Wealth advice for your life's goals

[PWM] Father and daughter running on beach

Looks like your wealth is on the rise. That's why the right financial advice is more critical than ever—it all starts with careful and comprehensive planning. We're here to help make sure your impact rises right along with you. The sooner you get started, the more your money can work for you. For your family. For the world.

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.

Patrick Brosnihan

Financial Advisor

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- CA
- CO
- CT
- FL
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NY
- PA
- RI
- SC
- TX
- VA
- VT
As a Financial Advisor at UBS, I work with business owners, entrepreneurs and individuals to help plan, design and implement strategies that reflect your aspirations and often times, complex needs. Leveraging UBS's platform, we bring some of the most innovative thinking and solutions to you.

I graduated from Yale University with a B.A. in Political Science, where I was a member of the hockey team. Since graduation I have continued my pursuit of learning and obtained my CERTIFIED FINANCIAL PLANNER (CFP®) designation.

Outside of the office I serve on the Board of Trustees at my Alma Mater, Worcester Academy. I still lace up the skates and I am also in the process of trying to stand up on a surf board.

I live in Shrewsbury, MA with my wife and three daughters.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Yale University
- Worcester Academy
- CERTIFIED FINANCIAL PLANNER®
55 William Street
3rd Floor
Wellesley, MA 02481

patrick.brosnihan@ubs.com

Patrick Brosnihan

55 William Street,Wellesley,MA,02481

William C. Shad CFP®, CIMA®, ChFC®, CEPA®

Executive Director

Head of Wealth Planning Strategists and Trust Consulting

View bio
Julie Binder

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
Christiaan van Driel

Director

Client Solutions Specialist, Family Office Solutions

View bio

Professional history
Christiaan is a Director and Client Solutions Specialist in the Family Office Solutions team, established to holistically serve $100 million+ net worth families and family offices, in partnership with Private Wealth Advisors.

Christiaan has been advising UHNW clients and their family offices, their businesses, and charitable foundations for over 15 years. He has worked 5 years in Investment Banking, 10 years in Private Wealth Management, and has resp. advised on over $10bln of corporate transaction value, and on over $25bln of client assets. Christiaan joined UBS in 2015 and he has worked since then in Amsterdam, Milan, Paris, Zurich, and New York.

Publications
UBS Global Family Office Report 2024, one of our most-read publications with insights from 320 institutional single family offices, ranging from asset allocation, portfolio diversification, and alternative investments, to family office professionalization, costs, risks, staffing, and governance.

Education
Christiaan holds a dual Bachelor’s degree in Economics and Business Economics, and a Master’s degree in Financial Economics from the Erasmus University Rotterdam, as well as executive degrees in Leadership and Organizational Agility from Harvard University, his Series 7 and Series 66 licenses, and banking licenses in 15 European jurisdictions.
Roger Kraus

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Roger joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Greater Boston and Northern New England Markets.

Roger has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Roger began his career with UBS in 2006, first as a Client Service Associate in Wealth Management NY, then Private Wealth NY. In 2009, his team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank and started a career as an Financial Advisor in their Law Firms Group, working with top lawyers and law firms in New York.

Education and personal information

In Roger’s role as a Senior Wealth Management Banker his NMLS # is 821627. He holds his Series 7 and 66 securities licenses, and has a degree in English Literature and Performance. He enjoyed a 15+ year career as a professional actor in New York City and nationally before starting his career in finance. He currently lives in Boston's historic South End.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Peter Kong

Executive Director

Lead Assoc,Sales & Marketing

View bio

Patrick Brosnihan

Financial Advisor

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- CA
- CO
- CT
- FL
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NY
- PA
- RI
- SC
- TX
- VA
- VT
As a Financial Advisor at UBS, I work with business owners, entrepreneurs and individuals to help plan, design and implement strategies that reflect your aspirations and often times, complex needs. Leveraging UBS's platform, we bring some of the most innovative thinking and solutions to you.

I graduated from Yale University with a B.A. in Political Science, where I was a member of the hockey team. Since graduation I have continued my pursuit of learning and obtained my CERTIFIED FINANCIAL PLANNER (CFP®) designation.

Outside of the office I serve on the Board of Trustees at my Alma Mater, Worcester Academy. I still lace up the skates and I am also in the process of trying to stand up on a surf board.

I live in Shrewsbury, MA with my wife and three daughters.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Yale University
- Worcester Academy
- CERTIFIED FINANCIAL PLANNER®
55 William Street
3rd Floor
Wellesley, MA 02481

patrick.brosnihan@ubs.com

Patrick Brosnihan

55 William Street,Wellesley,MA,02481

William C. Shad CFP®, CIMA®, ChFC®, CEPA®

Executive Director

Head of Wealth Planning Strategists and Trust Consulting

View bio
Julie Binder

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
Christiaan van Driel

Director

Client Solutions Specialist, Family Office Solutions

View bio

Professional history
Christiaan is a Director and Client Solutions Specialist in the Family Office Solutions team, established to holistically serve $100 million+ net worth families and family offices, in partnership with Private Wealth Advisors.

Christiaan has been advising UHNW clients and their family offices, their businesses, and charitable foundations for over 15 years. He has worked 5 years in Investment Banking, 10 years in Private Wealth Management, and has resp. advised on over $10bln of corporate transaction value, and on over $25bln of client assets. Christiaan joined UBS in 2015 and he has worked since then in Amsterdam, Milan, Paris, Zurich, and New York.

Publications
UBS Global Family Office Report 2024, one of our most-read publications with insights from 320 institutional single family offices, ranging from asset allocation, portfolio diversification, and alternative investments, to family office professionalization, costs, risks, staffing, and governance.

Education
Christiaan holds a dual Bachelor’s degree in Economics and Business Economics, and a Master’s degree in Financial Economics from the Erasmus University Rotterdam, as well as executive degrees in Leadership and Organizational Agility from Harvard University, his Series 7 and Series 66 licenses, and banking licenses in 15 European jurisdictions.
Roger Kraus

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Roger joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Greater Boston and Northern New England Markets.

Roger has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Roger began his career with UBS in 2006, first as a Client Service Associate in Wealth Management NY, then Private Wealth NY. In 2009, his team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank and started a career as an Financial Advisor in their Law Firms Group, working with top lawyers and law firms in New York.

Education and personal information

In Roger’s role as a Senior Wealth Management Banker his NMLS # is 821627. He holds his Series 7 and 66 securities licenses, and has a degree in English Literature and Performance. He enjoyed a 15+ year career as a professional actor in New York City and nationally before starting his career in finance. He currently lives in Boston's historic South End.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Peter Kong

Executive Director

Lead Assoc,Sales & Marketing

View bio

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

A leading global wealth manager

Navigating opportunities across your enterprise

Business transition & succession planning

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

Personal planning for start-up founders

As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.

Read report

UBS Global Family Office Report 2024

Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.

Read report

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Let's talk

Wealth advice for your life's goals

Pursuing your goals together

Patrick Brosnihan

William C. Shad CFP®, CIMA®, ChFC®, CEPA®

Julie Binder

Christiaan van Driel

Roger Kraus

Peter Kong