Louis Green, CFA, CFP, CPWA, CAIA, CRPS | Source | Senior Vice President & Portfolio Manager at UBS Financial Services Inc.

As a financial advisor at UBS, I am privileged to be able to help my clients prioritize their goals, address their concerns and feel more confident about the future. My practice sits between financial planning and investment management, as I seek to protect and compound clients’ portfolios over time. I believe that creating a comprehensive financial plan is the key to building wealth that endures.

I pride myself on being easy to talk to and forming close relationships with my clients and their families. I educate and consult before I recommend any solutions or strategies. My approach partitions clients’ assets based on their short-, medium- and long-term goals to help keep people invested for the long run. I spend time discussing common behavioral mistakes and the impact they can have on achieving investment goals.

Growing up, I watched my father, who was an accountant, provide tax services to friends and families. Seeing what a difference he made in their lives had a huge impact on me. I became fascinated with the markets after reading everything I could about Warren Buffett, and I knew that I wanted to work in finance. I earned my MBA and pursued further education, including the Chartered Financial Analyst®, Certified Financial PlannerTM and Certified Private Wealth Advisor® designations.

I started my career in 1997 at Bankers Trust, worked at Deutsche Bank and PNC Wealth Management, and joined UBS in December 2020.

When I’m not helping clients with their financial plans, you’ll find me cheering for any and all of the New York sports teams. Prior to Covid, I set a goal of visiting every continent. I enjoy reading, visiting museums, cooking, and technology, especially as it relates to financial services. I am on the board of the Brooklyn Urban Garden School and I serve as a mentor to a recent high school graduate as part of the iMentor program. I live in New York City, and I’m the father of an amazing 12-year-old.