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Private Wealth Management

All your wealth management needs. One phone call away.

From dynastic family offices looking to preserve their legacy to executives at the height of their game to business magnates preparing for retirement, Gregory Marcus and his team offer you dynamic, personable and streamlined navigation through today’s complex financial arena.

Under the acclaimed leadership of Gregory Marcus, who helped establish the UBS Private Wealth Management office in Washington, DC over a decade ago, you’ll access a network of highly focused, seasoned professionals who dig deep to create customized solutions for your priorities and vision. The team is devoted to understanding your personal values and legacy, offering tailored advice and guidance, innovative investment strategies, responsible stewardship over generations and myriad opportunities to connect with like-minded peers.

Distinguished by our experience with clients whose investable assets exceed $100 million, our relationships are built to endure across generations—and our bespoke planning process can help streamline your financial network into a single established home.

Columns

Greg Marcus in the Media

Barron's - November 4, 2022

"The economy is slowing, but not enough to prompt a policy pivot from the Federal Reserve,” wrote Greg Marcus, managing director at UBS Private Wealth Management." We continue to think that it is too early to expect the Fed to signal a more dovish stance, and expect markets to be choppy into year-end.”

CNBC – July 1, 2022

“Consensus estimates for 2022 and 2023 remain largely unchanged from the start of the year, even though stock prices have declined considerably since then. Weak guidance could finally force cuts to consensus earnings estimates, which would likely add further downward pressure on stocks,” said Greg Marcus, managing director, UBS Private Wealth Management.

Bloomberg - June 30, 2022

After a rough first half of the year, July will be a pivotal month for the future direction of markets amid corporate earnings, key inflation data and the upcoming Fed policy meeting, according to Greg Marcus, managing director at UBS Private Wealth Management. He says volatility will probably remain elevated until there’s evidence that inflation is moderating, recession risks are receding and geopolitical threats are declining.

Barron’s - June 30, 2022

A sustained improvement in market sentiment looks unlikely until investors see convincing evidence that inflation has peaked,” wrote Greg Marcus, managing director at UBS Private Wealth Management. “There continues to be a high degree of uncertainty.

MarketWatch- April 19, 2022


This week is one of the busiest in the U.S. quarterly earnings reporting season, after a raft of banks posted somewhat disappointing results last week.
“I would continue to forecast solid profit growth,” despite challenges companies have been facing such as high inflation, said Greg Marcus, managing director at UBS Private Wealth Management, in a phone interview Tuesday.

U.S. economic data released Tuesday showed housing starts in March rose 0.3% from February despite high inflation and rising mortgage rates. Housing starts were up nearly 4% compared with March 2021.

“We have a massive shortage of housing in this country,” said Marcus, who is based in Washington, D.C.

Kiplinger - April 5, 2022

"It is undeniable that the Fed must rein in inflation, even with the risk of upsetting the stock market," says Greg Marcus, managing director at UBS Private Wealth Management. "The Federal Reserve under Jerome Powell has proven to be results-oriented and flexible. While it is a tall task, we believe the Fed is up for the challenge of engineering a 'soft landing."

The Washington Post and Associated Press – January 12, 2022

“We’re in a period where I don’t think we’ve ever been before with the amount of stimulus that was put to work,” said Greg Marcus, managing director of UBS Private Wealth Management. “You can’t have that much of an increase without having inflation ticking up.”

Bloomberg - January 11, 2022

“Sustained inflation appears to be with us far into 2022, which is likely to contribute to market volatility,” said Greg Marcus, managing director at UBS Private Wealth Management. “Regardless of the volatility seen in markets so far this year, corporate fundamentals are strong and we are expecting double-digit earnings growth this year, which should bode well for stock prices in 2022.”

Bloomberg Radio Interview – January 6, 2022

  • Gregory Marcus Profile Photo

    Gregory Marcus, CFP®

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
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    For more than two decades, Greg has helped a select circle of ultra high net worth clients navigate some of the most challenging financial times in generations.

    Distinguished by his experience with clients whose investable assets exceed $100 million, Greg brings a highly customized planning strategy that focuses on preserving his clients’ wealth. His guidance is grounded in investment analysis, independent research and thorough due diligence. Moreover, he and his associates dig deep to create customized solutions for each client’s priorities and vision.

    Prior to joining UBS, Greg was a Senior Vice President at Morgan Stanley in their wealth management division, where he guided select number of affluent families through their complex investment needs. He has been quoted in the Wall Street Journal, Bloomberg Radio, Dow Jones, Reuters, Forbes, MarketWatch, TheStreet and Barron’s.

