Knowledge you can use

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CA License # 0D49688

William Greco is a Managing Director at UBS and leader of The Greco Wealth Management  Group, a team of seven Financial Advisors who together manage over $4 billion in assets. William has over 30 years at the firm and was one of the early pioneers in developing cashless exercise programs for corporations.

The team specializes in advising Fortune 500 Companies on managing Equity Compensation plans. Their practice is also dedicated to helping corporate executives integrate their equity compensation into a comprehensive financial plan. In the process, Bill and his team have built a substantial wealth management business. They are nationally recognized in Forbes and Barron's for their industry knowledge and commitment to client satisfaction.

Bill earned his B.S. from Babson College in 1985, majoring in Finance, Investments and Quantitative methods. He is married and has three children. He is also a private pilot.

• 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, 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
  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, 2023The 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.

• Babson College, B.S. Finance, Investments, and Quantitative Methods

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As the daughter of the team's leader, Bill Greco, you could say that wealth management is in Kate's blood. Observing her father's passion and enjoyment for his work over the course of her life is what initially sparked Kate's interest in the world of finance. Ultimately what solidified Kate's decision to join her father's team was her engagement in the investments class she completed her senior year at Babson College. Kate graduated magna cum laude from Babson College in 2013, where she completed her concentration in Finance and Economics.

After officially joining Greco Wealth Management in 2013, Kate has channeled her problem-solving skillset and knowledge of financial markets to help her clients alleviate concerns over the many moving parts of their financial pictures. Her detail-oriented nature allows her to help clients organize and understand the complexities of their financial lives and uncover opportunities that will strengthen a client's ability to achieve their long-term goals and protect their families. As a Corporate Stock Benefit Consultant, Kate has had the unique opportunity to develop a high level understanding of the complexities executives face when they are granted equity awards. This depth of knowledge allows her to help her clients maximize the value of their equity compensation through the management of concentrated position risk, development of disciplined sale plans, and deployment of tax minimization strategies.

While Kate commits herself to helping families achieve and maintain financial wellness, Kate also has a strong personal commitment to physical wellness. Outside of the office, Kate enjoys a diversified portfolio of physical fitness such as hiking and barre classes, and she also enjoys developing healthy recipes to cook for family and friends. Kate also enjoys spending her time travelling the world to feed her curiosity towards culture, food, and natural beauty.

• 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, 2023The 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.

• Babson College, Finance and Economics, magna cum laude

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Marty has been serving clients at UBS since 1992. As First Vice President, he has been able to work collaboratively within the Greco Wealth Management Group to develop and select investment portfolios to achieve client objectives. Before Marty's 25 years at UBS, he advised at E.F. Hutton and Smith Barney for 6 years.

Marty attended Colgate University as an undergraduate, receiving his Bachelor of Arts in 1977. As a sports enthusiast, he played basketball and club rugby at his University. He enjoys watching athletics, as well as taking on physical pursuits such as running and golfing. He resides in Glastonbury, Connecticut with his wife, Jenny, and their dog. Marty and Jenny have four children.

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

• Colgate University, B.A.

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• 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.

• Corporate Stock Benefit Consultant

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CA Insurance Number 4105140

RJ works closely with Executives, Affluent Individuals, Business Owners and their families on developing financial strategies geared to meet their near-term and long-term financial goals and objectives. RJ finds building long-term relationships with clients the most rewarding aspect of his job. He provides proactive communication and functions as a liaison between clients and the vast financial advisory resources the team can access.

RJ graduated from Syracuse University, where he was Captain and four-year letterman for the football team. RJ currently resides in Wethersfield with his wife Jamie, and their children Carter and Harper.

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

• Syracuse University

• CA License # 0D49688

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CA Insurance License # 4139896

Jane began her career in 2004 and has since helped her clients manage their wealth through some of the most tumultuous periods of the financial markets. She joined UBS in 2013 after 5 years with Bank of America/Merrill Lynch and prior tenures at Morgan Stanley and Wells Fargo.

Her practice emphasizes comprehensive Wealth Management with a particular focus on financial planning: retirement and estate planning, education funding, corporate benefits and equity compensation planning, and the like.

Jane is FINRA registered and holds her Series 7 and 66 securities licenses, life/accident/health and variable annuity license, and is a Corporate Stock Benefit Consultant. She is also a CERTIFIED FINANCIAL PLANNER™ and holds the Accredited Wealth Management Advisor designation - both of which provide her with the ability to help her clients achieve their goals and objectives while ensuring confidence in each unique financial decision. Jane takes pride in providing clients with financial education and guidance.

Jane holds a bachelor's degree in History from Dickinson College. She has 3 children, 4 grandchildren and is a Board of Director member of Girls on the Run, Greater Hartford. She resides in West Hartford, CT where she was raised.

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

• Dickinson College, History

• Accredited Wealth Management Advisor℠
• CERTIFIED FINANCIAL PLANNER™
• CA Insurance Number 4139896

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CA Insurance License 4307552

Dante Lorenzo's passion for learning the intricacies of economics and finance opened the doors to an internship at UBS and he has continued to serve the firm since 2010. Now as a Senior Vice President - Wealth Management with the Greco Group, Dante's clients appreciate his commitment, knowledge and attention to detail in the financial planning process.

