Global access. Strategic solutions.

Private Wealth Management

Why work with us

At The McBrien team, we don’t believe in a “one size fits all” approach to financial planning.  We don’t follow templates or use short cuts but focus on bespoke financial solutions.  We help our clients construct tailored financial strategies based on their goals, while balancing needs such as cash flow, growth, and tax efficiency. 

We treat client portfolios as if they are our own.  We don’t recommend any investment that we would not consider personally.  We don’t advocate esoteric financial products that are hard to understand but may dangle the promise of outsized returns.  Our motto is that simplicity and transparency have clear advantages.

We aim to be trusted advisors for our clients, placing their interests first. We pride ourselves on offering valued advice in times of stress and market duress to help turn uncertainty into opportunity.  With 30 years of experience across a variety of market environments, we are uniquely positioned to offer skilled advice cultivated from our deep knowledge of the markets.

We help manage the complexity of our clients’ wealth and aim to serve as a personalized concierge for their broader financial requirements.  We pride ourselves on providing high-touch, accessible service, committed to our clients 24x7, 365 days a year.

A boutique practice, global capabilities.

We help provide fully integrated solutions that address your priorities and incorporate your risk profile to shape a customized investment plan that aims to streamline your financial life. As a UBS Private Wealth Management team, we connect you to a global network of experts with access to premier resources, providing a simple framework for drivers of wealth. We strive to be long-term stewards of your capital, helping our clients preserve, grow, and pass on their wealth so their legacy endures across generations.

Comprehensive planning for significant wealth

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? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Family on back porch

Wealth transfer across generations

senior couple, home in background

Estate planning strategies

family on beach

Creating a legacy for your family’s future

Father and daughter hiking in fields

Navigating opportunities across your enterprise

Young plant

Philanthropy

Man working on laptop during virtual call

Planning for a changing tax landscape

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

A focus on personalized access and service

Tailored family office services

buildings

Tailored family office services

Smart planning for executives

smart planning

Smart planning for executives

Advanced planning

Advanced planning

Advanced planning

buildings

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

smart planning

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

Learn more

Advanced planning

We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.

As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.

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 McBrien Headshot

    Patrick McBrien

    Managing Director–Wealth Management

    Financial Advisor

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    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.

          299 Park Avenue
          26th Floor
          New York, NY 10171
          p.mcbrien@ubs.com
          Patrick McBrien
          299 Park Avenue,New York,NY,10171
        • William Hand Photo

          William Hand, CFA®

          Director

          Senior Wealth Strategy Associate

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          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.

                299 Park Avenue
                26th Floor
                New York, NY 10171
                william.hand@ubs.com
                William Hand, CFA®
                299 Park Avenue,New York,NY,10171
              • Avery Melville Headshot

                Avery Melville, CRPC

                Senior Registered Client Associate

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                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. 

                      299 Park Avenue
                      26th Floor
                      New York, NY 10171
                      avery.melville@ubs.com
                      Avery Melville, CRPC
                      299 Park Avenue,New York,NY,10171
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                      Davis Gulbrandsen

                      Financial Advisor

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                      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. 

                            299 Park Avenue
                            New York, NY 10017
                            davis.gulbrandsen@ubs.com
                            Davis Gulbrandsen
                            299 Park Avenue,New York,NY,10017

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          #1

                          for High Net-Worth clients

                          Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                          $6 trn

                          UBS Group invested assets
                          As of 12/31/2024

                          Global leader

                          UBS is a leading and truly global wealth manager

                          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.

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