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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.

Michael Brennan

Senior Vice President–Wealth Management

Financial Advisor
View bio
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Michael believes that for ultra-high-net-worth households, taxes represent the largest ongoing drag on long-term wealth accumulation. As the leader of the MB Group at UBS and a Senior Vice President with over two decades of experience, he has built his practice around this core conviction.

As a result, his team's investment and financial planning process evaluates every decision not only for its return potential, but for its structural tax efficiency. By weaving advanced tax-minimization strategies throughout the portfolio construction process, Michael's ultimate objective is simple: maximizing his clients' after-tax wealth.

Michael’s clientele consists of a distinct group of high-achieving professionals: corporate executives, business owners, early-stage employees of successful private companies, and families managing multigenerational wealth. Having earned his CERTIFIED FINANCIAL PLANNER™ designation in 2008, he provides the technical framework required to navigate the intersections of taxes, insurance, wealth transfer, charitable giving, creative lending solutions, and retirement income planning.

Over the course of his career, Michael has advised corporate leaders through the intricate lifecycles of stock-based compensation:
- Executive Compensation: Managing the complexities of RSUs, ISOs, NQSOs, and PSUs.
- Liquidity Events: Guiding clients through pre-IPO positioning, post-IPO lock-up periods, and open trading windows.
- Regulatory Navigation: Assisting corporate and Section 16 insiders with the implementation of 10b5-1 plans while strictly adhering to material, non-public information (MNPI) constraints.
Concentrated stock positions often present one of the most complex challenges a wealthy family can face. Significant unrealized gains, emotional biases, and immediate liquidity needs frequently conflict. Michael helps clients balance these competing priorities by designing customized hedging and diversification strategies, frequently drawing upon the specialized institutional resources of the UBS Concentrated Equity Solutions team.

Ultimately, Michael believes successful wealth management begins with total balance sheet optimization. This means that every asset, liability, and strategy serves a distinct, intentional purpose - whether it’s a portfolio goal like income generation or long term-growth, or a bespoke personal milestone.

On the personal side, Michael is originally from Northeast Ohio, while his wife, Meghan (a Montgomery County public defender), is a local from Alexandria, Virginia. They live in Chevy Chase, Maryland with their children Jack and Maeve, and pair of loud but adorable French bulldogs, Myles and Dash. Michael retains his Cleveland sports team allegiances, while Meghan, a University of Baltimore School of Law alumna, stands by her Baltimore teams. The family "meets in the middle" as longtime Washington Capitals fans. When away from the office, Michael enjoys downhill skiing, scuba diving, and golfing.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

m.brennan@ubs.com

Michael Brennan

1700 M Street NW,Washington, D.C.,DC,20036

Michael Brennan

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Michael believes that for ultra-high-net-worth households, taxes represent the largest ongoing drag on long-term wealth accumulation. As the leader of the MB Group at UBS and a Senior Vice President with over two decades of experience, he has built his practice around this core conviction.

As a result, his team's investment and financial planning process evaluates every decision not only for its return potential, but for its structural tax efficiency. By weaving advanced tax-minimization strategies throughout the portfolio construction process, Michael's ultimate objective is simple: maximizing his clients' after-tax wealth.

Michael’s clientele consists of a distinct group of high-achieving professionals: corporate executives, business owners, early-stage employees of successful private companies, and families managing multigenerational wealth. Having earned his CERTIFIED FINANCIAL PLANNER™ designation in 2008, he provides the technical framework required to navigate the intersections of taxes, insurance, wealth transfer, charitable giving, creative lending solutions, and retirement income planning.

Over the course of his career, Michael has advised corporate leaders through the intricate lifecycles of stock-based compensation:
- Executive Compensation: Managing the complexities of RSUs, ISOs, NQSOs, and PSUs.
- Liquidity Events: Guiding clients through pre-IPO positioning, post-IPO lock-up periods, and open trading windows.
- Regulatory Navigation: Assisting corporate and Section 16 insiders with the implementation of 10b5-1 plans while strictly adhering to material, non-public information (MNPI) constraints.
Concentrated stock positions often present one of the most complex challenges a wealthy family can face. Significant unrealized gains, emotional biases, and immediate liquidity needs frequently conflict. Michael helps clients balance these competing priorities by designing customized hedging and diversification strategies, frequently drawing upon the specialized institutional resources of the UBS Concentrated Equity Solutions team.

Ultimately, Michael believes successful wealth management begins with total balance sheet optimization. This means that every asset, liability, and strategy serves a distinct, intentional purpose - whether it’s a portfolio goal like income generation or long term-growth, or a bespoke personal milestone.

On the personal side, Michael is originally from Northeast Ohio, while his wife, Meghan (a Montgomery County public defender), is a local from Alexandria, Virginia. They live in Chevy Chase, Maryland with their children Jack and Maeve, and pair of loud but adorable French bulldogs, Myles and Dash. Michael retains his Cleveland sports team allegiances, while Meghan, a University of Baltimore School of Law alumna, stands by her Baltimore teams. The family "meets in the middle" as longtime Washington Capitals fans. When away from the office, Michael enjoys downhill skiing, scuba diving, and golfing.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

m.brennan@ubs.com

Michael Brennan

1700 M Street NW,Washington, D.C.,DC,20036

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way 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.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Host Anthony Pastore was joined by Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, Kurt Reiman, Head of Fixed Income, CIO Americas, and Nathaniel Gabriel, CIO Equity Strategist, to look at how transformational innovation shaped the nation throughout history, drawing parallels to themes driving today’s investment landscape. They shared their perspectives on the current market outlook.

July 02, 2026

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

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

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Michael Brennan

Michael Brennan

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