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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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.
Credentials
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.
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.
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
