Brian Patrick Mulvey

Minot Wealth Management LLC is a wealth management firm headquartered in Westwood, Massachusetts. The firm was founded in 2019 and was acquired by EP Wealth Advisors LLC, a subsidiary of EPWA, Inc. in 2022. Minot Wealth Management provides comprehensive wealth management to high and ultra-high net worth individuals and families.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.