Experience

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 expertise 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.

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, showcasing his expertise in the field.

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.

Abigail Stevenson is truly the heart of The Greenspan Group.  Abigail, or “Abby” as our clients refer to her, is the first stop for all support service on our team. Her attention to detail and client care is unparalleled and no request is left unanswered. With a BA in Finance from Loyola University Maryland. Abby’s college experience paved the way for both her personal and professional growth. She is someone our clients have come to depend on greatly and her ultimate goal is to always put them as priority number one. Dependability is first and foremost for her.

Originally from New Jersey, Abby now resides in Stamford CT with her two English Bulldogs. When she’s not in the office, Abby enjoys time outdoors - whether it's on the slopes, on the  golf course or on the tennis court. But truly her most cherished pastime is spending quality time with her friends and family.

Leah joined The Greenspan Group in September 2023. With over 17 years working in financial services, Leah brings a wealth of administrative, operational, and client service experience to our team. She loves the personal connection she makes with clients and providing exceptional client service. She currently holds her Series 7 and 63 FINRA registrations.

Born and raised in Stamford and a proud UCONN Husky, Leah's made a life for herself and her family here in Connecticut. Outside of work she enjoys spending time hiking & doing yoga with her husband & their two children, leading her daughter's Girl Scout Troop and cuddling with her French Bulldog Rosie.