Your goals. Our comprehensive plan.

• CA
• CO
• CT
• DE
• FL
• GA
• MA
• MD
• ME
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• VA
• WA

Gregory has close to three decades of experience developing financial strategies for high-net-worth families and individuals that includes retirement forecasting, asset allocation modeling, asset preservation & estate tax minimization strategies.  Greg also counsels small-to-medium sized companies, not-for-profit organizations, and charitable endowments in cash management, investment, and retirement plans.

Prior to joining UBS Wealth Management in 2022 Gregory spent 29 years at Merrill Lynch Wealth Management. Gregory holds an Economics degree from the College of the Holy Cross, as well as the industry-wide designations of CERTIFIED FINANCIAL PLANNER™ professional awarded by the Certified Financial Planner Board of Standards, Inc., Certified Investment Management Analyst®, and Chartered Retirement Planning CounselorSM (CRPC®).

Gregory is very involved in several charitable and non-profit organizations within his community, such as the Children of Armenia Fund, the Armenian General Benevolent Union, and The Elisabeth Morrow School. He currently sits on the board of Trustees for the Elisabeth Morrow School and is also a member of the Financial Planning Association and the Investments & Wealth Institute™.

Greg resides in Cresskill, New Jersey with his wife Natalie and their three sons - Shant, Garo and Saro.

• Certified Investment Management Analyst®
• Chartered Retirement Planning Counselor
• CERTIFIED FINANCIAL PLANNER™
• Certified Plan Fiduciary Advisor

• CA
• CO
• CT
• DE
• FL
• GA
• MA
• MD
• ME
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• VA
• WA

For the past twenty years Michael has dedicated himself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined investment strategies. He focuses on what clients specifically want to accomplish, offering a customized goals-based wealth management process, global resources, and state-of-the-art technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them.

Michael provides proactive & tactical asset management for client portfolios. He achieves this balance by employing UBS’s open architecture platform, which includes the world’s best investment managers to create globally sophisticated and tax efficient portfolios. Providing these core principles for clients, Michael focuses on three main goals they share: creating stress-free financial lives, maximizing and preserving their wealth through all market cycles, and devoting more time to the non-financial aspects of their complex lives.

Michael's focus is on developing these customized strategies for busy, high-income earning individuals and their families who are looking to build wealth; successful retirees looking to provide a significant income stream and preserve their wealth; and widows & divorcees who for the first time are managing their assets and looking to simplify their wealth. Michael offers sophisticated financial strategies, having a commitment to understanding clients' needs.

Prior to joining UBS Wealth Management in 2022, Michael spent 19 years at Merrill Lynch Wealth Management. Michael graduated from Quinnipiac University with a degree in Finance and currently serves as the President of the Quinnipiac Alumni Board. Michael currently lives in Hoboken, New Jersey and enjoys spending time with his family, traveling, volunteering for charities, playing baseball and giving back to his community.

• CT
• FL
• MA
• NC
• NH
• NJ
• NY
• PA
• SC
• TX

Christine joined AG & Associates in 2015 and leads all operational, administrative, and day-to-day activities for the team. Delivering a highly professional and consistent client experience, while also serving as quality control to help ensure that all calls, paperwork, policy and procedures are adhered to properly, is priority number one. Christine also partners with the trusted advisors of clients, such as accountants and attorneys, to create an aligned outcome for clients.

Prior to joining UBS Wealth Management in 2022, Christine spent 15 years at Merrill Lynch Wealth Management. Christine graduated from Penn State with a Bachelor’s in Management. She currently resides in Maywood, NJ with her husband Luis and their two sons.

Kristin joined AG & Associates in 2022 and is responsible for coordinating all meetings for the team.  This includes portfolio reviews for clients and meetings with internal and external partners such as liability management, trust and estate planning and other wealth management needs.  

Kristin attended Eastwick College in Ramsey, NJ and joined the team after a role managing a local dental practice. She a resides in Norwood with her husband and two children.