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Insight Grounded in Experience
Noah joined UBS in 2008 as a founding member of Mogul Financial Group. Noah has been helping families strategize and implement their wealth creation, retirement and transition plans since the early 2000s. 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. He creates meaningful, positive outcomes through a unique life and wealth planning approach for his clients. Noah has completed UBS's Wealth Advisor Program.
Credentials that build Confidence
Noah was appointed to UBS Director's Council from 2015 through 2018. Most recently, Noah was named as a Forbes Best-in-State Advisor for 2019. Noah graduated from American University's School of Public Affairs with a BA in Political Science. Noah prides himself on his honest transparent communication style with his clients.
Outside of UBS
Noah has been a resident of Park City, UT for 25 years. He and his wife Jami enjoy spending time with their 4 children. When Noah is not in the office, you can find him adventuring in the Wasatch mountains. Noah spends a great deal of time giving back to the community through a variety of non-profit organizations including: the Park City Historical Society, The Egyptian Theatre and Summit County Search & Rescue.
AZ, CA, CO, CT, FL, GA, HI, ID, IL, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WY
Glen R. Mintz
Managing Director - Wealth Management
Senior Portfolio Manager
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Insight grounded in experience An industry veteran since 1991, Glen is a co-founder of Mogul Financial Group, and a UBS Managing Director, a title reserved for a handful of business leaders around the globe.
As a Senior Portfolio Manager, 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 Financial Group. Having in-house management helps address the mystery of investing for Mogul's clients. Before joining UBS 2008, he was a Senior Managing Director of Bear, Stearns & Co. Inc. Prior to that Glen was a broker at Tucker Anthony.
Credentials that build confidence Glen has received numerous accolades from prominent publications, including Financial Times Top 400 Advisors in the United States in 2015&2016; Barron's Top 1,000 Financial Advisors in 2013; Barron's Top 1,200 Financial Advisors in 2014, 2015, 2016, 2017,2018 and 2019.
Glen is a UBS Pinnacle Council member, a designation earmarked for the firm’s most accomplished advisors. Glen maintains his Series 7, 63 and 65 securities licenses.
Outside of UBS
Glen holds a BA in Political Science from the University of Wisconsin. Glen is an avid golfer and tennis player. He is also an active member in his community supporting multiple non-profits alongside the other Mogul partners.
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
Gregory Golding, CIMA®, CWS®, CFS®, RMA
Insight grounded in experience
Greg started his career with PaineWebber in 1989, which was later acquired by UBS in 2000. Greg co-founded Mogul Financial Group and is a Senior Vice President–Wealth Management as well as a Senior Managed Accounts Consultant, focusing on institutional money managers. He has served on the UBS IRA Rollover Advisory Council as well as the Investment Consulting Services Advisory Council. Greg's focus is on retirement and consulting services, lending and insurance solutions.
Credentials that build confidence
Greg holds a degree in Economics from Tulane University in New Orleans. He 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 received his Retirement Management Advisor certification from the Investment and Wealth Institute. Greg maintains his Series 7, 63 and 65 licenses as well as his state Insurance License.
Greg has received numerous accolades from prominent publications. In 2006, he was recognized by Wall Street Magazine as a Top 40 Advisor Under 40; Barron's Top 1,000 Financial Advisors in 2010 & 2011; Barron's Top 1,200 Financial Advisors in 2015, 2018 & 2019.
Outside of UBS
Greg is an active member of the Park City community. He sits on the Board of multiple non-profits that are near to his heart. He enjoys spending time at his home in Park City with his 3 dogs, as well as making trips Arizona to spend time with family.
AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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.
AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, TN, TX, UT, VA, WA, WI
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.
AZ, CA, CO, CT, FL, ID, LA, MA, MN, NJ, NV, NY, OK, TX, UT, WA, WY
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.
CO, MD, UT