{"id":53062,"date":"2026-04-21T18:17:11","date_gmt":"2026-04-21T18:17:11","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/53062\/"},"modified":"2026-04-21T18:17:11","modified_gmt":"2026-04-21T18:17:11","slug":"ubs-hires-deutsche-bank-advisor-brad-gillin-in-nyc","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/53062\/","title":{"rendered":"UBS hires Deutsche Bank advisor Brad Gillin in NYC"},"content":{"rendered":"<p>&#13;<br \/>\n    &#13;<br \/>\n&#13;<br \/>\n    &#13;<br \/>\n&#13;<\/p>\n<p>  Key Terms<\/p>\n<p>    &#13;<br \/>\n      &#13;<br \/>\n        private wealth management&#13;<br \/>\n        &#13;<br \/>\n        financial&#13;<br \/>\n        &#13;<br \/>\n      &#13;<\/p>\n<p>A personalized service that helps wealthy individuals manage and grow their money by combining investment advice, tax and estate planning, retirement strategy, and risk management. It matters to investors because it tailors a long-term plan to protect and increase assets\u2014like having a financial concierge who builds a custom roadmap and selects investments and safeguards that fit your goals and life circumstances, rather than using one-size-fits-all advice.<\/p>\n<p>      &#13;<\/p>\n<p>    &#13;<br \/>\n      &#13;<br \/>\n        ultra-high net worth&#13;<br \/>\n        &#13;<br \/>\n        financial&#13;<br \/>\n        &#13;<br \/>\n      &#13;<\/p>\n<p>Individuals described as ultra-high net worth hold exceptionally large amounts of usable wealth\u2014typically measured in the tens of millions of dollars or more\u2014beyond everyday savings or assets. Think of them as a household with the buying power of a small institution: their decisions matter because they can move markets, access exclusive investments and private deals, and shape demand for financial products, making them a key audience for investors and fundraisers.<\/p>\n<p>      &#13;<\/p>\n<p>    &#13;<br \/>\n      &#13;<br \/>\n        asset allocation&#13;<br \/>\n        &#13;<br \/>\n        financial&#13;<br \/>\n        &#13;<br \/>\n      &#13;<\/p>\n<p>Asset allocation is the plan for how an investor divides money among different types of investments \u2014 such as stocks, bonds, cash, and real estate \u2014 to pursue growth while controlling risk. It matters because the mix determines how much your portfolio can gain or lose in different market conditions; like choosing ingredients for a recipe, the right balance aims to match your financial goals, time horizon, and comfort with ups and downs.<\/p>\n<p>      &#13;<\/p>\n<p>    &#13;<br \/>\n      &#13;<br \/>\n        investment portfolio construction&#13;<br \/>\n        &#13;<br \/>\n        financial&#13;<br \/>\n        &#13;<br \/>\n      &#13;<\/p>\n<p>Investment portfolio construction is the process of choosing and combining different investments\u2014such as stocks, bonds, cash, and alternative assets\u2014into a single plan that matches an investor\u2019s goals, time horizon and comfort with risk. It matters because the mix determines how much return you can expect for the risk you accept; like building a balanced recipe, good construction spreads exposure so one bad ingredient doesn\u2019t spoil the whole outcome.<\/p>\n<p>      &#13;<\/p>\n<p>    &#13;<br \/>\n      &#13;<br \/>\n        private banking&#13;<br \/>\n        &#13;<br \/>\n        financial&#13;<br \/>\n        &#13;<br \/>\n      &#13;<\/p>\n<p>Private banking is a set of personalized financial services\u2014investment advice, tailored credit, tax and estate planning\u2014offered to wealthy individuals and families, like having a dedicated financial concierge. It matters to investors because private banks steer large pools of client capital, generate fee income, and can influence market flows; shifts in private-banking activity signal changes in wealth behavior, risk appetite, and fee-based revenue for financial firms.<\/p>\n<p>      &#13;<\/p>\n<p>&#13;<br \/>\n&#13;<br \/>\n&#13;<br \/>\n&#13;<br \/>\n&#13;<br \/>\n&#13;<br \/>\n    &#13;<br \/>\n    &#13;<br \/>\n    &#13;<br \/>\n&#13;<br \/>\n    &#13;<br \/>\n      04\/21\/2026 &#8211; 11:06 AM&#13;<br \/>\n    &#13;<br \/>\n&#13;<\/p>\n<p>    NEW YORK&#8211;(BUSINESS WIRE)&#8211;<br \/>\n<a href=\"https:\/\/www.stocktitan.net\/overview\/UBS\/\" title=\"View UBS stock overview\" class=\"symbol-link\" rel=\"nofollow noopener\" target=\"_blank\">UBS<\/a> today announced that Brad Gillin will be joining the firm as a Financial Advisor. Following the conclusion of his notice period, Brad will join the <a href=\"https:\/\/www.stocktitan.net\/overview\/UBS\/\" title=\"View UBS stock overview\" class=\"symbol-link\" rel=\"nofollow noopener\" target=\"_blank\">UBS<\/a> Manhattan Market, led by Market Executive Kellie Brady, and will be based in the firm\u2019s 1285 Avenue of the Americas Private Wealth Management office. He will report to Senior Market Director Tom Conigatti.