Let's move forward. Together.

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Our Team

EWC Partners was formed to provide comprehensive, fee based financial planning services to our Corporate Executive clients. Originated by William Greco, Managing Director and Robert E. Lane, Executive Director-Wealth Management, EWC Partners leverages the planning experience of our senior advisors with the resources of UBS, one of the world's largest wealth management firms. We provide a fully integrated, ongoing, proactive financial counseling relationship.

During our planning engagement, we'll review how your company provided benefits can be used most effectively, and evaluate how your equity compensation fits into your overall financial plan. We'll take the time to fully understand your family, business and personal priorities, and help make your risk management, personal estate planning strategies, liabilities, and personal wealth management all reflect those priorities. Our team of Advisors, Wealth Planning Analysts, and Service Associates draw upon the resources of our firm to provide a uniquely tailored comprehensive advisory relationship, and enable us to become your valued advisors. Our collaboration with your personal tax and legal advisors ensures that all of your financial decisions receive a full 360 degree view.

Adult couple on cell phone

Pursuing your goals together

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.

  • William Greco Profile Photo

    William Greco

    Managing Director–Wealth Management

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    • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.
    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 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.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        One State Street
        Suite 1600
        Hartford, CT 06103
        william.greco@ubs.com
        William Greco
        One State Street,Hartford,CT,06103
      • Robert Lane Profile Photo

        Robert E. Lane, CPWA

        Executive Director

        Financial Advisor

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        • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

            8 Southwoods Blvd
            Suite 207
            Albany, NY 12211
            robert.e.lane@ubs.com
            Robert E. Lane, CPWA
            8 Southwoods Blvd,Albany,NY,12211
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            Andrew Noone, CFA

            Senior Vice President–Wealth Management

            Chartered Financial Analyst®

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            • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
            • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
            • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              • Chartered Financial Analyst®
              100 Crescent Court
              Dallas, TX 75201
              andrew.noone@ubs.com
              Andrew Noone, CFA
              100 Crescent Court,Dallas,TX,75201
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              David Folmnsbee

              Senior Vice President–Wealth Management

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              • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
              • Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
              • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                  100 Crescent Court
                  28th Floor
                  Dallas, TX 75201
                  david.folmnsbee@ubs.com
                  David Folmnsbee
                  100 Crescent Court,Dallas,TX,75201
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                  Jannah Devine

                  Senior Vice President–Wealth Management

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                        20 Pacifica
                        Suite 1500
                        Irvine, CA 92618
                        jannah.devine@ubs.com
                        Jannah Devine
                        20 Pacifica,Irvine,CA,92618
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                        James Talbot

                        Senior Vice President–Wealth Management

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                              One Northbrook Place
                              5 Revere Drive
                              Northbrook, IL 60062
                              james.g.talbot@ubs.com
                              James Talbot
                              One Northbrook Place,Northbrook,IL,60062
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                              Katelyn Tanner Greco

                              Senior Vice President–Wealth Management

                              Financial Advisor

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                              • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
                              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
                              • Forbes Best-in-State Wealth Advisors, 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.
                              • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
                              • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
                              • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                                  One State Street
                                  Suite 1600
                                  Hartford, CT 06103
                                  katelyn.greco@ubs.com
                                  Katelyn Tanner Greco
                                  One State Street,Hartford,CT,06103
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                                  David Wolke

                                  Senior Wealth Strategy Associate

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                                        One Northbrook Place
                                        5 Revere Drive
                                        Northbrook, IL 60062
                                        david.wolke@ubs.com
                                        David Wolke
                                        One Northbrook Place,Northbrook,IL,60062
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                                        Nicholas Paul Moura, CFP, AWMA

                                        Financial Advisor

                                        CERTIFIED FINANCIAL PLANNER®

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                                        Nicholas Moura is a Wealth Planning Analyst supporting EWC Partners.  In that role Nick supports our advisors and their clients through the development of goal based and cash flow based financial plans.  He is our subject matter expert on the software programs we use to develop those plans, and serves as an integral link to our UBS resources in the Advanced Planning Group, the Portfolio Advisory Group, our Public Policy Group, and the substantial other resources that the world's leading wealth manager offers to clients. 
                                        • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                                          • CERTIFIED FINANCIAL PLANNER®
                                          • Accredited Wealth Management Advisor℠
                                          265 Church Street
                                          Suite 1102,
                                          New Haven, CT 06510
                                          nicholas.moura@ubs.com
                                          Nicholas Paul Moura, CFP, AWMA
                                          265 Church Street,New Haven,CT,06510
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                                          Catherine Santangelo

                                          Client Associate

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                                                  One State Street
                                                  Suite 1600
                                                  Hartford, CT 06103
                                                  catherine.santangelo@ubs.com
                                                  Catherine Santangelo
                                                  One State Street,Hartford,CT,06103

                                                Connecting you to the deep resources of UBS

                                                By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                                How we work

                                                What we do

                                                building

                                                What's special about UBS?

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                                                As of 12/31/2024

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                                                UBS is a leading and truly global wealth manager

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