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$7 trn
UBS Group invested assets
As of 12/31/2025
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
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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
