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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Gregory joined UBS from Paine Webber in 1999. As a Senior Vice President - Wealth Management and Chairman's Council member, he is a regular presenter for UBS Wealth Management Speaker's Bureau. He mentors for UBS Partnering for Success Program and has served on the UBS Global Asset Management National Advisory Council. He was the SDC Foundation President from 1991-1998 and he has been involved in capital development and institutional investments since 1978.
Gregory was a senior lecturer at Duke University and professor at Rutgers University, University of North Carolina and Tarkio College. He has a BS degree in finance from Miami University in Ohio, a MFA degree from University of North Carolina – Chapel Hill and attended Wharton School of Business Executive Education Program at the University of Pennsylvania. Currently, Gregory serves on the Board of Directors of The Wine and Food Society of New York, NYC. He served as President from 2011-2015; Chairman from 2015-2019; and in 2019, he was appointed the lifetime position as Cellar Master. Chartered in 1934, W&FSNY is the oldest United States chapter of the International Wine & Food Society (IW&FS). In 2015, he was a recipient from IW&FS of the Silver Medal for Outstanding Service. In addition, since 2001 Gregory has been President of the University of North Carolina New Jersey Alumni Association. Gregory served on the Rockefeller Foundation Task Force for the Arts, and more recently, represented UBS on the Board of Directors of Theatre Forward from 2010-2020. For over a decade, he hosted Theatre Forward's Annual Broadway Roundtable Luncheon with a panel of Broadway luminaries in the corporate dining room of UBS America headquarters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Gregory joined UBS from Paine Webber in 1999. As a Senior Vice President - Wealth Management and Chairman's Council member, he is a regular presenter for UBS Wealth Management Speaker's Bureau. He mentors for UBS Partnering for Success Program and has served on the UBS Global Asset Management National Advisory Council. He was the SDC Foundation President from 1991-1998 and he has been involved in capital development and institutional investments since 1978.
Gregory was a senior lecturer at Duke University and professor at Rutgers University, University of North Carolina and Tarkio College. He has a BS degree in finance from Miami University in Ohio, a MFA degree from University of North Carolina – Chapel Hill and attended Wharton School of Business Executive Education Program at the University of Pennsylvania. Currently, Gregory serves on the Board of Directors of The Wine and Food Society of New York, NYC. He served as President from 2011-2015; Chairman from 2015-2019; and in 2019, he was appointed the lifetime position as Cellar Master. Chartered in 1934, W&FSNY is the oldest United States chapter of the International Wine & Food Society (IW&FS). In 2015, he was a recipient from IW&FS of the Silver Medal for Outstanding Service. In addition, since 2001 Gregory has been President of the University of North Carolina New Jersey Alumni Association. Gregory served on the Rockefeller Foundation Task Force for the Arts, and more recently, represented UBS on the Board of Directors of Theatre Forward from 2010-2020. For over a decade, he hosted Theatre Forward's Annual Broadway Roundtable Luncheon with a panel of Broadway luminaries in the corporate dining room of UBS America headquarters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
