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Financial Advisor Brett C. Moore Joins UBS in Beverly Hills, CA
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UBS Wealth Management USA has welcomed Financial Advisor and Portfolio Manager, Brett C. Moore, to its team in Beverly Hills, California. With over 22 years of industry experience, Brett previously served as a Portfolio Management Director at Morgan Stanley. His expertise spans portfolio management, private equity, and private credit, with a focus on wealth planning and risk mitigation. Holding degrees from Tulane University and a Personal Financial Planning Certificate from the University of California, Brett is committed to client success and community engagement.
Positive
Brett C. Moore brings over 22 years of experience to UBS, enhancing the firm's advisory capabilities.
His expertise in portfolio management, private equity, and risk mitigation strengthens UBS's market position in Beverly Hills and Los Angeles.
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BEVERLY HILLS, Calif.--(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).
