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 is a devoted father of two. He holds a BA in Political Science from the University of Wisconsin.  Glen proudly supports multiple local non-profits alongside the other Mogul partners.

Registered States:
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

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 (RMA) designation 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 and enjoying numerous mountain activities.

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

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.

Registered States:
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

Insight grounded in experience

An industry professional since 2000, Jeff brings a wealth of knowledge and skills to the Mogul Financial Group team.  Before joining UBS 2008, Jeff was in Private Client Services at Bear Stearns & Company Inc. In 2008 he joined UBS Financial Services, Inc. as an Investment Associate. Jeff specializes in equities and fixed income products, and excels in his role as Head Trader for Team Mogul. 

Jeff provides his clients a wealth of industry knowledge, as well as a strong passion and commitment to consistent client service.  He focuses on providing his clients with investment strategy that meets their individual investment needs and goals. Jeff is passionate about keeping his clients informed, and provides monthly performance reports and frequent  portfolio reviews.

Credentials that build confidence

Jeff holds a BA in Finance from Ithaca College where he also played D3 Football, as well as an MBA in Investment Management from Drexel University. He has over 20 years of industry experience, including 17 years as Team Equity Portfolio Trader and 15 years as a Financial Advisor.

Jeff maintains his Series 7, 63 and 65 securities licenses.

Outside of UBS

In Jeff's free time, you can find him spending time with his wife and two children.  Jeff enjoys waterskiing, snow skiing, coaching youth basketball, and traveling with his family.

Registered States:
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, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Laureen joined UBS’s Mogul Financial Group in 2008, having begun her career in the securities business in 1982 at Tucker Anthony and Moseley, Hallgarten, Estabrook & Weeden in New England. She provides support to the team in all areas of client relationship management, maintenance of discretionary managed portfolios and trading. Her background for providing high-level service to clients includes high-tech sales, client service in the travel and ski business in the US and Europe, as well as 14 years as a business owner, design/build and property manager. Laureen maintains her Series 7, 63 and 65 securities licenses.

Laureen enjoys the active Park City lifestyle and loves spending her free time with family, as well as skiing, playing tennis, biking, hiking, paddleboarding and traveling.

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, TN, TX, UT, VA, WA, WI

Brandon joined Mogul Financial Group in 2017 as a Wealth Strategy Associate. Within the Mogul team, Brandon primarily focuses on fixed income strategies, equity research and trading. He is also responsible for designing and implementing financial plans. Prior to joining UBS, he was a Financial Consultant for North Star Resource Group. Brandon maintains his Series 7 and 66 securities licenses.

Brandon grew up in Boulder, CO and holds a degree in finance from Augsburg College in Minneapolis, where he played on the men’s basketball team. Outside of the office, Brandon enjoys spending time with loved ones, golfing and playing basketball.

Registered States:
AZ, CA, CO, CT, FL, ID, LA, MA, MN, NJ, NV, NY, OK, TX, UT, WA, WY

Sydney started at UBS in 2017. She assists in all client service and operational responsibilities for the team, including account maintenance, portfolio reviews and tax documents. She is the Banking Sales Coordinator for the Park City office. Sydney maintains her Series 7 and 66 securities licenses. Prior to working in financial services, Sydney spent a number of years in the hospitality industry with companies including Montage Hotels & Resorts and Four Seasons Hotels & Resorts.

Sydney grew up in Tucson, AZ and graduated from Northern Arizona University with a B.S. in international hospitality management and a minor in Spanish. Sydney moved to Park City in 2014, where she has been able to find balance with her love for the outdoors and her professional life. When Sydney isn’t at the office, she enjoys spending her free time volunteering with Little Bellas and Big Brothers Big Sisters of Utah.

Registered States:
CO, MD, NC, UT