An experienced and committed team

Pat currently serves as the Associate Market Executive. In this role, he is responsible for developing the business strategy and helping Financial Advisors and their teams grow their business and deliver the firm to clients.

Pat joined UBS in 2021 as Senior Managing Consultant, where he worked as a strategic advisor and contributed to the development of the digital banking platform for UBS Bank USA. He started his financial services career in 2014 and has held various roles across the independent channel, working extensively with Financial Advisors. His responsibilities spanned from the front, middle and back-office functions, including business development, enhancing the client experience, identifying growth opportunities, and consulting financial advisors launching their own independent practices.

Pat graduated cum laude from the University of Notre Dame with an M.B.A., with concentrations in strategy and corporate finance. He currently holds his Series 7, Series 66, Series 9, and Series 10 licenses with FINRA.

Pat grew up on the central coast of California and now resides in Nashville, TN with his wife, Sara, and their Doberman, Millie. Pat enjoys staying active through working out and playing sports, exploring new restaurants, spending time with his family and friends, and watching football.

Jackie is an Executive Team Assistant. She provides support to the management team, branch office managers, financial advisors, and support personnel.

Professional History
Jackie joined UBS in September 2016 after moving from Kansas City, MO. She was previously employed by DST Systems for 18 years as an Executive Assistant.

Education
Jackie is a graduate of Baylor University receiving a Bachelor of Arts degree in Journalism, minor in Business.

Family
Jackie lives in Nolensville, TN. She enjoys spending time with her daughter, Mattie, friends, and family.  She loves music, traveling, volunteering and is an avid reader.

Tamara Brentley is the Administrative Manager for the UBS offices in Nashville, Franklin and Memphis.

Tamara is a results-driven leader who leverages employee engagement and development as a catalyst to drive positive client outcomes. In her current role as Administrative Manager, she supports Financial Advisors by ensuring our Team Associates provide excellent client service.

Originally from Pittsburgh, Tamara began her career in the financial services industry after graduating from Penn State University. She joined UBS when she relocated to Nashville in 2016. She has held various service leadership roles throughout the firm prior to joining the branch leadership team in 2024.