Global leader
UBS is a leading and truly global wealth manager
For your goals. For your future.
These are dynamic times. You face opportunities and challenges at each stage of life: starting a family, buying a dream home, transitioning a business, entering retirement and preserving all you have built for future generations. That is why confidence, transparency and an authentic relationship with your Financial Advisor are essential.
Our entire team is committed to learning about you, your family and your values. By actively listening, we gain a clear understanding of the motivations and passions that drive each generation. We then work with you to build a financial strategy that helps put you—and keep you—on track to meeting your goals.
Our commitment to you:
Greg started his career with PaineWebber in 1989, which was later acquired by UBS in 2000. Greg co-founded Mogul Wealth Management and is a Senior Vice President–Wealth Management as well as a Senior Managed Accounts Consultant, focusing on institutional money managers. He has served on the UBS IRA Rollover Advisory Council as well as the Investment Consulting Services Advisory Council. Greg’s areas of expertise are investment consulting and management, retirement planning and wealth planning associated with divorce.
Credentials that build confidence
Greg holds a degree in Economics from Tulane University in New Orleans. He earned his Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Institute in conjunction with The Wharton School in 2002. He earned a Certified Wealth Strategist (CWS®) designation from Cannon Financial Institute in 2014 and in February 2016, he earned a Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance. He obtained his Retirement Management Advisor (RMA®) designation in 2019 also from the Investments and Wealth Institute. Most recently, he completed the designation of Certified Divorce Financial Analyst (CDFA®) from the Institute of Divorce Financial Analysts. Greg maintains his Series 7, 63 and 65 licenses as well as his state Insurance License.
Outside of UBS
Greg is an active member of the Park City community. He sits on the board of multiple non-profits that are near to his heart. He lives the mountain lifestyle by enjoying golf, fly fishing, mountain biking, nordic and alpine skiing and ice hockey.
Noah joined UBS in 2008 and is a founding member of Mogul Wealth Management – a UBS Signature Team. Noah has been helping families strategize and implement wealth creation, retirement and transition plans since the year 2000. Covering areas of Wealth Management that are commonly overlooked, Noah brings a seasoned and detailed eye to help guide clients through the complexities of personal finance. Noah has completed UBS's Wealth Advisor Program and enjoys being part of successful, positive outcomes.
Credentials that build Confidence
Noah was appointed to UBS Director's Council from 2015 through 2018, and Presidents Council 2020-2022. Noah graduated from American University's School of Public Affairs with a BA in Political Science.
Outside of UBS
Noah is a proud husband, father, advisor and outdoorsman who is transparent, hardworking and honest. He sits on the board of the Sahm Family Foundation and dedicates time and resources to a variety of non-profit organizations.
Brandon joined Mogul Wealth Management in 2017 as a Wealth Strategy Associate. Brandon, in conjunction with the lead advisors, designs and implements tailored wealth strategies for families and institutions. Within the team, he specializes in equity allocation modeling and research, income strategies, cash flow analysis, and trading. Prior to joining UBS, he was a Financial Consultant for North Star Resource Group. Brandon maintains his Series 7 and 66 securities licenses.
Brandon grew up in Boulder, CO and earned a degree in Finance from Augsburg College in Minneapolis, MN- where he played on the Men’s Basketball team. Outside of the office, he enjoys spending time with his wife, Julia and dog, Sadie, trying to find his ball on the golf course, and giving back to the community through various organizations.
Kristin Hovencamp grew up in Sun Valley. She moved to New York City to work in global asset management. Kristin developed a passion for capital markets, portfolio creation, and capital preservation. In 2019, she took a leap of faith and moved back full time to pursue her dream of living near family.
Early in Kristin’s career, she recognized the power of having the confidence to use one’s voice. To do this, we must always be learning. She believes that everyone can benefit when possessed with skills and knowledge that allow for better informed and effective financial decisions. Supporting people in taking an active role in their finances helps illuminate the path to pursue their dreams.
Her philanthropic endeavors often involve surrounding herself with inspiring individuals who have helped her grow and understand how to elevate others. Kristin is a wealth advisor at UBS Mogul Wealth Management, a team who are also driven by empowering investors through promoting financial literacy.
Whether you cherish spending time with friends and family traveling, dining, playing sports, enjoying the beauty of the outdoors, participating in the arts, pursuing philanthropic endeavors, or all the above, the act of defining your life and financial goals empowers you to do so.
Jenni joined Mogul Wealth Management in 2023 with 5 years industry experience and over 25 years years experience in operations. Jenni earned a B.S. degree in Organizational Science from University of Idaho, an MBA with Finance concentration from Louisiana State University in Shreveport and Financial Paraplanner Qualified Professional® (FPQP®) designation form the College of Financial Planning. The client relationship is her primary focus.
Jenni is an Idaho native and spent 18 years in Napa Valley before moving to the Wood River Valley in 2014. In her personal time, Jenni enjoys adventuring with her husband Jake, their four daughters, granddaughter Ruby, and 3 fur babies. She believes in giving back to the community and sits on the board of directors for the Wood River Women's Foundation, as well as dedicating time to other local nonprofit organizations.
