition Services can help unlock the possibilities

    Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

    Backed by the strength of UBS

    A global leader in wealth management

    $3.9 trillion

    In invested assets globally 
    As of 12/31/2022

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager