Financial Advisor Brett C. Moore Joins UBS in Beverly Hills, CA
December 16 2021 - 9:00AM
Business Wire
UBS Wealth Management USA announced today that Financial Advisor
and Portfolio Manager, Brett C. Moore, has joined the firm in
Beverly Hills, California. Brett brings more than 22 years of
experience to UBS.
“We’re excited to welcome Brett to UBS,” said Kreg Pearless,
Beverly Hills Complex Director at UBS Wealth Management USA. “His
commitment to clients is evident through his decades-long career
and experience in areas such as portfolio management, private
equity, and private credit. Brett brings great value to our team as
we continue to grow our presence in Beverly Hills and across the
Los Angeles market.”
Brett spent the past five years as a Portfolio Management
Director at Morgan Stanley, providing clients with wealth planning
advice with an emphasis on risk mitigation. Before that, he ran a
Santa Barbara-based Registered Investment Advisor (RIA) firm. As a
Retirement Plan Consultant (RPC), Brett is fluent with qualified
plan solutions for closely held businesses and large public
entities alike.
Brett holds a BS and an MBA from Tulane University and received
his Personal Financial Planning Certificate from the University of
California in Irvine. He actively gives back to his community as a
founding trustee for Friends of Esperanza, a targeted foundation
benefiting literacy for underprivileged children. Brett also
recently served as Treasurer and Endowment Chair for the Santa
Barbara Symphony.
Notes to Editors
About UBS Global Wealth Management As the world's largest
wealth manager, UBS Global Wealth Management provides comprehensive
advice, solutions and services to wealthy families and individuals
around the world. Clients who work with UBS benefit from a fully
integrated set of wealth management capabilities and expertise,
including wealth planning, investment management, capital markets,
banking, lending, and institutional and corporate financial
advice.
About UBS UBS provides financial advice and solutions to
wealthy, institutional and corporate clients worldwide, as well as
private clients in Switzerland. UBS is the largest truly global
wealth manager, and a leading personal and corporate bank in
Switzerland, with a large-scale and diversified global asset
manager and a focused investment bank. The bank focuses on
businesses that have a strong competitive position in their
targeted markets, are capital efficient, and have an attractive
long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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Media Contact: Pat Burek | Financial Profiles
pburek@finprofiles.com https://www.ubs.com
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