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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Greg began his career in the financial services industry in 1980 with Salomon Brothers. In 1993, he moved to PaineWebber, the predecessor firm to UBS. He holds a Series 7 securities license, and is also licensed for insurance, annuities and managed futures. He graduated from Queens College, City University of New York, with a degree in accounting, and received an M.B.A. in finance from Pace University in Westchester, NY. Greg is married and has two sons. His 31-year old, a graduate of Emory University and the University of Michigan, currently works as an energy systems engineer for a global consulting firm. His 28-year old, a graduate of Vanderbilt University and Duke University, currently works as a data research analyst at a firm that provides an electronic bond trading platform.
Education
Senior Vice President–Wealth Management
Financial Advisor
Greg began his career in the financial services industry in 1980 with Salomon Brothers. In 1993, he moved to PaineWebber, the predecessor firm to UBS. He holds a Series 7 securities license, and is also licensed for insurance, annuities and managed futures. He graduated from Queens College, City University of New York, with a degree in accounting, and received an M.B.A. in finance from Pace University in Westchester, NY. Greg is married and has two sons. His 31-year old, a graduate of Emory University and the University of Michigan, currently works as an energy systems engineer for a global consulting firm. His 28-year old, a graduate of Vanderbilt University and Duke University, currently works as a data research analyst at a firm that provides an electronic bond trading platform.
Education
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
