Advice Built on experience
Greg serves as a Financial Advisor at UBS. In this role, he functions as relationship manager, financial planner and private banker . Greg delivers value-added advice around investment management, brokerage, risk mitigation, banking services and wealth planning for his clients. He strives to be his client's trusted financial advisor. Greg has served in the Wealth Management Industry for the past twenty-two years. He also is accredited with his CFP®, his Masters Degree from Case Western Reserve and his undergraduate degree from Ohio University.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Wealth Management |
Pepper Pike, OH |
October 2011 - Present |
Fifth Third Bank |
Vice President - Wealth Management Advisor |
Cleveland, OH |
September 2009 - October 2011 |
PNC Bank |
Vice President - Client Advisor |
Cleveland, OH |
May 2003 - September 2009 |
MAI Wealth Advisors |
Senior Associate |
Cleveland, OH |
June 1998 - April 2003 |
Chess Financial Corp |
Associate |
Pepper Pike, OH |
October 1994 - April 1997 |
Registered States:
DC, FL, IL, MO, NC, NY, OH, PA, TN, TX, WA, WI