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Private Wealth Management

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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.

We are also backed by the global resources of UBS, which is one of the world's largest investment firms with more than $5 trillion of assets under supervision. And you can take comfort in knowing that wealth management is our core business, accounting for 60 percent of the firm's revenue and profit.

MP - composite

The proof is in our numbers

$1 billion+

Assets under management

As of 03/11/2024

30

Client relationships

Eight

Investment professionals on the team


Greg Marcus in the Media

TheStreet.com - February 24, 2024

Greg Marcus, managing director for UBS Private Wealth Management in Washington, sees at least one leg of that story improving over the coming months.

"Even though market breadth is still narrow, it's wider than it was last year, with more and more stocks this year outperforming the S&P 500," he said.

Marcus, who is forecasting four quarter-point rate cuts from the Fed this year, argues the cuts will "help spark wider breadth in this market."


CNBC.com - February 23, 2024

AI-adjacent big tech stocks have propelled the equity market to new highs, but there could still be more room ahead for gains.

In fact, UBS Private Wealth Management’s Greg Marcus believes that investors should take advantage of market volatility to buy into big tech.

“There will likely be pullbacks and volatility over the next few months and we are supportive of the buy the dip mentality when it comes to big tech,” he said.

Besides being beneficiaries of the artificial intelligence theme, Marcus also pointed out that many big tech firms have strong balance sheets and earnings growth potential, characteristics that can weather a higher interest rate environment.

However, the wealth manager also underscored that the market rally is likely to broaden in 2024.

“While we expect a continued resilience in tech stocks, we also expect a less dramatic, albeit still heavy, focus on the Magnificent 7,” he said.

Barrons.com - February 23, 2024

“Even though market breadth is still narrow, it's wider than it was last year, with more and more stocks this year outperforming the S&P 500. If the Federal Reserve cuts interest rates, that will likely help spark wider breadth in this market,” wrote Greg Marcus, managing director of UBS Private Wealth Management, in a research note.

Bloomberg.com - February 22, 2024

“There will likely be pullbacks and volatility over the next few months and we are supportive of the buy-the-dip mentality when it comes to big tech,” said Greg Marcus at UBS Private Wealth Management.

“Even though market breadth is still narrow, it’s wider than it was last year, with more and more stocks this year outperforming the S&P 500,” Marcus added.

Marcus at UBS says that if the Federal Reserve starts cutting interest rates, that will likely help spark wider breadth in the market.

“While we expect a continued resilience in tech stocks, we also expect a less dramatic — albeit still heavy — focus on the ‘Magnificent 7’,” Marcus added. “Rate cuts are also likely to help support the broader market.”

TheStreet.com - December 11, 2023

"We expect to see another interest rate pause from the Federal Reserve on Wednesday, which would be an acknowledgement that inflation is coming down," said Greg Marcus, managing director for UBS Private Wealth Management in Washington.

"While the market is pricing in rate cuts in 2024, we expect the Fed to downplay the possibility of rate cuts in its commentary," he added.

Reuters - December 11, 2023

"We expect the Fed to downplay the possibility of rate cuts in 2024 in its commentary on Wednesday," said Greg Marcus, managing director at UBS Private Wealth Management.

"The stock market's recent strength is largely based on expectations of a soft landing and rates coming down in 2024. While this soft landing scenario is entirely possible, it is far from certain."


Bloomberg.com - December 10, 2023

To Greg Marcus at UBS Private Wealth Management, the stock market’s recent strength is largely based on expectations of a soft landing and rates coming down in 2024. While this soft landing scenario is entirely possible, it is not certain. The Fed is likely to start cutting interest rates sometime next year, but that may be because the economy is slowing and potentially contracting, in which case markets would look different than they do now, he noted.

“We expect to see another interest rate pause from the Federal Reserve on Wednesday, which would be an acknowledgement that inflation is coming down,” Marcus added. “While the market is pricing in rate cuts in 2024, we expect the Fed to downplay the possibility of rate cuts in 2024 in its commentary on Wednesday.”

CNBC.com - December 8, 2023

What’s more, over the course of market history, smaller names have tended to outperform larger stocks over long periods.

Add it all up, and “there’s no question it’s a fantastic time to be diversifying into small- and mid-caps right now,” says Greg Marcus, managing director at UBS Private Wealth Management.

Bloomberg.com - November 30, 2023


“It’s a two-edged sword because if they’re cutting it’s also an indication that maybe we’re moving into a recession,” said Greg Marcus, managing director of UBS Private Wealth Management.

  • Gregory Marcus Profile Photo

    Gregory Marcus, CFP®

    Managing Director–Wealth Management

    Private Wealth Advisor

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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. Greg is also a member of The Economic Club of Washington, D.C., which is widely recognized as the premier forum for distinguished business and government leaders to share insights about national and global economic issues.

     Education and credentials

    – University of Michigan, B.A.
    – 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, 2023, 2024
      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, 2022, 2023The 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, 2022, 2023, 2024The 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
    gregory.marcus@ubs.com
    Gregory Marcus, CFP®
    7272 Wisconsin Avenue,Bethesda,MD,20814
  • Bonnie Richards

    Bonnie Richards

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    As a Private Wealth Advisor and Family Office Consultant, Bonnie has advised multigenerational families, entrepreneurs and C-level executives for over three decades. She leverages her technical training and years of industry experience to provide sophisticated strategies that help to solve her clients’ complex investment, estate and tax planning needs.

