Senior Vice President–Wealth Management
Financial Advisor
Brian joined UBS in April 2010, following 8 years at Morgan Stanley. In 2005, he partnered with his father, Ken, to form The Drake Wealth Management Group. Brian graduated from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science, and Economics. He holds his Series 7, 31, and 66 securities licenses, as well as his life and health insurance designations. Brian currently resides in Basking Ridge, NJ with his wife, Kristen, and their children, Landon and Skylar. In their free time they enjoy traveling, attending their children's sporting events and spending time outdoors with their dogs, Baxter and Maddie.
Education
Senior Vice President–Wealth Management
Financial Advisor
Brian joined UBS in April 2010, following 8 years at Morgan Stanley. In 2005, he partnered with his father, Ken, to form The Drake Wealth Management Group. Brian graduated from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science, and Economics. He holds his Series 7, 31, and 66 securities licenses, as well as his life and health insurance designations. Brian currently resides in Basking Ridge, NJ with his wife, Kristen, and their children, Landon and Skylar. In their free time they enjoy traveling, attending their children's sporting events and spending time outdoors with their dogs, Baxter and Maddie.
Education
Client Associate
James joined UBS in July 2023 as a Client Service Associate in Warren, NJ. He brings over 17 years of experience in customer service related positions, including seven in luxury finance and risk management from his time spent at Tiffany & Co. James is committed to providing exceptional service to the clients of the Drake Wealth Management Group. In his free time, he enjoys reading, producing music, audio engineering and going to the gym.
Client Associate
James joined UBS in July 2023 as a Client Service Associate in Warren, NJ. He brings over 17 years of experience in customer service related positions, including seven in luxury finance and risk management from his time spent at Tiffany & Co. James is committed to providing exceptional service to the clients of the Drake Wealth Management Group. In his free time, he enjoys reading, producing music, audio engineering and going to the gym.
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.
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