UBS Wealth Management Americas, a division of UBS AG, announced that Jonathan Brooks has joined the firm as a Sales Director to support new business development initiatives in the equity compensation services division. Based in New Jersey, Brooks will focus on driving corporate client sales with key prospects in collaboration with Financial Advisors. He will report to Michael Barry, head of the business.
"We are pleased to have Jonathan join us. He will play an integral role in helping UBS FAs pursue quality corporate business, as well as further develop our strong presence in the equity compensation industry," said Barry.
Brooks joins UBS with more than 15 years of experience in the equity compensation industry, having worked at E*TRADE and Morgan Stanley, with extensive corporate sales and client relationship management expertise. While at E*TRADE, Jonathan was a leading sales person during a period of aggressive growth and new corporate client acquisition. Prior to that, he led E*TRADE's Eastern U.S. client management organization and oversaw efforts to ensure significant increase in service quality, satisfaction and retention of corporate clients.
“I am thrilled to join the UBS team and excited for the opportunity to collaborate with our highly tenured specialist Financial Advisor network to pursue quality corporate business, as well as further develop our presence in the equity compensation industry,” said Brooks.
In the past four years, UBS has invested nearly $200 million to bring clients cutting-edge technology and industry expertise. Serving more than 125 companies representing 1 million-plus participants in over 150 countries, UBS offers cost-effective plan administration and transaction solutions, helping employees understand the true value of their rewards, regardless of their level of sophistication.
Brooks is a graduate of Davidson College, where he earned a Bachelor of Arts. He has his Series 7 and Series 63.
Notes for Editors
About UBS Wealth Management Americas
UBS Wealth Management Americas provides advice-based relationships through financial advisors who deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth, high net worth and core affluent individuals and families. It includes the Wealth Management U.S. business, the domestic Canadian business and the international business booked in the United States.
UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its universal bank in Switzerland. Together with a client-focused Investment Bank and a strong, well-diversified Global Asset Management business, UBS will drive further growth and expand its premier wealth management franchise. UBS is present in all major financial centers worldwide. It has offices in 57 countries, with about 35% of its employees working in the Americas, 36% in Switzerland, 17% in the rest of Europe, the Middle East and Africa and 12% in Asia Pacific. UBS employs about 62,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Gregg Rosenberg, 212-713-8842
Follow us on Twitter: @UBSAmericas
|UBS Wealth Management Americas Names Karen Damaso to its Equity Compensation Business (2013/9/23)|
|UBS Wealth Management Americas Relaunches Equity Compensation Business (2013/10/18)|
|UBS Wealth Management Americas Announces Changes to the Product Management Team for its Equity Plan Advisory Services Business (2013/10/31)|
|UBS Wealth Management Americas to Speak at NASPP Annual Conference (2013/9/17)|
|Deutsche Asset & Wealth Management Hires Matt Montana as Head of Equity Trading, Americas (2013/9/3)|
|Deutsche Asset & Wealth Management Launches Three New Hedged Equity Exchange Traded Funds (2013/10/1)|
|Deutsche Asset & Wealth Management Expands Investment Offering with U.S. Small and Mid Cap Value Equities Team ()|
|Deutsche Asset & Wealth Management Named Best Asset Manager By Reactions Magazine for the Sixth Consecutive Year (2013/9/26)|
|J.P. Morgan Names Boardman as CEO of Wealth Management Unit -- Update ()|
|Deutsche Asset & Wealth Management Appoints Felipe Godard Head of Wealth Management Latin America ()|
|Start Premium Trial||Register For Free|
|P||F||Fund Financial Data (13,000+ funds)|
|P||F||Stock Financial Data (7,000+ stocks)|
|P||F||Stock and Fund Screeners (basic)|
|P||F||Investing Articles and Market Commentary|
|P||F||Articles Archive (>30 days)|
|P||F||Discuss (dozens of stock, fund, bond, and general bulletin boards)|
|P||F||Portfolio Manager (basic)|
|P||F||Morningstar Investment Classroom|
|P||F||Access Your Portfolio Anytime, Anywhere via Your Mobile Device|
|P||Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)|
|P||Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)|
|P||Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)|
|P||Portfolio Monitor (monthly and on-demand personalized portfolio statements)|
|P||Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)|
|P||Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters|
|P||Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)|
|P||Discounts on Morningstar newsletters, books, seminars, and more|
Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.
Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.