Experience

Linda applies her expansive knowledge and insight toward pursuing the objectives of family offices and institutional clients, including pension plan fiduciaries, investment committees, foundations and endowments. She serves as the team’s lead advisor, focusing on helping clients establish their strategic direction based on their unique goals. Having advised clients through multiple market cycles, Linda can offer a long-term perspective to help clients navigate volatility with a steady hand. 

Financial services has been Linda’s career and passion since 1985. Early in her career, she worked at Prudential-Bache and Oppenheimer and then joined UBS (PaineWebber) in 1996. Her tenure at the firm translates into an ability to quickly identify and access the specialists and resources she needs to implement strategies on behalf of her clients. To continue her education in the areas that align closely with the needs of her clients, Linda earned the Foundations and Endowments Certificate and the Certified Investment Manager Analyst designation from the Wharton School of Business, as well as the Chartered SRI Counselor designation. A leader within the firm, she is a co-chair of the UBS Institutional Consulting Advisory Council and a committee member for the UBS 401(k) U.S. and Puerto Rico retirement plans. She earned a B.B.A. in international business from Hofstra University.

Outside the office, Linda is a Board member of the YMCA of Greater New York. Additionally, she gives back to the community by mentoring service members who are transitioning into the civilian workforce through American Corporate Partners. She also volunteers as a judge for the annual Texas Christian University Neeley School of Business Values and Ventures global entrepreneurship competition. Linda is married and has an adult son. In her free time, she enjoys traveling, hiking, biking, skiing and reading.

Joe seeks to enhance the financial lives of private wealth and institutional clients by tailoring their personalized investment strategies toward their objectives. Having spent part of his career as a financial planner, he views investment management through a planning lens. He takes a goal-oriented approach and begins with the end in mind, whether that goal is legacy objectives for a private wealth client or cash-flow planning for an institution. Joe originally joined UBS through its Graduate Talent Program, a two-year analyst program designed to give him exposure to the full range of capabilities that UBS has to offer its clients. This position allowed him to make connections within the firm and understand its full scope of resources, which he relies on today to seamlessly implement his strategies for clients.

Since joining the firm in 2015, Joe has held several roles before coming to the Park Avenue Institutional Consulting Group. In addition to the Graduate Talent Program, he was previously a Financial Planner developing customized plans to help clients meet their long-term financial objectives and an Assistant Market Head supporting Financial Advisors in utilizing the spectrum of UBS resources to serve their clients. To enhance his focus on asset management and portfolio construction, Joe has received the Chartered Financial Analyst designation. He has also received the Chartered Retirement Plan Specialist designation, the Series 7, 66 and various insurance licenses. He graduated from Villanova University with a finance and accountancy double-major and a real estate minor.

Joe lives in Cranford, New Jersey, with his wife, Claire, and their Cavapoo, Copper. In his free time, Joe volunteers for Hearts for Emma, a foundation that promotes organ and tissue donation, and he enjoys exercising, golfing and playing chess.

Greg builds relationships with individuals, families and institutional clients as they work toward a range of personal and professional objectives. He focuses on generational wealth transfer and estate planning solutions, especially for clients who own large parcels of land and seek to realize their preservation objectives for their farms. Most of his institutional clients include endowments, foundations and retirement plans (most notably in Bermuda), and he seeks to help these clients manage the overlap between institutional wealth and private wealth.

Greg started his financial services career in 1987 at Oppenheimer & Co. and joined UBS (PaineWebber) in 1997. He is an Institutional Consultant as part of the UBS Institutional Consulting Program, which provides knowledge for endowments, foundations and a broad range of institutional clients. Additionally, he holds the Certified Investment Management Analyst designation from the Wharton School of the University of Pennsylvania and is a member of the Investments & Wealth Institute®. Greg graduated from the University of Rhode Island with a B.S. in business finance and marketing.

Outside the office, Greg is very active in his community as a volunteer for the Peconic Land Trust; the Bridgehampton Village Improvement Society; the Madoo Conservancy; and God’s Love We Deliver, an organization that prepares and delivers meals to ill and elderly individuals. He also enjoys hiking, biking, gardening, sailing and cooking.

Gail began her financial services career with the team in 1997 as an Investment Associate and has since earned the Certified Investment Management Analyst designation. She graduated from Oswego University with a B.A. in public relations.

Gail prepares performance reports, analysis and meeting documents for institutional clients, including foundations, endowments and retirement plans. With more than 25 years on the team, she is a valuable resource for understanding and relaying the background and evolution of the team’s long-term client relationships, and she often attends client meetings to provide continuity and historical context. Gail has also worked with individuals and families during her tenure and remains committed to maintaining these client relationships as well.

Gail and her husband live in Manhattan. Outside the office, she enjoys spending time with family and friends and visiting wineries around the world.

Jenna joined the team in 2023 and has worked in the financial services industry since 2005, previously holding client service positions at First Republic Bank, Morgan Stanley and JP Morgan. She has the FINRA Series 7 and 66 licenses, and graduated from the University of California at Irvine with a B.A. in English literature.

Jenna serves as a point of contact for client needs, such as opening new accounts, executing transfers and answering general account questions. She understands that private wealth clients and institutional clients require different service approaches—for individuals and families, she focuses on building personal relationships as she handles account requests day to day, and she is focused on the efficient and accurate of handling trades, orders and wires for institutional clients.

A Southern California native, Jenna has lived in New York City for over 10 years. Outside the office, she enjoys reading; attending ballet, dance and theater performances; and exploring the city’s neighborhoods and parks.

Before joining the team in 2023, Kathryn worked at Guidepoint, a research services firm based in NYC, where she served initially as a client service associate and later as a research manager. She graduated from Villanova University in 2022 with a B.A. in economics and a minor in computer science. Kathryn holds the FINRA Series 7 and 66 licenses.

Kathryn assists clients with their day-to-day account-related needs. She handles wires, trade requests, new account openings and other key responsibilities using a problem-solving approach to determine how to help meet clients' needs promptly and seamlessly. Kathryn understands the value of dedicated client service and makes this her highest priority.

Originally from Massachusetts, Kathryn enjoys exploring New York City, trying new restaurants and running along Manhattan's West Side Highway.