$3.9 trillion
In invested assets globally
As of 12/31/2022
We work with influential families, entrepreneurs and executives that are inspired to change industry, create meaningful legacies and make an impact on causes that matter most to them. Our goal is to understand the purpose for your wealth, while striving to build resilient investment portfolios that support your current and long-term goals.
We are fortunate to work with successful families and entrepreneurs at every step of their journey by understanding their purpose for wealth and delivering intelligent advice that endures for generations to come.
Entrepreneurs and founders
Multigenerational families
Corporate executives
Comprehensive financial
Pre-liquidity event
Estate
Philanthropy
Cash-flow analysis
Concentrated equity analysis
Custom investment portfolios
Tailored lending
Alternative investments
Direct investments
Impact & sustainable investments
Family office solutions
Investment banking & capital markets
Family advisory & governance
Next generation education
Peer-to-peer introductions
UBS evidence lab insight
Thought leader collaborative events
Guiding families with experience, perspective and passion
Mike provides comprehensive wealth management solutions to ultra-affluent families, entrepreneurs, and family offices. His focus is on simplifying the challenges and elevating the opportunities that significant wealth can bring to ensure his clients can make the greatest impact on the causes, ventures and passions that give the greatest purpose to their life. Mike draws from his years of experience to help his clients align their personal and professional financial needs, while providing insightful financial solutions and perspective to help them realize their current and long-term aspirations for generations to come.
As the leader of the team, Mike ensures the right values, experiences and resources are in place for his team to assist clients with their current and future aspirations. Creating a positive culture for his team to learn and grow is a priority that he believes will serve his team and clients well. Mike loves mentoring and spending time with the next generation to guide them in continuing their families legacies.
He is also is a believer in giving back to the passions that he and his family would like to make a material impact on.
Industry experience
Volunteer Work and Personal Life
Delivering a holistic client experience
Brittany is a Senior Registered Client Service Associate and Team Business Manager. She started her career in private wealth at Bernstein Private Wealth Management in their New York Office as a Private Client Coordinator. Prior to joining UBS she worked for Oppenheimer & Co., Inc. as a Senior Financial Associate in their Wealth Management group where she partnered with financial advisors to manage client relationships.
Brittany leads the daily operations of the team and is responsible for providing excellent service, and enhancing the client experience. She oversees branch systems, educates clients on account services and wealth management resources, and manages client service requests to completion. She also, assists with the marketing, preparation, and delivery of reports and client documents. Brittany is a Certified Exit Planning Advisor® (CEPA®) and she holds a Series 7, SIE, 63 & 65 licenses.
Brittany graduated cum laude from West Chester University of Pennsylvania with a B.A. in Geography & Planning.
Providing insightful advice and tailored solutions
Dom is a Senior Wealth Strategy Associate with the Greenly Group. He started his career with Northwestern Mutual in 2012 as an Associate Wealth Management Advisor and, prior to joining UBS, was a Wealth Management Associate at Morgan Stanley Private Wealth Management.
Dom focuses on investment research, due diligence, portfolio management, and construction and relationship management. He is a Certified Financial Planner® (CFP®) and a Chartered Financial Consultant® (ChFC®) which he obtained through The American College of Financial Services. He also holds his Series 7 and 66 securities licenses and life/health insurance license.
Dom graduated with a B.S. from Drexel University and has an MBA from Villanova University. He resides in South Jersey with his wife Michelle and two children Greyson and Mia.
Delivering and managing client solutions
Nikki is a Senior Wealth Strategy Associate and the Greenly Group’s Chief of Staff. She started her career in 2016 as a member of UBS’ Graduate Talent Program where she spent two years in New York City rotating through integral groups across UBS’ Wealth Management Division.
Nikki leads the group’s platform solutions, helping deliver Firm resources and capabilities to clients. In addition to managing special-situation projects and initiatives, Nikki owns the team’s marketing strategy/branding and helps to improve the team’s business processes and efficiencies. She holds the Series 7 and 66 securities licenses and life/health insurance license.
Nikki graduated magna cum laude from the University of Miami with a B.A. in Finance and Marketing. Now residing in Philadelphia, Nikki enjoys reading, spending time at the New Jersey shore, and trying new restaurants. Nikki is also a junior board member for the Crohn’s and Colitis Foundation, New York City chapter.
Providing a seamless client experience
Gabriel is a Senior Registered Client Service Associate. He started his career in 2017 at Morgan Stanley’s Latin American Private Wealth Division in Miami. Prior to joining UBS, he worked for Merrill Lynch as a Registered Client Associate for their Wealth Management group where he partnered with Financial Advisors to manage client relationships.
Gabriel focuses on responding to client requests and assisting with team operations and account maintenance. He also assists with trading, performance reporting, and enhancing the client experience.
