Insight-based advice

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.

Mountaintop observatory

Gregory Perram

First Vice President–Wealth Management

Financial Advisor

Greg serves as a Financial Advisor at UBS. In this role, he functions as relationship manager, financial planner and private banker . Greg delivers value-added advice around investment management, brokerage, risk mitigation, banking services and wealth planning for his clients. He strives to be his client's trusted financial advisor. Greg has served in the Wealth Management Industry for the past twenty-two years. He also is accredited with his CFP®, his Masters Degree from Case Western Reserve and his undergraduate degree from Ohio University.

Registered States:
  • AL
  • CA
  • DC
  • FL
  • IL
  • MO
  • NC
  • NY
  • OH
  • PA
  • TN
  • TX
  • WA
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
  • (216) 910-1011

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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 ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$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

Insights