Luncheon with UBS — multiple Portfolio Award-winner

Neil Gallagher is Executive Director and Head of Advisor Marketing and Creative Solutions for UBS Wealth Management Americas. Neil leads a team that encompasses the in-house creative agency and an exclusive team dedicated to supporting the marketing needs of 7,000+ Financial Advisors. Under his leadership, his group develops resources and tools for Financial Advisors with the purpose of helping clients pursue their ultimate financial life. In addition, he has responsibility for the UBS brand in the Americas. Prior to joining UBS in 2015, Neil spent eight years at Bristol-Myers Squibb as Vice President of Advertising and Marketing Services, leading a global team supporting the worldwide commercialization of pharmaceuticals and also led advertising media strategy and execution, the internal creative agency, social media, data analytics and customer service. Neil also spent 18 years at Merrill Lynch as Director of Advertising & Brand Communications. He began his career at EF Hutton. He is a graduate of Seton Hall University with a degree in Business Administration and Marketing. He is a former Director of the FCS and resides in Manasquan, NJ with his wife and three children.

Julie A. Vander Veen is the head of Corporate Services for the UBS Equity Plan Advisory Services group.   In her role, she is responsible for the corporate client experience.  She has responsibility for the client-facing groups servicing equity plan clients, which includes relationship and service managers.  Julie's teams have responsibility for managing over 180 corporate relationships.  Julie has over 20 years of experience in the financial services industry.  Prior to joining UBS, she headed the Stock Plan Services business at BNY Mellon and prior to that spent 12 years in various leadership positions at Citi. Julie has a B.S. from Michigan State University.  She sits on the boards of the American Coalition of Stock Plan Administrators, the Global Equity Organization (provider) and National Association of Stock Plan Professionals (provider).  She holds FINRA Series 7, 24 and 66 securities licenses.

Cheryl Brama Berman is Director and Senior Writer for UBS Wealth Management Americas, leading copy on several businesses, including UBS Equity Plan Advisory Services and UBS Investor Watch—a quarterly publication that she helped transform from a printed report into a multi-media powerhouse. During her career, Cheryl has gained expertise in virtually every category and industry, focusing exclusively on financial services since 2007. Prior to joining UBS in 2014, Cheryl served as Vice President, Associate Creative Director at HNW, spearheading campaigns for Lord Abbett and Morgan Stanley. Cheryl has also worked for top agencies such as Wells, Rich, Greene, Draft FCB and Hill Holliday. Her work has been honored at the FCS Portfolio Awards, The One Show, Caples Awards and Webby Awards. She holds a B.A. in Journalism from the University of Minnesota and lives on the Upper East Side with her husband and son.