Experience

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 Planner^TM 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

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. 

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.

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.

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.

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.

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. 

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.