Senior Vice President
Greg knew as a pre-med student in college that helping people was what he wanted to do long term. Today, as a UBS Private Wealth Advisor, his path has changed, but his goal remains the same. Caring about clients’ financial and personal well-being. Helping them achieve goals and take care of their families and future. Building long-term relationships with grandparents, parents and children. That’s what he does each day—and he loves it.
Greg joined UBS Private Wealth Management in 2020 after a decade-long career at Goldman Sachs. Working across UBS and connecting clients with the firm’s global experts, he and his team integrate multigenerational financial planning and deeply disciplined portfolio management with solutions-driven advice. Investing on behalf of his clients’ best interests is Greg’s passion. Service, integrity, transparency and professionalism shape every decision as he strives to earn trust and instill confidence.
“It’s the greatest feeling in the world when a client says, ‘Thank you. We couldn’t have done this without your help.’”
– Greg Shurts
Senior Wealth Strategy Associate
Neil Shitut believes that when you’re doing a job you love, it doesn’t feel like work. As a Wealth Strategy Associate with his UBS Private Wealth team, Greg Shurts Wealth Management, Neil helps address the complex financial needs of ultra high net worth families, helping manage their wealth and success. Neil focuses on asset allocation research and investment implementation decisions for client portfolios. In a market environment that continues to change daily, he enjoys the challenge, as well as the satisfaction, that comes with making a difference in the lives of his clients.
Outside of portfolio management, Neil manages account service and operations for his team. Their commitment to delivering a white glove experience, in addition to informed wealth management advice, continues to earn their clients’ confidence year after year.
“I truly love the financial markets and respect my clients. Being able to help them is a privilege. That’s why so many aspects of what I do every day do not feel like ‘work’ to me.”
– Neil Shitut