Patrick Brosnihan, Cfp®

Patrick Brosnihan, Cfp®

Vice President Wealth Management @ UBS

About Patrick Brosnihan, Cfp®

Patrick Brosnihan, CFP®, serves as Vice President of Wealth Management at UBS, a position he has held since 2024. He has extensive experience in the financial services industry, having worked in various roles at UBS, BNY Mellon, and Morgan Stanley.

Work at UBS

Patrick Brosnihan currently serves as Vice President in Wealth Management at UBS, a position he has held since 2024. Prior to this role, he worked at UBS in various capacities, including Account Vice President from 2022 to 2024, Director of Advisory Sales Consultant from 2020 to 2022, and Associate Director of Wealth Management Banker from 2017 to 2020. His extensive experience at UBS highlights his expertise in wealth management and advisory services.

Education and Expertise

Patrick Brosnihan studied at Yale University, where he earned a Bachelor of Arts in Political Science from 2005 to 2009. He also attended Worcester Academy from 1999 to 2005. His educational background provides a strong foundation for his career in wealth management and financial advisory.

Background

Before joining UBS, Patrick Brosnihan worked at Morgan Stanley as Vice President, Private Banker from 2014 to 2017. He also held a position at BNY Mellon as Associate in Private Banking from 2012 to 2014 in the Greater Boston Area. His career reflects a consistent focus on private banking and wealth management across multiple prestigious financial institutions.

Professional Experience

Patrick Brosnihan has accumulated significant experience in wealth management and private banking. His roles have included working as an Associate Director, Wealth Management Banker at UBS and as an Associate in Private Banking at BNY Mellon. His career trajectory demonstrates a commitment to advancing in the financial services sector.

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