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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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
