Wealth advice for your life's goals

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

David Greenman

Senior Vice President

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- OK
- OR
- PR
- SC
- TN
- TX
- VA
- VT
- WA
David Greenman is a Senior Vice President and Senior Portfolio Manager with UBS Financial. With over 30 years of financial services experience, David brings a dedicated perspective to his clients, emphasizing a disciplined investment style and a high-touch, premium level of service. He is able to nurture long-term, multi-generational relationships by understanding each client's goals. David is a Senior Portfolio Manager which is a select group of advisors who have met a rigorous screening process to manage discretionary assets and have on-going quantitative and qualitative reviews.

David grew up in the investment management industry, as his father and four uncles were investment advisors. After graduating from the University of Colorado- Boulder with a B.A. degree in History, David joined Smith Barney in Miami in 1992, and moved to their Dallas office in 1994 as Managing Director. In 1999, he partnered with the legendary Don Donnally to form the Donnally Greenman Group to assist high net worth individuals, families, and family offices with their investments. The team transitioned to J.P. Morgan Securities' predecessor firm, Bear Stearns in 2005 and to UBS in 2015. Sadly, Don Donnally passed unexpectedly in 2022. The Greenman Emerson Long Wealth Management team was formed to better serve our clients.

California Insurance License # 0M78134
- University of Colorado- Boulder, B.A. Degree in History
- Senior Portfolio Manager
- General lines insurance license
- California Insurance License # 0M78134
100 Crescent Court
Dallas, TX 75201
Cory David Emerson

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OK
- OR
- PR
- SC
- TN
- TX
- VA
- VT
- WA
Before entering the public markets arena, Cory spent over fifteen years in the real estate and oil & gas private equity markets. He holds Series 7 and 66 licenses and is a FINRA-Registered General Securities Representative and Registered Investment Advisor Representative. Cory received a Bachelor of Administration (BBA) degree in Finance and Marketing from Texas Tech University and a Master of Business Administration (MBA) degree in Finance from Baylor University’s Hankamer School of Business. Cory, his wife Christina, and two daughters, reside in Dallas. Outside of the office, you will find the family together, either in Colorado or back in Texas riding cutting horses, where Cory competes within the National Cutting Horse Association.
- Texas Tech University, Bachelor of Business Administration (B.B.A.)
- Baylor University, Master of Business Administration (M.B.A.)
100 Crescent Court
Dallas, TX 75201
Ryan Long

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
With over 18 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in Economics. He is a Private Wealth Advisor at UBS, a program focused on specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program earning the Senior Portfolio Manager designation.

Recognized for an accomplished career and commitment to service, Ryan was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016 and chosen as Co-Chair of the Council in the Fall of 2017 until his term expired in January of 2020. The FAAC is a select group of 15 Advisors who represent all UBS Advisors, addresses critical issues and concerns that ultimately help Advisors better serve their clients.

Outside of UBS

Ryan is a member of Northwood Country Club in Dallas and a member of Austin Golf Club and Spanish Oaks Golf Club in Austin. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. Ryan is an avid sports fan, and coaches several of his children's sports teams. He resides in Dallas with his wife Danielle and their three children, Bentley, Farrah, Channing and their two golden retrievers Tucker & Bailey.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019The 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, 2018, 2019The 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 Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 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.
- On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- University of Texas at Austin, B.S., Economics
- Private Wealth Advisor
- Series 7, 63 & 65 security licenses
- General lines insurance license
100 Crescent Court
Dallas, TX 75201
Gretchen Fowler

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- IL
- MI
- NC
- NJ
- NM
- PA
- PR
- TX
Gretchen Fowler oversees client administration for The Greenman Emerson Long Bernstein Gunderson Wealth Management team. She has earned her Series 7 and 66 licenses. Gretchen has more than 30 years experience in the financial services industry. She received a B.A. degree from Rutgers University.
- Rutgers University, B.A.
100 Crescent Court
Dallas, TX 75201
Maria Stathakis

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- GA
- IL
- MI
- NC
- NM
- PA
- PR
- TX
- University of North Texas, B.S.
100 Crescent Court
Dallas, TX 75201

David Greenman

Senior Vice President

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- OK
- OR
- PR
- SC
- TN
- TX
- VA
- VT
- WA
David Greenman is a Senior Vice President and Senior Portfolio Manager with UBS Financial. With over 30 years of financial services experience, David brings a dedicated perspective to his clients, emphasizing a disciplined investment style and a high-touch, premium level of service. He is able to nurture long-term, multi-generational relationships by understanding each client's goals. David is a Senior Portfolio Manager which is a select group of advisors who have met a rigorous screening process to manage discretionary assets and have on-going quantitative and qualitative reviews.

