Bespoke solutions. Invaluable advocacy.

Private Wealth Management

Person on top of a mountain

Our distinguished UBS Private Wealth management team is dedicated to understanding and addressing the multigenerational needs, goals and challenges of successful families. Connecting them to opportunities and specialists across the firm and around the globe, we believe our deep understanding of complex wealth and our commitment to financial advocacy and stewardship have continued to earn their trust year after year. 

Meeting our clients where they are
Known for the deep and personal connections we often make with our clients when they need us most, we go the extra mile to help you navigate the tough decisions that can impact your well-being today and down the road.  From thoughtfully structuring your investment portfolio, next business venture or family foundation to exploring your philanthropic passions and purpose, we’ll meet you where you are with bespoke solutions tailored exactly for you and the goals that matter to you, your family and your future.

Joseph Brienza

Financial Advisor

Joseph E. Brienza serves as financial advisor to generations of ultra-high-net-worth families.  Joe’s team works closely with his clients to help deliver an array of wealth solutions including family meeting planning and facilitation, estate planning, generational wealth transfer guidance, and integrated investment planning.  Joe has experience working with families on bespoke philanthropic strategies and charitable vehicles such as charitable trusts, private and public foundations, and donor-advised funds.  Joe’s team also works with executives and business owners on unique issues such as assisting with 10b51 and ESOP plans and strategic financial planning. 

Prior to joining UBS Private Wealth Management in 2019, Joe was a Principal at Alliance Bernstein where he was also a member of the Senior Investment Advisory Group.  Prior to joining Alliance Bernstein in 2005, Joe spent time in Washington, D.C. working in the White House and serving as a personal assistant to the President of the United States. 

Joe attended St. Mary’s College of Maryland where he earned his Bachelor of Arts. He later continued his education at Johns Hopkins University where he earned his Master of Business Administration with an emphasis in Finance.

 

Joe is married to Gleneen Brienza; together they have three children: Joey, a nationally ranked Go Kart racer, Gabby, a competitive gymnast, and Gianni, who enjoys Go Karting and curling. The entire family enjoys golfing together when the Colorado weather permits. Joe and Gleneen are  active in the Denver community and support organizations such as The Barbara Davis Center for Juvenile Diabetes, and The Colorado Music Festival & Center for Musical Arts.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WY

  • Barron's Top 1,200 Financial Advisors, 2021
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2021The 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.

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

Education

  • B.A., St. Mary's College of Maryland
  • M.B.A., The Johns Hopkins University - Carey Business School
205 N Detroit Street
5th Floor
Denver, CO 80206
  • (303) 481-1477

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

You. Connected

You. Connected

Shaping exceptional family wealth

Shaping exceptional family wealth

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Athletes and entertainers, let’s talk legacy

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

#1

Family office services

Euromoney Private Banking and Wealth Management Survey, 2021

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

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