Personalized service. Exclusive access.

Private Wealth Management

Whatever journey you're on—personally, professionally and financially—we at Essential Wealth Partners want to be there with you. We are more than skilled investment advisors; we are a collaborative team who can help you navigate your wealth in any market and through the ups and downs of life. Our experienced team is dedicated to discovering all we can about you through deep planning conversations about your family, business, long-term goals and concerns. With those insights, we then access our firm’s exclusive global platform of solutions to tailor a portfolio to your specific needs. With full transparency, our process addresses volatility, costs and taxes—issues that are top of mind for our clients. They are for us, too.

Investing and planning, when done thoughtfully and capably, can help you feel confident about the future. We believe client service is key to earning your trust. That’s why we go the extra mile to deliver the exceptional service you deserve. Always with compassion. Always with integrity. Always striving for excellence in all that we do. These ideals may not be easy to find today. But to us, they’re essential.

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Getting started is simple

1. Explore. Discuss your goals and experiences to prepare your investment strategy and financial plan.
2. Propose. Recommend a tailored portfolio with complete fee disclosure.
3. Execute. Onboard accounts and implement plan by asset class.
4. Connect. Review performance relative to your plan and lead introductions to solutions experts.

Let's talk. Together we can help you reach your goals.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Susan 'Sue' Bordash, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
About Susan 'Sue' Bordash

Susan began her career at the original Morgan Stanley in 1979, during an era when women joining and surviving brokerage firms was an exceptional feat. Beating the odds, Susan thrived in the male-dominated environment because of her analytical mind and persistence. With her natural relationship management skills, she quickly honed her craft by learning directly from some of the best minds in the industry.

Forged from the fire of Wall Street, Susan’s understanding of the industry and her high-touch, detail-oriented style attracted sophisticated financial services professionals as her top clients. Today, as a UBS Private Wealth Advisor and founder of Bordash Group, Susan advises long-term relationships of ultra high net worth investors and families. She was recently recognized by Forbes magazine as one of its Top Women Wealth Advisors for 2022, 2024, 2025, 2026. The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Susan and her team guide clients in every critical area of wealth management—investment management, financial planning, wealth accumulation and preservation, estate planning strategies and philanthropy. Busy with their businesses and lives, Susan’s clients appreciate the care and time Bordash Group takes to understand their priorities and goals. The team believes that truly caring about clients begins with transparency, accountability and building long-lasting relationships grounded in trust and collaboration.

As a result, Susan has become her clients’ first call for advice, whether financial or personal. Given her tenure in the business and experience investing in many different market cycles, she offers a world of perspective and problem-solving skills, as well as access to the expansive global resources and platforms of UBS Private Wealth Management. Susan is also a Certified Exit Planning Advisor® who helps businesses with mergers and acquisitions. As true client advocates who are always connected to clients and their investments, she and her team are prepared to go above and beyond to provide the services and solutions clients need.

Bordash Group serves clients in 18 states from their base in Stamford, CT and Susan’s second and now primary home in Sarasota, FL.
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- SUNY Binghamton, B.S., School of Management
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Series 7 and 66 securities licenses
- Life and Health insurance licenses
Business owners

Entrepreneurs

Asset allocation

Exit planning

Corporate executives

Hedge Fund managers

Investing

Philanthropy

600 Washington Boulevard
Stamford, CT 06901

susan.bordash@ubs.com

Susan 'Sue' Bordash, CEPA

600 Washington Boulevard,Stamford,CT,06901
Michael Brennan, CRPC

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
About Michael Brennan

Michael’s diverse roles in finance—from client service to securities analyst to financial advisor—reinforced not only his passion for investing, but his convictions about the importance of having a long-term financial plan for pursuing your goals.

Today, as a Senior Wealth Strategy Associate for the distinguished Private Wealth Management team, Michael has a multifaceted role, overseeing their planning process in addition to investment monitoring, manager due diligence and trading. While skilled in tactical aspects of this business, Michael never underestimates the importance of relationships and service—a powerful differentiator that sets our team apart from its competitors. Advocacy and accountability build trust and confidence across generations, which is essential for families with more complex financial lives. For Michael and his team, there is no greater priority.

