Experience

Brenda is a Senior Relationship Manager at UBS focusing on the highly customized wealth management solutions of large Canadian and US families. Brenda works with her clients to address needs ranging from pre-liquidity planning, lending, investment strategy and portfolio management, estate planning, and philanthropic advisory. Brenda joined UBS in 2015 and has over 13 years of industry experience. Brenda is a FINRA-Registered General Securities Representative, and holds the following Licenses: CIM, Series 7, 66.

Brenda has a Masters of Business Administration from Cornell University in New York and an Honours Business Administration degree from the Richard Ivey School of Business in Ontario, Canada.

Brenda resides in Miami, Fl.

Sr Vice President- Financial Advisor, UBS International: 2020 – present

Executive Director – Financial Advisor, UBS Canada: 2015 – 2020

Vice President- Credit Suisse Private Wealth Management: 2010 – 2015

Assistant Vice President- Citi Private Bank New York: 2007 – 2010

Brenda was responsible for establishing and building out Credit Suisse’s private banking business in Canada. The team created the first true North American private banking solution for the wealthiest Canadian families. 

Michael Eustace has more than 25 years of wealth management experience. In terms of his professional credentials, Michael is a FINRA-Registered General Securities Representative, and holds the following Licenses: CIM, Series 7, 63, 65, Health and Life Insurance.

Michael has achieved the Wealth Advisor designation offered to preferred advisors. He attended Concordia University in Montreal- Major: US and Canadian Political Science.

Michael resides in Palm Beach, FL.

Managing Director - Financial Advisor, UBS International: 2015 – present

Director – Relationship Manager, Credit Suisse Securities USA LLC: 2009 – 2015

Senior Vice President- UBS Private Wealth Management: 2004 – 2009

Associate- Merrill Lynch Private Banking and Investment Group: 1996 – 2004

Michael was responsible for establishing and building out Credit Suisse’s private banking business in Canada. The team created the first true North American private banking solution for the wealthiest Canadian families.  Michael's area of expertise is in advising the firm's corporate clients on managing both liquid and illiquid concentrated stock strategies in a customized manner that is aligned with their long term wealth management goals.

Anthony Solfaro has more than 7 years of wealth management experience. In terms of his professional credentials, Anthony is a FINRA-Registered General Securities Representative, and holds the following Licenses: Series 3, 7, and 66. He has been accredited with the CERTIFIED FINANCIAL PLANNER™ and the Certified Private Wealth Advisor® designation in the industry.

Anthony is a graduate of University of Delaware, where he obtained a B.S. in Finance.

Anthony resides in Delray Beach, FL.

Financial Advisor- UBS International: 2023-present

Sr Wealth Strategy Associate – UBS International: 2016–2023

Relationship Associate- Credit Suisse Securities USA LLC: 2015-2016

Anthony's area of expertise is in building and monitoring dynamic financial plans for the team. He prides himself on the ability to navigate complex and advanced planning situations for Private Wealth Clients. He also contributes to the team by establishing relationships, constructing investment strategies, and asset gathering.