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 corporate clients.
“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.