Meet our team | Executive Wealth Consulting Partners | Hartford, CT

Experience Makes all the difference

EWC Partners was formed to provide comprehensive, fee based financial planning services to our Corporate Executive clients. Founded by William Greco, Managing Director, and a Barron's Top 100 Advisor each year since that list's inception; Robert E. Lane, Executive Director-Wealth Management; and Doug Bonaquist, Executive Director; EWC Partners leverages the planning experience of our senior advisors with the resources of UBS, the world's foremost wealth management firm. We provide a fully integrated, ongoing, proactive financial counseling relationship.

During our planning engagement, we'll review how your company provided benefits can be used most effectively, and evaluate how your equity compensation fits into your overall financial plan. We'll take the time to fully understand your family, business and personal priorities, and make certain that your risk management, personal estate planning, liabilities, and personal wealth management all reflect those priorities. Our Nationwide team of Advisors, Wealth Planning Analysts, and Service Associates draw upon the resources of our firm to provide a uniquely tailored comprehensive advisory relationship, and enable us to become your valued partners. Our collaboration with your personal tax and legal advisors ensures that all of your financial decisions receive a full 360 degree view, and give you that most highly sought after financial goal: peace of mind.

William J. Greco

Managing Director - Wealth Management
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860-727-1515

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Robert E. Lane, CPWA^®

Executive Director
Branch Manager
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518-745-5500
800-526-3763

Registered States:
AZ, CA, CT, DC, FL, IL, KY, MA, MI, NC, NJ, NV, NY, OH, PA, RI, TN, TX, VT, WA

Doug Bonaquist

Executive Director
214-883-1891

Doug started his career in the financial services industry in 1999.

Prior to joining UBS, Doug was the Vice President of National Sales and Marketing at Ayco, a Goldman Sachs company. Ayco is a financial services company that operates within the Private Wealth Management division of Goldman Sachs. Doug spent eleven years there, starting as a financial planner, professional speaker and then a marketing professional.

Doug joined UBS in 2010. Doug has held progressive positions within UBS, including; Executive Director of the Western Region's Leadership Team, Head of Corporate Development and currently Executive Director-Wealth Management and Financial Advisor. Doug enjoys being part of a Financial Planning team working with the complicated and sophisticated planning needs of our entrepreneurs, physician and executive clients. Doug and his partners provide comprehensive financial planning services to their clients. The team has a deep understanding of: estate planning, tax, insurance products, company benefit plans, and investments. The teams' ultimate goal; bringing the firm's global resources to the client in an efficient manner, saving the client valuable time, and money and leading to wealth preservation.

Doug earned his Bachelors degree from Siena College in Albany, NY where he majored in Management and Marketing. He holds his Series 7 and 66 securities licenses, and lives with his wife Lisa and two daughters in Saratoga Springs, NY

Andrew Noone, CFA

Senior Vice President - Wealth Management
Chartered Financial Analyst®
214-316-2333

David Folmnsbee

Senior Vice President - Wealth Management
214-981-0578

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Jannah Devine

Senior Vice President - Wealth Management
949-453-5123
949-514-1174

James Talbot

Senior Vice President - Wealth Management
847-498-7797

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NJ, NY, OH, SC, TX, WI

Richard "Rick" Davis

First Vice President - Wealth Management
Portfolio Management Program Financial Advisor
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248-637-0220

Registered States:
AZ, FL, GA, IL, MA, MD, MI, MN, NJ, NY, OH, PA, TX, UT, WA, WI

Katelyn Tanner Greco

Financial Advisor
860-727-4649

David Wolke

Senior Wealth Strategy Associate
847-498-7787

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NE, NJ, NY, OH, PA, TX, WA, WI

Nicholas Paul Moura, CFP^®, AWMA^®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
203-291-1076

Nicholas Moura is a Wealth Planning Analyst supporting EWC Partners. In that role Nick supports our advisors and their clients through the development of goal based and cash flow based financial plans. He is our subject matter expert on the software programs we use to develop those plans, and serves as an integral link to our UBS resources in the Advanced Planning Group, the Portfolio Advisory Group, our Public Policy Group, and the substantial other resources that the world's leading wealth manager offers to clients.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Catherine D. Santangelo

Senior Client Service Associate
860-727-4602