Your equity compensation plan

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The strength of your business is reflected in the dedication of your employees. When it comes to administering your equity compensation plans, it's more important than ever to have the right advisor at your side. Whether we're advising a new professional or your most seasoned senior executive, we provide equity plan services, financial wellness solutions and personalized advice and education across your company.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Kellie Brady

    Managing Director

    Market Director

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    • AK
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    • DC
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    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.

        1285 Avenue Of The Americas
        New York, NY 10019
        kellie.brady@ubs.com
        Kellie Brady
        1285 Avenue Of The Americas,New York,NY,10019

      Connecting you to the deep resources of UBS

      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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      Turn possibilities into a plan

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      A leading global wealth manager

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      UBS ElectionWatch

      Election day is over. Now what?

      Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

      Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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      Backed by the strength of our parent company, UBS AG

      $5.9+ trn

      UBS Group invested assets
      As of 06/30/2024

      51 countries

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      UBS is a leading and truly global wealth manager

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