Past professional experience
- Financial Advisor/Financial Planner
- Securities Analyst, Columbus Circle Investors
- Registered Sales Assistant, Merrill Lynch
Credentials
- Chartered Retirement Planning CounselorSM (CRPC®)
- Series 7, 24, 52, 63 and 65 securities licenses
Education
- M.B.A., Sacred Heart University
- B.A., economics, University of Connecticut
Life
- Outside of work, Michael enjoys spending time with his wife and three children.
- He also likes reading and playing golf or pickleball, his new favorite sport.
- Michael is a big fan of college basketball.
- Sacred Heart University, MBA, Finance
- University of Connecticut, B.A., Economics
600 Washington Blvd
9th floor
Stamford, CT 06901

michael.brennan@ubs.com

Michael Brennan, CRPC

600 Washington Blvd,Stamford,CT,06901
Susan Howard

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
About Susan Howard

Susan has two-plus decades of extensive management experience in operations, compliance, and client service. She puts it to work every day for private clients, with a smile.

As a Senior Registered Client Service Associate, Susan is responsible for building and supporting long-term and trusted relationships with clients. Her strong communication skills and ability to work well under pressure means she thrives in the chaotic environments of financial markets with her ability to create structure and get things done.

Susan puts people at ease with her light humor and open, honest conversation. Through operational and service-related solutions and insights, she understands the importance of the role her team plays in clients’ lives—helping them navigate where they are and where they want to be personally and financially. Susan applies her strong sense of value, truth, and accountability in each relationship.

Susan began her career directly out of college as a Client Service Associate at Smith Barney. From there her career accelerated—to Trading and Service Director for a bank broker-dealer and most recently as Client Services Manager for State Street, a large mutual fund company. Hands-on customer service excellence is her passion today, serving ultra high net worth families and investors.

Past professional experience
- Client Service Associate, Smith Barney
- Mutual Fund Client Service Representative, Independent Financial Marketing Group
- Due Diligence Manager, Independent Financial Marketing Group
- Brokerage and Mutual Fund Director, Independent Financial Marketing Group
- Mutual Fund Client Service Leader, GE Asset Management
Credentials
- Series 7, 24, 63 and 65 securities licenses
Education
- B.B.A, Loyola University
Life
- Susan and her husband of more than 20 years have three children.
- She enjoys reading and is an active member of her church, her children’s school and community basketball program.
- Loyola University, B.B.A.
- Series 7, 24, 63 and 65 securities licenses
600 Washington Blvd
Stamford, CT 06901

susan.howard@ubs.com

Susan Howard

600 Washington Blvd,Stamford,CT,06901

Susan 'Sue' Bordash, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
About Susan 'Sue' Bordash

Susan began her career at the original Morgan Stanley in 1979, during an era when women joining and surviving brokerage firms was an exceptional feat. Beating the odds, Susan thrived in the male-dominated environment because of her analytical mind and persistence. With her natural relationship management skills, she quickly honed her craft by learning directly from some of the best minds in the industry.

Forged from the fire of Wall Street, Susan’s understanding of the industry and her high-touch, detail-oriented style attracted sophisticated financial services professionals as her top clients. Today, as a UBS Private Wealth Advisor and founder of Bordash Group, Susan advises long-term relationships of ultra high net worth investors and families. She was recently recognized by Forbes magazine as one of its Top Women Wealth Advisors for 2022, 2024, 2025, 2026. The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Susan and her team guide clients in every critical area of wealth management—investment management, financial planning, wealth accumulation and preservation, estate planning strategies and philanthropy. Busy with their businesses and lives, Susan’s clients appreciate the care and time Bordash Group takes to understand their priorities and goals. The team believes that truly caring about clients begins with transparency, accountability and building long-lasting relationships grounded in trust and collaboration.

As a result, Susan has become her clients’ first call for advice, whether financial or personal. Given her tenure in the business and experience investing in many different market cycles, she offers a world of perspective and problem-solving skills, as well as access to the expansive global resources and platforms of UBS Private Wealth Management. Susan is also a Certified Exit Planning Advisor® who helps businesses with mergers and acquisitions. As true client advocates who are always connected to clients and their investments, she and her team are prepared to go above and beyond to provide the services and solutions clients need.

