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Bill Greco

Bill Greco

Formal First Name
William (Bill)
Link
LinkedIn
Location
Connecticut

Bill Greco is a Managing Director and Senior Portfolio Manager at UBS, with over 32 years of experience in the financial services industry. His team provides personalized wealth management and financial planning services to executives of public corporations and their families. Bill manages equity-based compensation plans using comprehensive investment strategies.

Professional Experience

Academic History

  • Forbes Best-In-State Wealth Advisors, 2018
  • Forbes/SHOOK America's Top Wealth Advisors 2016 - 2020
  • Barron's Top 100 Financial Advisors 2006 - 2020
  • Financial Times Top 400 Financial Advisor, 2016
  • Barron's Top 1,200 Financial Advisors 2011 - 2020
  • Series 63 and Series 64 licenses

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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