Senior Vice President–Wealth Management
Gregg has been with UBS and its legacy firms for over 28 years. Gregg combined his already successful practice with Bradley Bartel in 2011 to form the Hartman Bartel Wealth Partners in order to create a team for his clients that delivers advice beyond investing. As a portfolio manager Gregg helps create investment solutions for his clients liquidity, longevity and legacy planning needs. Gregg earned a BBA in Economics from Kent State University and has been a licensed financial advisor since 1992. Outside the office Gregg enjoys golfing, boating and traveling with his family. Gregg also is active in supporting the Lake Erie Foundation, USO and Coach Sam's Scholars. He is a life long resident of Cleveland, OH where he and his wife Maureen have been residents of Independence for 26 years.
Education
Senior Vice President–Wealth Management
Gregg has been with UBS and its legacy firms for over 28 years. Gregg combined his already successful practice with Bradley Bartel in 2011 to form the Hartman Bartel Wealth Partners in order to create a team for his clients that delivers advice beyond investing. As a portfolio manager Gregg helps create investment solutions for his clients liquidity, longevity and legacy planning needs. Gregg earned a BBA in Economics from Kent State University and has been a licensed financial advisor since 1992. Outside the office Gregg enjoys golfing, boating and traveling with his family. Gregg also is active in supporting the Lake Erie Foundation, USO and Coach Sam's Scholars. He is a life long resident of Cleveland, OH where he and his wife Maureen have been residents of Independence for 26 years.
Education
First Vice President–Wealth Management
Brad specializes in comprehensive financial planning strategies to help affluent individuals & families reach their financial goals. His solutions are implemented based on a concentrated understanding of his clients' needs and are reviewed on a continuous basis to help address short and long term financial goals. He has experience at Merrill Lynch and TD Ameritrade, and earned a BBA in Finance from Miami University. He also has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds Series 7 and 66 securities licenses, and the Ohio Health and Life Insurance License. Brad is a real estate landlord, lifelong competitive swimmer, and resides in Avon Lake, Ohio with his wife and three children.
Education
Credentials
First Vice President–Wealth Management
Brad specializes in comprehensive financial planning strategies to help affluent individuals & families reach their financial goals. His solutions are implemented based on a concentrated understanding of his clients' needs and are reviewed on a continuous basis to help address short and long term financial goals. He has experience at Merrill Lynch and TD Ameritrade, and earned a BBA in Finance from Miami University. He also has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds Series 7 and 66 securities licenses, and the Ohio Health and Life Insurance License. Brad is a real estate landlord, lifelong competitive swimmer, and resides in Avon Lake, Ohio with his wife and three children.
Education
Credentials
Senior Client Associate
Senior Client Associate
Client Associate
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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