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.
UBS Wealth Management is solely dedicated to serving the complex needs of highly successful individuals and families. This access, combined with our years of experience, puts us in the position to help you seize opportunities and meet the financial challenges you may face.
We provide access to the stability, institutional knowledge and expertise of UBS, one of the largest wealth managers in the world:
How can we help you pursue your goals? Our advice focuses on three key strategies: Liquidity. Longevity. Legacy. This approach can help you explore, clarify and pursue your financial goals. Working together with you, we can help you plan for life today and beyond.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.
No one wants to outlive their money.
But you also don’t want to live with untapped potential.
A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.
Money management that puts your best interests first
Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.
A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.
Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.
Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.
Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.
Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.
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