Brendan has worked at UBS for the past 10 years. He is one of a small number of associates who has earned the designation of Senior Wealth Strategy Associate. Brendan manages the day-to-day operations of the Huvane Wealth Management Group and is well qualified to assist in the development of wealth management plans for our clients. 

Brendan is a member of numerous groups at UBS including the UBS Veterans Network and All Bar None, which promotes the professional advancement of women at the firm. He currently holds a series 7, 63, 66 and New York State Life, Accident and Health insurance licenses and BA in Economics from Fordham University. 

Brendan is an active volunteer docent at the National September 11 Memorial & Museum. He also volunteers with the Coalition for the Homeless in their Grand Central Food Program, the largest mobile soup kitchen in NYC.  

A native New Yorker with roots in Rockaway Beach, NY he currently resides in Manhattan with his wife Tara, Senior Vice President at Universal McCann.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, ME, MO, NC, NJ, NY, PA, SC, TX, VA, WA, WI

Betsy has worked in the financial services industry for 22 years, the last 17 at UBS. She holds a BS from SUNY Purchase and prides herself on service excellence and attention to detail. Betsy manages all client contact and account services for the Huvane Wealth Management Group. 

Betsy is a highly respected and valued Client Service Associate at UBS and is on the C.S.A. Coaches Committee, which trains new Client Service Associates on our internal systems and functions. Betsy has also been involved in various initiatives designed to increase efficiencies for clients and support staff. She a member of All Bar None, which promotes the professional advancement of women at the firm. Betsy also volunteers with the Coalition for the Homeless in their Grand Central Food Program, the largest mobile soup kitchen in NYC.  

Betsy lives in NYC with her husband Nevelle and daughters Gavriella and Gianna.