Experience

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

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.

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.