Brian joined his father at UBS in 2012 and supports the team by focusing on helping to build a comprehensive and collaborative wealth management process. He works with private family businesses helping them to balance their personal goals and strategies with their business goals and strategies. This deals with everything from helping them to grow their companies to eventually creating an effective succession plan. In 2014, Brian earned his CFP® designation. He also holds a degree in psychology, with a minor in business, from Penn State.
He lives in Lawrenceville with his wife Natalie and their dog Oliver, and cat Toby. When he isn't helping the groups clients you can find Brian on the golf course, playing ice hockey with friends or cooking a fantastic meal for his family.
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