How will we work together?

Build a plan for the future you envision

Institutional Insights - Market outlook & wealth planning ideas

Date.December 15 2022

1285 Avenue of the Americas

  • Louis Green

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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.

What did the Fed say?

Retirement planning

Multigenerational planning

Business transition and succession planning

Advice for business owners and entrepreneurs

Estate planning strategies

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

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