Louis Green Joins UBS as a Financial Advisor in New York
January 21 2021 - 10:00AM
Business Wire
UBS Wealth Management USA announced today that Louis Green has
joined the firm as a Financial Advisor in the 1285 Avenue of the
Americas branch office in New York.
Louis has spent 23 years in the wealth management industry
having most recently worked as a Senior Wealth Advisor at PNC
Wealth Management and as an Investment Advisor at Deutsche Bank
Private Wealth Management. Louis works closely with his clients to
construct portfolios that meet their long-term financial goals by
combining retirement and estate planning, private banking and cash
flow analysis. He utilizes tax mitigation techniques and
incorporates important behavioral lessons he has learned from
recent financial crises in his work.
“On behalf of UBS, we enthusiastically welcome Louis to the
firm,” said John Decker, 1285 Avenue of the Americas Market Head at
UBS Wealth Management USA. “His skills and natural talent make him
a great addition to the team and we look forward to working with
Louis to help bring UBS’s global breadth and scale to our
clients.”
Louis has an MBA from the Zicklin School of Business at Baruch
College, and a BA from St. Francis College. He has earned the
Chartered Financial Analyst, Certified Financial Planner, Certified
Private Wealth Advisor and the Chartered Alternative Analyst
designations. Louis has also completed course work at the Yale
School of Management and the Kellogg School of Management at
Northwestern University. He holds his Series 7, 63, and 65
licenses.
In his local community, Louis is on the board of the Brooklyn
Urban Garden School and serves as a mentor to a recent high school
graduate, as part of its iMentor program. In his spare time, Louis
loves to read and travel. He is the father of a 12 year old son and
resides in Brooklyn, NY.
Notes to Editors
About UBS Global Wealth Management As the world's largest
wealth manager, UBS Global Wealth Management provides comprehensive
advice, solutions and services to wealthy families and individuals
around the world. Clients who work with UBS benefit from a fully
integrated set of wealth management capabilities and expertise,
including wealth planning, investment management, capital markets,
banking, lending and institutional and corporate financial
advice.
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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Laura Hastings laura.hastings@ubs.com +1 212 882-5705
https://www.ubs.com
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