Breana Cole

SVP/Financial Advisor, UBS, 5TH Gen. Family Member

Breana Cole is a senior vice president at UBS Private Wealth Management, where she partners with uniquely successful individuals and families regarding their investment, estate planning, philanthropic, and wealth transfer needs. Her expertise lies in her 15 years of experience guiding her clients through the complexities of having wealth, offering strategic insights to optimize their investment strategy, and planning opportunities that maximize their financial potential. She possesses acumen for working with business founders and multi-generational families, ensuring their unique needs and aspirations are met with tailored solutions.

In addition to her work at UBS, Breana is a member of the Gilbane Family, a family-owned business since 1870 headquartered in Providence, RI. For the last eight years, she has served as a member of the Gilbane Family Council, five of which as the Chair and now as the head of their NextGen program. She takes a lot of pride in leading the governance structure for this complex family with over 200 4th—through 7th-generation family members.

Breana is originally from Jackson Hole, Wyoming, and went to college and graduate school in Colorado. She has two young kids, Harper (4) and Mason (2), and lives in Milton, Massachusetts.