Experience That inspires confidence

Joseph E. Brienza serves as financial advisor to generations of ultra-high-net-worth families.  Joe’s team works closely with his clients to help deliver an array of wealth solutions including family meeting planning and facilitation, estate planning, generational wealth transfer guidance, and integrated investment planning.  Joe has experience working with families on bespoke philanthropic strategies and charitable vehicles such as charitable trusts, private and public foundations, and donor-advised funds.  Joe’s team also works with executives and business owners on unique issues such as assisting with 10b51 and ESOP plans and strategic financial planning. 

Prior to joining UBS Private Wealth Management in 2019, Joe was a Principal at Alliance Bernstein where he was also a member of the Senior Investment Advisory Group.  Prior to joining Alliance Bernstein in 2005, Joe spent time in Washington, D.C. working in the White House and serving as a personal assistant to the President of the United States. 

Joe attended St. Mary’s College of Maryland where he earned his Bachelor of Arts. He later continued his education at Johns Hopkins University where he earned his Master of Business Administration with an emphasis in Finance.

 

Joe is married to Gleneen Brienza; together they have three children: Joey, a nationally ranked Go Kart racer, Gabby, a competitive gymnast, and Gianni, who enjoys Go Karting and curling. The entire family enjoys golfing together when the Colorado weather permits. Joe and Gleneen are  active in the Denver community and support organizations such as The Barbara Davis Center for Juvenile Diabetes, and The Colorado Music Festival & Center for Musical Arts.

Registered States: AK, AZ, CA, CO, DC, ID, MA, MT, NV, NH, NJ, NY, NC, OK, OR, TX, UT, VA, WY

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Wealth Management

Denver, CO

July 2019 - Present

Alliance Bernstein

Principal - Wealth Management

Denver, CO

January 2005 - June 2019

Education

  • B.A., St. Mary's College of Maryland
  • M.B.A., The Johns Hopkins University - Carey Business School

Registered States:

AK, CA, CO, DC, FL, IA, ID, KS, MA, MN, NC, NH, NY, OH, OR, PA, SD, TX, UT, WY