Gregory H. Marcus, CFP®
For the past 18 years, Greg has helped ultra-high net worth families navigate some of the most challenging and volatile financial times in generations. Greg focuses on the protection and continued prosperity of the intimate client base that he serves. His approach to portfolio management is grounded in investment analysis, independent research and thorough due diligence. Prior to joining UBS, Greg was a Senior Vice President at Morgan Stanley in their Wealth Management division. He worked with a select number of affluent families, aiding their complex investment needs. Greg earned a B.A. from the University of Michigan and an MBA in Finance from the University of Maryland. Greg is a Certified Financial Planner and is recognized as a member of the UBS Pinnacle Council, an elite group of the top 1% of advisors at the firm. Greg lives in Bethesda, MD with his wife, Jaime, their son, Holden, and their daughter, Halston.
AK, AL, AZ, CA, CO, DC, DE, FL, GA, HI, IL, LA, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OK, OR, PA, TN, TX, VA, VT, WA, WI, WV, WY
Whereas most financial advisors spend their entire careers selling to clients, Jared brings a unique perspective to this business. Within his 20 years of experience, he spent 2005-2010 as the Chief Investment Officer of the Bajaj Family Office, sitting, for those turbulent years, in the client seat. In that role, Jared evaluated hundreds of investment opportunities and navigated a large and complex portfolio through the Financial Crisis of 2008. That experience, in addition to his years at JPMorgan Private Bank (1999-2005), honed the fiduciary lens through which Jared selects investments for his clients at UBS. Jared is a graduate of the Walsh School of Foreign Service at Georgetown University with a concentration in Security Studies. He is an instrument-rated private pilot and serves on the board of Congregation Etz Hayim. He lives in Arlington with his wife, Mary, his daughter, Mary Estelle, and his sons, Daniel and Simon.
AK, AL, AZ, CA, CO, DC, DE, FL, GA, HI, IL, LA, MA, MD, MI, MN, NC, NJ, NV, NY, OK, OR, PA, TN, TX, VA, VT, WA, WI, WV, WY
David has spent the past two decades as a fixed income portfolio manager and Head of Family Office. David began his career at Bear Sterns and Braver Stern, two renowned firms in the bond industry. He later joined Petra Capital, a credit focused hedge fund, and then Burnham Securities. David brings to the team a deep understanding of credit markets, real estate financing, and bond structures. In 2008 David became Head of the Stern Family Office, overseeing all family assets and guiding the principals' strategic investment plan. David's thorough command of the complex needs of ultra-high net worth families enables him to develop innovative solutions for his clients. David joined UBS in 2016 in order to bring his clients the deep investment platform and broad services offered at UBS Private Wealth Management. David attended Washington University in St. Louis and earned his degree from the NYU Gallatin School with a concentration in Business. David serves on the Board of Directors of the New York Chapter of the American Jewish Committee. A Manhattan native, David resides there with his wife, Heather, and their two children.
AK, AZ, CA, CO, DC, FL, GA, MA, MD, MN, NC, NJ, NV, NY, OK, OR, PA, TN, TX, VA, VT, WA, WV, WY
Colleen has a decade of experience catering to the financial needs of ultra-high net worth families, foundations, and institutions. She has held a variety of positions in private wealth management which enables her to bring a broad perspective to each client engagement. In her current role, she focuses on investment analysis, performance reporting, and structuring solutions to meet clients’ needs. Colleen is also a CFP® and manages the financial planning process for our team. Prior to joining UBS in 2010, she was an Associate in Morgan Stanley’s Private Wealth Management division. Colleen received a B.A. in Economics from Georgetown University where she also earned her Executive Certificate in Financial Planning. She lives in Bethesda, MD. with her husband and two daughters.
AK, AZ, CA, CO, DC, DE, FL, GA, MA, MD, MN, NC, NE, NJ, NY, OK, OR, PA, TN, TX, VA, WA, WV, WY
Blake supports the team with asset management and investment responsibilities. He leverages the tools, research, and analytics of UBS and its wealth management specialists for the benefit of our clients. Blake's primary responsibilities include executing trades, developing customized asset allocation strategies and investment solutions, overseeing performance reporting and portfolio attribution, conducting market research, and preparing support materials and portfolio analysis for client reviews.
Prior to joining UBS in 2013, Blake provided trade support for the equity and fixed income trading desks at Calvert Investments in Bethesda, Maryland.
Blake was born and raised in Chicago, Illinois. He graduated from the University of Michigan, Ann Arbor, earning a B.A. in history and philosophy. He holds the Series 7 and 66 securities licenses and is a Chartered Financial Analyst.
Blake lives in Annapolis, MD with his wife and four children.
AK, AZ, CA, CO, DC, DE, FL, GA, IA, MA, MD, MI, MN, MS, NC, NE, NH, NJ, NV, NY, OK, OR, PA, TN, TX, VA, WA, WV, WY
Reilly assists the team with portfolio management, including market research, manager due diligence, performance analysis and reporting. Reilly is responsible for preparing customized client reports as well as support materials for portfolio reviews.
Prior to joining UBS, Reilly was a consultant for the Logistics Management Institute in support of the U.S. House of Representatives and the Department of Health and Human Services.
Reilly holds Series 7 and 66 securities licenses and earned his B.S. in Finance from the University of Pittsburgh.
AK, AZ, CA, CO, DC, FL, MD, MN, NJ, NY, OK, OR, TX, VA, WV, WY
Emily joined Marcus Hendler Stern in 2015 from the UBS Wealth Management office in Portland, Oregon. Emily began her career at Morgan Stanley in 2011, and she has dedicated herself to providing exceptional, friendly service. Her depth of experience within UBS allows her to access the firm’s resources to provide the type of service experience discerning clients expect from Private Wealth Management.
Emily holds Series 7 and 63 securities licenses and earned her undergraduate degree from Portland State University in 2009.
AK, CA, DC, FL, GA, MA, MD, MN, NC, NJ, NY, OK, OR, VA, WA, WV, WY
AK, CA, DC, FL, GA, MA, MD, MN, NC, NJ, NY, OK, VA, WA, WV, WY