UBS Sports and Entertainment

Let’s talk legacy: Experienced financial advice for Athletes and Entertainers

Incredible financial opportunities come your way. Who can you trust to help you make the right decisions for you, your career and your legacy?

We have the expertise to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

Wealth management exclusively for Athletes and Entertainers

Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

 

UBS Sports and Entertainment research

 

UBS Arena x Conversations from HOT 97 Summer Jam

UBS Arena was proud to host the 2024 Video Music Awards (VMAs), and serve as the official Wealth Management sponsor of HOT 97’s 2023 and 2024 Summer Jam concerts. Listen to the conversations below to hear how legendary artists are realizing their dreams and forging lasting legacies throughout the music industry.

Method Man

Musician and actor Method Man reflects on his legendary career as a member of the Wu Tang Clan and what legacy means to him. Listen to his full conversation with Wale Ogunleye, UBS Head of Sports and Entertainment to hear more about how he has become a master of his craft, and his advice to aspiring artists.

French Montana

Rapper French Montana reflects on 50 years of Hip Hop at HOT 97’s 2023 Summer Jam with Wale Ogunleye, UBS Head of Sports and Entertainment. Watch their full conversation and find out French Montana’s three keys for success and longevity.

Jadakiss

UBS is celebrating 50 years of Hip Hop and its impact on the music industry and global culture. Hear how Jadakiss—rapper and member of The Lox, approaches entrepreneurship and the legacy he wants to leave behind.

LL Cool J

New York icon and hip hop legend LL Cool J sat down with Ryan Rosegarten from the UBS Katz Wealth Management team to talk about creating lasting impact in his community.

Elmont Memorial High School

UBS Head of Sports and Entertainment Wale Ogunleye surprised a group of high school students with a lesson in financial literacy, tips for money management, and tickets to HOT 97’s Summer Jam at UBS Arena.

UBS x Billboard Music & Money Series

UBS partnered with Billboard to help increase awareness about the financial resources and opportunities available to all entertainers. Check out our Music & Money series where we discussed trends and topics top of mind to individuals in the music industry. 

Sherrese Clark Soares

UBS’ Wale Ogunleye sat down with Sherrese Clarke Soares to explore her role within the world of music finance as the founder & CEO of HarbourView Equity Partners.

Melissa Lilly

In this conversation with UBS Wealth Planning Strategist Melissa Lilly, Wale Ogunleye and Melissa discussed trends in the music industry, her role within the world of music finance, and how entertainers should factor a sale of their music rights into their financial plans.

Dana Droppo

Billboard’s Chief Brand Officer Dana Droppo interviewed Wale Ogunleye about his experience managing personal finances throughout his NFL career and how he transitioned to his role at UBS today.

Larry Mestel and Rob Levine

Primary Wave CEO/Founder Larry Mestel and Billboard Deputy Editorial Director Rob Levine talked with Wale Ogunleye about new technology in the market and how the music licensing market is changing.

Playbooks

Top 10 Money Lessons

Valuable financial tips for every athlete or entertainer.

Real Talkpdf, 69 KB

Questions you should be asking your financial advisor.

Go for the winpdf, 1 MB

Learn the fundamentals for developing a wealth strategy.

A game plan for your goals

Our approach can help you leave a legacy that matters.

 

Athlete features on PlayersTV

Level Up

Level Up presented by UBS

Watch some of sport’s most successful athletes share their stories on money and listen to our UBS FAs discuss the importance of being financially fit.

E1: AJ Andrews (Pro softball) Why financial literacy matters

E2: Malcolm Brogdon (NBA) The mental game of money

E3: Sofia Huerta (NWSL) Money management 101

E4: Aerial Powers (WNBA) Credit and debt: Understanding credit worthiness

E5: Austin Ekeler (NFL) Navigating big decisions

E6: Hunter Greene (MLB) The art of legacy: Establishing and prioritizing long-term goals

E7: Michael Norman (Olympic Track) Taxes 101

E8: Kristi Castlin (Olympic Track) Relationships and money

E9: Georges Niang (NBA) Buying vs. renting

E10: Adrianna Franch (NWSL) Preparing for financial emergencies

Long Game

Long Game presented by UBS

Exploring the legacies—on and off the playing field—of some of the most decorated athletes in professional sports history.

E1: Ken Griffey Jr.—Member, Baseball Hall of Fame; 13X All-Star; one of the greatest home run hitters in MLB history

E2: Nneka Ogwumike—WNBA Champ and MVP, Los Angeles Sparks; President, WNBA Players Association

E3: Andre Ward—Olympic Gold Medalist boxer; retired with 32-0 record; Sports Illustrated Fighter of the Decade, 2020

E4: Tamika Catchings—NCAA National Champ; WNBA Champ; Olympic Gold Medalist and FIBA World Cup Champ

E5: Isiah Thomas—Hall of Famer with Detroit Pistons; 2X NBA Champ; 12X NBA All-Star; NBA Finals MVP

E6: Jackie Joyner-Kersee—3X Olympic Gold Medalist; first woman to win back-to-back Gold Medals in heptathlon

