Brian Sharpes,

CIMA®

UBS Institutional Consulting

Brian Sharpes, managing director, UBS Consulting, is a nationally-recognized expert in serving nonprofit organizations.  With more than $3 billion in group assets, of which $1.4 billion are nonprofit client assets under management, he specializes in working with public and private institutions.  Named one of the top advisors in the country by the Financial Times, Barron’s, and On Wall Street, he is a frequent speaker at national conferences where he shares his expertise on portfolio design/implementation, consensus building, fiduciary education/liability, industry ethics, socially responsible investment strategies, and impact investing.  He earned a B.S., University of Nevada, and an M.N.A., University of San Francisco.