Head to Head: Joe Brienza, Clarity Advisors, UBS Private Wealth Management

FireSide: A Podcast Series from FS Investments

From public service to private wealth—Joe Brienza shares his journey to becoming a Forbes and Barron’s top-ranked financial advisor.

In a new episode of Head to Head, Joe Brienza (Managing Director, Clarity Advisors, UBS Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss the adrenaline rush of a new client, what it means to have competition in your blood and his path from working with presidents and political consultants to helping families build wealth and plan for the future.

“I wanted to come in here and do something where at least at nights I can say, “you know what, I'm making a positive impact to someone, not just enriching my W2.” And that was really much more important to me at the beginning—just to do something that was really important. That was how I ended up getting into this business.”—Joe Brienza

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Fejezetek

1. Joe Brienza Opening Quote (00:00:00)

2. Welcome to Head to Head (00:00:21)

3. Joe Brienza's Career Journey (00:00:35)

4. Early Career in Public Service (00:01:24)

5. Transition to Private Wealth Management (00:04:54)

6. Family and Competitiveness (00:08:11)

7. Advisory Success and Recognition (00:14:35)

8. Philanthropic Efforts and Community Impact (00:17:56)

9. The importance of Giving Back (00:20:17)

10. The Evolution of Financial Services (00:23:19)

11. The Future of Financial Markets (00:25:17)

12. The Story Behind Clarity Advisors (00:30:46)

13. The Value of Relationships in Financial Services (00:38:22)

14. Final Thoughts and Reflections (00:40:00)