E7: Jermaine O’Neal—6X NBA All-Star; youngest player to ever play NBA game; Executive Producer, Netflix’s Malice at the Palace

E8: Damian Lillard—Portland Trail Blazer; 6X NBA All-Star; All-NBA First Team; Member, NBA’s 75th Anniversary Team

E9: Cobi Jones—TV Sports Analyst; U.S. Soccer Hall of Famer; Member, 1992 U.S. Olympic Soccer Team

E10: April Ross—3X Olympic Medalist; 2009 Beach Volleyball World Champion; 2X NCAA Champion

Front Office season 2

Front Office presented by UBS

The world’s top athletes each hear pitches from two companies. Find out who’ll get the funding to take their business to the next level.

E1: Mookie Betts—Los Angeles Dodger; 2X World Series Champ and MVP (October 25)

E2: Renee Montgomery—NCAA National Champ; 2X WNBA Champ; part-owner of Atlanta Dream (November 1)

E3: Ashlyn Harris and Ali Krieger—NJ/NY Gotham’s FC goalkeeper and defender; Women’s World Cup Champs (November 8)

E4: Deron Williams—3X NBA All-Star; 2X Olympic Gold Medalist (November 15)

E5: Thaddeus Young— Power forward for the Toronto Raptors; former 1st round NBA draft pick (November 22)

Front Office season 1

Front Office presented by UBS

The world’s top athletes each hear pitches from two companies. Find out who’ll get the funding to take their business to the next level.

E1: Travis Kelce—NFL Kansas City Chiefs tight end; Super Bowl 54 Champ

E2: Michelle Wie West—LPGA Tour Golfer; 2014 US Women’s Open Winner

E3: Vernon Davis—Retired NFL tight end; Super Bowl 50 winner; TV personality

E4: Allyson Felix—Most decorated American Track and Field athlete of all time

E5: Chris Paul—Phoenix Suns point guard; 2X Olympic Gold Medalist; President, NBA Players Association, 2013–2021

 

Past event highlights

Highlights from past events

Lewis Hamilton

Lewis Hamilton

For Formula One driver Lewis Hamilton, legacy means more than records and world championships. Listen to his talk with Wale Ogunleye, Head of Sports and Entertainment at UBS, about making an impact beyond the racetrack.

Click here to see more video content

Art Basel

Let’s talk legacy – A conversation on the art and business of music

During Art Basel Miami Beach 2023, the Athletes & Entertainers Segment hosted an engaging dinner and conversation with music industry icons Steve Rifkind and Kevin Liles. Moderated by UBS’ Wale Ogunleye, the conversation covered the evolution of the music industry, building an impactful business, and transitioning success and passion into purposeful giving.

Learn more about Art Basel 2023

Read more about Art Basel 2022

Mastering your legacy – redefining the art of music

Christian McBride

A conversation with Christian McBride

Eight-time GRAMMY-winning bassist and composer Christian McBride shares his journey from Philadelphia jazz student to global music phenomenon—and how he is giving back to the world through his legacy.

Financial lessons & importance of legacy

In the first video, Christian sits down with Wale Ogunleye, Head of UBS Sports and Entertainment, to share the financial lessons he learned as a young artist, music rights in the jazz industry and the interconnectivity of music and civil rights.

JAZZ HOUSE KiDS & Newport Jazz Festival

In the second video, Christian speaks with Duane Hughes, Chair, UBS Americas Advisory Council, about his work with JAZZ HOUSE KiDS, the GRAMMYs, and the Newport Jazz Festival.

Billboard

Billboard Music & Money Dinner & Power 100 Events: Presented by UBS

The UBS Athletes & Entertainers Strategic Client Segment was proud to partner with Billboard to host an exclusive pre-event dinner in addition to the annual Billboard Power 100 event. Attendees at these events included the top players in the industry, many of whom have led nine-figure music publishing deals for GRAMMY award-winning icons.

Click here to learn more

Michelle Williams

Breaking through

Former Destiny’s Child singer and Grammy Award-winning megastar Michelle Williams talks about overcoming mental health challenges to gain clarity across every aspect of her life.

Hear some of the powerful and personal insights revealed in her new book, Checking In.

Her story could help you or someone you know.

Laura Dern

Touching audiences, changing Hollywood with Laura Dern

Oscar Award-winning actor and producer Laura Dern shares how her fight for equal pay is breaking the glass ceiling in Hollywood, and how she talks money with her daughter.

Allyson Felix

Stronger voices

Allyson Felix, the most decorated woman in Olympic Track and Field history, shares her personal story on why women need to make their voices heard to champion their financial value in sports, work and life.

Wanda Durant

The MVP of giving back

Wanda Durant is more than the mother of NBA superstar Kevin Durant. She is a superstar of paying it forward. Drawing on the lessons she learned from her mother, she tells the story of how she’s helping young people find a path forward to success.

Anthem Video

Anthem Video

Legacy isn’t something that’s given, but it’s something that we can start building together. Watch our original Sports & Entertainment anthem video.

