Experience

Patrick McBrien is a Managing Director in the Private Wealth Management division of UBS Financial Services. Before coming to UBS in 2023, Patrick was a Managing Director and Senior Portfolio Manager in the Global Wealth Management division at Stifel Financial Corporation. Patrick joined Stifel as part of its 2015 acquisition of Barclays Wealth and Investment Management in the Americas, where he was a Managing Director and Investment Representative in the Private Client Group for five years.

Patrick has more than 28 years of experience in the financial services industry, with experience across a number of functional roles including investment management, alternative investments, capital markets, and institutional sales. As an industry veteran, he leads a team that primarily advises high net worth individuals, family offices, and select institutional investors. 

Prior to joining Barclays, Patrick was a Managing Director at Deutsche Bank in Private Wealth Management for seven years. He moved to New York from Ireland in 1990 and began his career at Lehman Brothers, where he rose to Senior Vice President and Portfolio Manager, and ultimately to Managing Director in 1998.

Patrick is very passionate about philanthropy and education and was previously an active member of Student Sponsor Partners, a program that provides low-income New York City Students with a quality private high school education. He is also a patron of the American Irish Historical Society which is the recognized center of Irish culture and knowledge located in New York City. Patrick graduated from the Athlone Institute of Technology (AIT) in Ireland with a higher diploma in Management Finance. He resides in New York City with his wife Schuyler and three children.

William Hand, CFA® is a Senior Wealth Strategy Associate in the Private Wealth Management division of UBS Financial Services. Before joining UBS, William was a Vice President in the Global Wealth Management division at Stifel Financial Corporation. William joined Stifel as part of its 2015 acquisition of Barclays Wealth and Investment Management in the Americas, where he was a Vice President and Portfolio Analyst in the Private Client Group for four years.

William has over 25 years of experience at several top tier investment banks and an asset management firm, with experience in research, asset allocation, investment management, alternative investments, capital markets, and institutional sales. Prior to joining Barclays, William was an Associate Research Analyst at Macquarie Group, and an Associate Director at Bear Stearns & Co. where he covered Technology stocks in the Equity Research division for eight years. Prior to Bear Stearns, he was an Associate in Equity Research at Donaldson, Lufkin & Jenrette. He started his career at Scudder Kemper Investments as a Research Associate supporting multiple Portfolio Managers in the Technology Fund.

William graduated cum laude from Middlebury College with a Bachelor of Arts in History. He was awarded Chartered Financial Analyst® (CFA) designation in September 2010.  William resides in Pelham Manor with his wife and two children.

Avery Melville is a Registered Client Service Associate joining us from Stifel. She joined Stifel in 2021 after working for a Registered Investment Advisory firm in Boston. Avery combines her strengths in relationship building, due diligence and problem solving skills to provide day-to-day support to clients and the team. 

Davis is dedicated to building lasting relationships with families based on a deep understanding of each client’s unique goals. He works closely with legacy families, entrepreneurs, and the next generation of high-net-worth and ultra-high-net-worth individuals, delivering highly customized wealth management solutions. Davis works cohesively with our team to implement our strategy by harnessing the full capabilities and world-class resources of UBS. His primary goal is to understand each client’s long-term vision and proactively plan for a smooth, strategic transition of wealth across generations. Davis enjoys Hockey, Golf, Tennis, and the outdoors.