Your life. Your wealth. Your future.

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Grant is a Certified Private Wealth Advisor® having successfully completed a rigorous program of study at the University Of Chicago Booth School Of Business.   The CPWA designation is an advanced credential designed for wealth managers who advise ultra-high-net-worth clients.  Grant is also a Certified Financial Planner™ and oversees the team's financial planning process. He specializes in implementing wealth management strategies for ultra-high net worth individuals and families. His process-driven approach provides a high level of flexibility and ensures that client goals are the primary drivers of their portfolio allocations. Grant also manages a model equity portfolio that can include individual equities, exchange-traded funds and mutual funds. 

A native of Washington D.C., Grant has nearly two decades of industry experience.  Prior to joining UBS in 2008, he practiced as a Certified Financial Planner® with Morgan Stanley beginning in 2002.  In 2000 before becoming an investment professional, Grant applied his biochemistry and scientific background working on the Human Genome Project at Celera Genomics in Rockville, MD. Grant received his Bachelor of Science from Dickinson College

• Barron's Top 1,200 Financial Advisors, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Dickinson College, B.S.

• Private Wealth Advisor
• Certified Private Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager
• Wealth Advisor

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• CO
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• DC
• DE
• FL
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• HI
• MA
• MD
• ME
• MI
• MT
• NC
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• TN
• TX
• VA
• VT
• WA
• WI
• WY

Steve focuses on providing exceptional service to our clients. He is responsible for team operations and executing client requests including fund transfers, order entries and account maintenance. Steve is also responsible for scheduling, organizing and documenting client meetings.

Steve has over 35 years of industry experience, including 12 at UBS. Prior to joining UBS in 2009, Steve was a vice president in the alternative investment department at Ferris, Baker Watts, Inc. He holds Series 7, 66 and 31 securities licenses. Steve received his B.F.A. from Wayne State University in Detroit, MI.

• Wayne State University, B.F.A.

• DC

Isabelle Greenberg is our Client Service Associate responsible for team administration and clients' day-to-day service needs, including money transfers, account opening and maintenance, client scheduling and more. Isabelle joins UBS from The Motley Fool, where she used her communication skills to address members' investing needs as well as resolve technical and account matters. She has a passion for people and building relationships.

Isabelle graduated from American University with a Bachelor of Arts degree in Public Relations & Strategic Communications. She holds a Series 7 License.

• American University, Public Relations & Strategic Communications : 2016 - 2020

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Jaclyn is responsible for supporting Grant in drafting deliverables and investment strategy proposals that identify opportunities in alignment with client needs. Jaclyn maintains thoughtful communication with clients, ensuring they receive excellent service and that bespoke solutions are presented to reflect client ensures client needs are addressed and translated into desired portfolio allocations.

Prior to this seat, Jaclyn has held various roles at UBS over the last five years across 3 divisions. She began her career at UBS in 2020 as an HR Graduate Talent Program Analyst and following her rotations placed out onto a sales desk within the Investment Bank in New York. There, she served as primary sales coverage to over 50 hedge funds for securities lending and equity swap transactions. Most recently, Jaclyn moved to Washington D.C. and served as Associate Market Executive for UBS Wealth Management and Private Wealth Management branches in Washington, D.C., Bethesda, Maryland and McLean, Virginia. 

Jaclyn received her Bachelor of Science from Cornell University’s School of Industrial and Labor Relations. She holds her Series 7, 63, 66, 9 and 10 securities licenses.

In her free time, Jaclyn enjoys going to concerts and writing poetry.