    Prior to joining UBS in 2008, Bonnie spent 15 years as a tax attorney and certified public accountant. She is a former member of the Philadelphia, Pennsylvania and New Jersey Bar Associations, as well as the prior Chair of the American Bar Association Estate and Gift Tax Committee.

    Education and credentials

    – New York University, L.L.M.
    – Temple University, J.D.
    – Drexel University, B.S.

    – Family Office Consultant
    – Private Wealth Advisor

    Life

    Bonnie lives in Columbus Circle in New York City with her husband, Phil, and daughters, Lucie and Catie. 

    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

    • New York University, L.L.M.
    • Temple University, J.D.
    • Drexel University, B.S.
    • Private Wealth Advisor
    1285 Avenue Of The Americas
    New York, NY 10019
    bonnie.richards@ubs.com
    Bonnie Richards
    1285 Avenue Of The Americas,New York,NY,10019
  • Charlie Anderson

    Charlie Anderson, CFP®, CPWA®

    First Vice President–Wealth Management

    Financial Advisor

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    • KY
    • LA
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    • NC
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    Charlie works in concert with Greg and the team to provide comprehensive, goals-based financial advice to executives, entrepreneurs and multi-generational families. Before becoming a Financial Advisor, Charlie served as an Investment Consultant with UBS Asset Management in New York City and as a Senior Wealth Strategy Associate. Prior to joining UBS in 2015, Charlie worked as a finance and accounting analyst for Fannie Mae.

    Charlie earned both a B.S. in finance and his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from Wake Forest University. Charlie currently lives in Bethesda, Maryland with his wife, Brooke, and their son, Jack. In his spare time, Charlie enjoys endurance training and spending time at Dewey Beach with his family.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • Wake Forest University, B.S. in finance
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Private Wealth Advisor®
    7272 Wisconsin Avenue
    23rd Floor
    Bethesda, MD 20814
    charlie.anderson@ubs.com
    Charlie Anderson, CFP®, CPWA®
    7272 Wisconsin Avenue,Bethesda,MD,20814
  • Josh Millson-Martula

    Josh Millson-Martula

    Team Administrator

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    • WY

    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.

      • The College of William and Mary, B.B.A. in marketing
        7272 Wisconsin Avenue
        23rd Floor
        Bethesda, MD 20814
        joshua.millson-martula@ubs.com
        Josh Millson-Martula
        7272 Wisconsin Avenue,Bethesda,MD,20814
      • Matt Smith

        Matt Smith

        Senior Wealth Strategy Associate

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        Matt is a Senior Wealth Strategy Associate with Marcus Partners. Prior to joining the team at UBS in 2023, Matt was a Financial Analyst with Goldman Sachs in San Francisco, where he worked with a team of Private Wealth Advisors managing $10b in assets. Matt leads the team's client reporting functions and conducts investment due diligence. He also works closely with Greg in managing portfolio strategy and implementation.

        Matt holds a Bachelor's in Political Science from Brigham Young University, as well as the Series 7 and 63 securities licenses. Matt resides in the Logan Circle neighborhood of Washington, DC and enjoys reading philosophy, hiking and camping in his spare time.

              7272 Wisconsin Avenue
              23rd Floor
              Bethesda, MD 20814
              matthew.r.smith@ubs.com
              Matt Smith
              7272 Wisconsin Avenue,Bethesda,MD,20814
            • Matthew Steward

              Matthew Steward

              Wealth Strategy Associate

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              • AK
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              • NV
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              • OR
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              • WY

              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.

                • University of Maryland, B.S. in financial economics
                  7272 Wisconsin Avenue
                  23rd Floor
                  Bethesda, MD 20814
                  matthew.steward@ubs.com
                  Matthew Steward
                  7272 Wisconsin Avenue,Bethesda,MD,20814
                • Claire Torrez

                  Claire Torrez

                  Client Associate

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                  • DC
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                  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. 

                    • The Catholic University of America, Bachelor of Arts
                      7272 Wisconsin Avenue
                      23rd Floor
                      Bethesda, MD 20814
                      claire.torrez@ubs.com
                      Claire Torrez
                      7272 Wisconsin Avenue,Bethesda,MD,20814
                    • Marianna Decosimo Harris

                      Marianna (Decosimo) Harris

                      Client Associate

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                        Since joining UBS in 2016 as a Client Associate, Marianna has been dedicated to provided private wealth clients across the firm with white glove service. She takes a personalized approach to relationship management and is known for being thorough and responsive.

                        Marianna graduated from the University of Mississippi with a Bachelors in marketing, but is a proud, native Tennessean. She was born in Chattanooga and previously lived and worked in Nashville. She currently resides in Dallas, Texas with her husband, their two sons and their dog.

                              Home Worker TX
                              Home Worker TX, TX 000
                              marianna.decosimo@ubs.com
                              Marianna (Decosimo) Harris
                              Home Worker TX,Home Worker TX,TX,000

                            You. Connected.

                            At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

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                            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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                            As of 03/31/2024

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