Experience

Sean has over 15 years of investment experience and is a First Vice President with UBS. He holds the Series 7, 66, and 9 & 10 securities licenses as well as Life, Accident, and Health Insurance licenses.

Sean attended the University of Miami on both academic and football scholarships, and graduated with a B.S. in mechanical engineering.  While attending the University of Miami, Sean was a member of two national championship teams.  He currently lives in South Florida with his wife and two children.

After graduating from the University of New Hampshire’s Paul College of Business & Economics in 2015, Gregory embarked on a successful career in the luxury hotel industry. That journey began at one of the most distinguished language immersion programs in the world at Middlebury College’s School of Mandarin Chinese. From there, Gregory deepened his experience with the Chinese language and culture by working abroad in Chengdu, Sichuan – one of the fastest-growing capital cities in the world. Finally, Gregory brought these enriching experiences back to the United States and enjoyed several years in senior-level management roles for two world-class owner-operators in Las Vegas, Boston, and New York City.

During that time, Gregory completed the Real Estate and Asset Management program offered by Cornell Executive Education. He is now a candidate for the Certified Financial Planner (CFP®) certification, the industry standard-of-excellence in financial planning.

Gregory’s transition into Wealth Management was inspired by his enthusiasm for providing a unique and impactful service experience and by his admiration for the trust his father, Daniel, has earned from his clients over a nearly 40-year career in the business. Gregory spent his first year at UBS serving clients of the UBS Wealth Advice Center. He joined the UBS Cornerstone Group as a Financial Advisor in 2021 and was promoted to Account Vice President in March of 2025.

Gregory holds his SIE, Series 7, and Series 66 securities licenses and is a member of the Investment and Wealth Institute.

Gregory resides just steps away from Wall Street in Manhattan’s Financial District with his fiancée, Christine. Outside the office, Gregory enjoys golfing, running, and sailing along his hometown's beach on the Jersey Shore.