Senior Vice President–Wealth Management
Financial Advisor
Greg has worked in the financial services industry for over 20 years with experience in institutional equity trading and wealth management. It is those two backgrounds that Greg now combines to bring a planning and goals based focus to wealth management.
After several years in institutional equity trading, Greg joined UBS Financial Services in 2014 and soon after achieved the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). Greg leads clients by creating a financial roadmap that covers several key elements of planning, including investing, retirement and estate planning and insurance. As changes occur in a client's life, the plan is updated to reflect those changes. This personalized approach to investing allows Greg to go beyond investing and deliver the advice to help his clients reach their financial goals.
Greg holds FINRA Series 7 and 66 licenses along with Life, Accident, Health and Long Term Care Insurance licenses. He earned a BA in Economics from Muhlenberg College and an MBA in Finance from Rutgers University. He and his wife have two children and reside in Essex County, NJ.
Education
Credentials