Experience Makes all the difference

Employing a comprehensive, yet focused approach to your financial situation, we provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Achievements

Glen Mintz is named one of the Top 400 advisors in United States by Financial Times in February 2015 & 2016.

Glen Mintz is named one of the Top 1,200 advisors in the United States by Barron's Magazine in February 2013, 14, 15, 16, 17 & 18.

Greg Golding is named one of the Top 1,200 advisors in the United States by Barron's Magazine in February 2010, 11, 15 & 18.

Noah Levine is named to Forbes Best-in-state Advisor, Utah by Forbes 2019

Noah Levine is named to UBS Directors Council in January 2015, 16 & 17.

Mogul Financial Group is recognized as one of Utah's Premier Advisors in the Utah Business Magazine in 2012 & 13.

Greg Golding is recognized as one of the Top 40 Advisors under the age of 40, by Wall Street Magazine in 2006.

Glen R. Mintz

Managing Director - Wealth Management
Senior Portfolio Manager
435-615-7169
glen.mintz@ubs.com

Glen R. Mintz is a Senior Portfolio Manager and Pinnacle's Club Member with UBS. In February of 2013, Glen Mintz was recognized by Barron's Magazine as one of the Top 1,000 Advisors in the United States. Prior to joining the firm in July 2008, he was a Senior Managing Director of Bear, Stearns & Co. Inc. Glen is an equity Manager with particular focus in the GARP (Growth At a Reasonable Price) style of investing. He helps oversee $1 billion in client assets and is responsible for research & trading inquiries for Mogul. Prior to joining Bear Stearns in 1996 he was a broker at Tucker Anthony. Glen received a BA in Political Science from the University of Wisconsin. Glen and his two kids live in Park City, UT.


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


Gregory Golding, CIMA®, CWS®, CFS®

Senior Vice President - Wealth Management
Senior Managed Accounts Consultant (SMAC)
435-615-7169
gregory.golding@ubs.com

Greg started his career with PaineWebber in 1989, which was subsequently purchased by UBS in 2000. Greg is a Senior Vice President–Wealth Management. He has served on the firm’s IRA Rollover Advisory Council as well as the Investment Consulting Services Advisory Council. Within the Mogul team, Greg focuses on retirement and consulting services, lending and insurance solutions. Additionally, he is a Senior Managed Accounts Consultant, focusing on institutional money managers. He holds a degree in economics from Tulane University in New Orleans. Greg earned his Certified Investment Management Analyst® (CIMA®) designation from The Wharton School in 2002, a Certified Wealth Strategist® (CWS®) designation from Cannon Financial Institute in 2014 and in February 2016, he earned a Certified Fund Specialist® (CFS®) designation from the Institute of Business and Finance. He was recognized by Barron’s as one of the nation’s Top 1,200 Financial Advisors in 2015, 2011 and 2010. In 2006, he was also recognized by On Wall Street magazine as a Top 40 Advisor Under 40.


Registered States:
AZ, CA, CO, DC, FL, GA, HI, ID, IL, KS, LA, MA, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WY


Noah Levine

Senior Vice President - Wealth Management
435-615-6891
noah.levine@ubs.com

Noah Levine has been helping families strategize and implement their wealth creation, retirement and transition plans since the year 2000.   Covering areas of Wealth Management that are commonly overlooked, Noah brings a seasoned and detailed eye to help guide clients through the complexities of personal finance.   Noah joined UBS in 2008 and is a founding member of Mogul Financial Group.   In 2015 Noah was appointed to UBS Director's Council.   Noah graduated from American University's School of Public Affairs with a BA in Political Science.   He is a 20+ year resident of Park City, UT where he and his wife spend time raising their children and giving back to the community through a variety of non-profit organizations.  


Registered States:
AZ, CA, CO, FL, GA, HI, ID, IL, LA, MA, MI, MO, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, WA, WY


Laureen M. Brandin

Wealth Management Associate
435-252-3825
laureen.brandin@ubs.com

Laureen started in the securities business in 1982 at Tucker, Anthony & R.L. Day and Mosely, Hallgarten, Estabrook & Weeden in New England, supporting the branch managers and also serving as branch administrator. She joined UBS, Mogul Financial Group in 2008 and holds series 7, 63 and 65 licenses. She provides support to the team in all areas of client relationship management, maintenance of discretionary managed portfolios and trading.  Her background for providing excellent high level customer service to clients include high tech sales, customer service in the travel and ski business in the US and Europe as well as fourteen years as a business owner, design/build and property manager.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA, WI


Brandon Thomas Little

Wealth Strategy Associate
435-252-3833
brandon.little@ubs.com

Brandon joined the Mogul Financial Group at UBS in 2017 as a Wealth Strategy Associate.  Brandon primarily focuses on designing and implementing financial plans, fixed income strategies, equity research and trading.  Prior to joining UBS, he spent a number of years as a financial consultant for North Star Resource Group.  He holds a degree in finance from Augsburg College in Minneapolis, where he also played on the men's basketball team. 


Registered States:
AZ, CA, CO, FL, LA, MN, NV, NY, TX, UT, WA


Sydney Thorson

Registered Client Service Associate
435-252-3828
sydney.thorson@ubs.com

Sydney Thorson is a Client Service Associate with UBS. She started at UBS in November of 2017 and holds a series 7 license. She grew up in Tucson, Arizona and graduated from Northern Arizona University with a Bachelor of Science in International Hospitality Management and a Minor in Spanish. Prior to working in financial services, she spent a number of years in the hospitality industry with companies including Montage Hotels & Resorts and Four Seasons Hotels & Resorts.


Registered States:
CO, UT