Experience

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

Through a purpose-driven discovery process, Cory works with high-net-worth clients to design appropriate asset allocations to meet their investment goals using three key strategies: Liquidity, Longevity, and Legacy.  Cory collaborates with experts across numerous UBS business lines to create risk-adjusted strategies around portfolio construction, alternative investments, hedge funds, banking, and lending (real estate loans, aviation financing, unsecured lines, and securities backed loans).  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, is a FINRA-Registered General Securities Representative, and Registered Investment Advisor. 

Cory received a Bachelor of Administration (B.B.A.) degree in Finance and Marketing from Texas Tech University and a Master of Business Administration (M.B.A.) 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.

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.

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.