Tailored wealth advice

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Michael has enjoyed a long, successful and distinguished career in the private wealth management arena. He has spent his entire career at UBS and its predecessor firms—a total of 35 years. Michael focuses on advising ultra high net worth individuals, qualified retirement plans, foundations, endowments and corporations.

He was a member of the 2010 – 2012 UBS Renewal Team Advisory Council and a member of the UBS Institutional Consulting Group. He is former Co-Chairman of the Financial Advisor Advisory Council (FAAC) and former Chair of UBS FA Banking subcommittee. Michael is one of only four advisors who have been selected as members of the UBS 401(k) Investment Committee and UBS Pension Investment Committee. Michael is an Athletes & Entertainers Consultant at UBS.

Michael earned his Certified Investment Management Analyst® (CIMA®) designation from the Wharton School at the University of Pennsylvania, has done extensive graduate work at the NYU Stern School of Business in international finance and is a graduate of the University of Albany with a B.S. in business administration. He is a member of the University of Albany School of Business Dean’s Advisory Board. In 2022, Michael was awarded the Excellence in Business award from the University of Albany for his success in the industry and commitment to Albany. He is a Senior Portfolio Manager within the UBS Portfolio Management Program. He holds the Series 3, 7, 63 and 65 securities licenses, as well as life insurance licenses.

Michael has long been a mentor and tremendous resource for other Financial Advisors at the firm and has been an invited keynote speaker at numerous industry events and seminars. Michael and his wife, Margaret, make their home in Armonk, NY and are the parents of three children: Nicole, Michael Jr. and Jonathan.

• Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Albany, Bachelor of Science in Business Administration

• Institutional Consultant, UBS Institutional Consulting Program
• Senior Portfolio Manager

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Greg has over 25 years of financial services experience, 15 of which have been with UBS. Greg analyzes, designs and implements financial and wealth planning strategies for clients based on their individual circumstances. Greg has a background in business, investment banking, estate planning and law. He is a Portfolio Manager within the UBS Portfolio Management Program.

Prior to joining UBS, Greg worked for three years at Merrill Lynch Global Private Client as a private wealth manager and two years at AXA Advisors, focusing on sophisticated financial and estate planning. In addition, Greg has nine years' experience in law, serving as general counsel in investment banking on Wall Street; two years in a private practice; and three years in the District Attorney's office.

Greg received his J.D. from Seton Hall University School of Law, his B.A. in political science with a minor in economics from Montclair State University, and studied abroad in Tuscany, Italy, at the University of Siena. He subsequently earned his Series 7, 24, 31, 63 and 65 securities licenses, as well as life and health insurance professional licenses. Greg is also one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients. Although he does not currently practice law, he is a member of the American Bar Association and admitted to the Bar in New Jersey and the United States District Court. Greg and his wife, Michele, make their home in Chatham, NJ, with their son, Troy.

• Seton Hall University School of Law, J.D.
• Montclair State University, B.A. in Political Science with a Minor in Economics
• University of Siena

• Institutional Consultant, UBS Institutional Consulting Program
• Portfolio Manager
• Wealth Advisor

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Peter joined UBS in June 2000 as a Client Service Associate to a Portfolio Management Program team. He has over 23 years of financial services experience with the confidence and ability to serve a diverse client base. Peter’s responsibilities involve maintaining the discretionary trading platform, real estate financing and financial planning for The Poppo Group clients. He creates customized financial plans to help each client quantify their financial goals and analyze their financial situation. Before becoming a Financial Advisor, Peter was an Assistant Operations Manager, Branch Control Officer, with an Associate Director title. Peter received a B.S. from Emerson College in Boston, MA. He holds the Series 7, 9, 10 and 66 securities licenses as well as life and health insurance licenses.

A New York City native, Peter is active in his community as a board member of the Stanley M. Isaacs Neighborhood Center in Manhattan and President of the New York Croquet Club.  He enjoys attending NY Knicks games with his daughter.

• Emerson College, B.S.

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Tom has worked in the investment industry for the last 25 years, 21 of which have been with UBS. His primary role with The Poppo Group is to oversee all operational and administrative functions including daily account and managed portfolio monitoring. Prior to joining the team, Tom served eight years as Operations Manager for the Florham Park Complex, where he was responsible for supervising the operations of three different branch locations in New Jersey.

Tom, who was awarded the title of Associate Director for his outstanding service to the firm, holds the Series 7, 9, 10, 63 and 65 securities licenses. Tom lives with his wife, Jessica, and daughters, Julia and Amelia, in West Orange, NJ.

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Joe joined The Poppo Group in 2022 after working as a Financial Advisor at the UBS Wealth Advice Center for 5 years. His role on the team includes a wide array of responsibilities such as operational oversight, investment research, portfolio analysis & construction, and financial planning.

Joe is actively pursuing the Chartered Financial Analyst (CFA) designation as a current Level II Candidate. He graduated from the Leon Hess Business School at Monmouth University in New Jersey where he received a B.S. in Finance. He holds his Series 7 and 66 securities licenses. Joe resides in Jersey City and is originally from Long Island.

• Monmouth University, B.S. in Finance

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Peter joined The Poppo Group in 2018, after interning with the team in the summer of 2017. He serves as the team analyst for new and existing public third party investment products and solutions. Peter is responsible for overseeing all of the team’s customized portfolio reviews and presentations. Building upon his financial planning expertise, Peter obtained the Certified Financial Planner (CFP®) designation in August of 2021. He regularly performs suitability and due diligence screenings for our clients and is instrumental in facilitating day-to-day operations.

Peter graduated magna cum laude from the University at Albany with double majors in Business Administration and Financial Market Regulation with concentrations in Finance and Information Technology Management. holds his Series 7 and 66 securities licenses. Peter resides in Manhattan and is originally from Roslyn, New York. 

• University at Albany, Business Administration and Financial Market Regulation with concentrations in Finance and Information Technology Management

• CERTIFIED FINANCIAL PLANNER™

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Michael joined The Poppo Group in 2019 and has three years of financial services experience. His main role as a product and equity analyst is to assist with constructing, analyzing, and reviewing the customized financial plans for our clients.  He also assists in the group's day-to-day operations.

Michael graduated from Trinity College in 2017 with a major in economics. He was a member of Trinity's soccer team and volunteers for several sports-focused nonprofits in the tri-state area. He enjoys playing golf, participating in soccer leagues around NYC and attending hockey games.

• Trinity College, Economics

• CERTIFIED FINANCIAL PLANNER™

Anna has 22 years of financial services experience. She joined UBS in 2006 after having worked at Merrill Lynch for six years.  Anna’s responsibilities include resolving administrative matters and assisting clients with their cash management needs. She knows how to best utilize the vast resources that UBS has to offer its clients.

Anna graduated from Rutgers University with a B.S. in marketing from Rutgers Business School.

• Rutgers Business School, B.S. in Marketing