Greg started his career with PaineWebber in 1989, which was later acquired by UBS in 2000. Greg co-founded Mogul Wealth Management and is a Senior Vice President–Wealth Management as well as a Senior Managed Accounts Consultant, focusing on institutional money managers. He has served on the UBS IRA Rollover Advisory Council as well as the Investment Consulting Services Advisory Council. Greg’s areas of expertise are investment consulting and management, retirement planning and wealth planning associated with divorce.
Credentials that build confidence
Greg holds a degree in Economics from Tulane University in New Orleans. He earned his Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Institute in conjunction with The Wharton School in 2002. He earned a Certified Wealth Strategist (CWS®) designation from Cannon Financial Institute in 2014 and in February 2016, he earned a Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance. He obtained his Retirement Management Advisor (RMA®) designation in 2019 also from the Investments and Wealth Institute. Most recently, he completed the designation of Certified Divorce Financial Analyst (CDFA®) from the Institute of Divorce Financial Analysts. Greg maintains his Series 7, 63 and 65 licenses as well as his state Insurance License.
Outside of UBS
Greg is an active member of the Park City community. He sits on the board of multiple non-profits that are near to his heart. He lives the mountain lifestyle by enjoying golf, fly fishing, mountain biking, nordic and alpine skiing and ice hockey.
Noah joined UBS in 2008 and is a founding member of Mogul Wealth Management – a UBS Signature Team. Noah has been helping families strategize and implement wealth creation, retirement and transition plans since the year 2000. Covering areas of Wealth Management that are commonly overlooked, Noah brings a seasoned and detailed eye to help guide clients through the complexities of personal finance. Noah has completed UBS's Wealth Advisor Program and enjoys being part of successful, positive outcomes.
Credentials that build Confidence
Noah was appointed to UBS Director's Council from 2015 through 2018, and Presidents Council 2020-2022. Noah graduated from American University's School of Public Affairs with a BA in Political Science.
Outside of UBS
Noah is a proud husband, father, advisor and outdoorsman who is transparent, hardworking and honest. He sits on the board of the Sahm Family Foundation and dedicates time and resources to a variety of non-profit organizations.
Brandon joined Mogul Wealth Management in 2017 as a Wealth Strategy Associate. Brandon, in conjunction with the lead advisors, designs and implements tailored wealth strategies for families and institutions. Within the team, he specializes in equity allocation modeling and research, income strategies, cash flow analysis, and trading. Prior to joining UBS, he was a Financial Consultant for North Star Resource Group. Brandon maintains his Series 7 and 66 securities licenses.
Brandon grew up in Boulder, CO and earned a degree in Finance from Augsburg College in Minneapolis, MN- where he played on the Men’s Basketball team. Outside of the office, he enjoys spending time with his wife, Julia and dog, Sadie, trying to find his ball on the golf course, and giving back to the community through various organizations.
Kristin Hovencamp grew up in Sun Valley. She moved to New York City to work in global asset management. Kristin developed a passion for capital markets, portfolio creation, and capital preservation. In 2019, she took a leap of faith and moved back full time to pursue her dream of living near family.
Early in Kristin’s career, she recognized the power of having the confidence to use one’s voice. To do this, we must always be learning. She believes that everyone can benefit when possessed with skills and knowledge that allow for better informed and effective financial decisions. Supporting people in taking an active role in their finances helps illuminate the path to pursue their dreams.
Her philanthropic endeavors often involve surrounding herself with inspiring individuals who have helped her grow and understand how to elevate others. Kristin is a wealth advisor at UBS Mogul Wealth Management, a team who are also driven by empowering investors through promoting financial literacy.
Whether you cherish spending time with friends and family traveling, dining, playing sports, enjoying the beauty of the outdoors, participating in the arts, pursuing philanthropic endeavors, or all the above, the act of defining your life and financial goals empowers you to do so.
Jenni joined Mogul Wealth Management in 2023 with 5 years industry experience and over 25 years years experience in operations. Jenni earned a B.S. degree in Organizational Science from University of Idaho, an MBA with Finance concentration from Louisiana State University in Shreveport and Financial Paraplanner Qualified Professional® (FPQP®) designation form the College of Financial Planning. The client relationship is her primary focus.
Jenni is an Idaho native and spent 18 years in Napa Valley before moving to the Wood River Valley in 2014. In her personal time, Jenni enjoys adventuring with her husband Jake, their four daughters, granddaughter Ruby, and 3 fur babies. She believes in giving back to the community and sits on the board of directors for the Wood River Women's Foundation, as well as dedicating time to other local nonprofit organizations.
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.
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.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
You've worked hard and carefully invested to ensure that you’ll live life on your terms in retirement. But are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
A longevity strategy can help you overcome changing market conditions by helping you make long-term plans. Look to grow wealth over time so you can focus on things like selling a business or planning for retirement.
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution? Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. No matter what's happening in the markets, at home or throughout the world, we're with you and your family.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
Global leader
UBS is a leading and truly global wealth manager