[Fredslist] Welcome Louis Green to Gotham and the Virtual Group!

[Ray Walcott]

Good morning Gotham,


Please help me give a big warm welcome to one of Gotham's newest members,
Louis Green.



Louis is dedicated to helping his clients solve the financial puzzle of
their lives. He focuses on long-term planning and comprehensive wealth
management for attorneys, business executives, retirees, and trustees.
Louis incorporates the lessons of behavioral finance into his work. He
believes that by avoiding emotional mistakes, particularly during times of
financial upheaval, clients can be better positioned to achieve their goals.


Louis’s approach to wealth management seeks to address each client’s
day-to-day liquidity needs, retirement income goals, and the longer-term
legacy they wish to create. He has earned advanced certifications including
the Chartered Financial Analyst®, Certified Financial PlannerTM and
Certified Private Wealth Advisor® designations. This training enables Louis
to provide sound advice in many areas, including cash flow management,
investment management, retirement planning, trust and estate planning, and
tax mitigation.


Louis became interested in financial services at a young age while watching
his father, an accountant, provide tax services to friends and family.
Reading about Warren Buffett and other great stock pickers added to his
fascination with the markets. He started his career in 1997 at Bankers
Trust. The firm was purchased by Deutsche Bank, where Louis worked as a
portfolio analyst and then as a portfolio manager. He joined PNC Wealth
Management as an investment advisor in 2015 and moved to UBS in December
2020.


Credentials that build confidence!

*– M.B.A., finance, Zicklin School of Business, Baruch College*

*– B.A., English, St. Francis College, Brooklyn, NY*

*– Chartered Financial Analyst® (CFA®)*

*– Certified Financial PlannerTM professional*

*– Certified Private Wealth Advisor® (CPWA®)*

*– Certified Exit Planning Advisor® (CEPA®)*

*– Chartered Alternative Investment AnalystSM (CAIA®)*

*– Series 7 and 66 securities licenses*


Please get to know Louis and introduce him to your network!



*Louis Green, CFA, CFP®, CPWA| Senior Vice President – Wealth Management at
UBS **| Tel**: 212-713- 9281 |* *louis.green at ubs.com <louis.green at ubs.com>*


Best Regards,
Ray Walcott
*Sr. Business Banker • Business Banking*
*[image: address] 299 Park Avenue, 14th Floor, New York, NY 10171*
*718-354-7585*

*E-Fax: 888-722-8185*

______________________________________________________________________



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