 

Navigating wealth as an Athlete or Entertainer

How you manage your wealth has far-reaching effects. In our special white paper, 16 athletes and entertainers share their stories. Some were unprepared for the responsibilities that come with wealth. Others developed a steadfast plan from the start. All eventually went on to great financial success. The common thread? Find the right advisor, get involved and stay involved. Take a look. The lessons these athletes and entertainers learned could be helpful as you navigate your own journey with money.

Entertainers

Chamillionaire

Renowned rapper on overnight success and embracing your entrepreneurial side. “I got into investing by learning," he says.

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Kamal Gray

Hear how this GRAMMY® Award winner realized he needed a new money mindset and approach.

Read more

Rico Love

The songwriter and producer openly shares his early missteps to help others.

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Otis Redding's family

Heirs have preserved Otis’s legacy for three generations. They tell us now how they did it.

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Ray Romulus

This artist explains how costly lessons learned years ago keeps him engaged with the investing process today.

Read more

Joshua Schwartz

The creator behind the Gossip Girl TV series discusses how managing money well preserves creative freedom.

Read more

Michelle Williams

The Destiny's Child performer talks record contracts and women's empowerment.

Read more

Athletes

Brendon Ayanbadejo

The Super Bowl XLVII champion explains how to make money outlast playing years.

Read more

Robert Bailey

The challenges of managing wealth at a tender age, from a Super Bowl champ.

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Rushia Brown

The WNBA pioneer says learning about wealth management is key to having checks and balances on your money.

Read more

Ben Coates

Super Bowl champ and New England Patriots star Ben Coates walks through some common mistakes high earners can make.

Read more

Norris Cole

The two-time NBA champion doesn’t invest for the sake of investing. He knows where his money is and what it’s doing.

Read more

Edgerrin James

The rookie who shaped his first NFL contract shows you can negotiate with your own approach.

Read more

Mason Plumlee

The Detroit Pistons center reveals how he picked up his money management approach at an internship in college and continues to use it today.

Read more

Sage Rosenfels

Former pro quarterback says it's never too early to think about post-career opportunities.

Read more

Osi Umenyiora

Former pro defensive end teaches family and friends how to be responsible with money.

Read more

Athletes & Entertainers Consultants

Financial Advisors for Athletes and Entertainers / Experienced consultants dedicated to serving the sports and ntertainment space

Overview

Our Athletes & Entertainers Consultants are a select group of UBS Financial Advisors who are accredited and designated to serve athletes, entertainers and those in their ecosystem. Their experience, knowledge and training equip them to provide solid financial advice to help these individuals plan for their legacy.

Wale Ogunleye

Head, Sports & Entertainment
Managing Director
Wealth Management USA
Team contact number: 201-352-7766

 

Meet the team

Jaclyn Bellino

Project Manager, Athletes & Entertainers Client Segment

Pjay Togunde

Business Strategist, Athletes & Entertainers Client Segment

A-E

Private Wealth Advisor Mark Binder

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Financial Advisor Michael Carr

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Private Wealth Advisor Erik Dahlquist

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Private Wealth Advisor Michael Bober

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Private Wealth Advisor Craig Chiate 

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Private Wealth Advisor Craig Dunton

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Financial Advisor Peter Borowsky

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Private Wealth Advisor Brian Corley

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Private Wealth Advisor Jesse Bull

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Financial Advisor Richard Curtis

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F-J

Private Wealth Advisor Todd Feiereisen    

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Private Wealth Advisor Dan Grover

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Financial Advisor Jim Hart

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Financial Advisor Drew Freides

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Financial Advisor Ken Gunsberger

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Financial Advisor Nolan Hart

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Financial Advisor Daniel Gerschel 

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Financial Advisor Peter Hall

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Private Wealth Advisor Wendy Holmes

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Private Wealth Advisor Rachel Gottlieb

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Private Wealth Advisor John Halperin

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Financial Advisor Matthew Johnson

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K-O

Private Wealth Advisor Jason Katz

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Financial Advisor Joseph Lembeck

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Private Wealth Advisor Andrew Megee

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Private Wealth Advisor Dan Kilmurray

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Financial Advisor Charles Lovell

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Financial Advisor Sasha Kottmeier

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Financial Advisor Thomas Madigan

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Private Wealth Advisor Andrew Le

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Financial Advisor Diane McMinds

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P-S

Financial Advisor Michael Poppo

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Financial Advisor Alex Santos

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Private Wealth Advisor Ryan Shuler

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Financial Advisor Barry Porter

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Private Wealth Advisor David Schachter

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Private Wealth Advisor Michael Singh

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Private Wealth Advisor William Rose

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Financial Advisor Stockton Schultz

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Private Wealth Advisor Peter Rukeyser

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Private Wealth Advisor David Selig

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T-Z

Financial Advisor Ruben Torres

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Private Wealth Advisor Troy Wiebler

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Private Wealth Advisor Alex Williams

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Private Wealth Advisor Eric Wittenberg

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