Family. Wealth. For Generations.

Meeting in a office

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Co-workers in a lobby

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Greg Kight

    Gregory J. Kight CFP, CIMA

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • CA
    • DC
    • DE
    • FL
    • GA
    • IN
    • KY
    • LA
    • MA
    • MD
    • MS
    • NC
    • NJ
    • NY
    • PA
    • SC
    • VA

    Gregory J. Kight is a wealth management advisor to ultra-high-net-worth clients with a focus on Business Owners, Private Equity Executives, Corporate Executives, Attorneys and physicians. He provides attentive, personalized, and intimate client service. To advance this aim, he positions himself with clients who value objectivity and access to the investment insights of UBS Financial Services. 

    Gregory J. Kight has more than 32 years of experience in the financial services industry'. He received his B.S. Degree with a major in Business Administration from Tuskegee University. In 1994, he completed the Certified Financial Planner 1M designation program. The designation is awarded by the Certified Financial Planner Board of Standards. In 2003, he earned the prestigious Certified Investment Management Analysts designation. The Certified Investment Management Analyst' designation (CIMA), administered by Investment Management Consultants Association and taught in conjunction with The Wharton School at the University of Pennsylvania. Gregory Serves on the admission committee Of the Investments and Wealth Institute, and is a member Of Kappa Alpha Psi Fraternity, Inc. Gregory enjoys spending time with his family and playing tennis.

          1501 K Street North West
          Suite 1100
          Washington, D.C., DC 20005
        • Lialta

          Lialta Gray

          Client Associate

          • image
          • image

            Lialta Gray has over 30 years in the financial industry. Prior to joining UBS she was with SunTrust Bank & Bank of America/Merrill Lynch in Wealth Management and Private Wealth.

            In her spare time Lialta enjoys spending time with her three daughters and four grandchildren. Lialta also enjoys traveling, reading books and jazz. Lialta and her family reside District Heights, Maryland. 

                  1501 K Street North West
                  Suite 1100
                  Washington, D.C., DC 20005
                • Christopher McCullough

                  Executive Director

                  Wealth Planning Strategist

                  Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

                  - Estate and multi-generational planning
                  - Retirement income and cash flow analysis
                  - Business continuity and succession planning
                  - Retirement plans and employee benefits
                  - Risk and liability management planning
                  - Charitable giving strategies
                  - Executive compensation and benefit strategies
                  - Special Needs & Disability Planning

                  Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

                  Past experience
                  Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

                  Education and credentials
                  Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

                  Life
                  Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.
                • Carrera Santiago

                  Wealth Planning Associate

                  Carrera joined UBS in 2021 as a Wealth Planning Associate and now covers Philadelphia, DC and the surrounding areas. She has significant experience in alternative investments having most recently worked in numerous roles within FS Investment Solutions for the past 6 years, including Strategy & Analytics. Originally from Delran, New Jersey, Carrera graduated in 2016 from Drexel University with a Bachelor of Science in Psychology. Carrera enjoys spending time down the Jersey shore, fixing up her new house in Cinnaminson, NJ, and playing with her adorable dogs named Ruca and Roxy.

                   

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                Focus on liquidity management

                CIO House View monthly livestream

                Tree

                UBS and Credit Suisse—stronger than ever

                Man looking in VR headset

                Making sense of significant wealth

                We can help you plan for it.

                When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

                Insights