Bordash Group serves clients in 18 states from their base in Stamford, CT and Susan’s second and now primary home in Sarasota, FL.
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- SUNY Binghamton, B.S., School of Management
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Series 7 and 66 securities licenses
- Life and Health insurance licenses
Business owners

Entrepreneurs

Asset allocation

Exit planning

Corporate executives

Hedge Fund managers

Investing

Philanthropy

600 Washington Boulevard
Stamford, CT 06901

susan.bordash@ubs.com

Susan 'Sue' Bordash, CEPA

600 Washington Boulevard,Stamford,CT,06901
Michael Brennan, CRPC

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
About Michael Brennan

Michael’s diverse roles in finance—from client service to securities analyst to financial advisor—reinforced not only his passion for investing, but his convictions about the importance of having a long-term financial plan for pursuing your goals.

Today, as a Senior Wealth Strategy Associate for the distinguished Private Wealth Management team, Michael has a multifaceted role, overseeing their planning process in addition to investment monitoring, manager due diligence and trading. While skilled in tactical aspects of this business, Michael never underestimates the importance of relationships and service—a powerful differentiator that sets our team apart from its competitors. Advocacy and accountability build trust and confidence across generations, which is essential for families with more complex financial lives. For Michael and his team, there is no greater priority.

Past professional experience
- Financial Advisor/Financial Planner
- Securities Analyst, Columbus Circle Investors
- Registered Sales Assistant, Merrill Lynch
Credentials
- Chartered Retirement Planning CounselorSM (CRPC®)
- Series 7, 24, 52, 63 and 65 securities licenses
Education
- M.B.A., Sacred Heart University
- B.A., economics, University of Connecticut
Life
- Outside of work, Michael enjoys spending time with his wife and three children.
- He also likes reading and playing golf or pickleball, his new favorite sport.
- Michael is a big fan of college basketball.
- Sacred Heart University, MBA, Finance
- University of Connecticut, B.A., Economics
600 Washington Blvd
9th floor
Stamford, CT 06901

michael.brennan@ubs.com

Michael Brennan, CRPC

600 Washington Blvd,Stamford,CT,06901
Susan Howard

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
About Susan Howard

Susan has two-plus decades of extensive management experience in operations, compliance, and client service. She puts it to work every day for private clients, with a smile.

As a Senior Registered Client Service Associate, Susan is responsible for building and supporting long-term and trusted relationships with clients. Her strong communication skills and ability to work well under pressure means she thrives in the chaotic environments of financial markets with her ability to create structure and get things done.

Susan puts people at ease with her light humor and open, honest conversation. Through operational and service-related solutions and insights, she understands the importance of the role her team plays in clients’ lives—helping them navigate where they are and where they want to be personally and financially. Susan applies her strong sense of value, truth, and accountability in each relationship.

Susan began her career directly out of college as a Client Service Associate at Smith Barney. From there her career accelerated—to Trading and Service Director for a bank broker-dealer and most recently as Client Services Manager for State Street, a large mutual fund company. Hands-on customer service excellence is her passion today, serving ultra high net worth families and investors.

Past professional experience
- Client Service Associate, Smith Barney
- Mutual Fund Client Service Representative, Independent Financial Marketing Group
- Due Diligence Manager, Independent Financial Marketing Group
- Brokerage and Mutual Fund Director, Independent Financial Marketing Group
- Mutual Fund Client Service Leader, GE Asset Management
Credentials
- Series 7, 24, 63 and 65 securities licenses
Education
- B.B.A, Loyola University
Life
- Susan and her husband of more than 20 years have three children.
- She enjoys reading and is an active member of her church, her children’s school and community basketball program.
- Loyola University, B.B.A.
- Series 7, 24, 63 and 65 securities licenses
600 Washington Blvd
Stamford, CT 06901

susan.howard@ubs.com

Susan Howard

600 Washington Blvd,Stamford,CT,06901

Advice is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Essential insights

Your life

Your wealth

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

Global leader

UBS is a leading and truly global wealth manager

Personalized service. Exclusive access.

Private Wealth Management

Pursuing your goals together

Susan 'Sue' Bordash, CEPA

Michael Brennan, CRPC

Susan Howard

Susan 'Sue' Bordash, CEPA

Michael Brennan, CRPC

Susan Howard

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Credentials

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Education

Credentials

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Advice is our craft

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Essential insights

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Backed by the strength of our parent company, UBS AG

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