$6.9 trn
UBS Group invested assets
As of 10/29/2025
The strength of your business is reflected in the dedication of your employees. When it comes to administering your equity compensation plans, it's more important than ever to have the right advisor at your side. Whether we're advising a new professional or your most seasoned senior executive, we provide equity plan services, financial wellness solutions and personalized advice and education across your company.
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.
As Senior Vice President, Matthew Rich's career spans over 30 years in the financial services industry. His expertise is in portfolio management and designing financial plans for individuals that are focused on Capital Preservation, Retirement, College and Estate planning. Matt and his team also have extensive experience in administering equity compensation plans and employee stock purchase plans for publicly traded companies. Matt was on the board of the Boulder JCC from 2009 to 2021, on the board of the Rose Community Foundation from 2017 to 2025 and is currently Treasurer of LiFT Academy. Matt has been married for over 25 years and has two daughters. He enjoys cooking, skiing, hiking, and playing guitar.
CA Insurance License: 0G97748
Brian Clancy has a dedicated focus towards providing clear and actionable Financial Planning. He works on creating a roadmap between an individual's current financial situation and the goals they hope to accomplish, then helping them execute on that plan over time. Brian is a graduate of the University of Notre Dame where he studied Finance and Chinese. His hobbies include taking advantage of Colorado's outdoors, attending live comedy shows, and occasionally traveling to new places.
As Senior Vice President, Matthew Rich's career spans over 30 years in the financial services industry. His expertise is in portfolio management and designing financial plans for individuals that are focused on Capital Preservation, Retirement, College and Estate planning. Matt and his team also have extensive experience in administering equity compensation plans and employee stock purchase plans for publicly traded companies. Matt was on the board of the Boulder JCC from 2009 to 2021, on the board of the Rose Community Foundation from 2017 to 2025 and is currently Treasurer of LiFT Academy. Matt has been married for over 25 years and has two daughters. He enjoys cooking, skiing, hiking, and playing guitar.
CA Insurance License: 0G97748
Brian Clancy has a dedicated focus towards providing clear and actionable Financial Planning. He works on creating a roadmap between an individual's current financial situation and the goals they hope to accomplish, then helping them execute on that plan over time. Brian is a graduate of the University of Notre Dame where he studied Finance and Chinese. His hobbies include taking advantage of Colorado's outdoors, attending live comedy shows, and occasionally traveling to new places.
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.
When was the last time you reviewed your insurance policies? Is it the right coverage for your changing life? And what about long-term care? If you’re now caring for adult children and aging parents, the costs today can be more than you expected. We can work with you to review your policies and offer insurance strategies to help preserve wealth, replace income and create a legacy.
Watch a replay of our livestream with Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, and Leslie Falconio, Head of Taxable Fixed Income Strategy, where they will discuss CIO’s outlook for a broadening market rally, and the continued importance of high-quality fixed income in today’s evolving investment landscape. Hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas.
February 05, 2026
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.

Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
Global leader
UBS is a leading and truly global wealth manager
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