Financial planning and beyond

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

Richard Greenspan leads a team of four dedicated professionals who specialize in 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 2020,2021,2022, 2023 and 2024 Best-In-State Wealth Advisor title for New York.

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.

• Binghamton University, B.A. Psychology

• Certified Investment Management Analyst®
• Endowment & Foundation Consultant
• Portfolio Manager

• AZ
• CA
• CO
• CT
• DE
• FL
• HI
• IL
• IN
• MD
• MI
• MN
• NC
• NJ
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• UT
• VA

Raymond Donnelly , a valued member of The Greenspan Group since June 2018, serves as a dedicated Financial Advisor. With a wealth of experience in equity markets, Ray plays a pivotal role in ensuring that our clients stay firmly on the path to achieving their financial goals. His commitment to their success is unwavering.

Ray's qualifications extend to being a Chartered Retirement Planning Counselor™ (CRPC®), which equips him with the tools to tackle complex planning challenges and provide highly tailored solutions for our clients. His education background includes a bachelor's degree in economics from the University of South Carolina.

Beyond his professional role, Ray is an active volunteer with The Make-A-Wish Foundation, demonstrating his commitment to making a positive impact in the community. He's also a member of the USC Entrepreneurship Club, highlighting his passion for innovation and entrepreneurship. Ray lives in Stamford CT and enjoys a good game of golf, a good Italian meal  and spending time with good friends.  And true to his college athlete roots, always enjoys catching a football or baseball game in his free time.

• University of South Carolina, Economics

• Chartered Retirement Planning Counselor

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

Since the time Harris joined UBS in 2020, he has been honing 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.

Now, 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 records, achieving the highest national ranking in GW’s history.  Beyond his academic and athletic achievements, Harris is an active individual who enjoys basketball, skiing, and running marathons.  He resides in the vibrant city of New York 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, 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