How will we work together?

Build a plan for the future you envision

Institutional Insights - Market outlook & wealth planning ideas

Date.February 02 2023

Webinar

  • Louis Green

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Young woman on smart phone

Louis Green, CFA, CFP, CPWA, CEPA

Financial Advisor

 

Creating a comprehensive financial plan to pursue life’s important goals

Louis is dedicated to helping his clients solve the financial puzzle of their lives. He focuses on long-term planning and comprehensive wealth management for attorneys, business executives, retirees and trustees. Louis incorporates the lessons of behavioral finance into his work. He believes that by avoiding emotional mistakes, particularly during times of financial upheaval, clients can be better positioned to achieve their goals.

Louis’s approach to wealth management seeks to address each client’s day-to-day liquidity needs, retirement income goals, and the longer-term legacy they wish to create. He has earned advanced certifications including the Chartered Financial Analyst®, Certified Financial PlannerTM and Certified Private Wealth Advisor® designations. This training enables Louis to provide sound advice in many areas, including cash flow management, investment management, retirement planning, trust and estate planning, and tax mitigation.

Louis became interested in financial services at a young age while watching his father, an accountant, provide tax services to friends and family. Reading about Warren Buffett and other great stock pickers added to his fascination with the markets. He started his career in 1997 at Bankers Trust. The firm was purchased by Deutsche Bank, where Louis worked as a portfolio analyst and then as a portfolio manager. He joined PNC Wealth Management as an investment advisor in 2015, and moved to UBS in December of 2020.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • VT

Education

  • CPWA, Wealth Management Theory & Practice, Yale School of Management, 2020 - 2020
  • High Impact Sales, Northwestern University - Kellogg School of Management, 2020 - 2020
  • MBA - Finance, Zicklin School of Business at Baruch College, 1997 - 2000

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Alternative Investment Analyst®
  • Chartered Financial Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Retirement planning
Estate planning strategies
Exit planning
Investing
Structured products
Lending services
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-9281

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Retirement planning

Multigenerational planning

Estate planning strategies

Portfolio management

Who we work with

Goals-based planning

women

Modern Retirement Monthly

A shift in the current

Authorities recently announced important provisions that could affect your decisions as you plan for retirement. With significant changes to Social Security and Medicare, plus the retirement reform coming from the SECURE 2.0 Act, now is a good time to consult with your plan provider, financial advisor and tax advisor about possibly adjusting your retirement strategy.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Insights