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.

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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
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

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

Credentials

  • Corporate Stock Benefit Consultant
730 Penniman Avenue
Plymouth, MI 48170

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Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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