Experience

Makes all the difference

We see ourselves as trusted advisors, applying our knowledge, creativity, objectivity and experience to the singular task of meeting the needs of a small number of high net worth families. Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.

Gregg Abernathy

Managing Director

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • MA
  • MD
  • ME
  • NC
  • NV
  • OH
  • PA
  • TX
  • WA

Education

  • Haas School at the University of California, Berkeley, M.B.A.
  • University of California, Santa Barbara, B.A. Economics, cum laude
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

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Patrick Galligan

Associate Director

Senior Wealth Strategy Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • MA
  • MD
  • NC
  • NV
  • NY
  • OH
  • PA
  • TX
  • VA
  • WA

Education

  • University of Colorado, Boulder, B.S. Business Administration, Finance
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

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