Let's move forward. Together.

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.


Sherwyn Mistry

Senior Vice President–Wealth Management

Sherwyn began his career in financial services as an account executive at E.F. Hutton & Co. in 1987. As he developed his client base he focused on the needs of corporate executives. By 1999, Sherwyn was a Senior Vice President Investments and partner in one of the largest corporate services teams at Morgan Stanley Smith Barney. In 2003 Sherwyn was named a corporate client group director. His team was responsible for managing relationships with senior executives at major public companies. In 2009, Sherwyn and his group joined UBS where they continue to service corporate clients.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV


  • Graduate Studies, Oxford University / New College
  • Bachelor of Science, University of Michigan


  • Corporate Stock Benefit Consultant
730 Penniman Avenue
Plymouth, MI 48170
  • (734) 416-1069

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Global Wealth Report 2024

Crafted wealth intelligence

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.

Gain additional insights into the trends shaping wealth in the US and around the world.

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