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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: 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.

Couple

Patrick McBrien

Managing Director–Wealth Management

Financial Advisor

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 expertise 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.

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299 Park Avenue
26th Floor
New York, NY 10171
  • (212) 821-4321

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