Financial planning and beyond

Mountain climbers reaching the summit

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 Profile Photo

    Richard Greenspan, CIMA

    Senior Vice President–Wealth Management

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    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, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • Binghamton University, B.A. Psychology
    • Certified Investment Management Analyst®
    • Endowment & Foundation Consultant
    • Portfolio Manager
    299 Park Avenue
    New York, NY 10171
  • Raymond Donnelly Profile Photo

    Raymond Donnelly III

    Account Vice President

    Financial Advisor

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    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
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      Jonathan Zucker

      Authorized Officer

      Senior Wealth Strategy Associate

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      • NC
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      • 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
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          Abigail Stevenson

          Client Associate

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          • 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

              Caitlin Donaghy

              Financial Advisor Associate

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                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.

                  Two people talking overhead
                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Portfolio management

                  Portfolio management

                  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.

                  Backed by the strength of UBS

                  A global leader in wealth management

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                  UBS is a world-leading wealth manager

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                  Euromoney Private Banking and Wealth Management Survey, 2022

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                  Euromoney Private Banking and Wealth Management Survey, 2021