Insightful collaboration

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From its toughest challenges to its greatest successes, financial services has been Linda’s career and passion since 1985. Linda is skilled at growing and protecting client portfolios through asset allocation, risk and volatility management. Linda joined UBS in 1986 and is a Senior Institutional Consultant & Senior Retirement Planning Consultant. Linda offers unique insight and expertise to institutional clients, including pension plan fiduciaries, investment committees, foundations, endowments and family offices. Having advised clients through multiple market cycles, she provides a perspective that has guided her clients with a steady hand. Linda has developed long-standing relationships built on mutual trust and complete transparency.

Linda earned the Foundations and Endowments Certificate & Certified Investment Manager Analyst (CIMA) designations from the Wharton School of Business, as well as the Chartered SRI Counselor (CSRIC) designation. She is currently Co-Chair of the UBS Institutional Consulting Advisory Council and a committee member for the UBS 401(k) US & Puerto Rico retirement plans.

To give back to the community, Linda mentors transitioning service members via American Corporate Partners (ACP). Additionally, she volunteers as a judge for the annual Texas Christian University – Neely School of Business Values & Ventures global entrepreneurship competition.

Prior to joining UBS (PaineWebber), Linda worked at Oppenheimer & Co. She received her B.B.A in International Business from Hofstra University. Linda is married and has one son.

• Barron's Top 1,200 Financial Advisors, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
• Barron's Top 100 Women Advisors, 2024The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
• Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• NAPA Top DC Advisor Teams, 2021, 2022, 2024The NAPA rating is awarded annually in March based on information from December of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Hofstra University, B.B.A. International Business

• Certified Investment Management Analyst®
• Senior Institutional Consultant, UBS Institutional Consulting Program
• Senior Retirement Plan Consultant

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Although he was always attracted to the dynamics and energy of Wall Street and studied finance in college, the ability to make a difference in people’s lives is what ultimately led Greg to start his financial services career in 1987. He readily builds relationships with individuals, families and institutional clients alike as they work to achieve a range of personal and professional objectives. Greg’s highly personalized approach—with an emphasis on trust, estate and wealth transfer services—instills confidence as he combines the attentiveness and flexibility of a boutique firm with the global strength and rigor of the world’s leading wealth manager.

Greg joined UBS in 1997 from Oppenheimer & Co. and has earned firm-wide recognition as a distinguished member of the elite Chairman’s Council of Advisors. He is also a member of UBS Institutional Consulting Services, which provides expertise for endowments, foundations and a broad range of institutional clients. In addition, he holds the Certified Investment Management Analyst designation (CIMA®) and is also a member of the Investments & Wealth Institute®. Greg graduated from the University of Rhode Island with a B.S. in Business Finance and Marketing.

• University of Rhode Island, B.S. Business Finance and Marketing

• Certified Investment Management Analyst®
• Institutional Consultant, UBS Institutional Consulting Program

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Joe is a Chartered Financial Analyst (CFA®) who is passionate about enhancing the financial lives of his institutional and individual clients by tailoring solutions to meet and exceed their goals & objectives. Joe achieves this by always focusing on what is best for his clients’ interests. Communication, trust and understanding are the key driving principles clients enjoy as they work with Joe to build personalized solutions. Joe’s proven investment process, client servicing model and attention to detail are what set him apart as an Institutional Consultant.

Before joining the Park Avenue Institutional Consulting Group, Joe held a variety of roles at UBS since joining the firm in 2015. He was previously a Financial Planner developing personalized plans to help clients meet their long-term financial goals, an Assistant Market Head supporting Financial Advisors in utilizing the vast capabilities of UBS to best serve their clients, and a member of the Graduate Talent Program, a prestigious two-year analyst program designed to give exposure to all UBS has to offer. Joe graduated from Villanova University with a Finance and Accountancy double-major and a Real Estate minor; he also holds the Chartered Retirement Plan Specialist (CRPS®) designation. Outside of UBS, he volunteers for Hearts for Emma, a foundation that promotes the need for organ and tissue donation, and he enjoys exercising, chess, and golf. Joe lives in Cranford, New Jersey with his wife, Claire and dog, Copper.

• NAPA Top 100 Retirement Plan Advisors Under 40, 2024The NAPA rating is awarded annually in November based on information from September of the award year.

• Villanova University, B.B.A. Finance and Accountancy, Minor in Real Estate

• Chartered Financial Analyst®
• Institutional Consultant, UBS Institutional Consulting Program
• Senior Retirement Plan Consultant

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Gail began her financial services career with the Park Avenue Institutional Consulting Group in 1997 as an Investment Associate. Today as an Investment Analyst, she works closely with the team to provide performance reporting, manager research and analytics to foundations, endowments, retirement plans and private clients. Gail has earned the Certified Investment Management Analyst Designation (CIMA®). She received a B.A. in public relations from Oswego University in 1996.

• Oswego University, B.A. Public Relations

• Certified Investment Management Analyst®

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Jenna Trolson has worked in the financial services industry for over 15 years and serves as the first point of contact for client needs such as opening new accounts, withdrawals and general account questions. Jenna is a Southern California native and has called New York City home for 10 years. Jenna graduated with a Bachelor of Arts in English Literature from the University of California at Irvine and holds both the Series 7 and 66 licenses.

• University of California at Irvine, B.A. English Literature

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• Villanova University, B.A. Economics, Minor in Computer Science