$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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