As a Private Wealth Advisor, Brent is part of an exclusive, boutique division within UBS that offers access to a distinctive level of sophisticated advice and service.  Brent focuses on the financial needs of individuals, families, and executives of substantial wealth. 

Brent provides clients with investment consulting and objective advice; including estate planning, asset allocation, portfolio construction and tailored lending solutions. His areas of focus include portfolio management, equities, fixed income, and alternative investments. Additionally, Brent delivers investment banking and lending capabilities to real estate principals, entrepreneurs, family offices and business owners.

Brent's commitment to wealth planning has made a true impact on the lives of his clients. Experienced in various market conditions, Brent has built enduring relationships with his clients by gaining a deep understanding of their goals and objectives and providing customized solutions.

Brent graduated from the Boston University Questrom School of Business with a B.S.B.A. degree in finance and has studied at the London School of Economics.  Originally from Bloomfield Hills, Michigan, Brent now lives in New York City. Outside of the office, Brent is a board member of the Lincoln Center Young Patrons. He is also involved with the LUNGevity Foundation and ORT America.  Brent was recently reconognized by Forbes America's Top Next-Generation Wealth Advisors, 2018.

• Forbes America's Top Next-Generation Wealth Advisors - 2018

• B.S.B.A., Boston University Questrom School of Business

• Life and Variable Insurance Licenses, State of Michigan
• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative

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