Senior Vice President
Financial Advisor
Greg knew as a pre-med student in college that helping people was what he wanted to do in his life. 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.
Greg currently resides in St. Louis, Missouri, with his wife Kate, a former elementary school teacher, and four children – Murphy (5), Finn (4), Lucy (3), and Patrick (under 1). Outside of work, Greg is a voracious reader who enjoys watching and playing both hockey and golf, and when not working, he loves visiting family in Lake George, New York, and Vero Beach, Florida. Greg is also an active supporter of Cardinal Glennon Children’s Hospital in St. Louis, and the Tom Coughlin Jay Fund, which helps families tackle childhood cancer. He holds a degree from Lehigh University (BS) where he graduated with honors.
Education
Senior Wealth Strategy Associate
As a Senior Wealth Strategy Associate with Composition Group, Neil helps manage the coordination of different client services and investment advice, including financial planning, portfolio strategy, performance reviews, and alternative investing. In a market environment that continues to fluctuate daily, he relishes each opportunity to help clients manage their financial worries so they can enjoy more time pursuing hobbies or visiting with loved ones.
Prior to joining UBS in 2020, Neil worked with Greg as an analyst at Goldman Sachs following his graduation from the University of Scranton where he earned a dual BS/MBA degree in Finance. Now a resident of the great city of Chicago, Neil spends his free time traveling, playing golf, running half marathons, and attending professional sporting events.
Education
Credentials
Senior Wealth Strategy Associate
Grant Schenk is passionate about the financial services industry and enjoys staying relevant on the latest research and news. He takes pride in providing outstanding client service and operational support. Grant is a recent graduate from Indiana University where he earned a B.S. in Economics. Prior to joining UBS, Grant worked as a financial services representative at TD Ameritrade where he gained meaningful exposure to the financial industry as well as helping clients succeed. Grant is a St. Louis native, new to the Chicago area. He enjoys golf, traveling, and spending time with friends and family.