Let's move forward. Together.

Our team is committed to delivering the highest level of advice, attention to detail, and personal care so our clients can pursue their financial goals with confidence. Integrity, trust, knowledge, experience, and long-term client relationships make up the foundation of our practice.

We work with a national clientele of individuals and families with significant means, and focus on financial, estate, investment, and risk management planning. Our defined, repeatable process ensures every concern in our clients' financial lives is addressed. We believe that a team approach intensifies the value that is created for our clients, working with both the internal resources within UBS, and with your other personal advisors – attorneys, accountants, and any other individuals who impact your financial world.

Gregg Hartman

Senior Vice President–Wealth Management

Gregg has been dedicated to making wealth planning easy for individual clients to understand and implement since 1992. His practice focuses on strategies for risk management, wealth transfer, education modeling and asset protection. He holds Series 7, 24, 63 and 65 securities licenses, as well as licenses for annuities, life, and long-term care insurance and a B.B.A. degree in economics from Kent State University. A lifelong Cleveland area resident, Gregg and his wife and their two children live in Independence. He enjoys spending time with his children playing sports and boating.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Education

  • Kent State University, B.B.A. degree in economics
18500 Lake Road
Suite 400
Rocky River, OH 44116

Email Me

Bradley H. Bartel, CFP

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV

Education

  • Miami University, BBA in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
18500 Lake Road
Suite 400
Rocky River, OH 44116

Email Me

Susan L. Patchen

Client Associate Senior

Registered States:
  • FL
  • NJ
  • OH
18500 Lake Road
Suite 400
Rocky River, OH 44116

Email Me