Financial planning and beyond

As a team of five dedicated professionals, we work to understand what our clients need to lead the lives they envision and position their financial assets to allow them to achieve their goals with as much certainty as possible. Our recommendations are driven by each client's stated goals and recognize that our success as a team depends 100% on achieving the best outcome for each client, we have the honor to serve.

Richard Greenspan, CIMA

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
Richard has been providing financial advice and oversight to his clients since becoming a Financial Advisor in 1983.

A graduate of Binghamton University with a B.A. in psychology, he has also completed several advanced wealth management consulting programs at The Wharton School, NYU Stern School of Business and the University of Chicago Graduate School of Business. Richard is the founding member of The Greenspan Wealth Management Group at UBS. In that role Richard is deeply involved in all aspects of the Group's broad array of potential solutions, with a constant focus on not only meeting, but exceeding his clients expectations. An active fundraiser for Autism Speaks and BIGVISION, he currently resides in Westport, CT with his wife Barbara. Also, their two grown children live and work in NYC.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.
- Binghamton University, B.A. Psychology
- Certified Investment Management Analyst®
- Endowment & Foundation Consultant
- Portfolio Manager
299 Park Avenue
New York, NY 10171
Raymond Donnelly III

Account Vice President

Financial Advisor Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
Ray joined The Greenspan Group in June 2018 as a Financial Advisor. He brings a wealth of experience in equity markets to the team and focuses primarily on assuring our clients remain on track to achieve their stated goals. As a Chartered Retirement Planning Counselor ™ (CRPC ®), Ray is highly qualified to address complex planning issues and offer highly customized solutions.

Ray received his bachelor’s degree in Economics from the University of South Carolina. He also played varsity football at Rowan University prior to that. Ray is a volunteer with The Make-A-Wish Foundation, a member of the USC Entrepreneurship Club, and an avid golfer.

Personal Profile
- Where did you grow up?
-Old Tappan, NJ
- Describe your college experience in one sentence.
-It created a thirst for a lifetime of learning
- How do you enjoy spending your time outside the office?
-I love to golf, go to the beach, exercise, watch sports, and get together with loved ones
- What are you most passionate about with your work?
-Being able to gain my clients' trust and help get them from Point A to Point B
- If you had to choose another occupation, what would it be?
-Professional Football Coach
- University of South Carolina, Economics
- Chartered Retirement Planning Counselor℠
299 Park Avenue
New York, NY 10171
Jonathan Zucker

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
Jon joined the Greenspan Wealth Management Group in January 2022, as a Senior Wealth Strategy Associate. Originally from New City, NY, he graduated from the University of Delaware with a BS in Finance. Jon began working at UBS in 2015 and brings experience in Financial Planning, Alternative Investments, Asset Allocation, and Portfolio Reporting. Jon works seamlessly with the firm’s trading desks, conducts manager due diligence, and monitors client investment performance in order to identify opportunities to reduce uncertainty...

Personal Profile
- Where did you grow up?
-New City, NY
- Describe your college experience in one sentence.
-It taught me how to think and problem solve
- How do you enjoy spending your time outside the office?
-Exercising, taking long walks with my dog, and being with friends and family.
- What are you most passionate about with your work?
-Making a difference in our clients' lives
- If you had to choose another occupation, what would it be?
-Elementary School Teacher
- University of Delaware, BS in Finance with a Minor in Economics
299 Park Avenue
New York, NY 10171
Abigail Stevenson

Client Associate
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- MI
- NJ
- NM
- NY
- OH
- PA
- RI
- TN
- TX
- UT
- VT
Abby graduated from Loyola University Maryland with a BA in Finance and is currently living in Stamford, CT. Her hobbies and interests include traveling, hiking, skiing, and watching football on Sundays.

Personal Profile
- Where did you grow up?
-Haddonfield, NJ
- Describe your college experience in one sentence.
-Paved the way for professional & personal growth
- How do you enjoy spending your time outside the office?
-Skiing, Golfing, Tennis, spending time with friends & family
- What are you most passionate about with your work?
-Reliability & delivering white-glove experience to clients
- If you had to choose another occupation, what would it be?
-Criminal Defense Lawyer
- Loyola University Maryland, BA in Finance
299 Park Avenue
New York, NY 10171
Caitlin Donaghy

Financial Advisor Associate
View bio
Caitlin, a resident of NYC, joined The Greenspan Wealth Management Group in April 2021 as a Senior Wealth Strategy Associate. A graduate of Manhattanville College, she volunteers with the Make-A-Wish Foundation and The Crohn’s and Colitis Foundation. In her spare time she provides support to pediatric patients and their families at New York Presbyterian Weill Cornell Medical Center.

Personal Profile
- Where did you grow up?
-Old Tappan, NJ
- Describe your college experience in one sentence.
-It was an exciting time where I experienced many successes and some failures.
- How do you enjoy spending your time outside the office?
-Volunteering at NY Presbyterian Weill Cornell Medical Center and Make-A-Wish, traveling, and spending time with family and friends.
- What are you most passionate about with your work?
-It is knowing that clients can rely on me.
- If you had to choose another occupation, what would it be?
-Child Life Therapist
- Manhattanville College, BA in Communications
299 Park Avenue
New York, NY 10171

Richard Greenspan, CIMA

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
Richard has been providing financial advice and oversight to his clients since becoming a Financial Advisor in 1983.