     Education and credentials

    – University of Michigan
    – University of Maryland, M.B.A.
    – Private Wealth Advisor
    – Certified Financial PlannerTM professional

    Life

    – Greg lives in Bethesda, MD, with his wife, Jaime, and their two children, Holden and Halston. He is very involved with his young family, particularly his children’s school, Washington Hebrew Congregation, and numerous other charitable organizations.

     

     

    California insurance license: 0F00338

    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Michigan, B.A.
    • University of Maryland, M.B.A. in Finance
    • Private Wealth Advisor
    • Senior Portfolio Manager
    • CERTIFIED FINANCIAL PLANNER™
    7272 Wisconsin Avenue
    23rd Floor
    Bethesda, MD 20814
  • Jonathan Kobets

    Jonathan Kobets

    Director

    Senior Wealth Strategy Associate

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    • OR
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    • WY

    Jon is responsible for investment due diligence, staying abreast of market trends, and identifying new opportunities for our clients. Working in collaboration with Greg, Jon models individual portfolio allocations to align with each client’s personal liquidity needs and long-term goals.  

    Jon joined the team from AllianceBernstein, where he served as a Director and Investment Strategist for their Concentrated Growth and Emerging Market Growth portfolios. His experience in Asset Management provides Jon a unique capability and perspective when meeting with managers to better understand their strategies and the story behind the numbers.  In doing so, Jon is able to optimize our bespoke investment portfolios.

    Previously, Jon had spent eight years at Neuberger Berman as a member of the firm’s Multi-Cap Opportunities investment team, holding a variety of investment, business development and client portfolio management responsibilities.

    Jon holds a BA in economics from the University of Delaware and an MBA from Hofstra University.

    He resides in Arlington, Virginia with his wife, Gina, and their son, Remy.

      • University of Delaware, Economics
      • Hofstra University, MBA
        7272 Wisconsin Avenue
        23rd Floor
        Bethesda, MD 20814
      • Josh Millson-Martula

        Josh Millson-Martula

        Team Administrator

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        Having worked within Fortune Global 500 organizations, as well as award-winning Madison Avenue advertising agencies, Josh Millson-Martula brings nearly 20 years of marketing, communications and management experience to the team. He has spent nearly a decade at UBS—first as an advisor marketing consultant in the firm’s NY/NJ headquarters, later as a member of the Mid-Atlantic Management Team leading business strategy and employee engagement across nine regional offices. Today, Josh’s in-depth knowledge of the firm helps to ensure operational efficiency for the team and bespoke service for the team’s clients.

        Josh holds a Bachelor of Business Administration in Marketing from The College of William and Mary. He has lived in the DMV area for four years and currently resides in the Park View neighborhood of Washington, DC. Outside of work Josh enjoys singing with the Gay Men’s Chorus of Washington, exploring local museums and performing arts and helping to empower LGBTQ youth as a volunteer with The Trevor Project, SMYAL and Gay for Good.

              7272 Wisconsin Avenue
              23rd Floor
              Bethesda, MD 20814
            • Claire Torrez

              Claire Torrez

              Client Associate

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              • MD

              Claire joined the team as a Client Service Associate in 2021 and she has dedicated herself to providing exceptional, friendly service. Claire manages new account onboarding, ongoing account maintenance, and daily client requests. 

              Claire began her career at Morgan Stanley, where she worked for seven years with a large wealth management team. Claire's dedication to client service is evident in her enthusiastic personality.  

              Claire's holds Series 7 securities license and earned her undergraduate degree at Catholic University. 

                    7272 Wisconsin Avenue
                    23rd Floor
                    Bethesda, MD 20814
                  • Matthew Steward

                    Matthew Steward

                    Client Associate

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                      Matthew joined the team as a Client Service Associate in 2022 and looks forward to providing outstanding service to our clients.  Matthew supports our clients with daily account maintenance and ongoing requests.

                      Prior to joining UBS, Matthew worked at Morgan Stanley on the Advisory Fixed Income Trading Desk.

                      Matthew earned a B.S. in financial economics from the University of Maryland.

                            7272 Wisconsin Avenue
                            23rd Floor
                            Bethesda, MD 20814
                          • Marianna Decosimo

                            Marianna Decosimo

                            Client Associate

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                              Marianna has been with UBS Private Wealth Management for the last six years. As a Senior Client Service Associate, she manages all client day to day needs including support for ongoing requests.

                              Marianna received her undergraduate degree at University of Mississippi. 

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                                  50

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                                  Private Wealth Management

                                  As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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