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Brad Rosenberg
Market Director, Greater Miami, FL at UBS Financial Services, Inc.
Brad Rosenberg is an Executive Director and Market Director at UBS, a world-leading wealth management firm.12 He is based in the Greater Miami Market area, specifically in Aventura, Florida.3
Professional Background
Brad Rosenberg has extensive experience in the financial services industry, having worked at UBS in various capacities over the years. His current role focuses on making UBS the destination of choice in the Greater Miami Market.2
Education
Brad holds impressive academic credentials:
- Master of Business Administration in Finance from New York University's Stern School of Business
- Bachelor of Arts in Economics5
Responsibilities
As an Executive Director and Market Director, Brad Rosenberg likely plays a crucial role in:
- Overseeing operations in the Greater Miami Market
- Developing strategies to grow UBS's presence in the region
- Managing client relationships and providing financial advice
UBS Context
Brad Rosenberg is part of a global organization with significant reach:
- UBS manages over $5 trillion in invested assets globally
- The firm has a presence in 51 countries
- UBS is recognized as a world-leading wealth manager1
Brad Rosenberg's LinkedIn profile can be found under the username "bradrosenberg"4, where more details about his professional experience and network may be available.
Highlights
On behalf of the UBS Florida Market Leadership team, we are proud to announce that Worth Boyce, CFP® has been named as one of 100 Wealth Advisors on the 2024 Forbes Top Next Gen Wealth Advisors list and also to the 2024 Forbes Top Next Gen Wealth Advisor Best-in-State list. This prestigious award attests to the excellence and commitment in providing exceptional solutions and advice to his clients.
Congratulations to Worth on these two milestones! We wish you continued success and we are honored to work alongside you in Private Wealth Management.
#shareubs hashtag #wealthmanagement hashtag #forbesrecognition
https://lnkd.in/eHvrZmty
Learn more about award criteria at https://lnkd.in/g9G_vw4C
I’m delighted to share the news that David Warren of UBS, based in Miami, FL has been named by Forbes as a Best-In-State Wealth Advisor in Florida for 2024. The Forbes rating is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. I hope you will join us in congratulating David on this distinction. I am proud of his recognition among this leading cohort of Financial Advisors who go above and beyond, navigating an ever-changing world to deliver solutions for clients in our community. On behalf of David, everyone on their team (https://lnkd.in/etwhJw3v) and at UBS, thank you for allowing us to help you build the future you’ve always envisioned. For more information on third party rating methodologies, please visit https://lnkd.in/euqtw3ua
