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$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Greg has provided corporate executives, business owners and other professionals and their families with wealth managesment solutions with an emphasis on comprehensive estate and retierment planning since 1983. A lifetime student of the investment markets, Greg has earned the designation of Certified Wealth Stratagist and has completed an advanced financial planning curriculum with the Wharton School of Business at the University of Pennsylvania.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
Greg has provided corporate executives, business owners and other professionals and their families with wealth managesment solutions with an emphasis on comprehensive estate and retierment planning since 1983. A lifetime student of the investment markets, Greg has earned the designation of Certified Wealth Stratagist and has completed an advanced financial planning curriculum with the Wharton School of Business at the University of Pennsylvania.
Personal & Community
Education
Credentials
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 ubs.com/wealthway.
$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
