Managing wealth and life

Private Wealth Management

Greenly Group-No DB

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.

- Michael Greenly, Private Wealth Advisor

Our practice

Who we advise

Our planning capabilities

Our global capabilities

Woman on the rocks

Driving change

Our team

  • Michael Greenly

    Michael B. Greenly, CIMA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • CA
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA

    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

    • UBS, Private Wealth Management
    • Morgan Stanley, Private Wealth Management

     

    Volunteer Work and Personal Life

    • Mike loves spending time with his wife, daughter and two yellow labs. When he is not working, Mike is an avid fisherman who enjoys playing squash, golfing, and learning new things.
    • Mike is the Founder and Chairman of the St. John Vianney Scholarship program that provides four-year scholarships to inner-city children attending Archdiocesan high schools. He serves on the Board and Executive Committee of the Mission Kids Foundation that helps children who are victims of abuse and trafficking, and served on the President's Associate Council of La Salle University and The Franklin Institute Awards' corporate committee.
    • Barron's Top 1,200 Financial Advisors, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

    • La Salle University, B.A. Political Science & Finance
    • University of Pennsylvania, Wharton School of Business, Certified Investment Management Analyst® (CIMA®), : 2007 - 2008
    • University of Pennsylvania, Wharton Executive Education, Private Wealth Executive Education Program: 2017 - 2018
    • Private Wealth Advisor
    • Senior Portfolio Manager
    • Series 7, 63, 66 & 31
    1735 Market Street
    35th Floor
    Philadelphia, PA 19103
  • McLaughlin

    Brittany McLaughlin, CEPA

    Team Administrator

    Authorized Officer

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    • CA
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MO
    • NC
    • NJ
    • NY
    • OR
    • PA
    • TX
    • VA

    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.

        • Authorized Officer
        1735 Market Street
        35th Floor
        Philadelphia, PA 19103
      • Dominick Daniele

        Dominick Daniele, CFP, ChFC

        Senior Wealth Strategy Associate

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • MO
        • MS
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        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 earned a B.A. from Drexel University and is finishing his M.B.A with a concentration in Finance from Villanova University. He resides in South Jersey with his Fiancé Michelle and is an expectant father in early 2022. In his free time, he enjoys golfing, skiing and is an avid Philadelphia sports fan.

              1735 Market Street
              35th Floor
              Philadelphia, PA 19103
            • Nikki Cerone

              Nikki Cerone

              Associate Director

              Business Analyst

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              • CA
              • CT
              • DE
              • FL
              • GA
              • IL
              • MA
              • MD
              • MO
              • NC
              • NJ
              • NY
              • OR
              • PA
              • TX
              • VA

              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. 

                    1735 Market Street
                    35th Floor
                    Philadelphia, PA 19103
                  • Gabriel Cabrera

                    Gabriel Cabrera

                    Client Associate

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                    • AK
                    • AL
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • HI
                    • ID
                    • IL
                    • IN
                    • KS
                    • KY
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MO
                    • NC
                    • NE
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • RI
                    • SC
                    • TN
                    • TX
                    • VA
                    • VT
                    • WA
                    • WI
                    • WV

                    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

                          1735 Market Street
                          35th Floor
                          Philadelphia, PA 19103
                        Pitchbook

                        The Greenly Group

                        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.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

                        Insights