UBS Wealth Management Americas Names Jonathan Brooks to Its Equity
NEW YORK -- September 5, 2013
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
“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
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