Experience

CA License # 0D49688

William Greco is a Managing Director-Wealth Management at UBS Financial Services Inc and leader of The Greco Wealth Management Group, a team of seven Financial Advisors who together manage over $5 billion in assets as of 11.18.2024. 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 team 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. Please refer to the RECOGNITON tab for industry designations the team and Bill have received. 

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.

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 may strengthen a client's ability to achieve their long-term goals and help protect their families finances. 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 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.

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.

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.

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 in 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 business emphasizes comprehensive Wealth Management with a particular focus on all aspects of financial planning. 

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 has also obtained her CERTIFIED FINANCIAL PLANNER™ certification and holds the Accredited Wealth Management Advisor designation - both of which help her provide unique financial solutions to her clients to help them achieve their goals and objectives. 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, 6 grandchildren and is an avid runner. She resides in West Hartford, CT where she was raised.

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. He has since been promoted multiple times, and is currently a Senior Vice President - Wealth Management with the Greco Wealth Management Group.

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 obtained the CERTIFIED FINANCIAL PLANNER™ certification.

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 and daughters Lia Vittoria and Vera Alessia. He is active in his condominium community at Bushnell Tower where he is the current President. He is also active in his local community, having volunteered regularly at the St. Elizabeth House (a subsidiary of the Community Housing Advocates, formerly known as Mercy Housing and Shelter Corporation) and House of Bread. Dante's overriding professional goal is to serve his client with utmost integrity, service, and professional judgment.

Stephen joined the Greco Wealth Management Group in April 2022 as the Team Administrator.  Prior to joining the team, Stephen was the Market Administrative Manager for the UBS Central New England Market. Stephen has dedicated over 30 years in the financial services industry.

He applies his management experience and skill set to focus on managing the group’s day to day operations, administration and team dynamics. Stephen received his B.A. in 1984 from Connecticut College and holds his Series 7, 63, 65 and 9/10 security licenses.   

Outside the office, Stephen enjoys traveling, hiking, weight training and spending time with his family.  He lives in West Hartford with his partner, Sarah, and together they enjoy exploring the Hudson River Valley.

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.

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.

Upon earning her Bachelor's degree from the University of Connecticut, Stacey joined UBS Financial Services in 2014 with the Greco Wealth Management Group. She has worn many hats on the team supporting multiple advisors over the years. She focuses on client experience, onboarding, operational tasks and has interest in marketing.

Away from the office, Stacey enjoys spending time with her family and friends. Her greatest joy in life is being a new mother. She welcomed a baby boy, Miles, in January of 2023. She resides in Glastonbury with her husband Marc, and their two Cavalier King Charles Spaniels, Charlotte and Lizzy. She loves fresh flowers, coordinating events, and relaxing at the beach.

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.

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.

Sergio is a dedicated financial professional who joined the Greco Wealth Management group in 2023 as a Wealth Strategy Associate. Sergio’s journey began as a Training Financial Advisor at the UBS Wealth Advice Center located in Weehawken, New Jersey.

Sergio is a proud alumnus of Quinnipiac University, where he earned his Bachelor of Science in Finance in addition to obtaining his Master of Business of Administration with a concentration in Finance. He also holds the Series 7, 66 and Life insurance certifications.

While Sergio is driven by professional growth, he is also an avid mixed martial arts practitioner and enjoys outdoor activities such as hiking and skiing.

Troy joined Greco Wealth Management as a Client Associate in 2023. In this role, Troy prioritizes building strong relationships with clients and providing service to them daily for all of their account management needs. Prior to joining the team, Troy built a strong foundation through his experience at the UBS Wealth Advice Center in Weehawken, New Jersey.

Outside of his tenure at UBS, Troy graduated Cum Laude from Sacred Heart University in 2022. While at Sacred Heart, Troy majored in Finance and was a member of the Student Managed Investment Fund, where he was involved in building an investment portfolio for the Board of Directors to best utilize the university’s Endowment Fund. He also played on the Club Hockey team, which competed with other universities on a regional basis.

In his free time, Troy enjoys weightlifting and cycling. During the fall/winter seasons, Troy volunteers as a coach with South Windsor Youth Hockey. Aside from his hobbies, he enjoys spending time with his family and his newborn niece.

Sarah joined the Greco Wealth Management group in May of 2023 and is eager to learn new skills in the world of Financial Services. She grew up in Glastonbury, CT but moved to Delray Beach, FL in 2017. Sarah graduated from Florida Atlantic University in 2020 receiving a bachelor’s degree in Multimedia Studies in Film and Video. She serves at her Church in Boca Raton FL as the videographer during worship. 

Outside of the office, Sarah puts her multimedia skills to work by running a food blog where she shares various restaurants, what they offer and recipes. Her passions include filmmaking, cooking healthy recipes, reading personal growth books, sunrises on the beach, working out, and traveling.  She also enjoys spending summers with her family on Martha's Vineyard.