Experience

Gregg Abernathy has over twenty-five years of capital markets experience. He specializes in customized wealth management strategies for wealthy individuals and families. Gregg joined UBS in 2008 from Lehman Brothers where he was a Managing Director. From 1994 to 2004 Gregg worked in the Private Client Group of Montgomery Securities, where he focused on wealth management strategies for investment banking clients of the firm. Gregg holds an M.B.A from the Haas School at the University of California, Berkeley and a B.A. in Economics, cum laude, from the University of California, Santa Barbara. Gregg and his wife Jennifer live in Austin, TX with their daughter Lena and their son Reed.

Patrick Galligan has over fifteen years of capital markets experience. He focuses on investment research, due diligence, portfolio management and construction, and client relationship management. Patrick joined UBS in 2008 after graduating college. He also interned at UBS in the summer of 2007. Patrick holds a B.S. in Business Administration, Finance, from the University of Colorado, Boulder. He is both Series 7 and 66 licensed and holds his CA Insurance license. Patrick resides in Moraga with his wife Shayne and two daughters, Payton and Sloane.