Senior Vice President–Wealth Management
Financial Advisor
Patricia's mission is to coordinate our clients' entire investment and financial lives. From understanding the client's individual needs and goals, to their unique retirement and estate planning desires, she employs a comprehensive approach to ensure our clients' have a clearly synchronized wealth management plan. Pat is adept in working with clients throughout their investment life cycle, from building wealth to engineering investment income. Her 30 years of experience as a financial professional provides a thorough understanding of private client wealth management.
Recognized as an industry leader:
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.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Patricia's mission is to coordinate our clients' entire investment and financial lives. From understanding the client's individual needs and goals, to their unique retirement and estate planning desires, she employs a comprehensive approach to ensure our clients' have a clearly synchronized wealth management plan. Pat is adept in working with clients throughout their investment life cycle, from building wealth to engineering investment income. Her 30 years of experience as a financial professional provides a thorough understanding of private client wealth management.
Recognized as an industry leader:
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.
Credentials
First Vice President–Wealth Management
Financial Advisor
Gregory's focus is delivering professional level portfolio management to our clients through the use of advanced strategies and a thematic approach to portfolio development. He holds an MBA from Emory University and attained the Certified Investment Management Analyst(CIMA®) designation at the Wharton School of Business/University of Pennsylvania. Greg's experience provides exceptional understanding of portfolio development and risk management techniques, as well as expertise in evaluating investment managers and alternative investments. Member of Investment Management Consultants Association.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Gregory's focus is delivering professional level portfolio management to our clients through the use of advanced strategies and a thematic approach to portfolio development. He holds an MBA from Emory University and attained the Certified Investment Management Analyst(CIMA®) designation at the Wharton School of Business/University of Pennsylvania. Greg's experience provides exceptional understanding of portfolio development and risk management techniques, as well as expertise in evaluating investment managers and alternative investments. Member of Investment Management Consultants Association.
Education
Credentials
Senior Registered Client Associate
Senior Registered Client Associate
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.
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