Experience

Makes all the difference

EWC Partners was formed to provide comprehensive, fee based financial planning services to our Corporate Executive clients. Founded by William Greco, Managing Director, and a Barron's Top 100 Advisor each year since that list's inception; Robert E. Lane, Executive Director-Wealth Management; and Doug Bonaquist, Executive Director; EWC Partners leverages the planning experience of our senior advisors with the resources of UBS, the world's foremost wealth management firm. 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 make certain that your risk management, personal estate planning, liabilities, and personal wealth management all reflect those priorities. Our Nationwide 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 partners. Our collaboration with your personal tax and legal advisors ensures that all of your financial decisions receive a full 360 degree view, and give you that most highly sought after financial goal: peace of mind.

William Greco

Managing Director–Wealth Management

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • 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 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 October and is based on Barron's ratings received over the prior 10 years.
  • Barron's Top 1,000 Financial Advisors, 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, 2023The 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, 2023The 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, 2023The 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, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

One State Street
Suite 1600
Hartford, CT 06103

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Robert E. Lane, CPWA

Executive Director

Financial Advisor

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • IL
  • MA
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
8 Southwoods Blvd
Suite 207
Albany, NY 12211

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Andrew Noone, CFA

Senior Vice President–Wealth Management

Chartered Financial Analyst®

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Chartered Financial Analyst®
100 Crescent Court
Dallas, TX 75201

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David Folmnsbee

Senior Vice President–Wealth Management

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • 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.
  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

100 Crescent Court
Dallas, TX 75201

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Jannah Devine

Senior Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • KS
  • MD
  • MI
  • MO
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • RI
  • SC
  • TX
  • UT
  • VA
  • WA
  • WY
20 Pacifica
Suite 1500
Irvine, CA 92618

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James Talbot

Senior Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • MA
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • SC
  • TN
  • TX
  • WI
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

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Katelyn Tanner Greco

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

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

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

One State Street
Suite 1600
Hartford, CT 06103

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David Wolke

Senior Wealth Strategy Associate

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • MA
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • SC
  • TN
  • TX
  • WI
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

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Nicholas Paul Moura, CFP, AWMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™

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. 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor℠
1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510

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Catherine Santangelo

Client Associate

One State Street
Suite 1600
Hartford, CT 06103

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