Gabriel graduated cum laude from Florida International University with a B.A. in Finance and holds the Series 7, 66, and SIE licenses. Gabriel is also fluent in Spanish as a first generation Cuban-American and Miami native. He enjoys hikes with his dog, playing golf, and traveling
Guiding families with experience, perspective and passion
Mike provides comprehensive wealth management solutions to ultra-affluent families, entrepreneurs, and family offices. His focus is on simplifying the challenges and elevating the opportunities that significant wealth can bring to ensure his clients can make the greatest impact on the causes, ventures and passions that give the greatest purpose to their life. Mike draws from his years of experience to help his clients align their personal and professional financial needs, while providing insightful financial solutions and perspective to help them realize their current and long-term aspirations for generations to come.
As the leader of the team, Mike ensures the right values, experiences and resources are in place for his team to assist clients with their current and future aspirations. Creating a positive culture for his team to learn and grow is a priority that he believes will serve his team and clients well. Mike loves mentoring and spending time with the next generation to guide them in continuing their families legacies.
He is also is a believer in giving back to the passions that he and his family would like to make a material impact on.
Industry experience
Volunteer Work and Personal Life
Delivering a holistic client experience
Brittany is a Senior Registered Client Service Associate and Team Business Manager. She started her career in private wealth at Bernstein Private Wealth Management in their New York Office as a Private Client Coordinator. Prior to joining UBS she worked for Oppenheimer & Co., Inc. as a Senior Financial Associate in their Wealth Management group where she partnered with financial advisors to manage client relationships.
Brittany leads the daily operations of the team and is responsible for providing excellent service, and enhancing the client experience. She oversees branch systems, educates clients on account services and wealth management resources, and manages client service requests to completion. She also, assists with the marketing, preparation, and delivery of reports and client documents. Brittany is a Certified Exit Planning Advisor® (CEPA®) and she holds a Series 7, SIE, 63 & 65 licenses.
Brittany graduated cum laude from West Chester University of Pennsylvania with a B.A. in Geography & Planning.
Providing insightful advice and tailored solutions
Dom is a Senior Wealth Strategy Associate with the Greenly Group. He started his career with Northwestern Mutual in 2012 as an Associate Wealth Management Advisor and, prior to joining UBS, was a Wealth Management Associate at Morgan Stanley Private Wealth Management.
Dom focuses on investment research, due diligence, portfolio management, and construction and relationship management. He is a Certified Financial Planner® (CFP®) and a Chartered Financial Consultant® (ChFC®) which he obtained through The American College of Financial Services. He also holds his Series 7 and 66 securities licenses and life/health insurance license.
Dom graduated with a B.S. from Drexel University and has an MBA from Villanova University. He resides in South Jersey with his wife Michelle and two children Greyson and Mia.
Delivering and managing client solutions
Nikki is a Senior Wealth Strategy Associate and the Greenly Group’s Chief of Staff. She started her career in 2016 as a member of UBS’ Graduate Talent Program where she spent two years in New York City rotating through integral groups across UBS’ Wealth Management Division.
Nikki leads the group’s platform solutions, helping deliver Firm resources and capabilities to clients. In addition to managing special-situation projects and initiatives, Nikki owns the team’s marketing strategy/branding and helps to improve the team’s business processes and efficiencies. She holds the Series 7 and 66 securities licenses and life/health insurance license.
Nikki graduated magna cum laude from the University of Miami with a B.A. in Finance and Marketing. Now residing in Philadelphia, Nikki enjoys reading, spending time at the New Jersey shore, and trying new restaurants. Nikki is also a junior board member for the Crohn’s and Colitis Foundation, New York City chapter.
Providing a seamless client experience
Gabriel is a Senior Registered Client Service Associate. He started his career in 2017 at Morgan Stanley’s Latin American Private Wealth Division in Miami. Prior to joining UBS, he worked for Merrill Lynch as a Registered Client Associate for their Wealth Management group where he partnered with Financial Advisors to manage client relationships.
Gabriel focuses on responding to client requests and assisting with team operations and account maintenance. He also assists with trading, performance reporting, and enhancing the client experience.
Gabriel graduated cum laude from Florida International University with a B.A. in Finance and holds the Series 7, 66, and SIE licenses. Gabriel is also fluent in Spanish as a first generation Cuban-American and Miami native. He enjoys hikes with his dog, playing golf, and traveling
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
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
What you can expect
Significant wealth brings opportunities to pursue bold undertakings—the ventures, causes and passions that give meaning and purpose to your life. How do you make decisions that can ultimately help you achieve your goals—large and small? Within The Greenly Group and UBS Private Wealth Management, it’s all about connection.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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