Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Mountains road

Greg Hotchkiss, CIMA, CRPS

Senior Vice President–Wealth Management

Greg Hotchkiss is a Senior Vice President of Wealth Management at UBS. Greg works directly with clients to help them manage their financial lives through prudent investment, financial modeling, and sound advice. A focus on capital preservation, risk-managed growth strategies, and a "pessimistic optimists' view" have contributed to his success in the face of numerous market corrections and recessions over his 30+ year career. Investment in analytic tools (e.g. Bloomberg, and FactSet) many advisors are unwilling to make provide the team with a tremendous perspective on the markets.

Greg is a Certified Investment Management Analyst® certificant – earned through coursework by The Wharton School. He also holds the Chartered Retirement Plans SpecialistSM designation.

In his free time you'll find Greg enjoying many outdoor activities including mountain biking, skiing, and camping. He can also be found fabricating items out of both metal and wood in his shop, and enjoying time with family and friends.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MT
  • ND
  • NE
  • NJ
  • OK
  • OR
  • TX
  • UT
  • VA
  • WA
  • WY

  • 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.

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


  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
  • Senior Portfolio Manager
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201
  • (509) 622-0622

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Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

$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