Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Frank J. Coiro, CIMA®

Senior Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
212-626-8595
frank.j.coiro@ubs.com

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Frank is the managing partner of Coiro | Glickstein Wealth Management and has over 28 years of experience in the financial services industry. Before joining UBS, he held senior positions with Morgan Stanley and CIBC Oppenheimer. UBS is the largest wealth manager in the world; allowing Frank to leverage his experience and strategy in an open architecture system supported by sophisticated resources and a global perspective. His practice is targeted towards serving a diverse client base of elite professionals, entrepreneurs, wealthy families, and institutions.

Frank is one of only 100 Institutional Consultants at UBS out of 7,000 advisors, which is a select group who provide investment advisory services to corporations, private and public retirement plans, Taft-Hartley plans, municipalities, foundations, and endowments. He earned his Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business, University of Pennsylvania in 2001 and is a member of the Investment Management Consultants Association (IMCA).

Frank earned his Bachelor of Business Administration in economics from Pace University. He maintains residences in Manhasset, Long Island, and the Upper East Side, with his wife Carolyn and son Frank Jr. He is an avid golfer and active member of Manhattan Woods Golf Club.

Licenses: NASD 7, 31, 63 & 65 securities licenses, Life, Health, Variable Annuities & Long Term Care Insurance


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, WA


Lawrence A. Glickstein

Senior Vice President - Wealth Management
212-626-8596
lawrence.a.glickstein@ubs.com

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Larry is the co-founding partner of Coiro | Glickstein Wealth Management. He has over 25 years of experience in the financial services industry and began his career in public accounting at Clarfeld and Co. LLP, in the Personal Financial Planning group. He transitioned into wealth management with Legg Mason in 1994, followed by 15 years with Morgan Stanley before joining UBS. His experience and knowledge are instrumental to the team’s core strategy and overall practice. In addition, he focuses on equity and fixed income investments that complement a comprehensive approach to help meet his client’s financial objectives.

Larry earned his Bachelor of Science in accounting from Pennsylvania State University. He resides in Scotch Plains, NJ, with his wife, Stacey, and their three children, Danielle, Brandon and Alyssa. He is an avid tennis player and virtually impossible to stump in sports trivia.

Licenses: NASD 7, 31, 63 & 65 securities licensed, Life, Health, Variable Annuities & Long Term Care Insurance Licensed


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, WA


Brian D. Frey

Financial Advisor
212-626-8597
brian.frey@ubs.com

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Brian is the newest partner of Coiro | Glickstein Wealth Management and has over 10 years of experience in the financial services industry. With a background in comprehensive wealth planning, risk management, and banking and lending, he is a key asset to the team. He leads the team’s new business development and marketing initiatives as well as the liability management of our ultra high net worth clientele.

Brian earned his Bachelor of Science in marketing from York College of Pennsylvania. He is a native of Manalapan, NJ, and resides in Gramercy Park with his wife Amy and daughter Addison. In his spare time, he is an avid tennis player, enjoys golfing, snowboarding, and exploring new restaurants in Manhattan.

Licenses: NASD Series 6, 7, 31, 63 and 66 securities licenses, life, accident, health, variable annuities and long-term care insurance


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, WA


Megan S. Grehan

Financial Advisor
212-626-8594
megan.grehan@ubs.com

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Megan is the newest member of Coiro | Glickstein Wealth Management. She joined the team as a Financial Advisor in in 2016. Before entering the financial services industry, Megan was a professional golfer competing on the LPGA, the Ladies European, and the Symetra Tours. She has competed in four U.S. Women's Opens, three of which were before the age of eighteen.

Megan earned her Bachelor of Science in human and organizational development from Vanderbilt University with a minor in corporate strategy. She was a member of the Division 1 golf team and was also the first four- time Academic All-American golfer at Vanderbilt. Megan is a native of Mamaroneck, NY and currently resides in Rye, NY. 

 Licenses: NASD Series 7 and 66 securities licenses


Registered States:
CA, CT, FL, MA, NC, NJ, NV, NY, OH


Michael S. Ross

Senior Wealth Strategy Associate
212-626-8599
michael.s.ross@ubs.com

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Michael has been with Coiro | Glickstein Wealth Management since 2010 and has over nine years of experience in the financial services industry. He is responsible for handling many facets of the team’s investment consulting, which includes investment analysis and suitability, manager search and selection, and compiling portfolio reviews and performance reports. He also handles administrative matters, supports team operations and is responsible for the group’s financial plans and cash flow analyses.

Michael earned his Bachelor of Business Administration with a concentration in finance from The University of San Francisco and was a Division 1 soccer player. He is a native of Scottsdale, AZ, and resides in the Upper East Side.

Licenses: NASD Series 7 and 66 securities licenses


Registered States:
CA, CT, FL, MA, ME, NJ, NY, PA, UT


Katia J. Delgado

Katia is a Client Service Associate with over 20 years of experience in the financial services industry, all of which have been with UBS and its predecessor firms. She joined Coiro | Glicksteiin Wealth Management in 2017 and is responsible for handling the team’s multifaceted operations and coordinating the group’s overall day-to-day administration. She is the lead service provider for our relationships and maintains up-to-date knowledge of firm resources, policies and procedures.

Katia resides in Chester, NY with her husband Sam, who also works for UBS, and is a very proud mother of four boys and two girls. In her free time she enjoys reading, music and being active in her children's extra-curricular activities.

Licenses: NASD 7 and 66 securities licenses

 


Registered States:
CT, FL, NJ, NY, PA