Experience That inspires confidence

Greg Hotchkiss is a Senior Vice President of Wealth Management at UBS. Greg works directly with clients to help them manage their financial lives through prudent investment, financial modeling, and sound advice. A focus on capital preservation, risk-managed growth strategies, and a "pessimistic optimists' view" have contributed to his success in the face of numerous market corrections and recessions over his 30+ year career. Investment in analytic tools (e.g. Bloomberg, and FactSet) many advisors are unwilling to make provide the team with a tremendous perspective on the markets.

Greg is a Certified Investment Management Analyst® certificant – earned through coursework by The Wharton School. He also holds the Chartered Retirement Plans SpecialistSM designation.

In his free time you'll find Greg enjoying many outdoor activities including mountain biking, skiing, and camping. He can also be found fabricating items out of both metal and wood in his shop, and enjoying time with family and friends.

Accomplishments

  • Chartered Retirement Plan Specialist (CRPS®)

Education

  • Certified Investment Management Analyst (CIMA®) - Wharton Business School

Licenses

  • Series 7, General Securities Representative
  • Series 31, Managed Futures Representative
  • Series 63, Uniform Securities State Agent and Series 65, Investment Advisor Representative
  • State of Washington, Long Term Care Insurance Licensed
  • Life, Health, Variable Life Insurance and Variable Annuity Licensed: AZ, CA, ID, MO, MT, OR, WA

Registered States:

AZ, CA, CO, CT, DC, FL, IA, ID, MD, MI, MT, ND, NJ, OR, TX, UT, WA