Vice President–Wealth Management
Financial Advisor
Since 2008, Greg has held numerous roles in the financial services industry. Before joining the CBI Group in 2015, Greg was a part of the prestigious Wealth Planning Analyst program at UBS where he utilized his CERTIFIED FINANCIAL PLANNER™ designation to build comprehensive plans for clients.
A Chartered Financial Consultant®, Greg is dedicated to developing deep relationships with clients by providing multigenerational wealth planning. He coordinates the team’s wealth management process to ensure that each generation of a family receives a high level of service, benefiting from a fully implemented financial plan. Greg leverages his Chartered Life Underwriter® designation to review their clients' risk management (Long- Term Care, Life and Disability Insurance).
Greg earned his B.S. from Penn State University. He lives in Ambler, PA with his wife, Lindsay, and their children, Harrison, Reagan and Delaney. Greg enjoys traveling, exercising, watching and playing sports, and spending time with his family and friends.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
Since 2008, Greg has held numerous roles in the financial services industry. Before joining the CBI Group in 2015, Greg was a part of the prestigious Wealth Planning Analyst program at UBS where he utilized his CERTIFIED FINANCIAL PLANNER™ designation to build comprehensive plans for clients.
A Chartered Financial Consultant®, Greg is dedicated to developing deep relationships with clients by providing multigenerational wealth planning. He coordinates the team’s wealth management process to ensure that each generation of a family receives a high level of service, benefiting from a fully implemented financial plan. Greg leverages his Chartered Life Underwriter® designation to review their clients' risk management (Long- Term Care, Life and Disability Insurance).
Greg earned his B.S. from Penn State University. He lives in Ambler, PA with his wife, Lindsay, and their children, Harrison, Reagan and Delaney. Greg enjoys traveling, exercising, watching and playing sports, and spending time with his family and friends.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
Senior Client Associate
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.
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.
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