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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

  • Jonathan Torop Profile Photo

    Jonathan Torop

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • DC
    • FL
    • IN
    • LA
    • MA
    • NJ
    • NY
    • TX
    • UT
    • VA
    • WA
    • WI

    Jonathan Torop is a Managing Director and Financial Advisor in UBS' Private Wealth Management Group. Jonathan focuses on high-net-worth families based in the US, Europe, and Bermuda. Prior to joining UBS, Jonathan was a Managing Director at Credit Suisse where he worked in the Private Banking division from 2009 until 2013. He started his career 17 years ago at Goldman Sachs where he worked in the firm's Private Wealth Management Group from 1999-2009.

    Jonathan is a graduate of Wesleyan University where he received a degree in English with high honors. Following his graduation, he spent a year as an employee of Japan's Ministry of Education, teaching English at Japanese junior high schools. He went on to attend Princeton University and earned a Master's Degree in Near Eastern Studies. Following his time at Princeton, Jonathan was a research fellow at a Washington, DC think tank. After spending two years in DC, he moved back to the Northeast to pursue an MBA at Yale, which he completed in 1999.

    Jonathan resides in Greenwich, CT with his wife and their three children. He also sits on several non-profit boards in NY and Washington.

      • Wesleyan University, English
      • Princeton University , Master's Degree in Near Eastern Studies
        299 Park Avenue
        New York, NY 10171
      • Gregory Lang Profile Photo

        Gregory Lang

        Director

        Senior Wealth Strategy Associate

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        • CA
        • CT
        • DC
        • FL
        • LA
        • MA
        • NJ
        • NY
        • TX
        • WA
        • WI

        Gregory Lang is a Director and Senior Wealth Strategy Associate in UBS' Private Wealth Management Group. Prior to joining UBS, Greg was an Assistant Vice President at Credit Suisse where he worked from 2010 until 2013. He began his career at Goldman Sachs in 2005 in Securities Operations where he streamlined and integrated new systems for the firm. He later transitioned to GS's Private Wealth Management division in 2008 where he managed assets and trading for ultra high-net-worth families and individuals. Greg is a graduate of Rutgers University where he received a degree in Political Science and Economics with honors. He currently resides in New York City with his wife and their two children.

          • Rutgers University, Political Science and Economics
            299 Park Avenue
            New York, NY 10171

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