A graduate of Binghamton University with a B.A. in psychology, he has also completed several advanced wealth management consulting programs at The Wharton School, NYU Stern School of Business and the University of Chicago Graduate School of Business. Richard is the founding member of The Greenspan Wealth Management Group at UBS. In that role Richard is deeply involved in all aspects of the Group's broad array of potential solutions, with a constant focus on not only meeting, but exceeding his clients expectations. An active fundraiser for Autism Speaks and BIGVISION, he currently resides in Westport, CT with his wife Barbara. Also, their two grown children live and work in NYC.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.
- Binghamton University, B.A. Psychology
- Certified Investment Management Analyst®
- Endowment & Foundation Consultant
- Portfolio Manager
299 Park Avenue
New York, NY 10171
Raymond Donnelly III

Account Vice President

Financial Advisor Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
Ray joined The Greenspan Group in June 2018 as a Financial Advisor. He brings a wealth of experience in equity markets to the team and focuses primarily on assuring our clients remain on track to achieve their stated goals. As a Chartered Retirement Planning Counselor ™ (CRPC ®), Ray is highly qualified to address complex planning issues and offer highly customized solutions.

Ray received his bachelor’s degree in Economics from the University of South Carolina. He also played varsity football at Rowan University prior to that. Ray is a volunteer with The Make-A-Wish Foundation, a member of the USC Entrepreneurship Club, and an avid golfer.

Personal Profile
- Where did you grow up?
-Old Tappan, NJ
- Describe your college experience in one sentence.
-It created a thirst for a lifetime of learning
- How do you enjoy spending your time outside the office?
-I love to golf, go to the beach, exercise, watch sports, and get together with loved ones
- What are you most passionate about with your work?
-Being able to gain my clients' trust and help get them from Point A to Point B
- If you had to choose another occupation, what would it be?
-Professional Football Coach
- University of South Carolina, Economics
- Chartered Retirement Planning Counselor℠
299 Park Avenue
New York, NY 10171
Jonathan Zucker

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
Jon joined the Greenspan Wealth Management Group in January 2022, as a Senior Wealth Strategy Associate. Originally from New City, NY, he graduated from the University of Delaware with a BS in Finance. Jon began working at UBS in 2015 and brings experience in Financial Planning, Alternative Investments, Asset Allocation, and Portfolio Reporting. Jon works seamlessly with the firm’s trading desks, conducts manager due diligence, and monitors client investment performance in order to identify opportunities to reduce uncertainty...

Personal Profile
- Where did you grow up?
-New City, NY
- Describe your college experience in one sentence.
-It taught me how to think and problem solve
- How do you enjoy spending your time outside the office?
-Exercising, taking long walks with my dog, and being with friends and family.
- What are you most passionate about with your work?
-Making a difference in our clients' lives
- If you had to choose another occupation, what would it be?
-Elementary School Teacher
- University of Delaware, BS in Finance with a Minor in Economics
299 Park Avenue
New York, NY 10171
Abigail Stevenson

Client Associate
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- MI
- NJ
- NM
- NY
- OH
- PA
- RI
- TN
- TX
- UT
- VT
Abby graduated from Loyola University Maryland with a BA in Finance and is currently living in Stamford, CT. Her hobbies and interests include traveling, hiking, skiing, and watching football on Sundays.

Personal Profile
- Where did you grow up?
-Haddonfield, NJ
- Describe your college experience in one sentence.
-Paved the way for professional & personal growth
- How do you enjoy spending your time outside the office?
-Skiing, Golfing, Tennis, spending time with friends & family
- What are you most passionate about with your work?
-Reliability & delivering white-glove experience to clients
- If you had to choose another occupation, what would it be?
-Criminal Defense Lawyer
- Loyola University Maryland, BA in Finance
299 Park Avenue
New York, NY 10171
Caitlin Donaghy

Financial Advisor Associate
View bio
Caitlin, a resident of NYC, joined The Greenspan Wealth Management Group in April 2021 as a Senior Wealth Strategy Associate. A graduate of Manhattanville College, she volunteers with the Make-A-Wish Foundation and The Crohn’s and Colitis Foundation. In her spare time she provides support to pediatric patients and their families at New York Presbyterian Weill Cornell Medical Center.

Personal Profile
- Where did you grow up?
-Old Tappan, NJ
- Describe your college experience in one sentence.
-It was an exciting time where I experienced many successes and some failures.
- How do you enjoy spending your time outside the office?
-Volunteering at NY Presbyterian Weill Cornell Medical Center and Make-A-Wish, traveling, and spending time with family and friends.
- What are you most passionate about with your work?
-It is knowing that clients can rely on me.
- If you had to choose another occupation, what would it be?
-Child Life Therapist
- Manhattanville College, BA in Communications
299 Park Avenue
New York, NY 10171

Insights

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

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Debt ceiling and inflation

Exceptional financial strength and stability

Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.

Learn more about our Stability & Strength

Portfolio management

Keeping abreast of the ever-changing global economy and world capital markets is more than a full-time job, particularly in the current environment. The Portfolio Management Program affords us a uniquely effective format with which to manage your invested assets needs on a fully discretionary basis. Our experience tells us that the pitfalls may best be avoided, and the opportunities maximized, through the adoption of a specific, definite and feasible plan in which all available investment options are exhaustively researched and then exploited with the disciplined approach PMP offers.

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

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Euromoney Private Banking and Wealth Management Survey, 2022

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Financial planning and beyond

Richard Greenspan, CIMA

Raymond Donnelly III

Jonathan Zucker

Abigail Stevenson

Caitlin Donaghy