Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Peter Brown

First Vice President–Wealth Management

Financial Advisor

Peter serves as a Senior Portfolio Manager in the Portfolio Management Program. Prior to joining UBS Peter was a Senior Portfolio Manager at MorganStanley SmithBarney and started his financial services career at Merrill Lynch in 2000. He earned the Certified Portfolio Manager designation from Columbia University and serves on The Board of Directors for The Academy of Certified Portfolio Managers. He is also Chairman of The Continuing Education Committee. Peter resides in Terrace Park with his wife, Lisa, their two children, Dawson and Coady, three rescue dogs and two rescue cats.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • IN
  • KY
  • MA
  • ME
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • WI


  • Senior Portfolio Manager
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
  • (513) 792-2476

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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