Understanding Comes from experience

Whether you’re navigating toward a business or family goal, we bring the diversity of our experience and focus to help you make confident, well-informed decisions. Backed by the vast global resources of UBS, we’ve never been better positioned to help you determine a steady and strategic way forward.

Bryan T. Stephens, CFP®, CPWA®, CEPA®

Senior Vice President - Wealth Management
Private Wealth Advisor
Senior Portfolio Manager
Certified Exit Planning Advisor (CEPA®)
212-333-8887

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Striving to be an invaluable resource and problem solver for sophisticated clients

For over two decades, Private Wealth Advisor Bryan Stephens has been providing affluent families, entrepreneurs and executives with wealth management insight and problem solving—from financial, estate and business transition planning to disciplined portfolio structuring, alternative investment strategies and philanthropic planning.


“For me, there’s nothing more rewarding than knowing our clients appreciate the solutions we provide them and seeing that we have made a material impact in their lives.”


Bryan has an extensive career in financial services, having held positions at Merrill Lynch and Morgan Stanley, before joining UBS. Today, Bryan leads his practice within the exclusive Private Wealth Management division of UBS, a select group of accredited Private Wealth Advisors trained and qualified to work with the firm’s most sophisticated clients. Taking a family office-type approach for a select group of 50 clients enables him and his team to deliver the full depth and breadth of UBS, as well as a level of service and attention that clients of significant means deserve.

Past experience

  • Morgan Stanley
  • Merrill Lynch

Education

  • B.A., University of Vermont

Accomplishments

  • Forbes Best-In-State Wealth Advisors, 2020
  • UBS President's Council member
  • Worth Magazine - Leading Wealth Advisor

Designations and registrations

  • Certified Financial Planner™ (CFP®) Professional
  • Certified Private Wealth Advisor® (CPWA®), University of Chicago Booth School of Business
  • Certified Exit Planning Advisor (CEPA®)
  • Private Wealth Advisor
  • Senior Portfolio Manager
  • Series 7, 31 and 66 securities licenses
  • Life and health insurance licenses

Life

  • Bryan is an active speaker at industry events and is frequently featured in prominent financial publications including The Wall Street Journal, Advisor IQ (a Financial Times company), Reuters and Worth magazine.
  • He is a member of the Investments and Wealth Institute™, Certified Board of Standards and Exit Planning Institute.
  • Bryan lives in Westchester County with his wife and two children.
  • He is a passionate downhill skier and cyclist who enjoys spending time with his family.


Registered States:
AR, CA, CT, DE, FL, GA, MA, MD, MO, MT, NC, NJ, NY, OH, PA, SC, TX, UT, VA, VT


Joshua L. Lerner

Wealth Strategy Associate
212-821-7211

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Josh is a graduate of the University of Maryland with a B.S. in Finance. He is Series 7 and 66 licensed and currently pursuing the CFP designation. With a focus on business development, Josh supervises the onboarding process and is hands-on in the execution of the investment management side of the business. He is also deeply involved in the financial and retirement planning process. Outside of work he enjoys basketball and spending time with friends.


Registered States:
AR, CA, CT, DE, FL, GA, MA, MD, MO, MT, NC, NJ, NY, OH, PA, SC, TX, UT, VA, VT


Brendan J. Bacarella, CFP®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
212-821-4747

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Brendan is a Wealth Strategy Associate with Stephens Wealth Management Group at UBS Private Wealth Management. Brendan's focus on the team is portfolio construction and management, as well as investment manager due diligence. With a focus on business development, Brendan strives to bring the vision of his team to the marketplace by drawing upon the vast resources of UBS to provide solutions customized for the unique needs of clients with significant wealth.

Brendan graduated from University of Maryland with a B.A. in Economics. He received the CFP® in 2020. In his free time, he enjoys exploring the diverse culinary offerings around the world and talking sports.


Registered States:
AR, CA, CT, DE, FL, GA, MA, MD, MO, MT, NC, NJ, NY, OH, PA, SC, TX, UT, VA, VT