Greg is the Market Head for the UBS Wealth Management Chicago Market that includes offices in Downtown Chicago, Northbrook, Oakbrook, Barrington, Naperville, and Madison and Milwaukee Wisconsin.
Professional History
Greg joined UBS in April 2016 and is a Managing Director and Market Head. Prior to joining the firm he spent the previous 28 years at Merrill Lynch where he began as an Operations Manager and held numerous roles to include 14 years as a Financial Advisor, Resident Director, Regional Sales Manager in Dallas, TX, Complex Director in Tulsa, OK, and Managing Director in Cincinnati and Dayton, OH, Indiana, and Boston, MA.
Education
Greg received his Bachelor of Business Administration in Accounting and Finance from the University of Cincinnati and his Masters of Business Administration from Xavier University.
Community Involvement
Greg is and has been involved in many charities over the years to include being a Board Member of United Way Boston, Girls and Boys Clubs, Junior Achievement, and Special Olympics. Currently, he is a Trustee on the St. Xavier High School Board of Trustees; he heads the Endowment Investment Committee, and recently led the search committee for a new President for the Jesuit High School.
t for the Jesuit High School.
Registered States:
AR, CA, DE, FL, GA, IL, IN, MA, MI, MN, NC, NY, OH, TX, UT, WI