From its toughest challenges to its greatest successes, financial services has been Linda’s career and passion since 1985. Linda is skilled at integrating her discipline, methodical approach and focus in order to problem solve on behalf of her clients. As a Senior Institutional Consultant who joined UBS in 1996 from Oppenheimer & Co., Linda offers unique insight and expertise—as well as a specialized focus on advising multijurisdictional pension plans—to institutional clients, including pension plan fiduciaries, corporate investment committees, foundations and endowments. She also works closely with private clients in helping them plan and develop their philanthropic legacies.

A Certified Investment Management Analyst (CIMA®) and a member of the Investments & Wealth Institute®, Linda has also earned the Investments & Wealth Institute® Foundations and Endowments certificate in conjunction with The Wharton School, University of Pennsylvania. She is a distinguished member of the UBS Pinnacle Council, a select group comprised of the firm’s most influential Financial Advisors and the Manager Research Advisory Committee.  In 2016, 2017 and 2018 she was recognized as a Financial Times Top 401 Retirement Advisor.  In 2019, she was recognized as a Forbes Top Women Wealth Advisor. 

Linda received her B.B.A. in international business from Hofstra University.  She lives in Manhattan with her husband, John and son, Peter.

Registered States:
AZ, CA, CO, CT, DC, FL, IA, IL, MA, MD, ME, MI, MN, NC, NJ, NV, NY, PA, SC, TX, VA, VT, WV

Although he was always attracted to the dynamics and energy of Wall Street and studied finance in college, the ability to make a difference in people’s lives is what ultimately led Greg to start his financial services career in 1987. He readily builds relationships with individuals, families and institutional clients alike as they work to achieve a range of personal and professional objectives. Greg’s highly personalized approach—with an emphasis on trust, estate and wealth transfer services—instills confidence as he combines the attentiveness and flexibility of a boutique firm with the global strength and rigor of the world’s leading wealth manager.

Greg joined UBS in 1997 from Oppenheimer & Co. and has earned firm-wide recognition as a distinguished member of the elite Chairman’s Council of Advisors. He is also a member of UBS Institutional Consulting Services, which provides expertise for endowments, foundations and a broad range of institutional clients. In addition, he holds the Certified Investment Management Analyst designation (CIMA®) and is also a member of the Investments & Wealth Institute®. Greg graduated from the University of Rhode Island with a B.S. in business finance and marketing.

Registered States:
CA, CT, FL, MA, ME, NJ, NY, PA, RI, SC, TN, TX

Gail began her financial services career with the Park Avenue Institutional Consulting Group in 1997 as an Investment Associate. Today as an Investment Analyst, she works closely with the team to provide performance reporting, manager research and analytics to foundations, endowments, retirement plans and private clients. Gail has earned the Certified Investment Management Analyst Designation (CIMA®). She received a B.A. in public relations from Oswego University in 1996.

Registered States:
CA, CT, FL, MA, ME, MI, MN, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VT

Diana brings more than 20 years of industry experience to the Park Avenue Institutional Consulting Group, as well as an extensive background in risk and operations management. She works closely with the team on servicing the accounts of foundations, endowments, retirement plans and private clients. Diana received a B.B.A. in finance from Baruch College in 1992. She also holds the Series 7 and 66 securities licenses.

Registered States:
CA, CT, FL, MA, ME, MI, MN, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VT

Alison graduated from Baruch College in 2003, magna cum laude, with a bachelor's degree in finance and a minor in English literature. She began her career at Bank of America Merrill Lynch in 2003, where she focused on equity derivatives and joined UBS in 2012. Alison holds her Series 7 and 66 securities licenses, insurance license, and is a CERTIFIED FINANCIAL PLANNERTM practitioner. Her hobbies include running and volunteering with the New York Junior League.

Registered States:
CA, CT, DC, FL, IL, MA, MD, MI, NJ, NY, PA, TN, TX, VA

Joe focuses on assisting clients with investment analysis and portfolio construction for the Park Avenue Institutional Consulting Group. Joe joined UBS in 2015 as a member of the Graduate Talent Program, a two-year analyst program designed to give exposure to all of the different resources at UBS. He then worked as a financial planner where he developed personalized plans to help clients meet their long-term financial goals, and most recently as the Assistant Market Head, where he helped Financial Advisors utilize the vast capabilities of UBS to best serve their clients. Joe graduated from Villanova University with a Finance and Accountancy double-major and a Real Estate minor and is currently a Level II Chartered Financial Analyst ® (CFA) candidate.

Registered States:
CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, ME, MI, NJ, NY, OK, PA, RI, SC, TN, TX, VA, VT