Executive Director
Market Director
Sara Perez Barrett is the Market Director for the UBS offices in Memphis, Arkansas and Mississippi. In her role, she serves as an advocate and partner to our financial advisors and support staff to deliver comprehensive wealth management advice for our clients.
Sara first joined UBS in New York City in 2012 in the firm’s banking business. From 2013 to 2015, she worked with various roles as part of the Graduate Talent Program including Private Wealth Management Strategy, Alternative Investment Sales, Advisory Solutions, and Equity Research. In 2015, she joined the US division of UBS' Chief Investment Office (CIO) as a strategist covering the municipal bond market.
Sara moved to Nashville in 2017 to help lead our wealth management business across Tennessee, Kentucky, Louisiana and Arkansas as an Assistant Market Head. Sara is a graduate of Vanderbilt University where she received a B.A. cum laude in Economics, History and Spanish. She currently resides in Germantown, TN with her husband, daughter, and their dog Murphy.
Experience to guide you forward
My professional achievements and education
Executive Director
Market Director
Sara Perez Barrett is the Market Director for the UBS offices in Memphis, Arkansas and Mississippi. In her role, she serves as an advocate and partner to our financial advisors and support staff to deliver comprehensive wealth management advice for our clients.
Sara first joined UBS in New York City in 2012 in the firm’s banking business. From 2013 to 2015, she worked with various roles as part of the Graduate Talent Program including Private Wealth Management Strategy, Alternative Investment Sales, Advisory Solutions, and Equity Research. In 2015, she joined the US division of UBS' Chief Investment Office (CIO) as a strategist covering the municipal bond market.
Sara moved to Nashville in 2017 to help lead our wealth management business across Tennessee, Kentucky, Louisiana and Arkansas as an Assistant Market Head. Sara is a graduate of Vanderbilt University where she received a B.A. cum laude in Economics, History and Spanish. She currently resides in Germantown, TN with her husband, daughter, and their dog Murphy.
Experience to guide you forward
My professional achievements and education
Director
Admin Manager
Curt brings a wealth of experience, leadership, and dedication to UBS. Over the course of his 29-year career with the firm, he has served in a variety of key leadership roles, including Market Supervisory Officer, Market Administrative Officer, and Alternative Investments Service Lead. Curt has also served as Client Experience Director for the South Central Market, where he partnered closely with market leadership to enhance employee engagement, elevate the advisor and support staff experience, and drive service excellence for clients.
In his current role, Curt will work closely with our leadership team, Financial Advisors, and support staff to help drive operational excellence, strengthen collaboration across our offices, and ensure we continue delivering an exceptional experience for both advisors and clients. He is especially passionate about developing people, improving the employee experience, and creating an environment where individuals and teams can thrive.
Curt earned a Bachelor of Business Administration in Finance from Middle Tennessee State University and holds FINRA Series 7, 66, 9, and 10 licenses. A resident of Kingston Springs, Tennessee, Curt enjoys fishing, hiking, football, baseball, and spending time with family and friends. His deep experience, positive energy, and commitment to teamwork make him a terrific addition to our market.
Director
Admin Manager
Curt brings a wealth of experience, leadership, and dedication to UBS. Over the course of his 29-year career with the firm, he has served in a variety of key leadership roles, including Market Supervisory Officer, Market Administrative Officer, and Alternative Investments Service Lead. Curt has also served as Client Experience Director for the South Central Market, where he partnered closely with market leadership to enhance employee engagement, elevate the advisor and support staff experience, and drive service excellence for clients.
In his current role, Curt will work closely with our leadership team, Financial Advisors, and support staff to help drive operational excellence, strengthen collaboration across our offices, and ensure we continue delivering an exceptional experience for both advisors and clients. He is especially passionate about developing people, improving the employee experience, and creating an environment where individuals and teams can thrive.
Curt earned a Bachelor of Business Administration in Finance from Middle Tennessee State University and holds FINRA Series 7, 66, 9, and 10 licenses. A resident of Kingston Springs, Tennessee, Curt enjoys fishing, hiking, football, baseball, and spending time with family and friends. His deep experience, positive energy, and commitment to teamwork make him a terrific addition to our market.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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