Financial planning and beyond

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Richard Greenspan leads a team of dedicated professionals who focus on crafting comprehensive wealth management plans for an extraordinary group of successful individuals. Richard embarked on his journey as a Financial Advisor in 1983, and since then, he has been offering invaluable financial advice and oversight to his clients. He holds a B.A. in psychology from Binghamton University and has augmented his experience with advanced wealth management consulting programs at prestigious institutions such as The Wharton School, NYU Stern School of Business, and the University of Chicago Graduate School of Business. As the establishing member of The Greenspan Wealth Management Group at UBS, Richard plays a pivotal role in shaping the team's wide range of potential solutions. His unwavering commitment is to not only meet but exceed his clients' expectations at every turn. Beyond his professional endeavors, Richard actively engages in philanthropic fundraising efforts. He is an ardent supporter of Autism Speaks and a founding board member of the nonprofit organization BIGVISION. Richard’s outstanding contributions to the field have earned him well-deserved recognition, including being named among the Financial Times Top 400 Financial Advisors in 2015 and 2016 and receiving the SHOOK Research and Forbes 2020-2026 Best-In-State Wealth Advisors award for New York.

_{The 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. 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}

Residing in Westport, CT, with his wife, Barbara, Richard is the proud parent of two children currently living and working in New York City. In his free time he enjoys golf, ice hockey and jamming out to 70’s Rock & Roll music.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2025, 2026The 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

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Since the time Harris joined UBS in 2020, he has honed his skills in financial planning and gained invaluable experience in providing top-notch financial advice.  As a CERTIFIED FINANCIAL PLANNER™ professional, Harris has undergone rigorous training in various areas, including retirement planning, investment strategy, wealth transfer, tax optimization, and risk management.  As a valued member of the Greenspan Group, Harris is dedicated to delivering exceptional service and helping our clients achieve their financial objectives.

In addition to his professional accomplishments, Harris holds a B.B.A. with a dual concentration in Finance and Business Economics + Public Policy (BEPP) from the George Washington University.  Notably, he was a Division I Rower and contributed to breaking school records and helped his team achieve the highest national ranking in GW’s history.  

Beyond his academic and athletic achievements, Harris loves basketball, skiing, and running marathons.  He resides in New York City and cherishes spending quality time with friends and family.

Beyond his commitment to excellence in the financial realm, Harris is deeply involved in charitable endeavors.  He actively supports organizations such as Let’s Win Pancreatic Cancer Foundation, The Ulman Foundation, BigVision Foundation, and volunteers for the Honor Flight Network, exemplifying his dedication to making a positive impact beyond the office.

• The George Washington University , B.B.A. Finance and Business Economics + Public Policy (BEPP)

• CERTIFIED FINANCIAL PLANNER
• Corporate Stock Benefit Consultant

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• IL
• IN
• MA
• MD
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
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• UT
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• VT

Leyla Ciner is a Client Associate with The Greenspan Wealth Management Group at UBS, based in New York. Leyla holds dual bachelor’s degrees in Data Science and Statistics, with a minor in Management, from Purdue University. She is dedicated to proactively exceeding client expectations by delivering exceptional service and care at every stage of the client relationship. Leyla brings analytical rigor, a collaborative mindset, and an unwavering focus on personalized client outcomes. Her addition to the team strengthens our commitment to helping clients achieve lifelong financial security and success.

Alongside her professional commitments, Leyla is actively involved in charitable efforts with the BigVision Foundation and UBS’s Season of Service. In addition, she is a native New Yorker who values her time with friends and family. In her free time she enjoys yoga, cooking, and international travel.

• Purdue University, B.S. Data Science, B.S. Statistics, Management Minor