Dante was born in Hartford and raised in Wethersfield, CT. He attended Trinity College where he graduated Cum Laude, with Honors. His undergraduate degree is in both Economics and Italian Studies. Dante furthered his education attaining a MBA in Finance from Pepperdine University's Graziadio School of Business. At UBS Dante holds Series 7 and Series 66 Securities Licenses, as well as Life, Accident, and Health Insurance licenses. He also holds a mortgage loan originator license, NMLS #1897597. Finally, he has also attained the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of the office, Dante enjoys spending time at his alma mater Trinity where he is a Board Member of the Cesare Barbieri Endowment for Italian Culture and former Secretary and Treasurer of the local alumni club, the Trinity Club of Hartford. He is also an avid golfer, having served as a Captain of the Trinity team that included a NESCAC Championship and he is also a personal runner-up Connecticut state champion.

Dante currently resides in Downtown Hartford with his wife Kelly, daughter Lia Vittoria. He is active in his condominium community at Bushnell Tower where he is the current Treasurer. He is also active in the local community, including having volunteered at the St. Elizabeth House from 2008 to 2020 (a subsidiary of the Community Housing Advocates, formerly known as Mercy Housing and Shelter Corporation). He now volunteers weekly with the House of Bread. Dante's overriding professional goal is to serve his client with utmost integrity, service, and professional judgment.

• Trinity College, Cum Laude, with Honors
• Pepperdine University - Graziadio Business School, M.B.A. with Honors

• CERTIFIED FINANCIAL PLANNER™
• CA Insurance License # 4307552

Cathy joined UBS Financial Services over 14 years ago with the primary goal of supporting Bill Greco and the growth of the Greco Wealth Management Group.  A skilled multitasker, Cathy strives to earn the trust of clients while providing efficient, concierge service. She resides in Sturbridge, MA and enjoys spending time with her husband and 2 daughters. Cathy holds a master's degree in public relations from the University of Hartford.

• University of Hartford, Master's Degree in Public Relations

Justin joined UBS in September 2001 after spending a short period of time working as Accounts Payable Manager at Rehabilitation Equipment, Crystal Report Developer at Spear Technologies then Software Support at Tickets.com. Justin devoted his time and effort offering valuable assistance, using his expertise in Excel, MS Access, SQL and Customer Report Development.

He earned his Bachelor of Science degree from Salem University in Salem, MA, majoring in Criminal Justice and a Minor in Management Information Systems. His deep interest in Information Technology urged him to further pursue his Master degree in Management Information Systems at Rensselaer Polytechnic Institute in Hartford, CT in 1999. Outside of class, Justin spent time playing Hockey, Baseball and practicing Jujitsu.

Justin is now living in Wethersfield, CT with his wife Lucinda, their 11 year-old son, Jake and 8 year-old daughter, Brooke. The family also has a pet Betta Fish. In his free time, Justin coaches youth hockey for Central Connecticut Capitals. In addition, he enjoys fishing, boating, hiking and weight training.

• Salem University, B.S. Criminal Justice, Minor in Management Information Systems
• Rensselaer Polytechnic Institute, Master Degree in Management Information Systems

Upon graduation from the University of Connecticut in 2013, Stacey immediately put her communications degree to work and joined the Greco Team. She enjoys easing the lives of clients and providing exemplary service. Away from the office, Stacey enjoys traveling and spending time with her family and friends. She resides in Glastonbury with her husband Marc, and two dogs Charlotte and Lizzy.

• University of Connecticut, Communications

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Tawana began her career at UBS in June of 2008 where she worked in the operations department running numerous administrative and operational processes. Tawana has extensive knowledge of all operational aspects of the client experience and she has held various roles within the firm, including Branch Technology Liaison and Client Service Associate Coach. Tawana holds her series 7 and 66 securities licenses.

Tawana was born and raised in Jamaica and currently resides in Springfield, MA. Tawana is a passionate world traveler, planning trips abroad several times a year. She also enjoys spending time at the beach and trying out new cuisines. Outside of UBS Tawana is actively involved with the local chapter of Habitat for Humanity and Friends of the Homeless.

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Bob began his career in one of the equity market’s most tumultuous months on record—and over the past 28 years he has helped clients manage their wealth through good times and bad. Bob joined UBS in 2008, having spent his previous 22 years with Smith Barney.

Bob's role with is clients is most often that of a financial counselor, offering guidance and advice around the issues that are most critical to achieving their family financial goals. By careful analysis of a client's personal financial circumstances, benefit plans offered by their employer, and changing economic conditions, Bob can develop fully customized financial paths to those goals. He ensures that those goals, and the plans used to reach them, stay relevant and effective by diligently staying current on tax laws, corporate benefits, and economic and market environments.

Bob has a bachelor's degree in Economics and English Literature from the University at Albany (Magna Cum Laude), and he has also received the Certified Private Wealth Advisor designation from the University of Chicago. He and his wife, Patty, live with their four children in Bethlehem, NY.

• University at Albany, Economics and English Literature, Magna Cum Laude