David grew up in the investment management industry, as his father and four uncles were investment advisors. After graduating from the University of Colorado- Boulder with a B.A. degree in History, David joined Smith Barney in Miami in 1992, and moved to their Dallas office in 1994 as Managing Director. In 1999, he partnered with the legendary Don Donnally to form the Donnally Greenman Group to assist high net worth individuals, families, and family offices with their investments. The team transitioned to J.P. Morgan Securities' predecessor firm, Bear Stearns in 2005 and to UBS in 2015. Sadly, Don Donnally passed unexpectedly in 2022. The Greenman Emerson Long Wealth Management team was formed to better serve our clients.

California Insurance License # 0M78134
- University of Colorado- Boulder, B.A. Degree in History
- Senior Portfolio Manager
- General lines insurance license
- California Insurance License # 0M78134
100 Crescent Court
Dallas, TX 75201
Cory David Emerson

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OK
- OR
- PR
- SC
- TN
- TX
- VA
- VT
- WA
Before entering the public markets arena, Cory spent over fifteen years in the real estate and oil & gas private equity markets. He holds Series 7 and 66 licenses and is a FINRA-Registered General Securities Representative and Registered Investment Advisor Representative. Cory received a Bachelor of Administration (BBA) degree in Finance and Marketing from Texas Tech University and a Master of Business Administration (MBA) degree in Finance from Baylor University’s Hankamer School of Business. Cory, his wife Christina, and two daughters, reside in Dallas. Outside of the office, you will find the family together, either in Colorado or back in Texas riding cutting horses, where Cory competes within the National Cutting Horse Association.
- Texas Tech University, Bachelor of Business Administration (B.B.A.)
- Baylor University, Master of Business Administration (M.B.A.)
100 Crescent Court
Dallas, TX 75201
Ryan Long

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
With over 18 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in Economics. He is a Private Wealth Advisor at UBS, a program focused on specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program earning the Senior Portfolio Manager designation.

Recognized for an accomplished career and commitment to service, Ryan was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016 and chosen as Co-Chair of the Council in the Fall of 2017 until his term expired in January of 2020. The FAAC is a select group of 15 Advisors who represent all UBS Advisors, addresses critical issues and concerns that ultimately help Advisors better serve their clients.

Outside of UBS

Ryan is a member of Northwood Country Club in Dallas and a member of Austin Golf Club and Spanish Oaks Golf Club in Austin. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. Ryan is an avid sports fan, and coaches several of his children's sports teams. He resides in Dallas with his wife Danielle and their three children, Bentley, Farrah, Channing and their two golden retrievers Tucker & Bailey.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019The 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, 2018, 2019The 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 Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 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.
- On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- University of Texas at Austin, B.S., Economics
- Private Wealth Advisor
- Series 7, 63 & 65 security licenses
- General lines insurance license
100 Crescent Court
Dallas, TX 75201
Gretchen Fowler

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- IL
- MI
- NC
- NJ
- NM
- PA
- PR
- TX
Gretchen Fowler oversees client administration for The Greenman Emerson Long Bernstein Gunderson Wealth Management team. She has earned her Series 7 and 66 licenses. Gretchen has more than 30 years experience in the financial services industry. She received a B.A. degree from Rutgers University.
- Rutgers University, B.A.
100 Crescent Court
Dallas, TX 75201
Maria Stathakis

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- GA
- IL
- MI
- NC
- NM
- PA
- PR
- TX
- University of North Texas, B.S.
100 Crescent Court
Dallas, TX 75201

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Focus on liquidity management

Investment management

Our Process

No one wants to outlive their money.
But you also don’t want to live with untapped potential.

A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.

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David Greenman

Cory David Emerson

Ryan Long

Gretchen Fowler

Maria Stathakis

David Greenman

Cory David Emerson

Ryan Long

Gretchen Fowler

Maria Stathakis

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A focus on personalized access and service

Focus on liquidity management

Investment management

Our Process

Investors aren't panicking …

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