<\/p>\n<p>\n\u201cWe are thrilled that Brad will be joining <a href=\"https:\/\/www.stocktitan.net\/overview\/UBS\/\" title=\"View UBS stock overview\" class=\"symbol-link\" rel=\"nofollow noopener\" target=\"_blank\">UBS<\/a>,\u201d said Kellie Brady, Manhattan Market Executive at UBS. \u201cHis experience advising highly sophisticated clients makes him a strong fit for our Manhattan market. Brad\u2019s collaborative approach and understanding of complex wealth needs align well with UBS\u2019s global capabilities and long\u2011term commitment to our clients.\u201d<\/p>\n<p>\n\u201cBrad brings a thoughtful, client\u2011first approach and a strong track record advising families and professionals with complex needs,\u201d said Tom Conigatti, UBS Market Director. \u201cWe look forward to welcoming him to UBS and supporting him as he delivers tailored strategies backed by the depth of UBS\u2019s resources.\u201d<\/p>\n<p>\nBrad will join UBS from Deutsche Bank Wealth Management, where he most recently served as a Director in the firm\u2019s New York City office. A next-generation advisor, he began his career at Deutsche Bank in 2006 as a Client Associate for one of the firm\u2019s top advisors before transitioning into a private banking role and building his own practice over the past seven years.<\/p>\n<p>\nAt UBS, Brad will advise ultra-high net worth families and financial professionals, including private equity partners, on a range of services including asset allocation, investment portfolio construction, customized lending and liquidity strategies, and wealth transfer planning.<\/p>\n<p>\nBrad will join the Baum Investment Group, a leading private wealth management team at UBS that manages portfolios for ultra-high net worth families, business owners, foundations and trusts. The team is led by Jamie Baum, Managing Director and Private Wealth Advisor, who joined UBS in 2010 from Deutsche Bank and has over three decades of industry experience.<\/p>\n<p>\nBrad lives in Darien, Connecticut, and holds a bachelor\u2019s degree from Lehigh University.<\/p>\n<p>\nNotes to Editors<\/p>\n<p>\nAbout UBS<\/p>\n<p>\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 7 trillion dollars of invested assets as per the fourth quarter 2025. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).<\/p>\n<p>\n<a rel=\"nofollow noopener\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=54519727&amp;newsitemid=20260421193839&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=1&amp;md5=8997b5c775a4f2ec59c7b6ac9ab81337\" shape=\"rect\" target=\"_blank\">https:\/\/www.ubs.com<\/a><\/p>\n<p>\n\u00a9 UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260421193839r1&amp;sid=acqr8&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\"\/><\/p>\n<p id=\"mmgallerylink\">View source version on businesswire.com: <a href=\"https:\/\/www.businesswire.com\/news\/home\/20260421193839\/en\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.businesswire.com\/news\/home\/20260421193839\/en\/<\/a><\/p>\n<p>\nMedia Contact:<br \/>\n<br \/>Christina Aquilina<br \/>\n<br \/><a rel=\"nofollow noopener\" href=\"https:\/\/www.stocktitan.net\/news\/UBS\/mailto:Christina.aquilina@ubs.com\" shape=\"rect\" target=\"_blank\">Christina.aquilina@ubs.com<\/a><\/p>\n<p>Source: UBS<\/p>\n<p>&#13;<br \/>\n&#13;<br \/>\n&#13;<br \/>\n    &#13;<br \/>\n&#13;<\/p>\n","protected":false},"excerpt":{"rendered":"&#13; &#13; &#13; &#13; &#13; Key Terms &#13; &#13; private wealth management&#13; &#13; financial&#13; &#13; &#13; A personalized&hellip;\n","protected":false},"author":2,"featured_media":53063,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[129],"tags":[29955,29954,7100,28810,29956,223,29832,245],"class_list":{"0":"post-53062","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ubs","8":"tag-advisor-hire","9":"tag-brad-gillin","10":"tag-deutsche-bank","11":"tag-manhattan","12":"tag-private-equity-partners","13":"tag-ubs","14":"tag-ultra-high-net-worth","15":"tag-wealth-management"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116444072903663792","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/53062","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=53062"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/53062\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/53063"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=53062"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=53062"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=53062"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}